You may notice 3.2V 280Ah LiFePO4 battery, especially EVE lf280k is very popular in the market. Considering the personal usage, you may not need such large capacity battery. 50Ah, 100Ah are what you want. Deligreen has 100Ah, 280Ah both in EU stock. It's not easy for supplier too. Why cannot you find them as easily as 280Ah battery. Why ?
Below are the data analysis from Chinese supplier, product line.
In 2022, the terminal market demand represented by household energy storage exploded, driving the demand for 50-100Ah small and medium-capacity batteries to surge, and bulk orders for batteries appeared frequently.
Do you know supply of 50-100Ah energy storage cells is insufficient ?
As the demand for downstream home storage remains high and the capacity supply of 50-100Ah energy storage cells is insufficient, many home storage all-in-one machine companies cannot purchase the required small-capacity batteries in full even if they adopt the method of cash payment. The overall bargaining power of the industry chain shift from downstream to upstream. Energy storage system integration companies reduce battery supply risks by locking production lines in advance, signing long-term orders, strategic cooperation, and industrial investment.
Under the dual support of market stimulation and capital injection, battery cell companies are accelerating their way to fundraising and production expansion, and compete in all aspects from technology, product, market, cost, and efficiency.
(Picture from Deligreen, well-packed CATL 100Ah tested before shipment)
Battery classification
According to the classification of product shape, energy storage cells mainly include square, cylindrical and soft pack batteries.
And according to the classification of capacity, there are mainly 50Ah, 100Ah, 150Ah, 200Ah, 280Ah models, of which 50Ah and 100Ah are mainly used for household storage, 150Ah, 200Ah and 280Ah are mainly used for large storage.
50-100Ah batteries can be used in household energy storage, communication energy storage, industrial and commercial energy storage, and power energy storage. Specific application scenarios include communication base stations, data centers, school and hospital public facilities, mobile charging vehicles, household optical storage, rail Transportation, low-speed electric vehicles, portable emergency power supplies, etc.
Golden period
Household energy storage (including portable energy storage) is mainly used for peak-valley price difference arbitrage, self-use of electricity, etc. It surpassed communication backup power for the first time in 2022 and become the second largest energy storage shipment field. The mainstream battery product capacity is 50Ah and 100Ah .
In 2022, household energy storage explode overseas, and the industry usher in a golden period of development. Research shows that the value of China's household energy storage industry chain will increase to 40 billion yuan in 2022. In 2022, Chinese household energy storage battery shipments is 25GWh, a year-on-year increase of 354.5%; portable energy storage shipments will be 4GWh, a year-on-year increase. The rate is 207.7%.
Compared with power and large storage, household energy storage has relatively relaxed requirements on battery technology. The requirements for battery performance in household scenarios are relatively relaxed, and the main emphasis is on safety and cost reduction. Constrained by multiple factors such as production line and system group efficiency, cost reduction space, etc., the supply of household energy storage batteries was seriously insufficient in 2022, and its shortage is even higher than that of 280Ah batteries for electric energy storage.
Contact Person: Mr. Leo Zeng
