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solid-state","chinas-battery-industry-unites-in-effort-to-extend-dominance-to-solid-state","article/chinas-battery-industry-unites-in-effort-to-extend-dominance-to-solid-state",{"_uid":547,"date":548,"tags":549,"editor":559,"content":569,"excerpt":698,"featured":51,"reporter":699,"_editable":703,"component":704,"seo_title":543,"categories":705,"visibility":712,"author_company":49,"data_vis_image":713,"featured_image":717,"seo_description":698,"author_full_name":49,"author_job_title":49,"formattedDate":720,"formattedArticleDate":721},"91795b6d-fd89-49b3-9ddb-22c191b75199","2024-02-16 00:00",[550,553,556],{"slug":551,"name":552},"china","China",{"slug":554,"name":555},"data-visualisation","Data Visualisation",{"slug":557,"name":558},"solid-state","Solid-state",[560],{"slug":561,"name":562,"content":563},"didi-bostock","Didi Bostock",{"job_title":564,"image":565,"bio":567,"linkedin":568},"Editor - Energy Transition & Economics",{"filename":566},"https://a.storyblok.com/f/287943243085208/512x512/2c5ca5c1a3/didi-bostock.jpeg","Didi is the Energy Transition & Economics Editor at Benchmark, covering a broad range of markets across the energy transition. His remit spans from downstream sectors such as BESS and EVs, through to midstream such as new technologies and battery production, to upstream critical minerals mining. He also leads on financial analysis across these supply chains, alongside in-depth policy analysis.\n","https://www.linkedin.com/in/didi-bostock-656342198/",{"type":570,"content":571},"doc",[572,579,584,605,610,617,622,627,632,637,642,647,652,664,673,678,683,688,693],{"type":573,"attrs":574,"content":575},"paragraph",{"textAlign":49},[576],{"text":577,"type":578},"CATL and BYD are among the big names in China’s new consortium aiming to jump-start the country’s progress in all-solid-state batteries.","text",{"type":573,"attrs":580,"content":581},{"textAlign":49},[582],{"text":583,"type":578},"The China All-Solid-State Battery Collaborative Innovation Platform (CASIP), formed by Beijing at the end of last month, brings together major battery and automakers alongside academia and government to accelerate the research, development and commercialisation of solid-state batteries and build out that battery supply chain by 2030.",{"type":573,"attrs":585,"content":586},{"textAlign":49},[587,595,597,603],{"text":588,"type":578,"marks":589},"Benchmark’s Solid-State and Lithium Metal Batteries Forecast’s",[590],{"type":591,"attrs":592},"link",{"href":593,"uuid":49,"anchor":49,"target":49,"linktype":594},"https://www.benchmarkminerals.com/forecasts/solid-state/reports/","url",{"text":596,"type":578}," base case scenario currently expects China to account for 38% of solid-state battery nameplate capacity by 2030. This is significantly less than the 67% share of global lithium ion battery nameplate capacity ",{"text":598,"type":578,"marks":599},"Benchmark’s Gigafactory Assessment",[600],{"type":591,"attrs":601},{"href":602,"uuid":49,"anchor":49,"target":49,"linktype":594},"https://www.benchmarkminerals.com/market-assessments/gigafactory-assessment/capacities/",{"text":604,"type":578}," shows the country will have the same year.",{"type":573,"attrs":606,"content":607},{"textAlign":49},[608],{"text":609,"type":578},"“Through this platform, China has openly identified solid-state battery technologies as a risk to its dominant position in battery supply- and value-chains, a message that should serve as a call to action for innovators globally,” Brigita Darminto, a solid-state battery analyst at Benchmark, said.",{"type":611,"attrs":612,"content":614},"heading",{"level":613,"textAlign":49},4,[615],{"text":616,"type":578},"Competing Chinese companies collaborate",{"type":573,"attrs":618,"content":619},{"textAlign":49},[620],{"text":621,"type":578},"A notable feature of the consortium is the presence of companies that typically compete heavily against one another. China’s top six battery producers, representing over two-thirds of the forecast production of lithium ion batteries in China this year, are all in the consortium, seemingly working together towards a common goal.",{"type":573,"attrs":623,"content":624},{"textAlign":49},[625],{"text":626,"type":578},"CATL has previously sued CALB and SVOLT, both in the consortium, for patent infringement.",{"type":573,"attrs":628,"content":629},{"textAlign":49},[630],{"text":631,"type":578},"“This is certainly a China-first move by the government, asking companies that are traditionally fierce competitors to put aside their differences and collaborate to solidify China’s position as the leading force in the next-generation battery market,” Darminto said. “It remains to be seen if those companies will be happy to collaborate to the extent that the project proposes.”",{"type":573,"attrs":633,"content":634},{"textAlign":49},[635],{"text":636,"type":578},"Several of China’s large battery- and automakers have already made announcements in the solid-state space.",{"type":573,"attrs":638,"content":639},{"textAlign":49},[640],{"text":641,"type":578},"For example, Nio, an automaker in the consortium, has previously revealed a 1,000 kilometre range demonstration vehicle powered by WeLion’s solid-state battery.",{"type":611,"attrs":643,"content":644},{"level":613,"textAlign":49},[645],{"text":646,"type":578},"China aims to remain dominant",{"type":573,"attrs":648,"content":649},{"textAlign":49},[650],{"text":651,"type":578},"China has a leading position in many segments of the lithium ion battery supply chain from mineral refining through to battery production. But a truly dominant player in the solid-state space has yet to emerge.",{"type":573,"attrs":653,"content":654},{"textAlign":49},[655,657,662],{"text":656,"type":578},"By 2030, ",{"text":658,"type":578,"marks":659},"Benchmark forecasts",[660],{"type":591,"attrs":661},{"href":593,"uuid":49,"anchor":49,"target":49,"linktype":594},{"text":663,"type":578}," the US and Europe to account for 25% and 22% of the world’s solid-state battery nameplate capacity, respectively. Asia (excluding China) is forecast to represent 15%.",{"type":573,"attrs":665,"content":666},{"textAlign":49},[667],{"type":668,"attrs":669},"image",{"id":49,"alt":670,"src":671,"title":49,"source":49,"copyright":49,"meta_data":672},"","https://a.storyblok.com/f/287943243085208/90de7e445e/bm-solid-state-players.png",{},{"type":573,"attrs":674,"content":675},{"textAlign":49},[676],{"text":677,"type":578},"The formation of this consortium speaks to China’s concerns that this poses a risk to the country’s dominance in the battery industry. The consortium aims to reassert China’s strength by rapidly building out a solid-state battery supply chain by 2030.",{"type":573,"attrs":679,"content":680},{"textAlign":49},[681],{"text":682,"type":578},"“2030 is an ambitious timeline, but China often makes ambitious targets and has a history of hitting them, or getting close enough,” Darminto said. “However, technology development is never a simple thing, and maturing supply chains will naturally have to wait for the technologies to be ready to scale to support them.”",{"type":573,"attrs":684,"content":685},{"textAlign":49},[686],{"text":687,"type":578},"In 2022, Europe formed Upcell, a similar consortium designed to tackle the challenge of solid-state battery development. However, unlike CASIP, Upcell is formed primarily of start-up and growth-phase companies.",{"type":573,"attrs":689,"content":690},{"textAlign":49},[691],{"text":692,"type":578},"By contrast CASIP pulls in industry heavyweights with the resources and scale required to bring solid-state technologies to the mass market.",{"type":573,"attrs":694,"content":695},{"textAlign":49},[696],{"text":697,"type":578},"“China has made its move and doubled down on development of solid-state,” Darminto said. “This could serve as a catalyst that spurs the rest of the world to not only form similar alliances but also demonstrate similar levels of commitments and drive innovation for next-generation batteries.”","CATL and BYD are among the big names in China’s new consortium aiming to jump-start the country’s progress in all-solid-state batteries. The China All-Solid-State Battery Collaborative Innovation Platform (CASIP), formed by Beijing at the end of last month, brings together major battery and automakers alongside academia and government to accelerate the research, development and commercialisation […]",[700],{"slug":561,"name":562,"content":701},{"job_title":564,"image":702,"bio":567,"linkedin":568},{"filename":566},"\u003C!--#storyblok#{\"name\": \"article\", \"space\": \"\", \"uid\": \"91795b6d-fd89-49b3-9ddb-22c191b75199\", \"id\": \"\"}-->","article",[706,709],{"slug":707,"name":708},"batteries","Batteries",{"slug":710,"name":711},"battery-technology","Battery Technology","private",{"id":49,"alt":670,"name":670,"focus":670,"title":670,"source":670,"filename":714,"copyright":670,"fieldtype":715,"meta_data":716,"is_external_url":51},"https://res.cloudinary.com/benchmarkminerals/images/f_auto,q_auto/v1708111165/www-production/Solid-state-capacity-chart-no-y/Solid-state-capacity-chart-no-y.png?_i=AA","asset",{"alt":670,"title":670,"source":670,"copyright":670},{"id":49,"alt":670,"name":670,"focus":670,"title":670,"source":670,"filename":718,"copyright":670,"fieldtype":715,"meta_data":719,"is_external_url":51},"https://a.storyblok.com/f/287943243085208/62dd64010e/bm-shutterstock-2292804607-1.jpg",{"alt":670,"title":670,"source":670,"copyright":670},"Feb 16, 2024","16th February 2024",[],[],1781882615636]