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Lithium to Electric Vehicle

供应链

Lithium to Electric Vehicle

From a salt flat or a granite pegmatite to the pack under a car floor.

Spodumene 11 · Géry PARENT · Public domain · Wikimedia Commons

简版说明

Lithium reaches a car by two completely different routes that converge at the chemical plant. Brine is pumped and evaporated for a year; hard rock is blasted, crushed and floated into concentrate. Both become carbonate or hydroxide, then cathode powder, then a cell, then a pack.

最薄弱的环节。 The tightest link is not the mine. It is chemical conversion and cathode manufacture, which are heavily concentrated in one country.

逐阶段

01Deposit

Salar brine or LCT pegmatite

Lithium is concentrated either in ancient closed-basin brines beneath salt flats or in coarse granitic pegmatites where it sits in spodumene crystals.

Lithium →

Lithium
Spodumene Nuristan Créer le cristal · CC BY 4.0 via Wikimedia Commons
02Mine

Greenbushes or Salar de Atacama

Hard rock is drilled, blasted and floated to a 6% Li2O concentrate. Brine is pumped into evaporation ponds and left to the sun for 12-24 months.

注: Roughly 250 tonnes of hard-rock ore, or millions of litres of brine, per tonne of lithium metal equivalent.

Greenbushes →

Greenbushes
Open pit of the Greenbushes mine, January 2023 07 · CC BY-SA 4.0 via Wikimedia Commons
03Processing

Concentrate or concentrated brine

Spodumene is roasted at 1,000 C to change its crystal structure before acid can attack it. Brine is purified of magnesium and boron.

Kwinana Lithium Hydroxide Plant →

Kwinana Lithium Hydroxide Plant
Kwinana Beach Rd looking NE to Coogee · CC BY-SA 3.0 via Wikimedia Commons
04Refining

Lithium carbonate or hydroxide

Conversion to battery grade — 99.5% purity with tight limits on sodium, magnesium and iron.

注: Hydroxide is preferred for high-nickel cathodes; carbonate for LFP.

Qinghai & Sichuan Lithium Chemical Cluster →

Qinghai & Sichuan Lithium Chemical Cluster
Pueblo Chemical Agent-Destruction Pilot Plant… · CC BY 2.0 via Wikimedia Commons
05Component

Cathode active material

Lithium is combined with nickel-manganese-cobalt or with iron phosphate and calcined into a powder.

NMC Lithium-Ion Battery →

NMC Lithium-Ion Battery
Lithium Ion Battery Cell - Cylindrical Cell, … · CC BY-SA 4.0 via Wikimedia Commons
06Component

Cell and pack

Cathode and graphite anode are coated onto foil, wound or stacked, filled with electrolyte and sealed.

CATL Ningde Plants →

07End market

Electric vehicle

A 75 kWh pack contains roughly 6-9 kg of contained lithium.

Electric Vehicles →

Electric Vehicles
Electric car charging at a station during the… · CC BY 2.0 via Wikimedia Commons

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