Is the "hit" of aluminum batteries to subvert the industry pattern? Proof is coming
"It will revolutionize electric vehicles and energy storage." This is the slogan on the homepage of the Delaware-based company's website.
No precious metals such as cobalt and nickel are used, there is no dendrite trouble, no thermal runaway, the battery life is 1200 kilometers, and the service life for automobiles is as high as 15 years. This is the enhanced aluminum-ion battery (EnhancedAlteredAluminumIon, hereinafter referred to as "EaI") recently announced by Saturnose, a "new cutting edge in the battery industry" that far exceeds lithium-ion batteries on paper.
With the power of new energy vehicles, lithium-ion batteries will be in the limelight in 2021. At the end of the year, aluminum-ion batteries were suddenly born. The indicators on paper were excellent, and they "killed" lithium-ion batteries in terms of battery life, safety, and cycle times. Not only that, but aluminum-ion batteries are reportedly even planned to be commercialized in 2022, slowly replacing less cost-effective lithium-ion batteries.
Are lithium-ion batteries about to fall from the "throne"? Are aluminum-ion batteries "on paper" or revolutionary technology? "Daily Economic News" reporters launched an investigation.
Kako je sveta Saturnoza koja je iskočila niotkuda
For a long time, Tesla, CATL, BYD and other industry leaders have been leading the progress of the battery industry, such as CATL's CTP technology and sodium-ion battery, BYD blade battery and Tesla's recently launched 4680 battery.
The EaI paper data presented by Saturnose this time is perfect. But most people in the battery industry may not know about Saturnose. Saturnose's website shows it is based in Delaware, and Forbes' report describes it as an Asian company, a group of Indian researchers backed by Saudi Arabian capital.
According to reports, Saturnose's EaI battery was initially funded by two rounds of seed funding from Saudi Arabia's DanaVentureFund and has been in "stealth development" for the past five years. Commercialization of the technology is also supported by the Indian government, with plans to build a technology center at the Indian Institute of Technology, Delhi, and plans to collaborate with THMFraunhofer in Germany.
In addition, other channels rarely have Saturnose related reports. The "Daily Economic News" reporter learned through the wisdom bud global patent library that Saturnose does not have a patent related to aluminum ion batteries. By searching for the keyword "aluminum-ion battery", it was found that the company that applied for more patents for aluminum-ion batteries in the United States was a company named Everon24, Inc., with a total of 16 patent applications.
Interestingly, the reporter further inquired about Everon24 related information, but has not been able to find the company's official website. In the end, I found information about Everon24 on the official website of the SEC (US Securities Regulatory Commission). Everon24 was established in Massachusetts in 2015, has a branch in Delaware, and the company type is a foreign company (ie, non-US capital).
The reporter also learned from the Pitchbook website that the patents held by Everon24 are mainly related to aluminum-ion batteries, including the "rechargeable aluminum-ion battery" first applied for on October 11, 2016, and a number of water-based aluminum batteries applied for in March 2019. Ion battery patent.
Recently, the "rechargeable aluminum-ion battery" held by Everon24 has been authorized in my country again. According to the Patent Star website, the patent application date is October 11, 2016, and the grant notification date is November 2, 2021. In addition to my country and the United States, the patent has also been registered in Europe and South Korea. It can be said that the patent is almost protected in important battery production areas in the world. It can be seen that the "rechargeable aluminum-ion battery" is the earliest patent application and its core patent.
One of the inventors of the "rechargeable aluminum-ion battery" is Rahul Mukherjee (Rahul Mukherjee). According to the Pitchbook website, one of the co-founders of Everon24 is RahulMukherjeePh.D (Dr. Rahul Mukherjee) . The reporter checked on LinkedIn and found that Rahul Mukherjee is basically Indian and Indian.
Comparing Saturnose's official website, it has several similarities with Everon24. The branch of Everon24 is in Delaware, and Saturnose is also in Delaware; the core patent of Everon24 is "rechargeable aluminum-ion battery", and the aluminum-ion battery disclosed by Saturnose is also rechargeable; the core technicians of Everon24 may be Indians, Of Indian origin, Saturnose also has a deep Indian background.
Savršeni podaci o aluminijum{0}}jonskim baterijama
It can be seen that both Saturnose and Everon24 are little-known small companies in the battery industry. The reason why they have a huge impact on the industry is that the data published on Saturnose's official website is too attractive, and it perfectly fills the existence of lithium-ion batteries. Many flaws.
Litijum{0}}ionske baterije su najviše kritikovane zbog trajanja baterije, iako veliki broj novih energetskih vozila može izdržati do 500 kilometara i 600 kilometara. Međutim, kada dođe zima, domet krstarenja se znatno smanjuje. Konkretno, litijum-željezo-fosfatna baterija, koja je postala popularna ove godine, posebno je oslabljena zimi.
No, prema podacima koje je objavio Saturnose, problem trajanja baterije uopće nije vrijedan pomena. Trenutno, litijum{0}}jonska baterija sa najvećom gustinom energije je visoko-nikl ternarna litijum- baterija. Nedavno je Guoxuan Hi-Tech otkrio da njegova visoko-nikl ternarna litijum- baterija ima jednostruku gustinu energije od 302 Wh/kg i da je postigla masovnu proizvodnju. Što se tiče daljeg poboljšanja gustine energije baterija nakon visokog-ternarnog nikla, industrija je općenito optimistična u pogledu čvrstih-baterija. U januaru 2021. NIO je najavio čvrstu-bateriju sa gustinom energije do 360Wh/kg. Međutim, Weilai nije otkrio svog dobavljača čvrstih-baterija, a još uvijek je kontroverzno može li se njegova solid{13}}baterija može masovno-proizvoditi prema rasporedu.
Gustoća energije aluminijum-jonske baterije koju je otkrio Saturnose ne samo da daleko premašuje trenutnu relativno zrelu visoko-ternarnu bateriju nikla, već i uveliko premašuje nezrelu litijum-jonsku čvrstu{{33 }} stanje baterije. Trenutna gustina energije EaI baterija je 550-750wh/kg, a budući plan puta je 1800wh/kg.
Prema donjoj granici gustine energije, EaI baterija je 1,53 puta veća od NIO čvrste-baterije i 1,82 puta veća od Guoxuan Hi-visoko-nikl ternarne baterije . Prema gornjoj granici gustine energije, ona je 2,08 puta i 2,48 puta veća od NIO čvrste-baterije i Guoxuan High-visokotehnološkog-nikl ternarnog uređaja.
Izvor: Saturnose
Još jedan veliki nedostatak litijum{0}}jonskih baterija je sigurnost. Termička nestabilnost litijum{1}}jonskih baterija je važan uzrok požara i sagorijevanja.
Saturnose pointed out the disadvantages of lithium-ion batteries on the official website, saying: "Safety is the biggest problem in all lithium-ion batteries. Most fires and explosions of lithium-ion batteries are caused by short circuits. When the separator fails and causes the positive and negative electrodes On contact, the battery starts to overshoot and ignites with chemicals in the electrolyte."
Saturnose believes that the traditional 18650 lithium-ion battery uses a flammable electrolyte, while the EaI battery uses an all-solid electrolyte. Accordingly, Saturnose said: "Compared to all lithium-ion batteries in the world today, our all-solid-state aluminum battery is: the safest, lighter and more heat-resistant."
In addition, Saturnose also mentioned that lithium-ion batteries have limitations in the choice of anode materials, cycle times, and dependence on expensive metals. For example, ternary lithium-ion batteries use cobalt and nickel. The EaI battery has 30,000 cycles and claims to be cheaper. "(Aluminum-ion) batteries cost 50 percent less per kilowatt than lithium-ion batteries currently cost," Saturnose said.
Šta mislite o slavinama za litijum{0}jonske baterije?
Niža cijena, jači vijek trajanja baterije, sigurniji, duži vijek trajanja, postoji li zaista tako savršena baterija? Mogu li se podaci koje je Saturnose dao na svojoj službenoj web stranici zaista ostvariti? Imaju li lideri industrije tehničke rezerve?
On December 8, reporters from "Daily Economic News" contacted industry leaders such as Tesla, CATL, and BYD. Tesla did not comment on whether it has accumulated technology related to aluminum-ion batteries. The staff of CATL said: "We have a layout of valuable technologies." The staff of BYD's board secretary office said that they did not pay attention to technical issues. , should call Investor Relations. The reporter immediately called the investor relations phone, but it has not been connected.
For domestic battery leaders, are aluminum-ion batteries really valuable? Search the keyword "aluminum ion battery" through the global patent database of Smart Buds, and the top patent applications are Everon24, Beijing University of Science and Technology, Hangzhou Gaoene Technology Co., Ltd., Beijing Institute of Technology, Zhejiang University, Beijing Jinlu Energy Technology Co., Ltd. , Shenzhen Bo Leida New Energy Technology Co., Ltd., etc., the number of patent applications is 16, 14, 12, 10, 6, 6 and 5 respectively.
The reporter noticed that the company with a large number of domestic patent applications is Gaoene Technology. On December 8, "Daily Economic News" called Gaoene Technology, and its staff said: "We have some technology accumulation now, but it has not been industrialized. If you want to know more, you can contact colleagues in research and development. "
Subsequently, the above-mentioned staff sent a public account article "Professor Gao Chao's team of Zhejiang University: Low-cost expanded graphite cathode to improve the rate performance of aluminum-ion batteries" to reporters through the social APP. This article was published in September 2021. The article said, "Aluminum-ion batteries have the advantages of high negative electrode capacity, good safety, and abundant resources, and have very good application prospects in the fields of large-scale energy storage and high-power energy supply in the future. Carbon materials (graphene, graphite) with a similar structure are used as anodes for aluminum ion batteries, which have high output voltage, excellent fast charge and cycle stability. However, there is still a lot of room for improvement in the capacity of graphene-based cathodes for aluminum ion batteries. Further in-depth discussion of the energy storage mechanism of carbon material cathodes is beneficial to the rational design of aluminum-ion battery cathodes."
Qixinbao informacije pokazuju da je Gaoene Technology u potpunosti-u vlasništvu Changxing Deene Technology Co., Ltd., a najveći dioničar Deene Technology je Gaochao, sa udjelom od 52,69 posto.
Putem pretrage patentnih zvijezda, otkriveno je da Gaoene Technology posjeduje čak 124 patenta, od kojih se samo 1 odnosi na aluminij{2}}jonske baterije. U stvari, Gaoene Technology je prijavila 8 patenata vezanih za jone aluminijuma, ali 7 projekata je ranije bilo neuspešno.
It is worth mentioning that Gaoene Technology not only applies for patents related to aluminum ion batteries, but also holds patents including "a solid electrolyte for zinc ion batteries", "a graphene-iron oxide film for lithium ion batteries and its preparation method". and applications". It can be seen that Gaoene Technology is not specialized in aluminum-ion batteries.
Od tada, novinar je pozvao Shenzhen Bo Leida New Energy Technology Co., Ltd. i mnoge druge kompanije sa patentima za aluminijum{0}}jonske baterije, ali ove kompanije ili nisu uspjele da se povežu ili su odbile da budu intervjuisane. Pored kompanije, novinari su takođe sukcesivno pozivali relevantne istraživačke institucije i naučnike uključene u ovu oblast, kao što je RD centar za aluminijum{1}}ionsku bateriju Istraživačkog instituta delte Biserne rijeke Univerziteta Tsinghua, itd., ali oni nisu dobili odgovor.
Dawn se ponovo pojavljuje ili još jedan hype?
Zapravo, već u aprilu 2017. godine, istraživačka grupa koju je predvodio profesor Dai Hongjie sa Univerziteta Stanford u Sjedinjenim Državama objavila je rad o aluminijskim baterijama. Izvještava se da ova aluminijska baterija ima prednosti visoke efikasnosti i izdržljivosti, niske zapaljivosti, niske cijene i brzog punjenja, te može postati sigurna alternativa konvencionalnim baterijama.
U maju 2021. Univerzitet Queenslanda u Australiji razvio je novu grafen{1}}aluminijsku bateriju koja se može puniti brže i održivije od konvencionalnih litijum{2}}jonskih baterija i ima duži vijek trajanja od trenutnih litijumskih{{ 3}}jonske baterije. 3 puta duži vijek trajanja. Zahvaljujući većoj gustoći energije, puni se 70 puta brže.
However, the performance claims of previous aluminum-ion batteries are not as exaggerated as this time. On December 7, the news spread in the domestic capital market, and some investors even asked the listed company related questions. For example, ST Hemei, an investor asked on December 7: "The company signed an aluminum-ion battery cooperation agreement with Stanford University in 2015. I wonder if there are follow-up progress and research and development results?"
Od 7. do 8. decembra, mnoge navedene kompanije kao što su Zhenyu Technology, DFD, Guoxuan Hi-Tech, Jiangte Electric, moja zemlja Baoan, Ningde Times, Nebula, Yunlu i GEM investirale su u Publika je postavljala pitanja, pokušavam razumjeti situaciju u vezi sa aluminijum-jonskim baterijama, što pokazuje koliko je tržište vruće.
In terms of the capital market, the stock price of my country's aluminum industry has bottomed out recently, rising by 10.02 percent , 6.07 percent , and 2.54 percent on December 6, December 7, and December 8, respectively. As of December 8, the market value has closed. Over one hundred billion.
Nasuprot tome, Ningde era je pala za 4,33 posto i 4,30 posto 6. i 7. decembra, respektivno, i oporavila se 8. decembra, uz povećanje od 1,59 posto; Guoxuan Hi{9}} Tech je pao 6. i 10. decembra. Pali su za 4,81 posto, odnosno 4,95 posto 7. februara, a blago su se oporavili 8. decembra, uz povećanje od 1,88 posto.
Regarding the future of lithium-ion batteries, Wang Guanlin, Marketing Director of True Lithium Research, told the "Daily Economic News" reporter: "From the layout of the industry chain, (lithium-ion batteries) have been very perfect, and the high, middle and low end of each link are fully satisfied. From a technical point of view, it is also constantly creating the ultimate performance of each material, and derives products that are more in line with the needs. From the perspective of capital investment, they also like this mature product very much. As long as the market demand continues to explode, capital will continue to pour in. , to help the development of the industry. Currently, it is only necessary to upgrade all manufacturing and production links to achieve carbon emissions in each link. Therefore, it is still relatively difficult to replace lithium batteries."
