美国企业“紧盯”硅基负极！

Core Viewpoint - The article discusses the United States' efforts to strengthen its position in the battery industry, particularly in the anode material sector, to reduce reliance on Chinese companies [1][2]. Group 1: U.S. Government and Corporate Initiatives - The U.S. government is intervening by identifying subsidies for Chinese battery components, particularly active anode materials, as a precursor to imposing anti-subsidy tariffs [1]. - American company GDI is raising an additional $11.5 million to expand its silicon-based anode production, bringing its total Series A funding to over $20 million [1]. - GDI is constructing its first MWh-level silicon-based anode production project in Germany, set to commence production in 2025 [1]. Group 2: GDI's Technological Advancements - GDI has developed a 100% silicon anode that has shown a capacity exceeding 3200 mAh/g in third-party tests, with over 30% higher energy density compared to graphite anodes [1][2]. - In thermal runaway tests, GDI's silicon anode integrated into a Navitas 3.5Ah pouch battery demonstrated an energy density exceeding 250 Wh/kg, with no fire or smoke after being punctured for 10 hours [2]. - GDI plans to collaborate with AGC to utilize improved glass coating equipment for roll-to-roll production, aiming for GWh production by 2028 for electric vehicles [2]. Group 3: Market Dynamics and Challenges - The theoretical capacity of silicon-based anodes can reach 4200 mAh/g, significantly higher than graphite, aligning with the development needs of solid-state batteries and other new technologies [2]. - Despite the potential, the production process for silicon-based anodes faces technical bottlenecks and high costs, leading to slower adoption in the power sector compared to consumer markets [3]. - Current production capacity is predominantly concentrated in Chinese companies, making it challenging for overseas firms to catch up in the silicon-based anode sector [3].