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Battery Minerals Research

As factors such as pH value, temperature, solution concentration, stirring rate and reaction time in the pCAM reaction will affect the final physical and chemical properties such as the consistency of the pCAM morphology, particle size, specific surface area, and requires high technical accumulation and process control capabilities, while at the same time, ternary pCAM are non-standardised products with strong customised development characteristics, the ability to respond to customer needs quickly and accurately is crucial. This requires precise matching of process parameters that need to be frequently adjusted during the reaction synthesis process to ensure that various physical and chemical indicators are within a controllable range. Based on this, the concentration of the ternary pCAM industry is higher than that of the ternary cathode material industry itself, and the concentrated market share largely reflects the technical strength of each market leader. As the downstream ternary cathode industry and gigafactories companies become more concentrated, the leading pCAM companies rely on their scale and technological advantages to drive industry concentration. In 2023, the top five Chinese ternary pCAM producers were CNGR Advanced Material Co., Ltd Guangdong Brunp Recycling Technology Co., Ltd, GEM Co., Ltd, Zhejiang Huayou Cobalt Co., Ltd, and Lanzhou Jintong New Materials Energy Storage Power Co., Ltd accounted for 75% market share, up 4% from 2021. Continue reading: https://lnkd.in/gdXFBYhA #lithium #nickel #cobalt #manganese #phosphate

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Mark Bertolini

Chairman, Investor, Creating Value, Presidente, Inversionista, Creando Valor

3mo

Thanks for sharing another insightful article Brendan

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