The demand for electricity storage is waiting to be nurtured

Release date 2024-12-17 14:35:41 Reading 2

　　used excavatorThe demand for electricity storage is waiting to be nurtured, and sodium electricity is expected to usher in the "real year" of the industry by 2025

　　As the climate crisis intensifies, "green transformation" has become the trend, and a number of new energy industries are also heading towards the "peak of the wave". Lithium ion batteries are one of them, with application scenarios spanning consumer electronics, new energy vehicles, and power storage. The industry has gone through the "blooming of spring" and "hot summer". Although it is inevitable to face the "autumn wind and rain", it is still in the harvest season.

　　However, the technological principles and process flow are similar, and raw materials are easier to obtain. The "brother" product that the industry has high hopes for - sodium ion batteries - has been struggling on the road to industrialization. Previously, it was widely expected in the industry that 2023 would be the "first year of sodium electricity", but its large-scale application process has been pushed back and forth, and the "first year threshold" has not been crossed yet. With increasing investment in research and development, capital injection, and accumulation of demonstration projects, when this technological route can usher in its own "spring" has become a focus of attention in the industry.used excavator used excavator used excavator used excavator used excavator used excavator used excavator used excavator

　　In 2025, sodium batteries will usher in a turning point of accelerated industrialization development, and the market size is expected to exceed 100 billion yuan in the next five years. "Zheng Jianming, the director of Haichen Energy Storage Battery Research Institute, made the above judgment at the second Haichen Energy Storage Ecological Day and New Product Launch Conference held on December 12th with the theme of" Energy Freedom, New World ".

　　At the press conference, Haichen Energy Storage officially launched the world's first sodium ion battery for power storage, ∞ Cell N162Ah, which has been developed and built for three years. According to Zheng Jianming, the product is expected to achieve GWh mass production in the fourth quarter of next year.

　　He also revealed to the Titanium Media app that the mass production of sodium batteries can utilize the current lithium battery production line, which not only reduces investment costs but also helps activate the value of redundant lithium battery production capacity.used excavator used excavator used excavator used excavator used vator

　　For the industrialization of emerging technologies, 'where is spring' often equates to 'where is demand'.

　　Zheng Jianming believes that the reason why sodium batteries have not been able to achieve industrial scale application is because they have not found a truly large-scale application scenario for the general public. Only with a grand scene can a large industry be driven. According to his judgment, power storage will be the breakthrough point for the scaling up of the sodium electricity industry.used excavator used excavator used excavator used excavator used excavator used excavator

　　In the middle of this year, the total installed capacity of wind and photovoltaic power in China reached 1.18 billion kilowatts, surpassing coal-fired power in history, and the proportion of power generation has also increased to 20%. The sustained high-speed development of volatile new energy has posed great challenges to the stability of the power system. With the gradual promotion of the construction of a new power system dominated by new energy, the proportion of 100 megawatt level large-scale power stations in China has increased from 23% in 2020 to 58% in the first half of this year. The demand for power energy storage, especially large capacity, differentiated, and long-term energy storage, urgently needs high-quality and comprehensive products and solutions to meet it. The trillion level track that the market is generally optimistic about also provides huge demand space for the large-scale development of sodium electricity.used excavator used excavator used excavator used excavator

　　In terms of application scenarios, in addition to conventional power storage projects, sodium electricity can also effectively cope with extreme environmental scenarios ranging from 30-40 degrees above zero to 30-40 degrees below zero. Zheng Jianming further introduced the titanium media app using projects in the Middle East as an example. In high-temperature desert areas, lithium energy storage often requires the use of stored electricity to cool itself down. For example, sometimes it takes 20 kWh to cool down 1000 kWh of electricity, while sodium energy storage benefits from its high temperature resistance, requiring only 10 kWh of electricity to cool down. This reflects its advantages in efficiency and economy. In low-temperature regions, the wide temperature range characteristics of sodium electricity can be further utilized, becoming a hard solution for energy storage in extremely cold scenarios. In addition, Haichen Energy Storage also stated that, based on current costs, sodium batteries are already cheaper than lithium batteries in some power storage scenarios, taking into account factors such as high and low temperature stability, lifespan, and rate at the customer interface. The company will seize this opportunity and prioritize these scenarios to increase the production capacity of sodium ion batteries.used excavator used excavator

　　Once the demand problem is solved, the advantages of sodium electricity will soon be reflected. From the perspective of resource supply, the abundance of lithium in the Earth's crust is about 0.0065%, while sodium can reach 2.75%, a difference of more than 400 times. In recent years, with the explosive demand for lithium batteries, anxiety about the urgent supply of this resource has gradually spread. Stanley Whittingham, the 2019 Nobel Prize winner in Chemistry and known as the "father of lithium batteries," had previously warned that if recycling methods and alternative products cannot be found, lithium resources may be exhausted within ten years. According to Zheng Jianming's introduction, the natural sodium resources are extremely abundant. If 1% of them are made into sodium batteries, according to the global energy storage capacity increase of 1TWh per year, it can meet the energy storage demand of 15 billion years. Moreover, sodium resources are widely distributed globally, with low costs and controllable autonomy. In addition to alleviating the "lithium shortage anxiety", it also helps to break through supply chain bottlenecks and "bottleneck" risks caused by geographical distribution restrictions, price fluctuations, and other factors.used excavator used excavator used excavator used excavator used excavator used excavator

　　In addition, the Forward looking Industry Research Institute has pointed out in a report that the industrial chain structure of sodium batteries is similar to that of lithium batteries, and the lithium battery production line can be modified to be compatible with the production of large parts of sodium batteries. Haichen Energy Storage also told Titanium Media APP that the production process of sodium batteries is similar to that of lithium batteries, and some production lines will be modified during the production process. However, the cost of related technological upgrades is not high, and it can fully achieve a "smooth" transition. And this will also help sodium battery products and upstream and downstream rely on complete lithium battery production lines to rapidly increase production, and usher in a turning point in 2025. Sodium ion battery production process, source: Forward Industry Research Instituteused excavator used excavator used excavator used excavator

　　One More Choiceused excavator used excavator used excavator used excavator

　　The energy storage industry is known as the "lithium dominated" industry. According to data from the National Energy Administration, as of the first half of this year, lithium battery energy storage accounted for as much as 97% of the new energy storage projects that have been completed and put into operation in China. At present, the top players in energy storage are all following the technology route mainly based on lithium batteries.used excavator used excavator used excavator used excavator

　　If sodium batteries finally enter their own era, will these companies' lithium and sodium battery products face problems of mutual pressure and competition?

　　Regarding this issue, Zheng Jianming told the Titanium Media APP that sodium battery energy storage and lithium battery energy storage are not simply substitutes. Currently, the demand for electric energy storage is still growing, and there are still obvious shortages and imbalances in the supply side. Lithium and sodium batteries can develop together to meet the demand gap. In the future development plan, whether it is lithium or sodium batteries, whichever solution can provide greater value to customers will be provided. The company hopes to create a lithium sodium complementary ecosystem and move towards a future where lithium and sodium fly together.

　　In other words, sodium based electrical products provide an additional option for energy storage. At the Ecological Day event, the digital executives of Haichen Energy Storage also mentioned their vision of "allowing power storage to achieve freedom of choice". Regarding this, Wang Pengcheng, co-founder and president of Haichen Energy Storage, further explained that "as an energy participant and builder, Haichen Energy Storage always believes that in the foreseeable future, the 'energy storage+new energy' model will definitely be the inevitable choice to achieve energy freedom.used excavator used excavator used excavator used excavator

　　From a technical perspective, the sodium battery for power storage released by Haichen Energy Storage adopts a technical route of using sodium iron phosphate phosphate positive electrode combined with hard carbon negative electrode. At the same time, it adopts a series of technological innovations such as homogeneous high conductivity coating strategy and micro bonding electrolyte formula, which have many characteristics such as long life, wide temperature range, high rate, high energy efficiency, and high safety.used excavator used excavator used excavator used excavator

　　The Titanium Media APP also learned from an industry analyst that the sodium battery product system is mainly determined by positive and negative electrode materials. In terms of negative electrode materials, the commercial advantages of hard carbon are quite obvious. In terms of positive electrode materials, there are currently bets on layered oxides, Prussian blue compounds, and polyanion compounds. The applicable scenarios for different technological routes vary, for example, layered oxides have relatively high energy density and are more suitable for UPS, household storage, backup power supply and other scenarios. Currently, many sodium electric two wheeled electric vehicles also follow this route; Prussian blue has certain advantages in energy density and stability, and the industry has previously attempted to develop power batteries for new energy vehicles through this route. However, compared with mainstream lithium batteries, the energy density of sodium batteries has never been advantageous. In mobile applications, it is difficult to overcome the challenge of battery life, which has also prevented it from making a big impact in the field of power batteries. Relatively speaking, it is more suitable for static application scenarios. The sodium electric products of Haichen Energy Storage belong to the polyanion route, with lower energy density than the other two routes, but have obvious advantages in thermal stability and cycle life. In addition, the "talent" of sodium batteries in wide temperature range, rate discharge, and over discharge resistance is indeed the most suitable technology choice for power energy storage.

　　In addition, the Titanium Media APP also learned that due to its high thermal stability technology route and optimized battery chemical system, as well as the characteristics of 0V ultra long shelf life storage, Haichen Energy's sodium battery products can provide high personal and property safety guarantees for the storage, assembly, transportation, and operation of batteries and systems, especially in overseas business.used excavator used excavator used excavator used excavator

　　The future of sodium electricityused excavator used excavator used excavator used excavator used excavator used excavator

　　For 2025, the energy storage industry's expectations are far beyond the "first year of sodium electricity".used excavator used excavator used excavator used excavator

　　In the "14th Five Year Plan for the Development and Implementation of New Energy Storage" issued by the National Development and Reform Commission and the National Energy Administration in February 2022, it is clearly stated that the goal of new energy storage entering the stage of large-scale commercial development from the initial stage of commercialization by 2025, with conditions for large-scale commercial application. According to the prediction of the China Physical and Chemical Power Industry Association, the scale of China's new energy storage industry will exceed one trillion yuan by then. In the "Energy Storage Industry Outlook 2025" report released by China International Capital Corporation on December 5th this year, 2025 is also regarded as a turning point for the rapid growth of global energy storage. It is expected that the global energy storage shipment volume (including communication energy storage) will reach 449GWh for the whole year, a year-on-year increase of 31.5%. In addition, Wood McKinsey predicts that the global long-term energy storage installation and market will experience significant growth by 2025, with a cumulative investment of around $50 billion. Global energy storage shipment volume estimation by type (large storage refers to electric energy storage), image source: China International Capital Corporation's "Energy Storage Industry 2025 Outlook" reportused excavator used excavator used excavator used excavator used excavator used excavator

　　Although various "big predictions" are inevitably overwhelming, at their root, they all point to how to solve the "spatiotemporal problems" of new energy (wind power and photovoltaics as power sources have intermittent and fluctuating problems in the time dimension, and uneven distribution of resources in the spatial dimension). This requires finding breakthroughs in the existing "source grid load storage" system, and more importantly, the energy storage industry needs to provide answers through technological updates and diversified development.

　　Of course, the industry always has dramatic expectations for the "turning point", "first year", and "trend", but after the turning point, the performance of capacity ramp up, market share increase, and cost reduction is often the key to determining the future of the industry.

　　Chen Liquan, an academician of the CAE Member and a researcher of the Institute of Physics of the Chinese Academy of Sciences, once said that the cost of sodium ion batteries is expected to be 20% lower than that of lithium iron phosphate batteries after large-scale production. In the planning and vision of Haichen Energy Storage for the future of sodium electricity, the top priority in the past two years is to increase its own and supply chain capacity, and find concrete orders to lock in production capacity. After mass production and the market enters the right track, the cost of battery cells for this technology route can approach that of lithium iron phosphate energy storage batteries within the next three years, and is expected to be better than lithium iron phosphate energy storage batteries in the next five years or so. After demonstrating its economic advantages, the sodium electricity industry will also develop at a faster pace. The person in charge of the Haichen Energy Storage Sodium Electricity Project told the Titanium Media APP that after the solution department's research, sorting, and calculation of future application scenarios and customer channels, it is expected that the market size of sodium electricity will exceed 100 billion yuan in the next five years.used excavator used excavator used excavator used excavator used excavator used

　　No matter how beautiful the future may be, it must start from this moment. On November 6th of this year, the Ministry of Industry and Information Technology of China released the "Action Plan for High Quality Development of New Energy Storage Manufacturing Industry" (draft for comments), which pointed out the need to continuously improve the supply capacity of new energy storage products that are high in safety, reliability, energy efficiency, longevity, and economic feasibility. It also explicitly mentions "supporting disruptive technological innovation and enhancing the supply capacity of high-end products" and "promoting the engineering and application technology research and development of sodium batteries, flow batteries, and other technologies". In the year-end review and outlook of enterprises, investors, and institutions, policies and financial support for diversified technology routes such as sodium and electricity in the energy storage field next year are generally optimistic.

　　It seems that NaDian has once again stood at the historical juncture of industrial explosion, with everything ready and only waiting for a leap forward.used excavator used excavator

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The demand for electricity storage is waiting to be nurtured

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The demand for electricity storage is waiting to be nurtured

We guarantee the quality of each machine and promise
to offer you the most favorable price.