Overview of lithium battery market
According to the White Paper on the Development of the Global Lithium Battery Industry in 2023, the global new-energy vehicle market sales volume in 2022 reached 10.793 million units, up 63.0 percent year on year, with China's new-energy vehicle sales accounting for 62.0 percent of global sales. Global sales of new energy vehicles are expected to reach 22.7 million by 2025.
Global shipments of lithium batteries in 2022 reached 948.1GWh, up 66.7% year on year. It is expected to reach 2344GWh in 2025, an increase of 147.2% compared to 2022.
In 2025, the compound annual growth rate of 1456GWh lithium battery shipment in China is 43.6%;
In 2030, the global shipment of 4.8TWh lithium batteries increased by 880% compared with 2021.
New energy lithium battery industry chain introduction
The upstream of the new energy lithium battery industry chain is mainly the materials used in the components of lithium ion batteries, such as positive electrode materials, electrolytes, negative electrode materials and membranes
Application of NMP: positive and negative solid-state battery materials are mixed evenly, and then NMP solvent is added to stir into slurry, and the stirred slurry is evenly coated on the metal foil and dried to make positive and negative electrode sheets. As the core link of the previous process, the quality of coating materials, equipment and process execution has a profound impact on the consistency, safety and life cycle of finished batteries.
Carbon nano conductive agent: As a key auxiliary material, carbon nano can increase the conductive contact between active substances and improve the transmission rate of electrons in the electrode of lithium battery, thus improving the ratio performance and cycle life of lithium battery.
NMP lithium battery demand forecast
By 2025, NMP lithium consumption data is estimated to be 2.6 million tons in the Chinese market and 4.1 million tons in the global market.
In the demand for NMP, the recovery efficiency of NMP is higher and higher, and the recovery efficiency is greater than 95%
The proportion of reclaimed NMP in the NMP demand increases gradually
At the same time, the capacity of lithium battery is expanding greatly, and the demand for new liquid is increasing year by year.
Dimethylpyrrolidone
Application of NMP in lithium electricity
Lithium applications account for nearly 74% of the total demand for NMP
Used for PVDF solvent and conductive dispersion
NMP Application level
Micro grade, purity ≥99.95%, mainly used in liquid crystal, semiconductor and other high-end electronics industry.
Electronic grade, purity ≥99.90%, mainly used in lithium battery, fiber and other industries.
Pharmaceutical grade, purity ≥99.80%, mainly used in pharmaceutical solvent, intermediate and other industries.
Industrial grade, purity ≥99.50%, mainly used in petrochemical extraction, pesticide, insulation paint, industrial cleaning.
