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—— RC US
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According to TrendForce, the installed capacity in the global market is expected to increase from GWh to TWh by 2024 and exceed 3TWh by 2030. Among them, it is estimated that the installed capacity of power batteries in my country will account for about 45%. international.
According to TrendForce, currently subject to the expansion cycle of mineral resources at the forefront of the power battery industry chain, it is difficult for the price of raw materials to decline in the short term, and the battery cost will be under great pressure by 2024.
However, high-priced raw materials will also accelerate the application of sodium-ion battery technology. At the same time, enterprises have increased capital investment in upstream raw materials, which is conducive to alleviating the shortage of resource supply.