论文标题

锂离子电池技术的改善和成本下降的重新审查率

Re-examining rates of lithium-ion battery technology improvement and cost decline

论文作者

Ziegler, Micah S., Trancik, Jessika E.

论文摘要

锂离子技术越来越多地用于使运输电气化并为电网提供固定的能量存储,因此它们的开发引起了很多关注。但是,他们的部署仍然相对有限,并且他们更广泛的采用将取决于它们的降低和提高成本的潜力。了解这种潜力可以为关键的气候变化缓解策略提供信息,包括公共政策和技术开发工作。但是,许多现有的过去成本下降模型通常是预测模型的起点,依赖于有限的数据系列和技术进步的度量。在这里,我们系统地收集,协调和结合了各种数据系列,市场规模,研发以及锂离子技术的性能。然后,我们为这些措施开发代表性系列,并采用性能曲线模型来估计改进率。我们还开发了一种将其他性能特征纳入这些模型的方法,包括能量密度和特定的能量性能指标。当将能量密度纳入锂离子电池提供的服务定义中时,估计的技术改进率大大增加,这表明先前报道的改善率可能低估了锂离子技术的变化率。此外,我们的估计表明,锂离子技术的价格下跌可能受到除每项能源容量成本以外的绩效要求的限制。这些速度还表明,为固定应用开发的电池技术,即对体积和质量的限制放松,但基于工程的机械成本建模需要进一步表征这一潜力,但成本下降可能会更快地下降。

Lithium-ion technologies are increasingly employed to electrify transportation and provide stationary energy storage for electrical grids, and as such their development has garnered much attention. However, their deployment is still relatively limited, and their broader adoption will depend on their potential for cost reduction and performance improvement. Understanding this potential can inform critical climate change mitigation strategies, including public policies and technology development efforts. However, many existing models of past cost decline, which often serve as starting points for forecasting models, rely on limited data series and measures of technological progress. Here we systematically collect, harmonize, and combine various data series of price, market size, research and development, and performance of lithium-ion technologies. We then develop representative series for these measures and employ performance curve models to estimate improvement rates. We also develop a method to incorporate additional performance characteristics into these models, including energy density and specific energy performance metrics. When energy density is incorporated into the definition of service provided by a lithium-ion cell, estimated technological improvement rates increase considerably, suggesting that previously reported improvement rates might underestimate the rate of lithium-ion technologies' change. Moreover, our estimates suggest the degree to which lithium-ion technologies' price decline might have been limited by performance requirements other than cost per energy capacity. These rates also suggest that battery technologies developed for stationary applications, where restrictions on volume and mass are relaxed, might achieve faster cost declines, though engineering-based mechanistic cost modeling is required to further characterize this potential.

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