美国首个大规模钠离子电池工厂即将落户北卡罗来纳州
2024年08月22日 22:44 66 次阅读 稿源：cnBeta.COM 0 条评论
硬件
尽管钠离子电池的能量密度普遍较低，但与锂离子电池相比，钠离子电池具有令人信服的优势，包括更长的循环寿命和更高的安全性。中国公司已经开始将钠离子电池用于电网储能，甚至电动汽车，但美国至今仍落在后面。钠离子电池制造商 Natron Energy 目前正致力于改变这种状况，它将建立一个首创的工厂，大规模生产钠离子电池。
Natron 公司宣布将投资近 14 亿美元，在北卡罗来纳州埃奇科姆县（Edgecombe County）建造一座占地 120 万平方英尺的大型工厂。该工厂位于占地 437 英亩的金斯伯勒（Kingsboro），一旦满负荷生产，公司新型钠离子电池的年产量将达到 24 千兆瓦时，是公司目前产量的 40 倍。公司的目标是在美国本土将该技术商业化，用于数据中心、电动汽车、微电网和电信设施等市场。
Natron 表示，在对九个州的 70 多个地点进行评估后，它选择了北卡罗来纳州，因为该州"在清洁能源革命中处于领先地位"。该州还提供了经济激励措施，包括为期 12 年的就业发展投资补助金。该项目预计将为该地区创造 1000 多个清洁能源工作岗位，同时预计还将为该州经济带来 34 亿美元的增长。
该项目独一无二的另一个原因是，Natron 将使用铝、铁和锰等容易获得的本土材料，而不是锂、钴和镍等难以获得的材料。
就技术本身而言，该公司将使用其获得专利的普鲁士蓝电极来存储钠离子。这将有助于生产出具有超低内阻的电池，充电速度是锂电池的 10 倍，这意味着这些电池只需不到 15 分钟就能充满 100%的电量。独特的化学成分还使这些电池可以循环使用超过 50000 次而不会出现性能下降，同时还能消除过热风险。
近年来，锂生产商警告说，全球最快将在 2025 年面临锂短缺。在短短几十年间，锂金属已从陶瓷和制药的利基材料迅速转变为地球上最令人垂涎的资源之一。另一方面，钠的储量要丰富得多，因此成本更低，也更容易获得。这意味着，Natron 对钠离子技术的投资恰逢其时。
新能源行业动态贴
#2 Re: 新能源行业动态贴
比亚迪超越本田尼桑
BYD surges past Honda and Nissan’s sales for the first time, targets Ford with low-cost EVs
Avatar for Peter Johnson
Peter Johnson
| Aug 23 2024 - 7:17 am PT
China’s leading EV maker, BYD, sold more vehicles than Honda and Nissan for the first time in the second quarter. BYD is now the world’s seventh-largest automaker. With low-cost EVs hitting key global markets, BYD is quickly catching up to Ford.
Affordable EVs driving demand
According to MarkLines (via Nikkei), BYD’s new vehicle sales climbed 40% between April and June to 980,000. The growth was enough to overtake Japan’s Honda and Nissan for the first time to become the seventh-largest automaker globally.
A big part of BYD’s surging sales numbers is its incredibly affordable electric cars. BYD continues slashing prices while releasing lower-cost EV models.
Its cheapest EV, the Seagull, starts at just $9,700 (69,800 yuan) in China. Meanwhile, much of BYD’s success this year is thanks to growing overseas sales.
BYD sold 105,000 vehicles outside of China, roughly tripling from last year. After launching in key markets like Mexico, Brazil, Japan, Europe, Thailand, and other Southeast Asian countries, BYD is already a leading EV brand.
Although global auto leaders like Volkswagen and Toyota’s sales numbers fell in Q2, BYD continued to see more demand.
Toyota is the only Japanese automaker that sold more vehicles than BYD in Q2, a stark contrast from past years.
BYD-Ford
BYD Atto 3 (left) and Dolphin (right) EVs in Japan (Source: BYD)
Will BYD top Ford in vehicle sales?
BYD’s growing global presence is symbolic of the auto industry’s shift to electric. Although China is leading the transition, many countries are setting aggressive EV goals as they look toward a cleaner, more sustainable future.
While BYD’s sales jumped 35% in China in June, Honda and many foreign rivals had double-digit sales declines. And it’s not only in China. Honda plans to halve capacity in Thailand, where BYD is already emerging as a market leader.
BYD-Thailand
BYD store in Thailand (Source: BYD)
BYD is also planning to open several overseas plants as it expands its global manufacturing footprint.
It opened its first in Thailand last month, with Hungary, Brazil, Turkey, Mexico, and Pakistan plants in the works.
After topping Honda and Nissan in Q2, BYD is quickly closing in on other legacy automakers, including Ford and America’s “Big Three.”
BYD-Shark-pickup-Ford
BYD Shark PHEV pickup (Source: BYD)
Ford’s wholesales reached 1.14 million in the second quarter, a slight increase from the 1.12 million in Q2 2023.
The American automaker announced several new EV delays this week, including pushing back its next-gen electric pickup until the second half of 2027, two years later than expected.
BYD-Ford
Ford Explorer Electric (Source: Ford)
Ford also canceled plans for its three-row electric SUV to focus on hybrids, opening the door for rivals like Kia and Volvo to take over the segment. The company said it will give a more complete update on its EV strategy next year.
Meanwhile, BYD plans to expand into Ford’s territory by selling vehicles in Canada. It’s also closing in on a plant in Mexico that will produce 150,000 vehicles in its first stage.
BYD-Ford
BYD’s wide-reaching portfolio (Source: BYD)
Eventually, the plant will produce 400,000 to 500,000 cars, BYD’s Mexico boss told Reuters this week.
Electrek’s Take
After Japanese automakers like Honda and Nissan were some of the slowest to shift to electric, they are now feeling the heat in several key markets.
Despite many headlines promoting an “EV slowdown,” sales are still climbing while gas-powered vehicles fall out of favor.
Automakers that have failed to keep up with the transition are losing market share, while EV leaders like BYD and Tesla have emerged as leading global auto brands.
BYD is now the seventh-largest automaker globally, up from tenth last year. Can it overtake Ford?
Top comment by maxwell Liked by 2 people
The only thing that will prop up legacy ICE makers is government interference in the markets. And that won't last forever...
View all comments
Ford has already announced it’s shifting to smaller, more affordable EVs as it looks to overcome massive losses. The American automaker lost $2.5 billion on its electric vehicles through the first half of 2024 after losing $4.7 billion in 2023.
Meanwhile, a recent study from Rhodium Group found that BYD earns over $15,000 (14,300 euros) on every Seal U model sold in the EU.
Ford’s CEO Jim Farley has praised BYD’s low-cost EVs, calling the Seagull “pretty damn good.” Will it be able to match BYD? Or will Ford have the same fate as Honda and Nissan?
Although BYD is best known for its low-cost EVs, it’s quickly expanding its lineup with new pickup trucks, luxury vehicles, and electric supercars hitting the market. BYD launched the Shark PHEV pickup this summer in Mexico, which will rival Ford’s Ranger and the Toyota Hilux.
BYD surges past Honda and Nissan’s sales for the first time, targets Ford with low-cost EVs
Avatar for Peter Johnson
Peter Johnson
| Aug 23 2024 - 7:17 am PT
China’s leading EV maker, BYD, sold more vehicles than Honda and Nissan for the first time in the second quarter. BYD is now the world’s seventh-largest automaker. With low-cost EVs hitting key global markets, BYD is quickly catching up to Ford.
Affordable EVs driving demand
According to MarkLines (via Nikkei), BYD’s new vehicle sales climbed 40% between April and June to 980,000. The growth was enough to overtake Japan’s Honda and Nissan for the first time to become the seventh-largest automaker globally.
A big part of BYD’s surging sales numbers is its incredibly affordable electric cars. BYD continues slashing prices while releasing lower-cost EV models.
Its cheapest EV, the Seagull, starts at just $9,700 (69,800 yuan) in China. Meanwhile, much of BYD’s success this year is thanks to growing overseas sales.
BYD sold 105,000 vehicles outside of China, roughly tripling from last year. After launching in key markets like Mexico, Brazil, Japan, Europe, Thailand, and other Southeast Asian countries, BYD is already a leading EV brand.
Although global auto leaders like Volkswagen and Toyota’s sales numbers fell in Q2, BYD continued to see more demand.
Toyota is the only Japanese automaker that sold more vehicles than BYD in Q2, a stark contrast from past years.
BYD-Ford
BYD Atto 3 (left) and Dolphin (right) EVs in Japan (Source: BYD)
Will BYD top Ford in vehicle sales?
BYD’s growing global presence is symbolic of the auto industry’s shift to electric. Although China is leading the transition, many countries are setting aggressive EV goals as they look toward a cleaner, more sustainable future.
While BYD’s sales jumped 35% in China in June, Honda and many foreign rivals had double-digit sales declines. And it’s not only in China. Honda plans to halve capacity in Thailand, where BYD is already emerging as a market leader.
BYD-Thailand
BYD store in Thailand (Source: BYD)
BYD is also planning to open several overseas plants as it expands its global manufacturing footprint.
It opened its first in Thailand last month, with Hungary, Brazil, Turkey, Mexico, and Pakistan plants in the works.
After topping Honda and Nissan in Q2, BYD is quickly closing in on other legacy automakers, including Ford and America’s “Big Three.”
BYD-Shark-pickup-Ford
BYD Shark PHEV pickup (Source: BYD)
Ford’s wholesales reached 1.14 million in the second quarter, a slight increase from the 1.12 million in Q2 2023.
The American automaker announced several new EV delays this week, including pushing back its next-gen electric pickup until the second half of 2027, two years later than expected.
BYD-Ford
Ford Explorer Electric (Source: Ford)
Ford also canceled plans for its three-row electric SUV to focus on hybrids, opening the door for rivals like Kia and Volvo to take over the segment. The company said it will give a more complete update on its EV strategy next year.
Meanwhile, BYD plans to expand into Ford’s territory by selling vehicles in Canada. It’s also closing in on a plant in Mexico that will produce 150,000 vehicles in its first stage.
BYD-Ford
BYD’s wide-reaching portfolio (Source: BYD)
Eventually, the plant will produce 400,000 to 500,000 cars, BYD’s Mexico boss told Reuters this week.
Electrek’s Take
After Japanese automakers like Honda and Nissan were some of the slowest to shift to electric, they are now feeling the heat in several key markets.
Despite many headlines promoting an “EV slowdown,” sales are still climbing while gas-powered vehicles fall out of favor.
Automakers that have failed to keep up with the transition are losing market share, while EV leaders like BYD and Tesla have emerged as leading global auto brands.
BYD is now the seventh-largest automaker globally, up from tenth last year. Can it overtake Ford?
Top comment by maxwell Liked by 2 people
The only thing that will prop up legacy ICE makers is government interference in the markets. And that won't last forever...
View all comments
Ford has already announced it’s shifting to smaller, more affordable EVs as it looks to overcome massive losses. The American automaker lost $2.5 billion on its electric vehicles through the first half of 2024 after losing $4.7 billion in 2023.
Meanwhile, a recent study from Rhodium Group found that BYD earns over $15,000 (14,300 euros) on every Seal U model sold in the EU.
Ford’s CEO Jim Farley has praised BYD’s low-cost EVs, calling the Seagull “pretty damn good.” Will it be able to match BYD? Or will Ford have the same fate as Honda and Nissan?
Although BYD is best known for its low-cost EVs, it’s quickly expanding its lineup with new pickup trucks, luxury vehicles, and electric supercars hitting the market. BYD launched the Shark PHEV pickup this summer in Mexico, which will rival Ford’s Ranger and the Toyota Hilux.
此生无悔入华夏，家住加利福利亚
