特斯拉、LG开启磷酸铁锂技术追赶

Core Viewpoint - The importance of lithium iron phosphate (LFP) battery technology is increasingly recognized globally, prompting overseas battery companies to address their shortcomings in this area [1][2]. Group 1: Tesla's Advancements - Tesla's Texas factory has reportedly become the lowest-cost producer among its battery suppliers, likely due to breakthroughs in LFP battery technology [2][5]. - The Texas factory is central to Tesla's strategy for the 4680 battery, with plans for mass production of a dual dry-process version by Q4 2024, which may include LFP variants [5][6]. - Tesla's recent patent for LFP production outlines a more cost-effective method that could produce LFP batteries cheaper than those from China, even without considering tariffs [6][7]. Group 2: LG's Strategic Moves - LG has made significant strides in LFP technology by hiring a core team from a former competitor, aiming to strengthen its capabilities in this field [2][8]. - LG has signed a long-term supply agreement with Changzhou Lithium Source for 160,000 tons of LFP materials from 2024 to 2028, with plans to increase this to 260,000 tons [8]. - LG is also developing a new type of LFP material that reduces costs and environmental impact while improving stability in low temperatures [7][8]. Group 3: Industry Trends and Challenges - Major international automakers, including Stellantis, General Motors, Hyundai, and Volkswagen, are showing strong interest in integrating LFP batteries into their entry-level models [9]. - The geopolitical landscape poses risks to the export of LFP technology, as recent adjustments to China's export control regulations include restrictions on battery cathode material preparation technologies [9].