Ukukhishwa kwamaminerali ngamabhethri, maphakathi neshumi leminyaka

UJuan Roig ValorLANDELA

"Njengoba umhlaba ugxile ekungqubuzaneni kwezwe phakathi kwamandla aseRussia nomhlaba waseNtshonalanga, impi entsha yamandla ahlanzekile iqhutshwa kulo lonke uchungechunge lokuhlinzekwa kwebhethri ye-lithium-ion." Yilokhu okushiwo umbiko wakamuva we-Global Data consultancy, lapho bebika khona ukuthi, ukuze kufinyelelwe amandla ale makethe ngo-2030, kuyadingeka ukuthi imboni zikahulumeni nezizimele zenqabe izikhundla ezikhona zezemvelo futhi zivule izimayini ezengeziwe. imisebenzi.

Ngokuphambene nalokho, kulinganiselwa ukuthi kusukela ku-2025 kungase kube nekhefu kumaminerali abalulekile okwakhiwa, njenge-lithium, i-nickel, i-cobalt ne-graphite. Bonke sebevele babone amanani abo e-skyrocket ekuqaleni kuka-2022 - afinyelela ku-120% esimweni se-lithium hydroxide - futhi impi yase-Ukraine ayizange idambise umkhuba okhuphukayo.

Ngokusho kwabahlaziyi, lokhu kwaziswa kuningi, kodwa ukutshalwa kwezimali okukhulu ezimayini kuyadingeka.

Umdlali ovelele emakethe yebhethri yomhlaba wonke yiChina CATL. Lokhu, kule minyaka emihlanu edlule, sekuphenduke umdondoshiya “ngenxa yoxhaso oluphanayo, imakethe yasekhaya enkulu nekhulayo ebanjwayo kanye nemithethonqubo ethambile”. Le nkampani inesabelo semakethe sika-30%, cishe kabili umholi wangaphambili, i-Panasonic. "Amakhasimende abalulekile, afana noTesla, BMW, General Motors noma iVolkswagen Group akwamukele ukuthi akukho okunye angakwenza ngaphandle kokuthi basebenzise i-CATL njengabaphakeli bezinto zikagesi."

Ngo-2020, imali engenayo embonini yebhethri ikhuphuke yafinyelela ezigidini eziyizinkulungwane ezingama-55.000 zamadola futhi kulinganiselwa ukuthi kuzoba nokukhula konyaka okungu-14% ukuze kufinyelele ku-168.000 billion ngo-2030. ukugaywa kabusha kubalulekile. Lena ukuphela kwendlela yokuqinisekisa ukuthi imboni iyasimama esikhathini eside”.