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backs NCM cathodes as it establishes French battery cell pipeline","renault-backs-ncm-cathodes-as-it-establishes-french-battery-cell-pipeline","article/renault-backs-ncm-cathodes-as-it-establishes-french-battery-cell-pipeline",{"_uid":557,"date":558,"tags":559,"editor":566,"content":576,"excerpt":663,"featured":50,"reporter":664,"_editable":668,"component":669,"seo_title":553,"categories":670,"visibility":676,"author_company":49,"featured_image":677,"seo_description":663,"author_full_name":49,"author_job_title":49,"formattedDate":682,"formattedArticleDate":683},"0962f4cc-2530-4b91-a693-b957237aa1e1","2021-07-09 00:00",[560,563],{"slug":561,"name":562},"europe","Europe",{"slug":564,"name":565},"ncm","NCM",[567],{"slug":568,"name":569,"content":570},"matthew-bird","Matthew Bird",{"job_title":571,"image":572,"bio":574,"linkedin":575},"Senior Editor - Supply Chains & Data Visualisation",{"filename":573},"https://a.storyblok.com/f/287943243085208/512x512/14738033ec/matthew-bird.jpeg","Matthew writes, edits and produces content for Benchmark Intelligence and Benchmark Source across the whole mine to grid supply chain. He also acts as a liaison to the press. He has a PhD in electrochemistry from the University of Nottingham.","https://www.linkedin.com/in/birdmatthew/",{"type":577,"content":578},"doc",[579,586,591,606,611,616,621,626,633,638,643,648,653,658],{"type":580,"attrs":581,"content":582},"paragraph",{"textAlign":49},[583],{"text":584,"type":585},"Renault is planning to develop a megafactory with a starting capacity of 9 GWh capacity in Douai, France, in partnership with China’s Envision AESC.","text",{"type":580,"attrs":587,"content":588},{"textAlign":49},[589],{"text":590,"type":585},"The megafactory is due to come online in 2024 with 9 GWh of capacity, with the goal of ramping up to 24 GWh capacity by 2030.",{"type":580,"attrs":592,"content":593},{"textAlign":49},[594,596,604],{"text":595,"type":585},"Envision AESC will invest up to €2 billion in its first French megafactory, increasing the company’s European pipeline to three megafactories, which includes a new",{"text":597,"type":585,"marks":598}," UK megafactory announced by Renault’s partner Nissan last week",[599],{"type":600,"attrs":601},"link",{"href":602,"uuid":49,"anchor":49,"target":49,"linktype":603},"https://source.benchmarkminerals.com/article/nissan-envision-aesc-to-spearhead-uk-lithium-ion-economy-with-25-gwh-battery-gigafactory","url",{"text":605,"type":585},".",{"type":580,"attrs":607,"content":608},{"textAlign":49},[609],{"text":610,"type":585},"Prior Envision AESC’s latest additions, it had 67.5 GWh of capacity in the pipeline to 2030 – the lowest of all tier 1 manufacturers – according to June 2021 data from Benchmark’s Lithium ion Battery Megafactory Assessment.",{"type":580,"attrs":612,"content":613},{"textAlign":49},[614],{"text":615,"type":585},"While Envision AESC offers tier 1 production quality, Renault has also signed a memorandum of understanding with French battery development company Verkor and is expected to take a 20% stake in the company.",{"type":580,"attrs":617,"content":618},{"textAlign":49},[619],{"text":620,"type":585},"Through Verkor’s partnership with Renault it has announced plans to begin construction of a megafactory in 2023 with an initial 16 GWh of capacity, 10 GWh of which is for Renault. By 2030 Verkor is aiming to ramp up to 50 GWh of capacity with 20 GWh of this dedicated to Renault.",{"type":580,"attrs":622,"content":623},{"textAlign":49},[624],{"text":625,"type":585},"These partnerships are in addition to Renault’s main cell supplier LG Chem which will continue to provide a major source of its battery cells.",{"type":627,"attrs":628,"content":630},"heading",{"level":629,"textAlign":49},4,[631],{"text":632,"type":585},"Renault’s NCM commitment ",{"type":580,"attrs":634,"content":635},{"textAlign":49},[636],{"text":637,"type":585},"Renault also hosted its answer to Tesla’s Battery Day and Volkswagen’s Power Day with its ElectroPop event last week, during which it provided more details on its battery cell plans.",{"type":580,"attrs":639,"content":640},{"textAlign":49},[641],{"text":642,"type":585},"Notably, Renault fully committed itself to NCM (nickel, cobalt, manganese) cathode chemistries for its battery cells.",{"type":580,"attrs":644,"content":645},{"textAlign":49},[646],{"text":647,"type":585},"NCM cathode chemistries have grown to dominate the battery cell market and will account for a forecast 53% of global battery demand in 2021 according to Benchmark’s Lithium ion Battery Database. NCM’s market share is set to increase throughout the decade and by 2030 Benchmark forecasts that it will account for 74% of the market.",{"type":580,"attrs":649,"content":650},{"textAlign":49},[651],{"text":652,"type":585},"However, despite NCM’s growing role in the supply chain, LFP (lithium iron phosphate) cathodes have seen a resurgence over the past two years as a lower cost — and cobalt and nickel free — alternative.",{"type":580,"attrs":654,"content":655},{"textAlign":49},[656],{"text":657,"type":585},"The use of LFP in passenger vehicles has been driven by the Chinese market, where Tesla is using LFP cathodes in its standard range Model 3s. While to date LFP demand has been concentrated in China, there is potential for its use to expand into Western markets as EV makers diversify their cathode chemistries. Earlier this year Volkswagen indicated it will use LFP cathodes in its low-cost European models and Tesla’s Elon Musk has regularly professed the benefits of LFP cathodes.",{"type":580,"attrs":659,"content":660},{"textAlign":49},[661],{"text":662,"type":585},"But Renault’s full support for NCM technology shows that for Western automakers this will be the predominant cathode technology of the 2020s. Renault cited several reasons for sticking with NCM, such as the cost-to-performance ratios and its suitability in colder climates. It also explained that NCM cells are relatively easy and economical to recycle, which will be of growing importance by the end of the decade with European Commission directives on battery recycling likely to become more stringent.","Renault is planning to develop a megafactory with a starting capacity of 9 GWh capacity in Douai, France, in partnership with China’s Envision AESC. The megafactory is due to come online in 2024 with 9 GWh of capacity, with the goal of ramping up to 24 GWh capacity by 2030. Envision AESC will invest up […]",[665],{"slug":568,"name":569,"content":666},{"job_title":571,"image":667,"bio":574,"linkedin":575},{"filename":573},"\u003C!--#storyblok#{\"name\": \"article\", \"space\": \"\", \"uid\": \"0962f4cc-2530-4b91-a693-b957237aa1e1\", \"id\": \"\"}-->","article",[671,674],{"slug":672,"name":673},"batteries","Batteries",{"slug":675,"name":299},"cathode","private",{"id":49,"alt":678,"name":678,"focus":678,"title":678,"source":678,"filename":679,"copyright":678,"fieldtype":680,"meta_data":681,"is_external_url":51},"","https://a.storyblok.com/f/287943243085208/b2649dc675/bm-renault-electropop.jpg","asset",{"alt":678,"title":678,"source":678,"copyright":678},"Jul 09, 2021","9th July 2021",[],[],1792756392686]