lithium battery cost is expected to be significantly reduced
Recently, Tesla announced at its second-quarter financial report meeting that its 4680 battery using dry-process cathode technology has begun to assemble the first prototype Cybertruck and has entered the vehicle testing and verification stage. It plans to mass-produce and install the vehicle before the end of the year. 4680 battery that completely uses dry electrodes.
This means that Tesla's dry electrodes have completed the design freeze and entered the mass production verification stage, and its large cylindrical batteries are finally one step closer to low-cost, low-energy mass manufacturing.
Dry electrode technology has obvious advantages, and PTFE is expected to have explosive demand
The dry electrode process is a comprehensive upgrade compared to the traditional wet method. In terms of the manufacturing process, dry electrodes have fewer steps, lower manufacturing costs and energy consumption, and the raw materials are environmentally friendly and more suitable for mass production; in terms of battery performance, dry batteries can achieve higher energy density and higher battery power. The performance and mechanical properties are better; on the application side, the dry electrode process is more suitable for the manufacturing needs of new generation batteries such as solid-state batteries and 4680 batteries.
The dry electrode process can be divided into powder tableting method, powder spraying method, binder fiberization method, etc.
Commonly used fibrillating adhesives include PTFE, ETEF and FEP. Among them, PTFE is the optimal adhesive choice, mainly because PTFE polymerizes with a larger molecular weight, can form longer fibrils, and has good mechanical properties.
Based on the 3,000 tons of positive and negative electrode materials required at 1Gwh, and calculated based on the PTFE addition amount of 5%-10%, approximately 200 tons of PTFE are needed. EVTank predicts that global lithium-ion battery shipments will reach 1926.0GWh and 5004.3GWh in 2025 and 2030 respectively. If the dry electrode permeability reaches 3% and 15% in 2025 and 2030 respectively, the corresponding PTFE demand will be approximately 11,000 tons and 150,000 tons respectively.
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