纪要｜Joe Lowry对低品质盐湖锂的看法-韭研公社

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纪要｜Joe Lowry对低品质盐湖锂的看法

选对股买对时

中线波段的公社达人

2021-05-02 22:33:31

will the growth of LFP or a rise in demand of LFP based on CATL and BYD‘s new battery pack designs? Will that make it easier for these companies to sell carbonate to the battery industry? Basically saying that can LFP have a lower specification? Does LFP have a lower specification? And really, the genesis of that question is, during the shortage, in Qinghai material that was low quality was used at the very low end of the LFP market in China.
It was well chronicled, but this was not anything that the customers of the cathode wanted or even signed off on. In many cases. You had you had a situation where low on material was used because high and material could not be secured. And the narrative kind of came out. And i've said it, i've been guilty of saying it myself, is because in a sense, it's true that the LFP process might be a little more forgiving. But I said earlier on the pod cast, I believe that this wasn't non battery quality.

And what's happening in the future as we continue to get a higher and higher percentage of demand into the ev sector, the quality requirements just keep getting tougher. Lfp is gonna demand a carbonate that's equivalent to what the other cathodes require.
And there's also just a situation where when needed, there will always be some less scrupulous cathode makers that try to get away with using lower quality and cheaper raw materials. But trust me, these are not the kind of companies that are gonna get qualified by a tier one battery maker or a tesla. The future isn't low quality material, particularly the low end that an SQM is making ，now， their lower quality product is not just gonna be able to be used in that goes into a tesla. So hopefully that's helpful.

翻译：
LFP会随着比亚迪和宁德时代的新电池设计而增长吗？（刀片ctp）这会让这些公司更容易的卖碳酸锂吗给电池企业吗？LFP对于碳酸锂有一个更低的要标准吗？这个事情的起源是在锂紧缺的时候，青海的低品质的材料被用在了中国非常低端的电动车上在中国。
这些都是被载入史册的事情，但是这并不是阴极（国内习惯称为正极材料）客户想要的，甚至还是拒绝的。因为在很多时候，低品质的材料被应用是因为高品质材料不能够被保证。

随着我们继续在电动车领域获得越来越高的需求比例，未来会发生什么？质量要求越来越严格了（the quality requirements just keep getting tougher）。LFP也将需要一个和其他阴极（三元）要求一样的锂。
现在虽然也有一些不谨慎的阴极生产商试着用低品质和便宜的原材料。但是这些公司已经获得不了一级电池供应商（LG、松下等）或者特斯拉的质量认证了。未来不是低品质材料的时代了。尤其是SQM现在正在生产的这种低端产品。他们的低端产品。已经不能够再用在特斯拉了。

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