<2022> Li Metal Anode Technology Development Trends and Market Outlook

Description

Amidst various activities to conserve the environment and establish a sustainable society carried out across the board and stricter environment regulations in place to address ever-worsening climate change issues in the 21st century, there has been a growing significance on the necessity of developing renewable energy and clean energy technologies. The secondary battery industry is one of the representative industries for eco-friendly energy. As our means of transportation has been transformed from vehicles with internal combustion engine to electric vehicles, research on various types of lithium-ion battery has become more active than ever before.

Since the commercialization of lithium-ion battery in the 1990s, lithium-ion battery has been successfully utilized as a power source for commercial electronic products and electric vehicles for the past several decades. However, the existing lithium-ion battery using a graphite anode has low theoretical capacity (~372 mAh/g) and volumetric capacity (~735 mAh/cm3) of anode, which imposes a limit on the upward adjustment of energy density achieved by lithium-ion battery. To meet a growing demand of lithium secondary battery, a new battery technology transcending the existing lithium-ion battery should be inevitably pursued.

Lithium metal has significantly high, theoretical capacity (~3860 mAh/g), very low electrochemical potential (-3.04 V, compared to hydrogen electrode), and very low density (0.53g/cm3). Thanks to these characteristics, lithium metal anode is evaluated as the most potential material that can achieve high capacity and power output per unit weight and unit volume.

This report covers the recent technology trend with a focus on lithium metal that is regarded as one of the most promising materials for anode in future. In addition, the report also takes a close look at the status of research and development of lithium metal technology in Korea, China, Japan, and other countries. In the final part, the report analyzes the market trend both from the perspectives of suppliers and consumers. In addition, the report offers a forecast on the lithium metal anode market demand and market scale till 2030 based on the ICE and xEV markets.

This report has the following strong points:

1. Overview of Li Metal Production Technology and Issues

2. Understanding of Overall Research and Development Trend for Li Metal Anode

3. Major Players for Li Metal Anode and Their Technology Trend and Strategy

Product Code: 184

1. Introduction

1.1 LIB Requirements
1.2 LIB Development Trend

2. Anode Material Technology and Development Trend

2.1 LIB Anode Overview
2.2 LIB Anode Material Development Trend

3. Li Metal Manufacturing Technology and Supply Status

3.1 Lithium Production and Supply Status
- 3.1.1 Lithium world reserves - consumption
- 3.1.2 World Li Volumes - Current Production
- 3.1.3 World Li mine Production - Demand
- 3.1.4 Li resources : Mineral
- 3.1.5 Li resources : Ores
- 3.1.6 Li resources : Brines
- 3.1.7 Li Materials Supply Structure
3.2 Li Metal Manufacturing Technology
- 3.2.1 Li material technology
- 3.2.2 Li thin film technology
3.3 Li Metal Production Issues
- 3.3.1 Li thin film technology limitations
- 3.3.2 Cost Structure

4. Li Metal Anode Technology and Major Characteristics

4.1 Li Metal Anode Overview
4.2 Li Metal Anode Development History
- 4.2.1 History Overview
- 4.2.2 Li metal battery(LMB) History
- 4.2.3 Li metal battery(LMB) Initial Development
- 4.2.4 LIB Development & Market Domination
- 4.2.5 Emergence of Necessity for LMB
4.3 Li metal anode R&D Trend
- 4.3.1 Artificial surface protective film (ASEI formation)
- 4.3.2 New Structure
- 4.3.3 Electrolyte modification
4.4 Li metal anode issue
- 4.4.1 Li dendritic growth
- 4.4.2 SEI Layer issue

5. Li Metal Development Status by Company

5.1 Overview
5.2 Companies in Asia
- 5.2.1 Samsung SDI
- 5.2.2 LGES
- 5.2.3 SK on
- 5.2.4 CATL
- 5.2.5 Prologium
- 5.2.6 Hyundai Motor
- 5.2.7 POSCO Chem.
- 5.2.8 Neba Corp
- 5.2.9 Ulvac Inc
- 5.2.10 Santoku
- 5.2.11 Honjo metal
- 5.2.12 Wuxi Sunenergy Lithium Industrial Co
- 5.2.13 China Energy Lithium Co
- 5.2.14 Ganfeng Lithium
- 5.2.15 Tianqi Lithium
- 5.2.16 Softbank Next-generation Lab
- 5.2.17 AIST
- 5.2.18 NIMS - ALCA SPRING
5.3 Companies in Europe
- 5.3.1 Blue Solutions
- 5.3.2 Volkswagen
- 5.3.3 DAIMLER
- 5.3.4 SIDRABE
- 5.3.5 IMEC
5.4 Companies in North America
- 5.4.1 SES
- 5.4.2 QuantumScape
- 5.4.3 Solid Power
- 5.4.4 SOELECT
- 5.4.5 TeraWatt
- 5.4.6 Hydro Quebec
- 5.4.7 Brightvolt
- 5.4.8 Sion Power
- 5.4.9 SEEO
- 5.4.10 Cuberg
- 5.4.11 Enpower Greentech
- 5.4.12 PolyPlus
- 5.4.13 Sepion Technologies Inc
- 5.4.14 Ion Storage Systems
- 5.4.15 GM
- 5.4.16 Li Metal Corp
- 5.4.17 Ionic Materials
- 5.4.18 Albemarle
- 5.4.19 SQM
- 5.4.20 Livent Corp
- 5.4.21 Pure Lithium Corp
5.5 Summary of Major Companies

6. Outlook for Li Metal Anode Market (~`30)

6.1 Overview
- 6.1.1 Types of Li metal anode batteries & Composition of Li metal costs
- 6.1.2 Roadmap of Li-metal-anode application
- 6.1.3 Commercialization scenario of Li metal anode
6.2 Outlook for Li metal anode market
- 6.2.1 Outlook for Li metal anode demand
- 6.2.2 Outlook for Li metal anode price (Conservative Scenario)
- 6.2.3 Outlook for Li metal anode price (Optimistic Scenario)
- 6.2.4 Base for Price Outlook of Li metal anode
- 6.2.5 Outlook for Li metal anode market mize (Conservative Scenario)
- 6.2.6 Outlook for Li metal anode market mize (Optimistic Scenario)
- 6.2.7 Outlook for Price of All-solid-state LMBs (Conservative)
- 6.2.8 Outlook for price of all-solid-state LMBs (Optimistic)
- 6.2.9 Outlook for Price of All-solid-state LMBs (Conservative)
- 6.2.10 Outlook for Price of All-solid-state LMBs (Optimistic)
- 6.2.11 Percentage of usage of all-solid-state LMBs
- 6.2.12 Outlook for Li metal anode by Application