INyakatho Melika iyimakethe yesithathu ngobukhulu emhlabeni ilandela i-Asia ne-Europe.Ukufakwa kukagesi kwezimoto kule makethe nakho kuya ngesivinini.
Ngasohlangothini lwenqubomgomo, ngo-2021, abaphathi beBiden bahlongoza ukuthi kutshalwe imali eyizigidi eziyizinkulungwane ezingama-174 ekwakhiweni kwezimoto zikagesi.Kulokho, amaRandi ayizigidi eziyizinkulungwane ezingu-15 eyengqalasizinda, amaRandi ayizigidi eziyizinkulungwane ezingu-45 eyehlukene yoxhaso lwezimoto kanye namaRandi ayizigidi eziyizinkulungwane ezingu-14 owezikhuthazo kwezinye izinhlobo zikagesi.Ngo-Agasti olandelayo, abaphathi be-Biden basayine i-oda eliphezulu elithi amaphesenti angama-50 ezimoto zase-US zibe zikagesi ngo-2030.
Ekupheleni kwemakethe, i-tesla, GM, Ford, Volkswagen, Daimler, Stellantis, Toyota, Honda, Rivian kanye nezinye izinkampani zezimoto zendabuko nezintsha zonke ziphakamise amasu ahlongozayo okufaka ugesi.Kulinganiselwa ukuthi ngokomgomo wamasu wokufaka ugesi, ivolumu yokuthengiswa kwezimoto ezintsha zikagesi emakethe yase-US kuphela kulindeleke ukuthi ifinyelele ezigidini ezingu-5.5 ngo-2025, futhi isidingo samabhethri kagesi singase sidlule ku-300GWh.
Akungatshazwa ukuthi izinkampani ezinkulu zezimoto emhlabeni zizobe ziyibhekile imakethe yaseNyakatho Melika, imakethe yamabhethri kagesi eminyakeni embalwa ezayo nayo “izokhula”.
Kodwa-ke, imakethe ayikakhiqizi isidlali sebhethri lamandla sasekhaya esingaqhudelana nabadlali abavelele base-Asia.Ngokumelene nesizinda sokusheshisa ukufakwa kukagesi ezimotweni zaseNyakatho Melika, izinkampani zamabhethri kagesi ezivela eChina, Japan naseSouth Korea zigxile emakethe yaseNyakatho Melika kulo nyaka.
Ikakhulukazi, izinkampani zebhethri zaseKorea naseKorea ezihlanganisa i-LG New Energy, i-Panasonic Battery, i-SK ON, ne-Samsung SDI zigxile eNyakatho Melika ukuze kutshalwe imali esikhathini esizayo ngo-2022.
Muva nje, izinkampani zaseShayina ezifana ne-Ningde Times, Vision Power kanye ne-Guoxuan High-tech zibhale ukwakhiwa kwezitshalo zamabhethri kagesi eNyakatho Melika ohlelweni lwazo.
Ngokusho kwemibiko yabezindaba yangaphandle, i-Ningde Times ihlele ukutshala imali eyizigidi eziyizinkulungwane ezingu-5 ukuze kwakhiwe isitshalo sebhethri yamandla eNyakatho Melika, esinamandla okuhlosiwe angu-80GWh, asekela Amakhasimende emakethe yaseNyakatho Melika njengeTesla.Ngasikhathi sinye, lesi sitshalo sizohlangabezana nesidingo samabhethri e-lithium emakethe yokugcina amandla eNyakatho Melika.
Ngenyanga edlule, inkathi ye-ningde ekwamukeleni ucwaningo lwemishini, yathi inkampani enekhasimende ukuxoxa ngezinhlelo ezihlukahlukene zokuhlinzeka nokubambisana okungenzeka, kanye nethuba lokukhiqiza lendawo, "ngaphezu kwalokho, inkampani e-United States yokugcina amandla amakhasimende afuna ukunikezwa kwendawo, inkampani izobheka izici ezifana nomthamo webhethri, isidingo samakhasimende, izindleko zokukhiqiza ezinqunywe futhi."
Njengamanje, i-Panasonic Battery, LG New Energy, SK ON kanye ne-Samsung SDI yase-Japan naseNingizimu Korea baqhubeka nokwandisa utshalomali lwabo lwezitshalo eNyakatho Melika, futhi basebenzise indlela "yokuhlanganisa" nezinkampani zezimoto zendawo e-United States.Kumabhizinisi aseShayina, uma bengena sekwephuzile kakhulu, ngokungangabazeki bazolahlekelwa ingxenye yezinzuzo zabo.
Ngaphezu kwe-Ningde Times, i-Guoxuan High-tech nayo ifinyelele ukubambisana namakhasimende futhi ihlose ukwakha izimboni eNyakatho Melika.NgoZibandlela wonyaka odlule, uGuoxuan Wawina i-oda lenkampani ye-CAR esohlwini lwase-United States lokuhlinzeka inkampani okungenani ngamabhethri kagesi angu-200GWh eminyakeni eyisithupha ezayo.NgokukaGuoxuan, lezi zinkampani ezimbili zihlela ukukhiqiza nokuhlinzeka ngamabhethri e-lithium iron phosphate endaweni yase-United States futhi ngokuhlanganyela zihlole ukuthi kungenzeka yini ukwakha ibhizinisi elihlanganyelwe esikhathini esizayo.
Ngokungafani nezinye ezimbili, ezisacatshangelwa eNyakatho Melika, i-Vision Power isivele inqume ukwakha indawo yesibili yebhethri yamandla e-United States.I-Vision Power ingene ebudlelwaneni nabakwaMercedes-Benz ukuhlinzeka ngamabhethri kagesi e-EQS kanye ne-EQE, okuyisizukulwane esilandelayo sakwaMercedes izinhlobo zeSUV zikagesi ezihlanzekile.I-Vision Dynamics ithe izokwakha indawo entsha yebhethri ye-digital zero-carbon power battery e-United States ehlela ukuyikhiqiza ngobuningi ngo-2025. Lokhu kuzoba imboni yesibili yebhethri ye-Power e-United States.
Ngokusekelwe esibikezelweni sesidingo sesikhathi esizayo samandla namandla okugcina amandla, umthamo ohleliwe wamabhethri emakethe yasekhaya yaseChina usudlule u-3000GWh njengamanje, futhi amabhizinisi amabhethri asekhaya nawakwamanye amazwe eYurophu akhule ngokushesha futhi akhula ngokushesha. umthamo wamabhethri nawo udlule ku-1000GWh.Uma sikhuluma nje, imakethe yaseNyakatho Melika isesigabeni sokuqala sokwakheka.Izinkampani ezimbalwa zamabhethri kuphela ezivela e-Japan nase-South Korea ezenze izinhlelo ezisebenzayo.Eminyakeni embalwa ezayo, kulindeleke ukuthi izinkampani eziningi zamabhethri ezivela kwezinye izifunda ngisho nezinkampani zamabhethri zendawo zizofika kancane kancane.
Ngokusheshisa kokufakwa kukagesi emakethe yaseNyakatho Melika yizinkampani zezimoto zasekhaya nezangaphandle, ukuthuthukiswa kwamandla nebhethri yokugcina amandla emakethe yaseNyakatho Melika nakho kuzongena emzileni osheshayo.Ngasikhathi sinye, uma kucatshangelwa izici zemakethe yezimoto yaseNyakatho Melika, kulindeleke ukuthi amabhizinisi amabhethri azokwethula izici ezilandelayo lapho esungula izimboni eNyakatho Melika.
Okokuqala, kuzoba umkhuba wokuthi amabhizinisi amabhethri asebenzisane namabhizinisi ezimoto aseNyakatho Melika.
Kusukela endaweni yezimboni zebhethri ezihlala eNyakatho Melika, i-panasonic kanye ne-tesla joint venture, amandla amasha namamotho ajwayelekile, i-LG Stellantis joint venture, i-SK ekuhlanganyeleni ngokubambisana ne-ford, umbono wesikhathi esizayo wamandla isitshalo sesibili eNyakatho Melika nawo. okulindeleke ngokuyinhloko ukusekela i-mercedes-benz, inkathi ye-ningde izitshalo zaseNyakatho Melika i-tesla prophase ikhasimende eliyinhloko kulindeleke, Uma i-Guoxuan imisa ifektri eNyakatho Melika, imboni yayo yokuqala kulindeleke ukuthi isebenze ngokuyinhloko izinkampani zayo zezimoto ezinenkontileka.
Imakethe yezimoto yaseNyakatho Melika isivuthiwe, futhi isabelo semakethe sezinkampani ezinkulu zezimoto sisobala, okubeka izinselelo ezinkulu kumabhizinisi amabhethri angaphandle ekusunguleni izimboni kanye nokubambisana namakhasimende.Kulo lonke ugu lwamanje abakhiqizi bebhethri base-Asia, ikakhulukazi abokuqala abaphothula amakhasimende asebenzisanayo, bese bakhe izimboni ngokuhlanganyela.
2. Kunezinto eziningi okufanele zicatshangelwe mayelana nendawo yefekthri, okuhlanganisa i-United States, iCanada neMexico.
I-LG New Energy, i-Panasonic Battery, i-SK ON kanye ne-Samsung SDI bakhethe ukwakha izitshalo e-US I-United States iyimakethe enkulu yezimoto zaseNyakatho Melika, kodwa uma kubhekwa umthelela wokuqeqeshwa kwabasebenzi, ukusebenza kahle, izinyunyana zabasebenzi nezinye izici ngekhwalithi kanye izindleko, izinkampani zamabhethri ezingakaqiniseki ukuba khona emakethe yaseNyakatho Melika zizophinde zicabangele amazwe ancintisana kakhulu ngokwemisebenzi, izitshalo kanye nokusebenza kahle.
Ngokwesibonelo, i-Ningde Times ngaphambilini yembula ukuthi izobeka kuqala imboni yokwakha eMexico."Kuhle ukwakha ifekthri eMexico noma eCanada; Ukuletha kanjani ukukhiqizwa Okudlulele okuvela eChina kuya phesheya kwezilwandle kusenzima kancane."Yiqiniso, i-United States nayo ibhekwa njengesitshalo esisha.
Kulo nyaka, imboni ehlanganyelwe ye-LG New Energy kanye ne-Stellantis' yaseNyakatho Melika yayise-Ontario, eCanada.Ifekthri ehlanganyelwe izokhiqiza amabhethri kagesi ezimbonini zokuhlanganisa izimoto ze-Stellantis Group e-United States, Canada naseMexico.
Iii.Ulayini wokukhiqiza we-lithium iron phosphate uzokwethulwa ngobuningi, kanti amabhethri e-lithium iron phosphate emakethe yaseNyakatho Melika nawo kulindeleke ukuthi aqhudelane namaseli aphezulu e-nickel ternary ngokuzayo.
Ngokusho kwe-Battery China, i-LG New Energy, i-Panasonic Battery, i-SK ON, i-vision Power nezinye izintambo ezintsha zokukhiqiza amabhethri emakethe yaseNyakatho Melika zingamabhethri aphezulu e-nickel ternary, okuwukuqhubeka nokuphindaphinda kolayini webhethri we-ternary owenziwe. kuqhutshekwa nezinkampani zamabhethri zaphesheya.
Kodwa-ke, ngokubamba iqhaza kwezinkampani zaseShayina kanye nokucatshangelwa kwezomnotho kwezinkampani zezimoto zamazwe ngamazwe, amandla okukhiqiza i-lithium iron phosphate azokhula kancane kancane kumaphrojekthi amasha ebhethri eNyakatho Melika.
UTesla wayeke wacabanga ukwethula amabhethri e-lithium iron phosphate eNyakatho Melika.Imithombo ithe izikhathi ze-ningde isitshalo esisha saseNyakatho Melika sikhiqiza amabhethri e-ternary kanye namabhethri e-lithium iron phosphate, okuhlanganisa noTesla.
I-Guoxuan High-tech ithole ama-oda enkampanini yezimoto esohlwini lwase-United States, kubikwa ukuthi nawo angama-oda ebhethri e-lithium iron phosphate, futhi ukunikezwa kwawo kwasendaweni kwemikhiqizo yamandla esikhathini esizayo nakho kucatshangwa ukuthi ikakhulukazi amabhethri e-lithium iron phosphate.
Izinkampani zezimoto, okuhlanganisa iTesla, Ford, Volkswagen, Rivian, Hyundai nabanye abadlali abakhulu emakethe yaseNyakatho Melika, zandisa ukusetshenziswa kwamabhethri e-lithium iron phosphate.
Kuhle ukusho ukuthi eminyakeni yamuva nje, thina amaphrojekthi okugcina amandla nawo aqale ukwethula imikhiqizo ye-lithium iron phosphate evela kumabhizinisi amabhethri aseShayina ngobuningi.Ukuthuthukiswa okuphelele kweziteshi zamandla okugcina amandla eNyakatho Melika sekuvuthiwe, futhi isidingo samabhethri e-lithium iron phosphate sikhula ngokushesha, okubeka isisekelo esihle sokusetshenziswa kwesikhathi esizayo kwamabhethri e-lithium iron phosphate.
Isikhathi sokuthumela: Mar-24-2022