The fuel cell has been ignited for the most recent time. On February 11, China's hydrogen energy and fuel cell industry innovation strategic alliance was formally established in Beijing. Wan Gang, Minister of Science and Technology, Miao Wei, Minister of the Ministry of Industry and Information Technology, Xiao Yaqing, Director of the State-owned Assets Supervision and Administration Commission, and Nur Baikli, Director of the Energy Bureau, attended the inaugural meeting of the Alliance. At the same time, fuel cell industrial parks were recently established in Shanghai, Wuhan and Guangdong.
On February 6, Shanghai's first “Hydrogen and Fuel Cell Industrial Park†was unveiled at “Hua Tong Ji Zhi Zhi Cheng†in Anting, Jiading. Tongji University, Shanghai Automotive and other institutions for research and development to enter. As an important part of building a world-class automotive industry center in Jiading, the industrial park focuses on the development of the hydrogen energy industry. It will introduce fuel cell vehicle power system integration and key component companies and supporting enterprises in the hydrogen industry to form a complete industrial chain. On December 21st, the Wuhan Development Zone (Hannan District) Xiongfu Stock Co., Ltd. invested 11.5 billion yuan to build a hydrogen fuel cell industrial park in the area, mainly engaged in the R&D and production of hydrogen fuel engines. It seems that as another important source of power for electric vehicles, fuel cells have attracted attention and are moving toward industrialization.
So far, most of the power sources for electric vehicles have adopted three yuan lithium batteries, including Tesla in the United States and BYD in China. Yinlong buses are powered by three yuan lithium batteries. It can be said that the three yuan lithium battery is the most important genre of electric vehicle power. Although the ternary lithium battery has a series of advantages, and has accumulated industrial experience in a wider range of applications, the use of a ternary lithium battery as a power source for the electric vehicle has some worrying places.
The first is that the charging time and cruising distance have always been places where lithium battery electric vehicles are trying hard to improve. Despite great progress, there is still a gap compared with traditional fuel vehicles. The second is the recovery of used lithium batteries. Although some people have said that they have been solved, I think that the recycling of a large number of used lithium batteries has not yet been resolved. Lithium, as a metal, cannot be considered a major mineral in the natural world. Due to the application of lithium batteries in the past two years, the price of lithium has tripled. However, the proportion of electric vehicles currently in the car ownership is very small. If lithium-battery-powered electric vehicles continue to be developed in the future, even if it accounts for 10% of car ownership, it is feared that lithium resources will also be in short supply.
In addition, preventing the risk of spontaneous combustion of lithium batteries remains a major safety issue. Therefore, I have always believed that ternary lithium batteries will occupy a considerable share in the power of electric vehicles, but we cannot bet on the power source of electric vehicles in the lithium battery technology. We should pay attention to the development and application of fuel cells. I see Toyota's Toyoda Toyota also said that Toyota has developed a fuel cell car.
I also know that although the industrialization of fuel cells using hydrogen energy as an energy source will encounter many difficulties, for example, the preparation, storage, transportation, and refueling of hydrogen have yet to be completed, but after all hydrogen is widely distributed in nature, energy high density. The voyage distance is much easier to do than a lithium battery car. Therefore, when we develop an EV with a ternary lithium battery, we must not rely on this technology. We must pay attention to the development and application of fuel cells. Now we have seen that fuel cells have attracted widespread attention, and we hope to achieve industrialization as soon as possible, realize the overtaking of China's auto industry, and seize the world's peak in the field of new energy vehicles.
Currently, the share of electric vehicles based on ternary lithium batteries in car ownership is still very small, which has triggered a sharp rise in cobalt nickel and lithium prices. Now that we are talking about formulating a timetable for the elimination of fuel vehicles, I wonder if I need to calculate how much lithium cobalt-nickel raw materials will be needed at the end of the session. After all, lithium, cobalt, etc. cannot be regarded as bulk minerals on the earth. In addition, there is the issue of environmental recycling of lithium batteries, which overcomes the technical difficulties of short cruising range and long charging time. Therefore, I recently called for the development and application of fuel cells to be emphasized in the power situation of new energy vehicles based on ternary lithium batteries. After reading this article, I repeated my article on fuel cells, hoping to arouse the thinking of the new energy industry.
Addendum: Two years ago, the media reported an article on electric cars.
Zhang Guobao: There are doubts about lithium batteries
2016-03-28
Lithium batteries are undoubtedly the mainstream of current electric vehicle power, but Zhang Guobao, former director of the National Energy Administration, has always had doubts about this. What kind of battery is the power of electric vehicles in the future? Why should you pay attention to the innovation of power technology? Take a look at how Zhang Guobao said.
Whether the judgment and choice of the technical route is correct is related to the survival of a company or even an industry. After the reform and opening up, we raised the nation’s efforts to build a complete industrial chain of color televisions, including glass bulbs, shadow masks, electron guns, phosphors, deflection coils, and even explosion-proof steel belts, and invested heavily in the construction of Xianyang Color Picture Tube Factory. . In the form of a joint venture, several color picture tube factories such as Beijing Panasonic and Nanjing Philips were established. They became the world's largest color TV production country, but the picture was not long enough. The appearance of liquid crystal displays led to the establishment of complete color TV sets in China. The industrial chain suffered a fatal blow, bankruptcy went bankrupt, and the conversion of production to production turned out to be no longer the case. In the production of color LCD screens, it lags behind South Korea and Japan. The appearance of digital cameras has enabled China to invest in Fuda, AD color film factory introduced by Kodak and Fujitsu since the reform and opening up, as well as our investment in the Baoding Lucky color film factory supported by huge amounts of money. The digital camera technology lags behind one another in foreign countries. The advent of DVD made it possible for the video recorder movement factory built in Dalian to concentrate on the nation's efforts to stop production and switch production just after the video camera movement plant was built.
Since the introduction of foreign advanced technology and equipment since the reform and opening up, China's industrial technology production level has reached a higher level, but there are also some countries that will shift outdated technical equipment and products that will be phased out to China, and will be eliminated shortly afterwards. The introduction of a French Peugeot car at the Guangzhou Automobile Plant is an example of a declining road model in China, resulting in a huge loss.
Why do I talk about these issues again, because I have been paying attention to the development direction of China's electric vehicles. There is no doubt that lithium batteries are currently the mainstream of electric vehicle power. However, there have been reports recently that Japan's Honda has developed a hydrogen fuel cell car that can last 750 hours. Kilometers. In the future, what is the direction of hybrid electric vehicles? Lithium battery pure electric? Or hydrogen fuel cell? It is indeed a matter of concern.
I have always had some doubts about lithium battery-powered pure electric vehicles. Lithium batteries are heavy. A car has six or seven hundred kilograms of batteries. A bus battery needs to be heavy. The issue of recycling waste batteries has not been completely resolved. Lithium is still a rare metal. Once all cars use lithium batteries, lithium will become a scarce resource. Lithium batteries have a short battery life, and they must pay attention to the self-ignition safety of lithium batteries. These are the fatal weaknesses of lithium batteries. What kind of battery is the power of electric vehicles in the future? It really deserves serious attention. Japan's development of fuel cell vehicles is worth thinking about. In my opinion, it should be a three-element lithium battery and fuel cell power model.