LANDELA
"Njengoko ihlabathi lijolise ingqalelo yalo kungquzulwano lwe-geopolitical phakathi kwamandla aseRashiya kunye nehlabathi laseNtshona, idabi elitsha lamandla acocekileyo liqhutywa kulo lonke ikhonkco lokubonelela ngebhetri ye-lithium-ion." Yiloo nto ingxelo yamva nje evela kwi-Global Data consultancy ithi, apho babika khona ukuba, ukuze kufikelelwe amandla ale marike ngo-2030, kuyimfuneko ukuba icandelo likarhulumente kunye necandelo labucala ligatye izikhundla ezikhoyo ze-ecological kunye nokuvula imigodi emininzi. imisebenzi.
Ngokuchasene noko, kuqikelelwa ukuba ukusuka kwi-2025 kunokubakho ikhefu kwiiminerali ezibalulekileyo zokwakha, ezifana ne-lithium, i-nickel, i-cobalt kunye negraphite. Bonke sele bebone ixabiso labo kwi-skyrocket ekuqaleni kwe-2022 - ukuya kuthi ga kwi-120% kwimeko ye-lithium hydroxide - kwaye imfazwe e-Ukraine ayizange ikhulule ukunyuka.
Ngokutsho kwabahlalutyi, le nto ininzi, kodwa utyalo-mali olukhulu kwimigodi luyimfuneko.
Umdlali obalaseleyo kwimarike yebhetri yehlabathi yiChina CATL. Oku, kule minyaka mihlanu idlulileyo, kuye kwaba sisigebenga “enkosi kwinkxaso-mali yesisa, imarike yasekhaya enkulu nekhulayo kunye nemithetho ethambileyo”. Le nkampani inesabelo semarike ye-30%, phantse kabini inkokeli yangaphambili, i-Panasonic. "Abathengi abaphambili, abanjengoTesla, iBMW, iGeneral Motors okanye iVolkswagen Group baye bavuma ukuba abanakho ukukhetha ngaphandle kokusebenzisa iCATL njengomthengisi wombane wabo."
Ngo-2020, ingeniso yoshishino lwebhetri inyuke yaya kutsho kwiibhiliyoni ezingama-55.000 zeedola kwaye kuqikelelwa ukuba kuya kubakho ukwanda konyaka nge-14% ukuya kwi-168.000 yezigidigidi ngo-2030. ukurisayikilisha kunyanzelekile. Le kuphela kwendlela yokuqinisekisa ukuba ishishini lizinzile kwixesha elide”.
