CarbonX负极材料：兼顾电动汽车电池的性能、可持续性和耐用性.pdf

1、Sophie Dik,Head of SalesCarbonX Anode Material:Bridging Performance,Sustainability and Resilience for EV BatteriesCONFIDENTIALCONFIDENTIALDemand for EVs continues to drive Global Battery Demand 1 TWh of battery demand in 2024 EV sales drive growth at 950Gwh,25%2023Car batteries dominate by 85%shareD

2、emand for electric trucks is rising to 3%contribution in 2024Source:IEA analysis based on EV Volumes high battery performance costefficiencylow carbonfootprintlocal supply chainCONFIDNTIALRef.Bloomberg 2023Graphite dominated marketAnode Active Materials for EV BatteriesGraphite remains key AAM for E

3、Vs Slow adoption of new technologiesIntegration preferred over InnovationGlobal Demand5,535 KTPAShortfall2,135 KTPAPlanned1,550 KTPAInstalled1,850 KTPA2030-Graphite Global LandscapeSource:Fast Markets&Benchmark Week 2024/IEA 2025 Growth to4 TWhpredicted by 2030Global Demand for LiB&GraphiteEven with

4、 planned investment into Graphite production,a large shortfall is predicted.Today China supplies the majority of Anode materials.Risk of disruption is very high.Geopolitical DependencySupply Chain VulnerabilitySource:Fastmarkets 2024Rest of the world2%China98%99%of GlobalSynthetic Graphite97%of Glob

5、al Natural Graphite02468101214270275280285290295300305310315320USA natural and syntheticintegrated graphite producerUSA synthetic graphite plantEU natural graphite mine+anode plant$CAPEX per 10 KTPA vs time to AAM SOPmillion$per 10 KTPA AAMyears to SOP AAMCONFIDENTIALTime&Money Needed to Add Graphit

6、e Capacity ex-Chinamillion$years31213Source upon request all public info Up until now,Graphite was the only available anode material that is scalable,cost-effective,and manufacturable.Demand Supply shortages expected soon Graphite production is concentrated in China.Expansion out