Ngaphandle kokuhlehla kwesikhashana kumkhuba wokwehla kwentengo yebhethri ye-lithium eminyakeni yamuva nje, umbiko omusha uveza ukuthi kube nokwehla ngo-14% kwezindleko zephakethe lebhethri le-lithium-ion (Li-ion) kusukela ngo-2022-2023. Umbiko, oshicilelwe iqembu locwaningo lwemakethe nokuhlaziya, ugqamisa ukuthi amanani abelokhu ehla futhi kulo nyaka ngemuva kokubhekana "nokwenyuka kwamanani okungakaze kubonwe ngaphambili" ngo-2022.

Isidingo samabhethri kuzo zonke izimakethe zemoto kagesi (EV) kanye nesistimu yokugcina amandla ebhethri (BESS) kulindeleke ukuthi sifinyelele ku-950GWh emhlabeni jikelele ngo-2023. Lokhu kukhula kwesidingo kube nomthelela ekwehleni kwezintengo zamaphekhi, okubangele irekhodi eliphansi lama-US$139. /kWh kulo nyaka. Ukwehla kwamanani kubangelwa ukwehla kwamanani entengo yezinto ezibonakalayo kanye nengxenye, kanye nokwenyuka kwamandla okukhiqiza.

Eminyakeni embalwa edlule, izinkinga ze-supply chain ezifana nokukhuphuka kwezindleko zempahla eluhlaza, izinselelo ze-post-COVID, kanye nesidingo esikhulayo sama-EV kudale ukuhlangana okuholele ekwenyukeni okungenzeka kwezindleko zebhethri. Lesi sibikezelo sifakazelwe siyiqiniso, njengoba kube nokukhuphuka kwentengo yephekhi engu-7% kusukela ngo-2021 kuya ku-2022, kwafinyelela ku-USD$151/kWh ngonyaka odlule. Lokhu kuguqulwa okubukhali kwenzeke ngemuva kweminyaka eyishumi yokwehla okungaguquguquki cishe ngo-10% ngonyaka.

I-China, njengomkhiqizi omkhulu wamaphakethe ebhethri, ihola imakethe ngamaphakethe ebhethri ashibhe kakhulu atholakala ngokwesilinganiso sama-US$126/kWh. I-US ne-Europe, ngakolunye uhlangothi, zibhekene nejika lokufunda emizamweni yazo yokuba abadlali ababalulekile ochungechungeni lwenani lebhethri. Ngakho-ke, izintengo zamaphakethe ebhethri kulezi zifunda zingu-11% no-26% ngaphezulu, ngokulandelana. Lo mehluko ukhombisa ukungavuthwa okulinganiselwe kwezimboni zabo, kanye nokuncintisana okukhulu ngentengo phakathi kwabakhiqizi abaningi baseShayina.

Ngokombiko, kunoguquko oluqhubekayo oluya kumabhethri e-lithium iron phosphate (LFP) abiza kancane kuwo womabili imikhakha ye-EV neyokugcina umile. Isilinganiso senani samaphakethe e-LFP sitholwe singama-US$130/kWh, namaseli e-LFP abiza u-US$95/kWh. I-LFP manje isishibhe cishe ngo-32% kunekhemikhali ye-nickel manganese cobalt (NMC) evame ukusetshenziswa kakhulu.

Njengoba imakethe iqhubeka nokuvela, kunezinselelo ezithile okufanele zicatshangelwe. Isici esisodwa esibalulekile ingxenye ye-lithium carbonate esetshenziswa ekukhiqizeni i-LFP, ephakeme kakhulu uma iqhathaniswa ne-NMC. Ngenxa yalokho, lapho amanani e-lithium carbonate enyuka ngonyaka odlule, izindleko zamabhethri e-LFP zenyuka ngokushesha kunalezo zamabhethri e-NMC. Ukwengeza, imizamo yokukhiqiza amaseli endaweni ezimakethe ezinkulu njenge-US ne-Europe, kanye nomthelela wezikhuthazi zokukhiqiza kanye nemithethonqubo kumaminerali abalulekile, kuzothinta amanani ebhethri eminyakeni ezayo.

Ukuze kubhekwane nalezi zinselele nokuhlola amathuba emkhakheni wokugcina amandla, iSolar Media, umshicileli we-Energy-Storage.news, izobamba i-9th minyaka yonke ye-Energy Storage Summit EU eLondon ngoFebhuwari 2024. Lo mcimbi uzohlanganisa abatshalizimali abahamba phambili baseYurophu, abenzi bezinqubomgomo, onjiniyela, izinsiza, abathengi bamandla, nabahlinzeki besevisi endaweni eyodwa ukuze kuxoxwe ngentuthuko yakamuva namathrendi embonini. Njengoba kunendawo enkulu kulo nyaka, le ngqungquthela ihlose ukuhlinzeka ngenkundla yokuxhumana nokusebenzisana phakathi kwabadlali ababalulekile emkhakheni wokugcinwa kwamandla.

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