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2023: The construction of the Rosatom lithium-ion battery plant in Kaliningrad has doubled in price - up to 51.5 billion rubles

Rosatom"" almost doubled the estimated value of the production plant lithium-ion batteries for vehicles in - Kaliningrad region from 26.35 billion to 51 billion. rubles About this at the end of January 2023 writes "" Kommersant with reference to the updated government plan for the development of production of energy storage systems (NOS) in the country.

It follows from the plan that Rosatom intends to invest 19.2 billion rubles from its own funds in the construction of the plant. Another 27.3 billion rubles are planned to be attracted through loans. In addition, 5 billion rubles will be allocated from the budget of the Kaliningrad region for the construction of a gigafactory. In the previous version of the document, it was noted that the project will have a second shareholder, but in the new plan there is no more information about partners.

Rosatom Lithium-Ion Batteries

Ranera LLC told the newspaper that the gigafactory is being built from scratch. In this regard, the creation of a developed infrastructure must also be included in the cost. The final volume of investments will be determined after the state examination.

This kind of project is being implemented in the Russian Federation for the first time, so as it is implemented, additional investments are possible, the company added.

It is assumed that the launch of the first line will take place in the fall of 2025, and the production capacity will be 4 GW • h per year. If there is a large demand for products, it is possible to introduce the second and third stages of the plant. As a result, the total capacity of the enterprise can reach 14 GWh per year.

The unit cost of building a Kaliningrad factory is $184 million per 1 GW • h, provided that we are talking about investments only in a 4 GW • h line, notes Dmitry Babansky from SBS Consulting. For comparison: LG plans to build a factory in the United States with a capacity of 11 GWh for $1.3 billion, which is about 50% lower than the unit cost of the Kaliningrad facility,^[1] adds^[2]rubles

2022: Construction of a plant for the production of batteries for electric vehicles in Kaliningrad

In May 2022, the details of the project for the construction of the Rosatom plant for the production of lithium-ion batteries on the territory of the frozen Baltic nuclear power plant in the Kaliningrad region became known. Investments in this enterprise in 2022-2025. will exceed 26 billion rubles.

According to Kommersant, Rosatom and an unnamed "second shareholder" will invest 2.17 billion rubles in construction, subsidies from the budget of the Kaliningrad region will amount to 5 billion rubles, another 17 billion rubles will be attracted through loans.

Rosatom is building a plant for the production of batteries for electric vehicles in Kaliningrad for 26 billion rubles

The capacity at the first stage will be 4 GWh per year (approximately 50 thousand electric vehicles) with the possibility of expansion to 14 GWh (more than 200 thousand) after 2030.

The construction of the plant will be carried out by Ranera (part of the TVEL - Rosatom fuel division) at the site of the frozen Baltic nuclear power plant 10 km from the border with Lithuania. The first line is expected to launch in the fall of 2025. The technology partner is South Korean Enertech International Inc., 49% of which is owned by Ranera. Rosatom plans to produce batteries for cars and commercial vehicles, as well as urban electric vehicles. In March 2022, the state corporation signed an agreement with the automaker Avtotor.

By May 2022, ROSATOM is also negotiating with customers in the CIS countries, but the key market for products is Russia. The state corporation has already begun to design the enterprise.

As Kommersant writes with reference to the government's plan for the development of energy storage systems, the production of lithium-ion batteries for electric vehicles and industry in Russia by 2026 may reach 2.5 GWh per year, and by 2030 - 6 GWh per year. The market volume in the Russian Federation will also grow: from 1.4 billion rubles in 2022 to 93 billion rubles in 2030. The government also hopes for an increase in the export of Russian batteries and components: in 2025, sales may amount to $34 million, and in 2030 - $112^[3]

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