Lithium -ion storage battery that contributes to society; trends in domestic production

Akira Yoshino, who won the Nobel Prize in Chemicals by developing a lithium -ion storage battery.

Last year, Akira Yoshino won the 28th Japanese Nobel Prize (Chemical Prize).The reason for the award was that the invention and practical use of lithium -ion secondary batteries (storage batteries) contributed to the development of society.

Lithium -ion storage batteries have the following superiority than other secondary batteries (nickel hydride batteries, Nikado batteries, lead cells).

① High energy density (= small, lightweight battery can be made)

② High voltage and output

③ Long life

These characteristics have led to the development of IT devices such as mobile phones, laptops, and smartphones.

The use of lithium -ion storage batteries is not limited to IT equipment, but is now widely used in "eco -cars" such as electric vehicles.

Production of lithium -ion storage batteries that have continued to have a momentum.However, it has plummeted in recent years.

According to the Ministry of Economy, Trade and Industry's Production Statistics Survey, lithium -ion storage batteries have been divided into (Note 1) and (2) other purposes since 2012 in anticipation of the expansion of demand for eco -cars.

(Note 1) In -vehicle use in the production dynamic statistical survey is only for automobiles, and other motorcycles and bicycles are included.

In addition, in light of the increase in production of lithium -ion -saving batteries, the mineral index was adopted as an index composition item from the 2015 standard.

Therefore, I will try to use the subsequent lithium -ion -saving battery in Japan, the mining index and the production of production dynamics.

First, let's look at the transition of the production of lithium -ion storage batteries based on quantity.Above is the graph of the mining index index, but the production of lithium -ion storage batteries has continued to increase considerably in the first quarter of 2018, compared to the Mining Industrial General.

However, since the second quarter of the year, the decline continued until the first quarter of 2019, and in this standard, which is 100 in 2015, it has declined to the same level as the mining industry.Later, a recovery movement was seen, but recently it has fallen sharply due to the new colon virus infection, and it will be noted how it will change in the future.

Increased sales for in -vehicle liters the rise in production of lithium -ion storage batteries.

I looked at the data of the production of production statistics to find out the reasons for the rise of this lithium -ion storage battery.

The graph above shows the changes in the sales price of lithium -ion storage batteries in the production of production dynamic statistics.When divided into in -vehicle use and other purposes, while in -vehicle use is rising to 2018, other purposes tend to decline.It is thought that the rise in the production of lithium -ion -saving batteries was mainly used for in -vehicle use.

The top is based on the price basis, but even if you look at the quantity base (AH), the tendency that the in -vehicle uses tends to grow vigorously is the same.

In 2019, exports to the United States have dropped sharply, and sales for in -vehicle use decreased, but then recovered.However, given that the sales of cars are stuck globally due to the influence of the new colon virus infections recently, the production of lithium -ion storage batteries is assumed that it will continue to be severe for the time being.

In addition, the sales price of lithium -ion storage batteries in 2019 is 409.8 billion yen, of which is 2282.4 billion yen for in -vehicles, and 127.4 billion yen for other use.

Exports have led to an increase in sales.

In order to explore the background of this in -vehicle use, we will divide the sales amount of lithium -ion storage batteries for in -vehicle into domestic sales and exports.

Domestic sales (Note 2) have been almost flat in 2012 to 2017, but exports continued to expand to the right from 2012 to 2017, increasing the amount of lithium -ion store batteries.It was mainly for in -vehicle use, but if you look further, you can see that it was supported by overseas demand.However, since 2018, exports have fallen, and we are worried about future trends.

(Note 2) Domestic sales are deducted from the amount of trade statistics from the sales amount of the production of production statistics.

More than 50 % of the latest exports are for the United States.

Next, let's look at the destination of export.

Exports for the lithium -ion storage battery (Note 3) in the last 2019 are 51 % for the United States, which is more than half of the United States.Next, it is China (15 %) and Germany (6 %), indicating that exports to countries where electric vehicles are concentrated are large.

(Note 3) In HS code, which is the basis of trade statistics, lithium -ionic batteries are not divided by application.

Looking at the majority of the United States, which accounted for the United States, the United States has increased sharply from 2013 to the peak of 2018.

However, in 2019, the trend is about to decline.Behind this is a relatively inexpensive Chinese rise.

The in -vehicle market is expanding and expanding.

From the above analysis, it has been found that the rise in the production of lithium -ion -saving batteries has increased the rapid increase in exports of in -vehicle lithium -ion storage batteries centered on the United States.In recent years, the rapid increase in demand in the United States, where EVs have been ahead of EVs, are likely to have influenced.However, in 2019, the production of lithium -ion storage batteries has declined, and it will be noted how production will recover in the future.

In Japan, the government has set a goal in 2030 that the ratio (EV + PHV) of new vehicles (EV + PHV) will increase the ratio (EV rate) to 20 to 30 %.In addition, the EVs have become a global trend this year, with the British government announced earlier this year that the sale period of the sale of gasoline cars and diesel vehicles, including hybrid vehicles, will be moved forward in 2035.

Most recently, car sales are sluggish worldwide due to the influence of the new colon virus infection, so the production of lithium -ion storage batteries may also change in the way for the time being, but the EV rate of developed countries is still far away.Because of the low, it is expected that the production of lithium -ion storage batteries will increase in the long term.

What do you think.In the mining index and production dynamic statistics, you can see trends such as production and shipment of mineral products in this way.Please take a look at the items you care about.