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美国磷酸铁锂电池产能布局分析
起点锂电· 2025-07-02 10:50
Core Viewpoint - The article discusses the advancements in lithium iron phosphate (LFP) battery production in the U.S., highlighting the progress made by companies like Tesla, Ford, LG Energy Solution, and Samsung SDI in establishing local production capabilities for LFP batteries [2][4][10]. Group 1: Event Information - The fifth "Starting Point Two-Wheeled Vehicle Battery Swap Conference" and "Lightweight Power Battery Technology Summit Forum" will be held on July 10-11, 2025, in Shenzhen [2]. - The event is sponsored by various companies, including Yadi Technology Group, Tailing Group, and others in the battery and electric vehicle sectors [2]. Group 2: Tesla's Developments - Tesla is collaborating with CATL to establish its first LFP battery manufacturing plant in North America, located in Sparks, Nevada, with an initial capacity of 10 GWh [3][4]. - The plant will primarily serve energy storage solutions and certain vehicle models, including the standard range Model 3 and Model Y [3]. Group 3: Ford's Strategy - Ford is also partnering with CATL for LFP battery production, planning to invest $3.5 billion in a facility in Michigan with an expected annual capacity of 20 GWh, reduced from an initial 35 GWh [4][5]. - The construction of the plant has been completed, and it will focus on LFP battery production [5]. Group 4: LG Energy Solution's Expansion - LG Energy Solution has established multiple production bases in North America, with a total planned capacity exceeding 350 GWh [6]. - The Michigan plant has commenced operations with an initial capacity of 16.5 GWh for energy storage batteries and an additional 5 GWh for electric vehicle batteries [5][6]. Group 5: Samsung SDI's Initiatives - Samsung SDI is converting part of its NCM battery production lines in Indiana to produce LFP batteries, expected to start operations in 2027 [8]. - SK On plans to begin LFP battery production in the U.S. by 2026, having completed development work for these batteries [8]. Group 6: Market Trends and Future Outlook - The demand for LFP batteries is anticipated to grow in North America, with companies like Wanrun New Energy planning to establish production facilities to meet this demand [9][10]. - Wanrun New Energy's U.S. project aims for an annual capacity of 50,000 tons of LFP, with the first phase expected to be completed by 2028 [9][10].