Sports car manufacturer What Porsche is planning for the electric future

Status: 06/22/2021 9:24 a.m.

As a rule, Porsche tests new technology first on the race track – including a new high-tech battery. Because there are no suitable batteries on the world market, Porsche will produce them in-house in the future.

From Tim Diekmann, SWR

If you sit in the new Porsche Taycan, you don’t have to do without the usual sound. Although the first fully electric Porsche should glide almost silently across the street, it sounds either like a bubbling sports car or – when accelerating – like an intergalactic rocket. Porsche calls this “Electric Sport Sound” – because the Swabian car manufacturer does not want to deliver its newest vehicle completely without sports car noises. The luxury sports car, which Porsche sold 20,000 times worldwide last year, is only supposed to be the beginning of an electromobility initiative.

High-tech battery made in Germany

In just two years, every third Porsche should be equipped with an electric motor – as a hybrid or fully electric. For this, Porsche needs lots of powerful batteries. But they are hard to find on the world market, says Porsche boss Oliver Blume: “We need high-performance cells for our electric sports cars. But we can’t find them anywhere at the moment. That’s why we develop and build these cells ourselves.” The first battery cells are expected to roll off the assembly line from 2024, initially for around 1,000 vehicles per year. “The focus will initially be on small series for racing and high-performance vehicles. In the future, however, this is not just about racing cars,” explains Blume at the official presentation at the Porsche Development Center in Weissach. In the first step, innovative technologies are usually only developed for a limited high-tech application, “but once the innovations have proven themselves there, they will gradually establish themselves across the board. That must be our goal. At Porsche, that’s what we call it Principle: from motorsport to series production. ”

Range model Tesla

For battery cell production, the Stuttgart-based company is working with the German company Customcells, which it claims to be a world leader in the development of lithium-ion battery cells. The joint venture operates under the name Cellforce Group.

According to automotive expert Stefan Bratzel from the Center of Automotive Management in Bergisch-Gladbach, it is logical that, after Volkswagen, Porsche is now also relying on the production of its own battery cells: “The battery cell accounts for the largest part of the car’s added value, and it has a lot of innovation potential . Automobile manufacturers who develop competencies in this area have a long-term competitive advantage. ” According to Bratzel, Porsche should not chase after the competition for the US electric car manufacturer Tesla, but rather must lead the way as an innovator.

New battery technology promises many advantages

According to the head of electrochemical energy technologies at the Center for Solar Energy and Hydrogen Research in Baden-Württemberg (ZSW), Markus Hölzle, the batteries as we know them today should still develop their potential: “Everything can, must and will be improved Above all, however, the cost of battery cells must be reduced further. And the energy density must also increase so that the batteries become more compact. ” The ability to recharge quickly is also important. To do this, Porsche wants to work with so-called silicon anodes, which “has two major advantages over the previously used carbon: it improves the ability to charge quickly and increases the energy content,” explains Hölzle. But now Porsche must first show that they can do it.

But while Porsche is still planning the future, competitor Tesla is already building the world’s largest battery cell factory in Grünheide near Berlin and promises a production capacity of 100 gigawatt hours per year, a thousand times as much as Porsche’s subsidiary Cellforce Group.

Climate neutral by 2030?

The focus on e-mobility and the setting of climate targets is an important step for the brand, emphasizes car expert Bratzel. “Porsche is a brand that nobody really needs, but many people want to have it because of its positive image. And I believe that it is becoming more and more important for the Porsche clientele in particular to say: ‘I have a sports car and still drive in a climate-friendly way . ‘”

Climate protection has long since become an image factor. This also shows the ambitious goal of the Swabian car manufacturer to be “balance sheet CO2-neutral” by 2030 and thus earlier than Daimler (planned for 2039) or Volkswagen (planned for 2050).

Environmentalists are skeptical

The environmental protection organization Greenpeace is skeptical whether Porsche will really be climate-neutral by 2030. “Unfortunately, ‘climate-neutral’ on the balance sheet ‘usually means that in the end generously cheap CO2 credits are bought from offsetting projects instead of consistently reducing CO2,” says Benjamin Gehrs from Greenpeace. With its large SUVs, Porsche consumes an unnecessarily large amount of resources. Porsche must also get out of the business with climate-damaging diesels and gasoline engines faster and more consistently than before.

So will the Porsche 911 possibly soon hit the streets as an electric car? Unlikely. In addition to battery cell technology, Porsche is also working on the development of synthetic fuels, so-called eFuels, which are to be produced using renewable electricity. Artificial sports car sound, as in the Taycan, is then unnecessary. At Porsche, the first step is to advance research in the field of battery cell development. The federal and state governments support the project with 60 million euros

report

Mining in Bolivia Lithium rush in the Andes

As of: 06/20/2021 4:40 p.m.

The largest lithium deposits on earth are believed to be under the Uyuni salt lake in Bolivia. The planned dismantling of the metal, which is important for batteries, raises hopes, but is controversial because of the high water consumption.

By Anne Herrberg, ARD Studio Buenos Aires, and Matthias Ebert, ARD studio Rio de Janeiro

It lies dazzling white between the majestic peaks of the Bolivian Andes, an area nine times the size of Berlin: the Uyuni salt lake. Hidden underneath is a treasure: white gold, lithium, or as Panfilo Huayllas, Mayor of Rio Grande says: “our future”. He demands: “All communities around the salt lake and all Bolivians must benefit from the lithium that is under this salt crust.

Lithium, the lightest metal on earth, is required for lithium-ion batteries. They are not only found in cell phones and laptops, but also in electric cars. Without lithium there is no e-mobility – and nowhere in the world are more reserves believed than here, on the roof of the Andes.

Bolivia doesn’t just want to be a supplier of raw materials

But Bolivia wants to be more than just a supplier of raw materials. “We local residents have to share in the profits, because we will feel the effects of lithium industrialization here in Rio Grande,” says Mayor Huayllas.

Lithium is said to be a driver for Bolivia’s industrialization. The plan is to build the batteries yourself. Ex-President Evo Morales was once looking for partners for this project – and found them in a German medium-sized company: ACISA from Zimmer ob Rottweil on the edge of the Black Forest. It was a deal of the century. But it burst in 2019 , after the election overshadowed by allegations of fraud and Morales’ flight into exile. Since then, the German-Bolivian project has been on hold.

The lithium deal negotiated by ex-President Morales collapsed in 2019. Image: AFP

Not everyone is enthusiastic about it anyway. Luis Machaca is the spokesman for a citizens’ initiative that opposes the project. “The Germans wanted to mine our raw material behind our backs, with a contract for 70 years,” he says. “They may be a good partner, but they have neither the technical means nor the technology.”

Lithium mining uses up a lot of precious water

What does mining mean for people, but also for the sensitive ecosystem? It is about the most precious commodity on the roof of the Andes: water.

A look across the border into the Atacama Desert to Chile: SQM has been mining lithium there for 25 years. The brine is pumped up from 40 meters, then evaporates in basins over months until a lithium-containing slag remains. It is a very water-intensive process, of all places in one of the driest regions in the world, says the Chilean biologist Cristina Dorador. “We can see from satellite images over the past 20 years that the soil has lost moisture,” she says. At the same time, the ground is heating up and the vegetation is receding. “These changes are directly related to lithium production over the past 20 years.”

Water protection should be improved

The company promises to make mining more sustainable. In Chile’s new constitution, on which the biologist Dorador will also be co-writing, environmental and water protection should be a top priority. Local residents like Cristian Toroca remain skeptical. “The company had not previously intended to involve local residents, that bothers us about this group,” he says. “They’re pulling this mineral out of the ground to sell in Europe as a clean product, but that’s a lie.”

In Bolivia it is still unclear who will be awarded the contract: the Germans are competing with Chinese and US companies. Panfilo Huayllas continues to hope that the white gold will bring prosperity to his community. But he too says: not at any price. “Alternative ways of supplying lithium production with water in the future must be found. If they only tap our wells, we will ruin the future of our children.”

Around the world, unsafe recycling of lead batteries (mainly from cars) is widespread. Perry Gottesfeld of Occupational Knowledge International (a San Francisco-based organization that campaigns worldwide against industrial pollution) called lead pollution “the most serious health threat to children”. In Senegal, 18 children died within three months of cerebral palsy caused by lead poisoning from a battery recycling plant on the outskirts of Dakar. In addition to those 18 children, hundreds more children in the residential area were poisoned. A person cooks lead manually in the Pesarean (Indonesia). Image source: Pure Earth On the other side of California, a giant lead smelter is located in the city of Torreon (Mexico), which has a history of childhood blood poisoning in the neighborhood and stretches back half a century. Air, soil and water pollution has long been documented around small and large lead smelting and recycling plants. Doctors all know that lead can be easily inhaled or swallowed, and when it enters the bloodstream, lead dust will immediately travel from the digestive tract to the brain. On the other hand, it should be known that lead is a potent neurotoxin and at no level has ever been deemed safe. Besides causing fever and affecting the gastrointestinal tract, lead poisoning also damages intellectual development in young children even at a low dose, reduces intelligence quotient (IQ), loss of attention. , and emotional disorders. Workers disintegrate car batteries in preparation for lead recycling in Patna, India. Image source: Pure Earth Lead poisoning is also believed to be the cause of outbreaks of violent behavior in communities in the United States and around the world. The UNICEF report noted: Lead wreaks havoc on the body in a silent way. One-third of children worldwide are suffering from lead poisoning from recycled batteries and other sources. Fatty profits but a danger to human health An estimated 85% of the lead used today is in batteries, mainly used in cars. And when the battery runs out, 99% of the expired battery will be recycled to create a new battery. The recycling battery business is very lucrative, this is a money-making business. Tens of thousands of people breaking batteries and smelters around the world are looking for ways to monetize it, collecting an abundance of used batteries and turning them into brand-new products. According to the International Lead Association, in London: “More than 6 million tons of lead are collected each year. Lead batteries are the most recycled consumer product in the world, thanks to recycling they no longer have to be mined.” Because of very little regulation, in many countries around the world, small-scale operators compete with the legal battery industry. “Total half of all batteries are in the informal economy, where unregulated and often illegal recycling processes have broken battery cases, spilling lead acid and dust into the ground. Lead smelting in open-air furnaces has spewed toxic fumes and dust around residential areas,” according to a report published in June 2020 by Pure Earth and UNICEF. With the rapid development of African economies, more than 800,000 tons of lead leach out of batteries each year on the subcontinent. And the consequences for human health and the environment have already begun to emerge. Two years ago, Mr. Gottesfeld completed research showing that lead poisoning had spread to the land around battery recycling plants in crowded slums or near schools in cities such as Dar es. Salaam (Tanzania), Lagos (Nigeria) and the port of Tema (Ghana). Lead contaminated soil is excavated in Dong Mai ward (Hanoi, Vietnam). Image source: Pure Earth In addition to Africa facing serious lead poisoning problems, Southeast Asia is also facing a similar crisis. Mr. Bill Daniell (School of Public Health, University of Washington) is the lead author of a 2015 study on lead exposure around Dong Mai ward (Ha Dong district, Hanoi), where many households are engaged in recycling. battery processing. More than 100 children in Dong Mai were tested and all showed high blood lead levels of more than ¼/45 micrograms/decilit, which is nine times the safe limit in the US. In India, a study published in 2019 by Toxics Link (an NGO based in New Delhi) announced that 90% of lead batteries in India in recycling plants are in the informal sector. awake. The study mapped residential areas in major cities like New Delhi, where lead-battery recycling plants operate without any official supervision. Nguyen Thanh Hai ( According to e360.yale.edu )

Raw material for batteries Is nickel still in short supply?

Status: 15.06.2021 3:55 p.m.

First a lack of chips, then a lack of wood, soon a lack of nickel? E-mobility also devours resources. Due to the increasing demand for batteries, the demand for nickel is likely to increase strongly. The sufficient supply of the metal nickel could become critical in the next few years. The German Raw Materials Agency (DERA) warns of this in a current analysis. The background to this is the increasing demand generated by the turnaround towards electromobility. “We assume that, depending on the scenario, global nickel demand will increase from around 2.4 million tons today to around 3.4 million tons in 2025,” explains Dr. Michael Szurlies, nickel expert at the Federal Institute for Geosciences and Natural Resources (BGR). “Overall, the nickel market is facing a turning point in terms of demand in the coming years, which will lead to a significant shift in market shares within the areas of application.” As a special department of the BGR, DERA advises the federal government, business and NGOs on raw material issues, for example on security of supply and the ecological consequences.

02/18/2021

Nickel is used for batteries

So far, nickel has mainly been used in steel production: around 85 percent is currently used in the manufacture of stainless steel and alloys, as DERA writes. The use in batteries currently accounts for around five percent. That will change in the near future. Because nickel is now a “key raw material” for the transport and energy transition, according to the study. Due to the strong demand generated by the global expansion of electromobility, the experts expect that by 2025, depending on the scenario, the share could be up to 21 percent. This would make batteries the second largest area of ​​application.

07.03.2021

Most of the nickel comes from Indonesia

Indonesia is the world’s largest supplier of nickel. The experts write that the vast majority of the new global production and refining capacities for the metal are expected there by 2025. This leads to a significant increase in the market concentration for nickel – and also has the consequence that the power of the main suppliers increases. Whether prices can also be expected to rise in the future due to rising demand depends on whether supply also increases. It is not excluded. In order to reduce the dependency on international suppliers, consideration is being given to extracting important raw materials – including nickel – in Europe. Experts emphasize that a European supply chain could make economic sense. In January, Peter Buchholz, head of DERA, said it would be good if Europe also built up its own capacities. The projects just have to be cost-competitive.

background 10/27/2010

Recycling is becoming more important

The automotive industry in particular, but also machine builders with a focus on solar or wind power, steel manufacturers or the IT and medical technology industries are dependent on a continuous supply of basic materials such as nickel. This also applies to so-called rare earths – elements such as cobalt or lithium, which is usually the central raw material for batteries in pure electric drives. The authors of the study also have the issue of sustainability in mind: “In view of the goal of reducing emissions of climate-damaging carbon dioxide through electromobility, in future, apart from questions of availability, the most environmentally friendly and sustainable extraction and processing of nickel will be more important.” One has to ask how more nickel and nickel compounds can be recovered at the end of the life cycle of the products and how less environmentally harmful and at the same time more socially fair promotion can be achieved. On the one hand, there are technological developments towards greater efficiency and fewer emissions. On the other hand, the increasing mining in tropical regions is a problem due to the large amount of land required.

Initially Leafy house The activity was planned to be carried out in two weekends (April 17-18), but the battery collected in just 2 days has exceeded expectations and still many people have yet to participate. Therefore, the project is extended by young people from April 19 to 25. Young people bring used batteries to the Leafy House in exchange for green trees Hoang Ai Nghi (in charge of the program “Exchanging batteries for trees”) said, as of the afternoon of April 24 (on the 8th day – PV), the program has received a series of batteries, including: primary batteries , phone battery, laptop, rechargeable battery … For every 5 pieces / battery given away, you will receive 1 green tree, a small stone lotus or cactus. “Over the past few days, we have welcomed many people to send batteries and take back trees. Tracking and knowing about the program through fanpage or sharing from friends, students, employees, parents or even children bring batteries to support the program ”, Ai Nghi shared. The activity of “exchanging batteries for trees” actively contributes to the transmission of the message of green living and environmental protection You volunteers join hands in the program In addition to the activity of “exchanging batteries for trees”, Many Leaf Houses also sell green products and recycled products By the end of April 24, the program had received more than 120,000 broken batteries and electronic equipment; donating 6,000 trees. The collected batteries will be sent to the gathering point of Vietnam for recycling to be disposed of most thoroughly. It is known that each battery thrown into the environment or improperly disposed of will contaminate 1 cubic meter of soil and 500 liters of water within 50 years. Once received, these batteries will be volunteered by volunteers Leafy house bring to the gathering point of the Vietnam recycling program for the most thorough treatment. On the same occasion (April 24 and 25), Leafy house also organized the activity “Exchange plastic bottles for recycling socks” to receive more recyclable materials. “Many Leaf Houses” known as a chain of social activities in terms of culture, education and environment, has been deployed in Hanoi City and recently Ho Chi Minh City. Next to the activity “Change batteries for trees”, Leafy house also received plastic bottles and paper, implemented a free book library in the form of “lending books by trust”, sold trees to raise funds …

From Steffen Wurzel, ARD studio Shanghai A battery factory in Changshu, just under 100 kilometers north of Shanghai. The Chinese e-car company Aiways has the batteries for their electric SUV called U5 assembled here. Robots put the individual parts together on a conveyor belt. The battery packs have a capacity of up to 63 kWh, which means that Aiways cars can travel 400 kilometers according to the manufacturer. Only a few workers stand on the conveyor belt. Most of the work steps run automatically, explains senior engineer Wu Lunbin. “It currently takes nine minutes and 44 seconds to make a battery pack for a car,” he says. “But we will continue to expand our production capacity, that will further increase the pace.”

Lots of bankruptcies and takeovers

In addition to Aiways, the other Chinese electric car start-ups are also self-confident. Of the original hundreds of small companies, around ten have remained after bankruptcies and takeovers, which have now actually brought market-ready electric cars onto the streets. They are called, for example, Li Auto, Xiaopeng, World Champion and Nio . Even if the sales figures of these companies are still very low compared to the established, international large car brands: The e-car start-ups have shaken up the car market in China, says Zeng Zhilin, founder of the Shanghai management consultancy LMC Automotive. “These e-car start-ups are digital through and through. They are brave and dare to sell their cars and use new technologies,” says Zeng. “E-car start-ups like Nio combine classic car technology and new software in a way that traditional corporations cannot.”

“Most difficult market ever”

In the affluent cities along the Chinese coast, the hip electric SUVs from the startup companies are already part of the normal street scene. So far, only a few have dared to go abroad, more precisely to Europe. The Shanghai company Aiways, for example, is trying. It also sells its off-road electric sedans in Germany for just under 30,000 euros if you include the state e-car bonus. “We want to start our business from Europe because that is the most difficult market ever,” says Aiways company founder Fu Qiang. “If we survive in Europe, we can do it anywhere. And with that we show our customers within China: Look here, we have what it takes to sell our products in Europe – we build high-quality cars.”

Aiways founder Fu Qiang wants to sell his cars in Germany over the Internet. Image: Steffen Wurzel Entering the German market is complicated for new car manufacturers: There is fierce competition, high price pressure, and German customers are not considered to be keen to experiment. And: It is time-consuming and expensive to set up a Germany-wide sales network. Aiways simply bypasses the latter point: The Shanghai company sells its cars in Germany online and through a consumer electronics chain that otherwise sells televisions and computers.

Cooperation with workshop chain

For inspections and repairs, Aiways customers are referred to the nationwide active workshop chain Auto -teile-Unger, ATU for short, explains Aiways company founder Fu Qiang. “ATU has enough locations in Germany. They don’t need any new equipment or new mechanics for our cars. The only thing they need is precise instructions on how our cars are serviced.” As far as the number of new cars produced is concerned, the e-car start-ups are catching up, but they are still far behind the established, large car manufacturers. Aiways plans to sell at least 10,000 cars outside of China this year. For comparison: the Volkswagen Group sold around 4.2 million cars last year – in China alone.

PVOIL’s General Director Doan Van Nhuom and VPI Director Nguyen Anh Duc signed “Consulting service contract for research on batteries and charging stations for electric cars” VPI Director Nguyen Anh Duc said, according to a survey by Frost & Sullivan (USA), 33% of consumers in Vietnam are interested in buying electric vehicles, the rest is price, charging technology, battery price and battery life. With the role and mission of a scientific research unit of Vietnam Oil and Gas Group, VPI will monitor market indicators, regularly update PVOIL’s leaders to have a basis for making accurate decisions, preparing solutions to cope with risks and take advantage of opportunities in the energy shifting trend. PVOIL’s Chairman Cao Hoai Duong said that in the energy transition trend, PVOIL is a directly affected unit, so there is always a sense of proactively responding to “minimize danger and utilize muscle”. 3 years ago, PVOIL has been interested in researching the development of electric vehicles, the possibility of replacing electric cars for gasoline-powered vehicles and building possible scenarios. PVOIL hopes that, through the cooperation with VPI, experts will support PVOIL in researching technology, engineering, and development trends of batteries and charging stations so that PVOIL will have more information in planning development strategy. development, ready to adapt to the development trend of electric vehicles. As an oil product distribution business, the energy shift will directly affect PVOIL’s business operations. Therefore, PVOIL needs to take advantage of the available infrastructure of the system of more than 600 petrol stations across the country, apply technology 4.0 in business activities to have solutions to welcome the trend. development potential of electric car.

On April 15, Sinopec announced in Beijing that it will build 5,000 smart charging stations before 2025. At the same time, the world’s first fully smart charging station jointly built by Sinopec and NIO has also been officially put into operation.

However, cooperation with traditional energy giants has not stopped Weilai’s stock price from falling.The new energy vehicle company, which has a market value of more than US$50 billion, continued its decline on Wednesday, closing down 3.67% on Thursday.The other two Chinese new energy automobile companies listed on the US stock market, Ideal and Xiaopeng, also fell sharply on Thursday. Ideal Motors closed down 6.73% and Xiaopeng Motors closed down 4.53%.

Not only did the capital market fail to respond positively to the cooperation between Sinopec and NIO, many netizens also hesitated about Sinopec’s plan to build charging stations in gas stations. Worried about safety hazards when batteries are placed in gas stations .

Build no less than 5000 mixed stations in the next 5 years

According to a CCTV financial report, on April 15th, Sinopec, the largest domestic oil product sales company, announced in Beijing that 5000 smart charging stations will be built before 2025 At the same time, the world’s first fully intelligent power swap station jointly built by Sinopec and NIO was officially put into operation.

This latest fully intelligent switching station is located in Beijing’s southeast Fourth Ring Road, covering an area of ​​60 square meters. Users do not need to get off the car, and can complete the parking and battery swap business with one click in the car.

Image source: CCTV Finance

According to the Securities Times, this swap station is the second generation of Weilai swap station, which can hold up to 13 batteries. The time for a single power exchange is 4 minutes and 30 seconds, and the daily service capacity can reach up to 312 times. Compared with the first-generation power station, the efficiency is increased by more than 3 times.In addition, the second-generation power station can also support the automatic parking of the vehicle. The user does not need to get off the vehicle, and the vehicle can be automatically replaced by one-key start. .

At present, Sinopec has more than 30,000 gas stations in China, and some of these stations will coordinate the layout of charging and swapping networks with new energy vehicle companies.

Image Source:CCTV Finance

Zhang Yuzhuo, Chairman of Sinopec, said in an interview with CCTV Finance: “ The power exchange can be introduced at Sinopec’s gas stations. In this way, our plan is to build no less than 5,000 mixed stations during the “14th Five-Year Plan” period. The battery should be standardized, and the chassis of the car should also be standardized. In this way, when a gas station is built, all electric vehicles can be replaced. ”

In addition, Sinopec and NIO will conduct all-round cooperation in the fields of charging and swapping layout, new materials and smart vehicles.

Li Bin, the founder of NIO, said: “Next we have more plans to deploy NIO to replace power stations at Sinopec gas stations. In places like Beijing, Shanghai, the Yangtze River Delta, and the Pearl River Delta where we have a relatively large number of users, there is another At high speed.”

According to the Economic Observer Network, in addition to NIO, on April 15th, Sinopec also signed a strategic cooperation framework agreement with another new energy company, Aodong New Energy. The two parties will fully combine their respective technologies and expertise to conduct research, exploration and promotion. Full-scenario commercial application models such as smart charging will carry out pragmatic cooperation in the research and development, construction, and promotion and application of charging and swapping of electric vehicles.

According to reports, Aodong New Energy has been in the field of battery swapping for more than 20 years. It has mature solutions and practical applications in electric vehicle swap services, battery lifecycle management, and commercial operation of swap stations. It has implemented swap stations in more than 20 cities. Large-scale commercial operations .

Upsurge in the field of power exchange

According to the Securities Times, NIO is the first new energy car company to promote the battery swap model on a large scale, and it is mainly aimed at the private car application market and can only serve NIO owners. This mode requires investment in the construction of replacement stations and the purchase of a large number of batteries. Different companies have different battery pack standards. The construction of the NIO car swap station has not been smooth sailing, and its model has also been questioned in the early stages. Weilai had planned to build 1,100 replacement power stations in 2020, and actually completed about 200 .

At present, the number of domestic power exchange stations is still small. Statistics released by the China Business Industry Research Institute show that As of December 2020, there are a total of 555 power replacement stations in China.Aodong New Energy ranked first in the number of replacement power stations, with a total of 286; Weilai ranked second with a total of 175; Hangzhou Baitan ranked third with a total of 94 .

In addition to Weilai, there are many players in the domestic power exchange field. Among them, BAIC New Energy takes the lead in implementing power exchange. In March of this year, BAIC Blue Valley (600733) stated on the investor interaction platform that BAIC New Energy will build more than 50 new power stations in 2020, and have built more than 100 power stations in Beijing, Hainan and other places.

Recently, many car companies have launched new battery swap models, but most of them are geared towards the to B market. In March of this year, SAIC Group released the Roewe Ei5 quick-change version. The taxi operating company Dazhong Transportation and Jiangnan Travel became the first users of the Roewe Ei5 quick-change version. In the same month, Geely’s battery swap model, the Maple Leaf 80V, was officially launched, mainly for the online car-hailing market.

In the context of China’s goal of achieving carbon peaks by 2030 and carbon neutrality by 2060, considering factors such as grid load and efficiency,The recent upsurge in the field of power exchange is not surprising.

According to CCTV Finance, Since the beginning of this year, the Ministry of Industry and Information Technology, the National Energy Administration and many other ministries and commissions have repeatedly pointed out that it is necessary to actively support the innovation of the charging and replacement business model to help achieve carbon peak and carbon neutral .ItemThe charging mode of the former new energy electric vehicles is mainly based on the decentralized recharge of residents’ own charging piles. As the contradiction between the increasing number of electric vehicles and the scarcity of parking spaces becomes increasingly prominent, the charging mode will gradually shift to a centralized power supplement based on fast charging and battery swapping modes, which is conducive to the safe operation of the power grid. .

Professor Xia Qing of Tsinghua University said in an interview with CCTV Finance: “The advantage of the power swap mode is that the impact on the distribution network is relatively small. I can concentrate on one place and add the power grid. If it is distributed, it will be more difficult to control. Because the two modes are compared, the cost of the point-of-switch mode is much lower.”

According to industry insiders, The power exchange mode will separate the car and electricity, which will not only allow consumers to reduce the loss of battery depreciation, but also make the battery itself more fully utilized. It can be used as an energy storage device to participate in the consumption of new energy such as photovoltaic and wind power .

“The power swap mode may form a relatively large energy storage power station from small power batteries in a power swapping station. In addition, the cascade utilization of power batteries formed after the power batteries are retired may also extend the power battery business format to the energy storage battery business format. “Chen Haisheng, chairman of the Zhongguancun Energy Storage Industry Technology Alliance, said.

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