Engxenyeni yokuqala ka-2023, entsha yasekhaya amandla imboni ibone isamba esingu-395 sokuhlangana nokuthengwa, okukhombisa ukwenyuka ngo-7% uma kuqhathaniswa nesikhathi esifanayo ngonyaka odlule. Kodwa-ke, inani eliphelele lentengo ngalesi sikhathi lalingama-yuan ayizigidi eziyizinkulungwane eziyi-137, okubonisa ukwehla konyaka nonyaka ngama-23%. Ngenxa yalokho, inani lemisebenzi eyodwa ezimweni ze-M&A zalo nyaka lehle kancane. Lezi zibalo zifaka imikhakha eyahlukene embonini yamandla entsha, okuhlanganisa isitoreji samandla ebhethri ye-lithium, amandla omoya, ama-photovoltaics, amandla e-hydrogen, ingqalasizinda, nezinye izimboni zamandla ahlanzekile ezifana ne-biomass, ukushiswa kwemfucuza, i-geothermal, namandla olwandle.

Phakathi kwale mikhakha, iketango lemboni yebhethri ye-lithium, izimboni zengqalasizinda, kanye nezimboni zokugcina amandla zibonise umsebenzi osebenza kakhulu wokuhlanganisa nokutholwa, okubalwa ku-27%, 26%, kanye no-15% wevolumu ephelele yokuthengiselana ngokulandelana. Nokho, inani nenani lemisebenzi ye-M&A ochungechungeni lwemboni yebhethri ye-lithium ibe nokwehla okuthile uma kuqhathaniswa nonyaka odlule. Lokhu kungase kubangelwe izici ezifana nokwehla kwesidingo somfula kanye nokuguquguquka komjikelezo okhuphukayo. Ngenxa yalokho, inani lokuhlangana nokutholwa kwezimbiwa phansi njengezimayini ze-lithium, okuthonywe izici ezifana nenani lezinto ezingavuthiwe, lehle kakhulu, lenze inani lemisebenzi emi-5 kuphela.

Lezi zinguquko emakethe bezilindelwe ngokwezinga elithile. Okokuqala, ukushoda kwemithombo yensimbi ye-lithium eyaziwayo yeqophelo eliphezulu kube yinkinga eqhubekayo, nezimayini ezinkulu zezindleko eziphansi esezisunguliwe kanye nezinjongo zekhwalithi ephezulu zokuhweba ziya ngokuya ziyindlala. Ukwengeza, ukwehla kwezintengo zikasawoti we-lithium nakho kuthinte izintengo ze-lithium ore, okuholele ekwehleni okungenakugwenywa kwesilinganiso senzuzo yamayunithi. Ngenxa yalokho, inani lokuhlanganisa nokutholwa ngaphakathi kochungechunge lwemboni yebhethri ye-lithium lishintshe ukugxila kwalo kubuchwepheshe obusha bebhethri, ikakhulukazi izinto zebhethri namabhethri esimo esiqinile.

Ukushintshela kubuchwepheshe obusha bebhethri kukhombisa ukuqaphela kwemboni isidingo sokusungula izinto ezintsha kanye nentuthuko ukuze kuqhutshekwe nokukhula nentuthuko. Njengoba imakethe yamandla amasha iqhubeka nokukhula, isidingo sezixazululo zebhethri ezisebenza kahle nezisimeme senyukile. Lokhu kuholele ekutheni izinkampani zibheke amathuba okutshala imali futhi zithole ubuchwepheshe obunikeza ukusebenza okuthuthukisiwe, ubude bempilo, kanye nokuphepha okuthuthukisiwe. Ngokugxila ezintweni zebhethri namabhethri esimo esiqinile, abadlali bezimboni bahlose ukunqoba imikhawulo yamabhethri e-lithium-ion endabuko futhi bavule amathuba amasha ebhethri. ukugcinwa kwamandla.

Uma sibheka phambili, kulindeleke ukuthi umsebenzi we-M&A embonini yasekhaya yamandla amasha uzoqhubeka nokuthuthuka njengoba izinkampani zijwayela ukushintshashintsha kwezimakethe futhi ziphishekela ubudlelwano obunobuhlakani. Njengoba imboni ikhula, kuzovela amathuba amasha kubuchwepheshe obusafufusa kanye nezimakethe, okuzovumela ukuhlanganiswa nokukhula okuqhubekayo. Ngokuhlala zijwayelana namathrendi emakethe kanye nokutshala imali ezisombululweni ezintsha, izinkampani zingazibeka empumelelweni esimweni esisha samandla esithuthuka ngokushesha.

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