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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":561,"content":562},"doc",[563,570,575,598,603,608,613,618,625,630,635,640,645,650,655],{"type":564,"attrs":565,"content":566},"paragraph",{"textAlign":49},[567],{"text":568,"type":569},"China’s leading anode producer BTR New Material said that the roll-out of larger 4680 battery cells pioneered by Tesla would drive demand for silicon anodes.","text",{"type":564,"attrs":571,"content":572},{"textAlign":49},[573],{"text":574,"type":569},"Chinese anode producers such as BTR, Shanshan and Zichen are all expanding into silicon anode production as battery producers target the more powerful and faster-charging battery cells.",{"type":564,"attrs":576,"content":577},{"textAlign":49},[578,580,588,590,596],{"text":579,"type":569},"The world’s largest battery producers including ",{"text":581,"type":569,"marks":582},"LG Energy Solution",[583],{"type":584,"attrs":585},"link",{"href":586,"uuid":49,"anchor":49,"target":49,"linktype":587},"https://source.benchmarkminerals.com/article/tesla-supplier-lges-to-build-4680-battery-production-capacity","url",{"text":589,"type":569}," and Panasonic are all scaling up production of 4680 cylindrical cells, following Tesla’s ",{"text":591,"type":569,"marks":592},"announcement",[593],{"type":584,"attrs":594},{"href":595,"uuid":49,"anchor":49,"target":49,"linktype":587},"https://source.benchmarkminerals.com/article/tesla-begins-shift-to-new-ev-battery-as-musk-expects-supply-chain-shortages-to-flip-from-chips-to-cells",{"text":597,"type":569}," of the new format in September 2020.",{"type":564,"attrs":599,"content":600},{"textAlign":49},[601],{"text":602,"type":569},"Tesla has said that the use of silicon in the cell anode can boost the range of its vehicles by 20% as silicon can store nine times more lithium than graphite.",{"type":564,"attrs":604,"content":605},{"textAlign":49},[606],{"text":607,"type":569},"“Mass production of 4680 battery cells will have a definite pull on demand for silicon anodes,” BTR said in a research briefing.",{"type":564,"attrs":609,"content":610},{"textAlign":49},[611],{"text":612,"type":569},"Currently only around 1% of global anode production capacity is devoted to silicon anodes, according to Benchmark’s Anode Market Assessment. But the market in China is set to see rapid growth this decade, as more electric vehicles use silicon anodes.",{"type":564,"attrs":614,"content":615},{"textAlign":49},[616],{"text":617,"type":569},"China dominantes global production of silicon anodes, with around 9,900 tonnes of production capacity out of 11,500 tpa globally, according to Benchmark. China’s production is expected to grow to around 470,000 tpa in 2030, according to Benchmark’s Graphite Forecast.",{"type":619,"attrs":620,"content":622},"heading",{"level":621,"textAlign":49},4,[623],{"text":624,"type":569},"China’s largest producer",{"type":564,"attrs":626,"content":627},{"textAlign":49},[628],{"text":629,"type":569},"BTR said it currently had around 3000 tonnes a year of silicon anode production but was building an additional 2,000 tonnes by the end of this year. In addition, it is building a 40,000 tpa silicon anode project which is set to start by the end of 2023.",{"type":564,"attrs":631,"content":632},{"textAlign":49},[633],{"text":634,"type":569},"Silicon anodes are difficult to produce since silicon expands much more than graphite when the battery cell is charged. BTR said that harnessing their potential depends on the technology of the battery cell factory.",{"type":564,"attrs":636,"content":637},{"textAlign":49},[638],{"text":639,"type":569},"BTR is “continuously improving the performance of the product through technical improvement and innovation,” it said.",{"type":564,"attrs":641,"content":642},{"textAlign":49},[643],{"text":644,"type":569},"BTR plans to raise 5 billion RMB ($745 million) on the Beijing Stock Exchange to fund its expansion.",{"type":564,"attrs":646,"content":647},{"textAlign":49},[648],{"text":649,"type":569},"Last month Ningbo Shanshan said it would invest RMB 5 billion ($746 million) to build an integrated 40,000 tpa silicon anode project in Ningbo.",{"type":564,"attrs":651,"content":652},{"textAlign":49},[653],{"text":654,"type":569},"Last year China produced around 3,500 tonnes to 4,000 tonnes of silicon based anode, according to Benchmark. The total output of graphite-based anode materials was around 750,000 tonnes to 800,000 tonnes.",{"type":564,"attrs":656,"content":657},{"textAlign":49},[658],{"text":659,"type":569},"In April, China’s leading electric vehicle producer BYD agreed to invest RMB 100 million ($15.7 million) into anode producer Geruifen, which is planning to build silicon anode capacity.","China’s leading anode producer BTR New Material said that the roll-out of larger 4680 battery cells pioneered by Tesla would drive demand for silicon anodes. Chinese anode producers such as BTR, Shanshan and Zichen are all expanding into silicon anode production as battery producers target the more powerful and faster-charging battery cells. The world’s largest […]",[662],{"slug":552,"name":553,"content":663},{"job_title":555,"image":664,"bio":558,"linkedin":559},{"filename":557},"\u003C!--#storyblok#{\"name\": \"article\", \"space\": \"\", \"uid\": \"12a7d10d-1bde-440b-920f-3b7454f32d92\", \"id\": \"\"}-->","article",[668,670,673,676],{"slug":669,"name":261},"anode",{"slug":671,"name":672},"batteries","Batteries",{"slug":674,"name":675},"battery-technology","Battery Technology",{"slug":677,"name":678},"silicon-anode","Silicon Anode","private",{"id":49,"alt":681,"name":681,"focus":681,"title":681,"source":681,"filename":682,"copyright":681,"fieldtype":683,"meta_data":684,"is_external_url":51},"","https://a.storyblok.com/f/287943243085208/778eb402b2/bm-shutterstock-21325412231.jpg","asset",{"alt":681,"title":681,"source":681,"copyright":681},"Jul 06, 2022","6th July 2022",[],[],1780670082373]