Benefiting from the growing demand for electrolytes, the LiFSI industry has developed rapidly

Lithium bisfluorosulfonimide (LiFSI) is a new type of lithium salt with excellent performance. Compared with LiPF6, it has better electrochemistry, hydrolysis resistance, thermal stability and conductivity. It is currently mainly used as a lithium salt in the electrolyte. It can be used as an additive or alone as an electrolyte. It is used as a substitute for LiPF6 and has good future development prospects.

LiFSI production processes mainly include the chlorosulfonic acid method and the sulfuryl fluoride method. Among them, the chlorosulfonic acid method is less difficult, safe and easy to control, and is currently the main production process. The sulfuryl fluoride method is more difficult to control. At present, There are few companies using it, and only some European and American companies use it.

The upstream of LiFSI is raw materials, which mainly include sulfoxide chloride, hydrofluoric acid, dimethyl carbonate, dichloromethane, etc. Among them, sulfoxide chloride is the core raw material. As an excellent chlorinating agent, thionyl chloride is mainly used in the fields of dyes, pesticides and medicines. The market demand is high. In 2021, the market demand will be about 300,000 tons. The actual domestic production capacity of thionyl chloride is about 35 Thousands of tons. In LiFSI production, the consumption of thionyl chloride is relatively high. With the rapid development of the LiFSI industry, the demand for thionyl chloride is expected to reach about 550,000 tons by 2025, and there may be a shortage of thionyl chloride by then. .

According to the “China Lithium Bisfluorosulfonimide (LiFSI) Industry Application Market Demand and Development Opportunities Research Report 2022-2026” released by the Industrial Research Center It shows that benefiting from the development of my country’s new energy vehicle industry, domestic electrolyte shipments have shown a rapid growth trend, from 130,000 tons in 2017 to 510,000 tons in 2021. my country is the world’s major electrolyte producer. In 2021, global battery electrolyte shipments will be approximately 630,000 tons, with China accounting for 80%. LiFSI is mainly used as an electrolyte additive. With the growth of electrolyte shipments, the market demand for LiFSI continues to rise, and it is expected that the market demand will reach 130,000 tons by 2025. In the past five years, my country’s LiFSI market size has also shown a rapid growth trend, reaching 1.7 billion yuan in 2021, and is expected to reach 17 billion yuan by 2025.

In terms of market competition, the current global LiFSI manufacturers mainly include Tianci Materials, Polyfluoropolymer, Yongtai Technology, Xinzhoubang, Korea Tianbao, etc. CR5 accounts for 90%, of which Tianci Materials accounts for 33%, ranking first in the world. first place. As LiFSI market demand explodes in the future, leading companies with cost, technology, and scale will benefit even more, and their market share will continue to increase.

Industry analysts said that LiFSI is used as an electrolyte additive and has benefited from the rapid development of the domestic lithium battery industry in recent years. The liquid market demand is rising, and the LiFSI industry has good development prospects. In terms of production, due to high technical barriers, there are few LiFSI manufacturers in the world and the market is highly concentrated. In the context of explosive demand, leading companies continue to expand production capacity and their market share has also increased. Market concentration will further increase in the future. .