Golden Dragon Capital Limited provides bespoke consulting services to clients seeking an understanding of the global lithium-ion battery supply chain
Financial Modelling
Golden Dragon Capital Limited provides bespoke financial modelling including price forecasting, demand modelling, and industry cost curves. Our models are a crucial tool for investors and project owners as they provide key benefits that help in make informed decisions and optimise strategies
Our information is derived from a set of databases which assist in aggregation and analysis of data. We provide clients with a multi-factor analysis which is cross-referenced to ensure accuracy, real-time updates, demand and supply tracking, historical context, supply chain insights, risk assessment, and scenario analysis
By leveraging our industry knowledge and capability, we maintain accuracy and reliability of metal price and supply-demand forecasts, aiding in strategic planning, risk management, and decision-making
These are customised reports tailored to individual client needs
Lithium-ion Cell Cost Breakdown
Understanding the cost breakdown of lithium-ion cells is crucial for evaluating their economic viability in electric vehicles and other applications. The significant share held by the cathode and other materials highlights the importance of sourcing materials efficiently and innovating in battery chemistry to reduce overall costs while maintaining performance standards.
Sustainability
The carbon footprint of a retired ternary lithium-ion battery with a capacity of 1 GWh is given as 2.33 × 10^7 kgCO2eq. This figure represents the total greenhouse gas emissions associated with the battery throughout its lifecycle, expressed in terms of carbon dioxide equivalents (CO2eq)
Carbon Footprint Value: The value of 2.33 × 10^7 kgCO2eq implies that for every 1 GWh of battery capacity, approximately 23.3 million kilograms of CO2 emissions are produced during its entire lifecycle—from raw material extraction (like lithium mining) to production, usage, and finally disposal or recycling
This high carbon footprint is largely due to the energy-intensive processes involved in manufacturing lithium-ion batteries, which often rely on fossil fuels, particularly in regions where coal is a primary energy source
The life cycle cost of the same retired battery encompasses all costs associated with the battery over its lifetime. Components Included the initial manufacturing costs, operational costs (e.g., maintenance) and end-of-life costs (e.g., recycling or disposal)
The total cost of 336.13 million CNY translates to significant financial investment for the energy storage solution provided by this battery over its operational lifetime
