With the arrival of the new energy car era, the lithium battery is very important as the source of new car power. But as a car manufacturer, there are rarely available automotive companies to develop batteries independently. Therefore, there is a lot of battery suppliers.
Currently, global battery suppliers are concentrated in three countries in China, China’s CATL, South Korea’s LG, Samsung SDI, SK INNOVATION, and Japan’s Panasonic, which occupies the dominant position. European battery development and production companies are very small, Sweden’s North Volt is large, and the British British Volt is even startup.
2020, Europe The sales of electric trucks in the market surge. Take Germany as an example, sold 1.90,000 units, an increase of 3.1 times, and the market share increased from 2% in 2019 to 7.4%. The sales volume of electric trucks in France and the United Kingdom has also exceeded 100,000 vehicles a year, and the market share reached 10%. In these three countries, plug-in hybrid vehicles have increased by 4% to 6% market share. On the other hand, the share of diesel vehicles fell by 4 percentage points. The diesel car is now 28% in Germany, and is 31% in France. This is the impact of the EU implements new carbon dioxide (CO2) emission regulations from the stages of 2020 to 2021. If the emission reduction target is not reached, it will be imposed in huge fine, so the car manufacturer will continue to invest in electric vehicles to save a lot of money.
In addition, the UK and France set a timetable for selling internal combustion locomars (such as diesel vehicles), which is also a positive environmental policy. In addition, the subsidies expanded to purchase electric trucks have also played a role as the economic countermeasures of the “anti-vlohemial”. In Germany, the subsidy has increased to 9,000 euros.
As a result, the share of battery electric vehicles increased sharply in December 2020, of which Germany was 14%, France was 11%, and the UK was 17%. State set in 2025 and 2030 to sell petrol car objectives, is Norway and the NetherlandsIn December, 67% and 69% of the electric vehicle share were occupied in December.
[12] [2] China, South Korea battery manufacturers, began to compete for the European market
With European electric The growth of car sales is greater than the dependence of Asian battery companies. In fact, the European Union wants to get rid of excessive dependence on Asian battery companies and achieve self-sufficiency in the battery.
Currently, South Korea and China account for approximately 80% of the global electric motor, lithium-ion battery production, but it is expected that the future market share of Europe will increase. In Europe, South Korea currently operates in advance including LG Chem, SK Innovation and Samsung SDI. All existing plants or promote new plants.
Northvolt has a production plant in Sweden and Germany, and China Battery Catl is built in Germany, Tesla built electric cars and battery plants near Berlin, Germany.
[3] South Korea, China, European battery capacity plan
Korea leads ahead of Europe Battery production. Korean battery manufacturers such as LG Chem, Samsung SDI and SK Innovation have extensive layouts in Europe. LG Chem’s Polish factory and Samsung SDI factory began operation in 2018, production capacity increased to 65GW. SK INNOVATION plans to build this plant in Hungary in 2020, Hungary’s factory capacity is 3GWH, and it is planned to increase its capacity to 23GWH before 2023.But at the end of January, the third factory in Hungary also announced a construction plan. Then it will increase to 125GWH, which is larger than the initial goal 100GWH. After all the target values of the Korean businesses are completed, 193 GWH will be reached.
In addition, China’s S-Volt Honeycomb is in Germany, and the goal is to produce 24GWH in Germany in 2023. Germany’s CATL produced 14GWH before 2022, and the goal of Parasys Energy in Germany is 202 years. Produce 10GWH batteries. The total is 48GWH.
Sweden Northvolt announced the European battery plant plan in 2021, and announced a factory that will build 32 GWH in 2024. By 2023, Norway’s startup Freyr will reach 43 GWH, from the 2023 British startup, British Volt.30 GWH. The French PSA Group will build 24GWH in 2023 with SAFT and build 16GWH in 2023 Belka. By 2024, 16GWH was jointly built by Volkswagen Company and Northbolt. The total is 161 GWH.
After all of these South Korea, European and Chinese companies were completed, 402GWH will be reached by 2025. 
Traveling Tesla announcement plans to establish a Gigabit plant in Berlin, Germany to produce 100GWH production capacity, and the long-term goal is 250GWH.
[4] The enthusiasm of the battery manufacturer, the policy of exiting the internal combustion engine in Europe
Electrical The fastest British government announced in November 2020 that new cars from gasoline and diesel vehicles will be banned prior to 2030. In February 2020, decided to move the original 2040 goal to faster 2035.
The British Prime Minister Johnson put forward 10 measures, including electrification and promoting renewable energy, which is called “green industry revolution”, and 2050 greenhouse gas emissions is zero. It planInvesting an investment of 12 billion pounds, creating 250,000 jobs.
By 2020, the number of new cars sold in the UK is about 1.6 million. Among them, the share of electric trucks rose from 1.6% last year to 6.6%. As the government has banned to sell gasoline and diesel vehicles in 2030, this proportion is expected to be further improved.
Since 2019, France and Germany have been developing and investing electric vehicle batteries at the government level. In order to develop electric car batteries, the two countries have invested 5 to 6 billion euros. The name of the project is “Air Bus Battery”, named by aircraft manufacturer’s “Airbus” in the United States in Europe. In the next four years, it sets the goal of building a production plant in Germany and France, and each plant employs approximately 1,500 employees.
The new plant produces batteries that use electrolyte and plans to produce a full solid state battery in 2025-206. 35 companies in the automotive and energy fields in Germany and France have shown that it is intended to donate 4 billion euros in the project.
[5] EU wants to achieve battery self-sufficiency
EU European Commission approved a A project worth $ 29 billion (with $ 35 billion), the public supports Tesla and BMW to support the production of electric vehicle batteries. The project is expected to run until 2028 after the “ European Battery Alliance “” started to support the battery industry. Not only Tesla and BMW, but 42 companies such as FCA Group and Sunlight Systems will participate in the project. In this way, the EU is expected to achieve battery self-sufficiency in 2025.
The UK and the EU have reached a free trade agreement (FTA) at the end of 2020, although the tariff agreement is reached in 2021, there is a regular basis rule, which does not include exemption from overseas imported raw materials. Tariff products. If the non-UK manufactured parts exceed 45% of the use of parts in the whole vehicle, do not levy tariffs, the highest tax of 10% can be levied.
In response to this origin rule, the UK and the EU are batteryElectric cars and hybrid electric vehicles determine the gradient period. By the end of 2023, up to 60% of maritime parts will not levy tariffs, from 2024 to 2026, it will collect high 55% tariffs.
By 2020, the UK’s car production was 920,000, down 29% over the previous year. This is the lowest level since 1984 production of 900,000 cars. In addition to the uncertainty brought by the UK, there is an influence of the epidemic.
The British Automotive Industry is the worst in 2020 due to dewich, which is not only the issue facing the UK. In 2020, England’s engine output fell by 27%, which inevitably affected 61% of exports. It should be noted that in this case, the battery war will accelerate the change of the industry.