Kubviswa kwemaminerari nemabhatiri, pakati pemakore gumi jack

Juan Roig ValorTORA

"Sezvo nyika yakatarisa pagakava rezvematongerwo enyika pakati pesimba reRussia nenyika dzekuMadokero, hondo itsva yesimba rakachena iri kurwiwa mukati mese lithium-ion bhatiri rekushandisa." Izvi ndizvo zvinotaurwa neshumo richangoburwa kubva kuGlobal Data consultancy, umo vanoshuma kuti, kuitira kuti tisvike pakukwanisa kwemusika uyu muna 2030, zvakakosha kuti veruzhinji nevemapato akazvimirira varambe zvinzvimbo zviripo uye vavhure mimwe migodhi. mabasa.

Pane zvinopesana, zvinofungidzirwa kuti kubva ku2025 panogona kuve nekuputsika mune zvakakosha zvicherwa zvekuvaka, senge lithium, nickel, cobalt uye graphite. Vese vakatoona mutengo wavo uchikwira mukutanga kwe2022 - kusvika ku120% munyaya yelithium hydroxide - uye hondo muUkraine haina kurerutsa maitiro ekumusoro.

Maererano nevaongorori, nyaya iyi yakawanda, asi mari yakawanda mumigodhi inodiwa.

Mutambi ane mukurumbira mumusika webhatiri wepasi rose iChina CATL. Izvi, mumakore mashanu apfuura, zvave hofori "nekuda kwerupo rubatsiro, yakakura uye iri kukura yakatapwa musika wepamba uye yakapfava mitemo". Iyi kambani ine chikamu chemusika che30%, kanenge kaviri aimbova mutungamiri, Panasonic. "Vatengi vakakosha, vakadai saTesla, BMW, General Motors kana Volkswagen Group vakabvuma kuti havana sarudzo kunze kwekushandisa CATL semupi wemagetsi avo."

Muna 2020, mari yeindasitiri yemabhatiri yakawedzera kusvika pamabhiriyoni makumi mashanu neshanu emadhora uye zvinofungidzirwa kuti pachave nekuwedzera kwegore negore kwe55.000% kusvika 14 bhiriyoni muna 168.000. kudzokorora kunokosha. Iyi ndiyo chete nzira yekuvimbisa kuti indasitiri yakamira kwenguva refu”.