For our country the main problem is that Russia in the new global market of lithium-ion batteries and electric vehicles fulfills only the role of supplier of raw materials (Nickel, cobalt, copper, aluminum) with low added value, within 5% of the price of the finished battery. In the domestic market has not formed technology leaders, and the state has not yet defined their own strategy in this direction.
the Largest share in the global market for energy storage is batteries for electric vehicle – 30%, and this segment is likely to increase in the future. Batteries for internal combustion engines in second place, accounting for 21% of the production storage. In addition an increasingly significant role drives play in the industry (13%) and generating electricity (17%). For solar and wind power plants, which are unable to ensure a constant production of electricity, batteries play the same important role as an uninterrupted supply of coal for TPP. Another 13% of the market occupied by batteries for portable electronics.
Now the electrochemical storage sector shows one of the highest in industry growth and claims to be the key driver of the increase in volumes of investments in the energy sector. At the heart of this global trend – climate agenda and the transition to carbon-free energy, said the study VYGON Consulting “energy in Russia: injection of sustainable development”.
the Total turnover of the world market of disk drives in 2019 is estimated at $ 100 billion, and growing. For ten years it has doubled. According to different forecasts the volume of investments in the development of renewable energy sources (RES) by 2050 will be from 12 to 22 trillion dollars, and this in turn will encourage further expansion of the market for energy storage. It is expected that by 2030 the demand will increase 10 times, primarily due to the development of electric transport and renewable energy.
“Guided by yesterday’s investment signals, we strongly lag behind other countries in technological leadership,” explained “the Russian newspaper” one of the authors of the study, head of Department of regulation of energy markets VYGON Consulting Nicholas Osipenko. As an example, what led to this position in the past, he cited a situation where due to cheap gas in the 1980s in the USSR refused from the development of large gas turbines for power generation, and now Russia buys them in Germany and the United States.
this is not to say that Russia is in the global trend. For example, a long-term contract with BASF Norilsk Nickel will supply Nickel for the production of 300 thousand electric cars a year – more than half of the existing market. But the question again is about the hockskey raw materials.
Despite the massive resource base, and scientific and technological potential, this segment remains outside of the strategic horizon of companies and the state, said Osypenko. In his opinion, Russia can take its rightful place in the global market of energy storage, but it requires a decision to use their strengths: the presence of internal car market (about 2% of the world), access to a diverse resource base and global trends of subsidizing low-carbon economy.
Most developed countries today, the protectionism seen in the development of electric vehicles and their energy storage systems. As a vivid example is the trade conflict the United States and China, which is directly linked with the market drives the import duties in the USA in Chinese batteries was increased from 0 to 7.5%.
of Russia can not be zeroed import duties for products with high added value (electric and battery). On the other hand it is inexpedient to abolish export duties on raw materials used in new industries (rare earth metals, aluminum, Nickel, cobalt, lithium, vanadium, graphite), said Osypenko. From his point of view, if not promptly take comprehensive policy measures, the domestic market will remain a passive buyer of new technologies – drives and electric vehicles, rapidly becoming cheaper and competing with the traditional energy and transport.
