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Markets and Technologies of LiB Production of LiB Materials (Version.3) 16 th April 2013 at NRW Japan K.K. Fireplace Talk by Dr. Etsuro Matsui of Karentas K.K. 1

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Page 1: Markets and Technologies LiB - NRW.INVEST · 2018. 4. 17. · Fuji Keizai predicts the market to reach 1 million around 2020. 10 Markets for LiB Nissan‐Renault: ‐Plansto sell

Markets and Technologies of  LiBProduction of LiB Materials 

(Version.3)

16th April 2013at NRW Japan K.K. Fireplace Talk

by Dr. Etsuro Matsui of Karentas K.K.

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Page 2: Markets and Technologies LiB - NRW.INVEST · 2018. 4. 17. · Fuji Keizai predicts the market to reach 1 million around 2020. 10 Markets for LiB Nissan‐Renault: ‐Plansto sell

Agenda1. Karentas K.K.2. Markets for LiB3. Technologies for LiB4. Materials for LiB5. Germany and NRW for LiB6. Summary

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Page 3: Markets and Technologies LiB - NRW.INVEST · 2018. 4. 17. · Fuji Keizai predicts the market to reach 1 million around 2020. 10 Markets for LiB Nissan‐Renault: ‐Plansto sell

Agenda1. Karentas K.K.2. Markets for LiB3. Technologies for LiB4. Materials for LiB5. Germany and NRW for LiB6. Summary

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Page 4: Markets and Technologies LiB - NRW.INVEST · 2018. 4. 17. · Fuji Keizai predicts the market to reach 1 million around 2020. 10 Markets for LiB Nissan‐Renault: ‐Plansto sell

Dr. Etsuro Matsui1. DIC : Development of coating materials  (10 years)2. Bayer AG: Compounding of plastics (2years)3. Bayer Ltd. / Toyohashi: Compounding of plastics (5 years)4. Bayer Ltd. / Tokyo(1) R&D coordination with Central Research of BAG ( 20 years)1) Development of BluRay disks2) Development of composite materials for car parts3) Sales of CNT4) Application development of PEDOT (conductive polymer)5) Procurement of test animals for drug development6) Development of insecticide products(2) HSEQ and Security coordination for Bayer Japan (15 years)1) Quality control, Labor safety, Environment protection,2) Risk management against earthquakes and pandemics (3) CHEMPARK Promotion for Currenta GmbH: Invite  investment from Japan

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Page 5: Markets and Technologies LiB - NRW.INVEST · 2018. 4. 17. · Fuji Keizai predicts the market to reach 1 million around 2020. 10 Markets for LiB Nissan‐Renault: ‐Plansto sell

Karentas K.K.5. Karentas K.K. (2 years)(1) CHEMPARK Promotion(2) Risk Management(3) Technology and Market Investigation(4) Coordination of R&D cooperation between Japanese 

universities and German company(5) Support to sales of vehicle parts in Japan(6) Establishment of QC Management System(7) Economization of procurement(8) R&D cooperation of German university and Japanese 

company  

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Page 6: Markets and Technologies LiB - NRW.INVEST · 2018. 4. 17. · Fuji Keizai predicts the market to reach 1 million around 2020. 10 Markets for LiB Nissan‐Renault: ‐Plansto sell

Agenda1. Karentas K.K.2. Markets for LiB3. Technologies for LiB4. Materials for LiB5. Germany and NRW for LiB6. Summary

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Page 7: Markets and Technologies LiB - NRW.INVEST · 2018. 4. 17. · Fuji Keizai predicts the market to reach 1 million around 2020. 10 Markets for LiB Nissan‐Renault: ‐Plansto sell

1. Market of LiB is expanding 2. Application is shifting3. EV4. HV5. Idling Stop System (ISS) and Micro Hybrid Vehicle (MHV)6. Electric Bicycles7. Electricity storage / supply at factory, office and home

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Markets for LiB

Page 8: Markets and Technologies LiB - NRW.INVEST · 2018. 4. 17. · Fuji Keizai predicts the market to reach 1 million around 2020. 10 Markets for LiB Nissan‐Renault: ‐Plansto sell

1. Market of LiB is expandingFuji Keizai predicts:Year 2012:1.1 Trillion yenYear 2017: 1.7 Trillion yen

Applications: Note PC, Smart Phone, Video Camera, EV, HV, Factory backup etc.In Japan, HV and EV are already soldin 2011 using LiB and NiH.Companies of US and EU will startproduction of EV using LiB in 2013.

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Markets for LiB

Page 9: Markets and Technologies LiB - NRW.INVEST · 2018. 4. 17. · Fuji Keizai predicts the market to reach 1 million around 2020. 10 Markets for LiB Nissan‐Renault: ‐Plansto sell

2. Application is shiftingApplication of LiB started from cameras and spread to Note PC, Smart Phone and further to EV/HV/PHV and Large Storage.

METI forecast:Battery Market to grow to 20 trillion yen by 2020.‐ Cars ‐‐ 8 trillion yen‐ Storage at Home/Bldg.

‐‐ 5 trillion yen‐ Storage at Factories

‐‐ 7 trillion yen9

Markets for LiB

Page 10: Markets and Technologies LiB - NRW.INVEST · 2018. 4. 17. · Fuji Keizai predicts the market to reach 1 million around 2020. 10 Markets for LiB Nissan‐Renault: ‐Plansto sell

3. EVSales of EV are not growing as expected earlier. Fuji Keizai predicts the market to reach 1 million around 2020. 

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Markets for LiB

Nissan‐Renault: ‐ Plans to sell 1.5 mn EV by 2016 (acc.). ‐ Capacity to produce batteries for350,000 EV yearly. ‐ Reality is that Nissan sold only50,000 EV (acc.) by January 2013.

The global market of EV will reach 100,000 in 2016.

Page 11: Markets and Technologies LiB - NRW.INVEST · 2018. 4. 17. · Fuji Keizai predicts the market to reach 1 million around 2020. 10 Markets for LiB Nissan‐Renault: ‐Plansto sell

4. HVToyota’s sales of HV reached ca. 1.2 mn EV in 2012.Honda’s sales of HV are estimated at 20% of Toyota’s.  Rest of the world combined will be as large as Honda’s.

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Markets for LiB

Page 12: Markets and Technologies LiB - NRW.INVEST · 2018. 4. 17. · Fuji Keizai predicts the market to reach 1 million around 2020. 10 Markets for LiB Nissan‐Renault: ‐Plansto sell

5. Idling Stop System (ISS) & Micro Hybrid Vehicle (MHV)Due to stricter emission control, ISS is installed in more cars in Japan and Micro Hybrid Vehicles are getting more popular in EU. In both cases, a generator is used as a motor to drive a car. MHV has a bigger power than ISS.

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Markets for LiB

Page 13: Markets and Technologies LiB - NRW.INVEST · 2018. 4. 17. · Fuji Keizai predicts the market to reach 1 million around 2020. 10 Markets for LiB Nissan‐Renault: ‐Plansto sell

6. Electric BicyclesIn China more than 20 mn electric bicycles are sold yearly. More and more electric bicycles are equipped with LiB rather than Pb batteries.

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Markets for LiB

Page 14: Markets and Technologies LiB - NRW.INVEST · 2018. 4. 17. · Fuji Keizai predicts the market to reach 1 million around 2020. 10 Markets for LiB Nissan‐Renault: ‐Plansto sell

7. Electricity storage/supply at factory, office & home(1) Batteries must be equipped with Solar Cells and Wind Power 

Generators to minimize fluctuation.(2) Batteries will be used for emergency and to cut the peak use.

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Markets for LiB

Page 15: Markets and Technologies LiB - NRW.INVEST · 2018. 4. 17. · Fuji Keizai predicts the market to reach 1 million around 2020. 10 Markets for LiB Nissan‐Renault: ‐Plansto sell

Agenda1. Karentas K.K.2. Markets for LiB3. Technologies for LiB4. Materials for LiB5. Germany and NRW for LiB6. Summary

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Page 16: Markets and Technologies LiB - NRW.INVEST · 2018. 4. 17. · Fuji Keizai predicts the market to reach 1 million around 2020. 10 Markets for LiB Nissan‐Renault: ‐Plansto sell

(1) Capacity by Weight and VolumeOrganic materials or metal compounds.

(2) Power by Weight and VolumeOrganic materials or metal compounds.

(3) Life TimeStructure of chemicals and crystals

(4) SafetySolid electrolyte, structure of crystals

(5) CostFe, Mn is cheaper than Co, Ni.

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Technologies for LiB

Page 17: Markets and Technologies LiB - NRW.INVEST · 2018. 4. 17. · Fuji Keizai predicts the market to reach 1 million around 2020. 10 Markets for LiB Nissan‐Renault: ‐Plansto sell

Li can realize high voltage and capacity.  No use of water is required and dendrite is formed.Both demand high technology for safety.

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Technologies for LiB

Page 18: Markets and Technologies LiB - NRW.INVEST · 2018. 4. 17. · Fuji Keizai predicts the market to reach 1 million around 2020. 10 Markets for LiB Nissan‐Renault: ‐Plansto sell

Basic structure and materials of LiB(1) Cathode material: Li Cobalt oxide(2) Anode material: Graphite(3) Separator: PE membrane(4) Electrolyte: EC, VC

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Technologies for LiB

Page 19: Markets and Technologies LiB - NRW.INVEST · 2018. 4. 17. · Fuji Keizai predicts the market to reach 1 million around 2020. 10 Markets for LiB Nissan‐Renault: ‐Plansto sell

Agenda1. Karentas K.K.2. Markets of LiB3. Technologies for LiB4. Materials for LiB5. Germany and NRW for LiB6. Closing Summary

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Page 20: Markets and Technologies LiB - NRW.INVEST · 2018. 4. 17. · Fuji Keizai predicts the market to reach 1 million around 2020. 10 Markets for LiB Nissan‐Renault: ‐Plansto sell

(1) Cathode materials‐ LiCoO2 used for Notebook PCs but not suitable for EV/HEV asCo is too expensive and production is mostly limited to Congo.‐ LNM, NMC, LFP and other materials are under testing tooptimize cost performance.‐ It is not very clear which material will become main compound.

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Materials for LiB

Page 21: Markets and Technologies LiB - NRW.INVEST · 2018. 4. 17. · Fuji Keizai predicts the market to reach 1 million around 2020. 10 Markets for LiB Nissan‐Renault: ‐Plansto sell

(1) Cathode materialsA proper compound will be selected for the purpose.

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Materials for LiB

Page 22: Markets and Technologies LiB - NRW.INVEST · 2018. 4. 17. · Fuji Keizai predicts the market to reach 1 million around 2020. 10 Markets for LiB Nissan‐Renault: ‐Plansto sell

Umicore (Belg.)Toda KogyoSantoku

Tanaka ChemNippon Denko

Sumitomo Osaka Cement

Major Cathode Material Makers

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Page 23: Markets and Technologies LiB - NRW.INVEST · 2018. 4. 17. · Fuji Keizai predicts the market to reach 1 million around 2020. 10 Markets for LiB Nissan‐Renault: ‐Plansto sell

(2) Anode MaterialsGraphite will be the main compound for the coming years.

There are however different kinds of graphite.1) Soft carbon2) Hard carbon3) Synthetic graphite4) Natural graphite

Combination of carbon materials will be used for better cost performance.

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Materials for LiB

Page 24: Markets and Technologies LiB - NRW.INVEST · 2018. 4. 17. · Fuji Keizai predicts the market to reach 1 million around 2020. 10 Markets for LiB Nissan‐Renault: ‐Plansto sell

(3) Separator of PEWet Method

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Materials for LiB

Page 25: Markets and Technologies LiB - NRW.INVEST · 2018. 4. 17. · Fuji Keizai predicts the market to reach 1 million around 2020. 10 Markets for LiB Nissan‐Renault: ‐Plansto sell

(3) Separator of PEWet Method

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Materials for LiB

Page 26: Markets and Technologies LiB - NRW.INVEST · 2018. 4. 17. · Fuji Keizai predicts the market to reach 1 million around 2020. 10 Markets for LiB Nissan‐Renault: ‐Plansto sell

(4) ElectrolyteLiPF6 is a single practical usable compound.

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Materials for LiB

Page 27: Markets and Technologies LiB - NRW.INVEST · 2018. 4. 17. · Fuji Keizai predicts the market to reach 1 million around 2020. 10 Markets for LiB Nissan‐Renault: ‐Plansto sell

(4) ElectrolyteLiPF6 is a single practical usable compound.Fluorine is required in order to produce LiPF6, but the supply of fluorine is quite limited. In the EU, Lanxess (CHEMPARK) and Solvay can produce fluorine on a large scale. 

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Materials for LiB

Page 28: Markets and Technologies LiB - NRW.INVEST · 2018. 4. 17. · Fuji Keizai predicts the market to reach 1 million around 2020. 10 Markets for LiB Nissan‐Renault: ‐Plansto sell

(4) ElectrolyteCombination of EC, PC etc. is practical.

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Small amount of VC can stabilize LiB.

Materials for LiB

Page 29: Markets and Technologies LiB - NRW.INVEST · 2018. 4. 17. · Fuji Keizai predicts the market to reach 1 million around 2020. 10 Markets for LiB Nissan‐Renault: ‐Plansto sell

Electrolyte and Solvent MakersElectrolyteKanto DenkaStella Chemifa

MoritaFoosung(Korea, BASF)

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Solvent & SolutionMitsubishi Chem

BASF (Ger.)Dow(US)‐Ube Kosan

Daikin

Page 30: Markets and Technologies LiB - NRW.INVEST · 2018. 4. 17. · Fuji Keizai predicts the market to reach 1 million around 2020. 10 Markets for LiB Nissan‐Renault: ‐Plansto sell

(5) Binders to coat electrode materials on Cu foilAnode and cathode materials are powder‐like materials. To make such materials adhere to Cu foils binders are used.  PVdF is widely used for high grade LiB.  NMP is used as solvent for PVdF.  SBR is used for ordinary grades in large amounts. Also CMC is required to control viscosity of the mixture of electrode materials.   

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Materials for LiB

Page 31: Markets and Technologies LiB - NRW.INVEST · 2018. 4. 17. · Fuji Keizai predicts the market to reach 1 million around 2020. 10 Markets for LiB Nissan‐Renault: ‐Plansto sell

(5) Binders …PVdF is a binder for high grade LiB and needs NMP as solvent.PTFE can be used as a binder without using NMP as solvent but water.

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Materials for LiB

Page 32: Markets and Technologies LiB - NRW.INVEST · 2018. 4. 17. · Fuji Keizai predicts the market to reach 1 million around 2020. 10 Markets for LiB Nissan‐Renault: ‐Plansto sell

(5) Binders …SBR is used as binder for ordinary LiB. CMC should be used for viscosity control.

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Materials for LiB

Page 33: Markets and Technologies LiB - NRW.INVEST · 2018. 4. 17. · Fuji Keizai predicts the market to reach 1 million around 2020. 10 Markets for LiB Nissan‐Renault: ‐Plansto sell

(5) Viscosity ControlCMC should be used to control viscosity of water  emulsion.

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Materials for LiB

Page 34: Markets and Technologies LiB - NRW.INVEST · 2018. 4. 17. · Fuji Keizai predicts the market to reach 1 million around 2020. 10 Markets for LiB Nissan‐Renault: ‐Plansto sell

(6) Polymer gel electrolyte for Pouched LiBPolymer gel electrolyte is used to make LiB larger and safer. 

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Materials for LiB

Page 35: Markets and Technologies LiB - NRW.INVEST · 2018. 4. 17. · Fuji Keizai predicts the market to reach 1 million around 2020. 10 Markets for LiB Nissan‐Renault: ‐Plansto sell

(6) Polymer gel electrolyte for Pouched LiBPAN gel electrolyte is can prevent spreading of fire.

35II‐108pI‐178p

Materials for LiB

Page 36: Markets and Technologies LiB - NRW.INVEST · 2018. 4. 17. · Fuji Keizai predicts the market to reach 1 million around 2020. 10 Markets for LiB Nissan‐Renault: ‐Plansto sell

Major LiB MakersPanasonic (+Sanyo)

SonyHitachi Maxell

GS YuasaEliiy PowerSamsung SDILG Chem

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Page 37: Markets and Technologies LiB - NRW.INVEST · 2018. 4. 17. · Fuji Keizai predicts the market to reach 1 million around 2020. 10 Markets for LiB Nissan‐Renault: ‐Plansto sell

Agenda1. Karentas K.K.2. Markets for LiB3. Technologies for LiB4. Materials for LiB5. Germany and NRW for LiB6. Summary

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Page 38: Markets and Technologies LiB - NRW.INVEST · 2018. 4. 17. · Fuji Keizai predicts the market to reach 1 million around 2020. 10 Markets for LiB Nissan‐Renault: ‐Plansto sell

Production of Electrolyte = LiPF6 in CHEMPARK is under preparation.

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Duesseldorf

Koeln

CHEMPARK (Leverkusen)

CHEMPARK Leverkusen near Köln / Düsseldorf

Page 39: Markets and Technologies LiB - NRW.INVEST · 2018. 4. 17. · Fuji Keizai predicts the market to reach 1 million around 2020. 10 Markets for LiB Nissan‐Renault: ‐Plansto sell

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Fluor Acid = HF

Calcium Fluoride = CaF2

CHEMPARK Leverkusen near Köln / Düsseldorf

Page 40: Markets and Technologies LiB - NRW.INVEST · 2018. 4. 17. · Fuji Keizai predicts the market to reach 1 million around 2020. 10 Markets for LiB Nissan‐Renault: ‐Plansto sell

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German maker’s impact on growth of EV / HV markets

Page 41: Markets and Technologies LiB - NRW.INVEST · 2018. 4. 17. · Fuji Keizai predicts the market to reach 1 million around 2020. 10 Markets for LiB Nissan‐Renault: ‐Plansto sell

BASF has invested for production of electrolytes and cathode materials.

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German maker’s impact on growth of EV / HV markets

Page 42: Markets and Technologies LiB - NRW.INVEST · 2018. 4. 17. · Fuji Keizai predicts the market to reach 1 million around 2020. 10 Markets for LiB Nissan‐Renault: ‐Plansto sell

Relationship of German Car Makers and Japanese LiB Makers

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Page 43: Markets and Technologies LiB - NRW.INVEST · 2018. 4. 17. · Fuji Keizai predicts the market to reach 1 million around 2020. 10 Markets for LiB Nissan‐Renault: ‐Plansto sell

Agenda1. Karentas K.K.2. Markets for LiB3. Technologies for LiB4. Materials for LiB5. Germany and NRW for LiB6. Summary

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Page 44: Markets and Technologies LiB - NRW.INVEST · 2018. 4. 17. · Fuji Keizai predicts the market to reach 1 million around 2020. 10 Markets for LiB Nissan‐Renault: ‐Plansto sell

(1) Japan is leading production and development of LiB for electronics and cars and materials for LiB.

(2) Japan is also leading production and development of HV and EV.(3) HVs are sold more than expected while EVs are lagging behind.(4) Germany has a great impact on the growth of EV and HV.(5) Germany has a great impact on production of materials for LiB.(6) CHEMPARK is preparing for production of LiPF6.(7) CHEMPARK is also an excellent location to produce other LiB 

materials like carbonate  solvent for LiB electrolyte.

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Summary

Page 45: Markets and Technologies LiB - NRW.INVEST · 2018. 4. 17. · Fuji Keizai predicts the market to reach 1 million around 2020. 10 Markets for LiB Nissan‐Renault: ‐Plansto sell

Thank you  very much for your kind attention!

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