Ukukhula ngokukhawuleza kwemfuno yentengiso yaphesheya yeebhetri ze-lithium iron phosphate

Ngo-2024, ukukhula ngokukhawuleza kwe-lithium iron phosphate kwimarike yamazwe ngamazwe kuzisa amathuba amatsha okukhula kwiinkampani zasekhaya zebhetri ye-lithium, ngakumbi iqhutywa yimfunoiibhetri zokugcina amandlaeYurophu nase-United States. Iiodolo zeiibhetri ze-lithium iron phosphatekwindawo yokugcina amandla inyuke kakhulu.Ngaphandle koko, umthamo wokuthumela ngaphandle wezinto ze-lithium iron phosphate nazo zanda kakhulu unyaka nonyaka.

Ngokweenkcukacha-manani, ukususela ngoJanuwari ukuya ku-Agasti ka-2024, ukuthunyelwa kwangaphandle kweebhetri zamandla e-lithium iron phosphate zafikelela kwi-30.7GWh, kubalelwa kwi-38% yokuthunyelwa ngaphandle kwebhetri yamandla asekhaya. Ngelo xesha, idatha yakutshanje evela kuLawulo Jikelele lweCustoms lubonisa ukuba umthamo China yokuthumela i-lithium iron phosphate ngo-Agasti 2024 kwaba 262 iitoni, ukunyuka kwenyanga-ngenyanga-60% kunye nokunyuka konyaka-ngonyaka 194. %. Eli lixesha lokuqala ukususela ngo-2017 ukuba umthamo wokuthumela ngaphandle udlule iitoni ezingama-200.

Ukusuka kwimbono yentengiso yokuthumela ngaphandle, ukuthunyelwa ngaphandle kwe-lithium iron phosphate kugubungele i-Asia, iYurophu, uMntla Melika kunye noMzantsi Melika kunye neminye imimandla. Iodolo ye-lithium iron phosphate yanda. Kumjikelo osezantsi weshishini lebhetri ye-lithium, iinkampani zebhetri zasekhaya zihlala zifumana ii-odolo ezinkulu ngenxa yeenzuzo zabo kwintsimi ye-lithium iron phosphate, ibe yinto ebalulekileyo ekukhuthazeni ukubuyiswa koshishino.

NgoSeptemba, imvakalelo yoshishino yahlala ilungile, ikakhulu ngenxa yokukhula kwemfuno yokugcina amandla phesheya. Imfuno yokugcina amandla yaqhuma eYurophu kunye neemarike ezikhulayo, kwaye ii-odolo ezinkulu zasayinwa ngamandla kwikota yesithathu.

Kwiimarike zaphesheya kweelwandle, iYurophu yenye yemimandla enesidingo esinamandla sotshintsho lombane emva kweTshayina. Ukusukela ngo-2024, imfuno yeebhetri ze-lithium iron phosphate eYurophu sele iqalile ukukhula ngokukhawuleza.

NgoJuni kulo nyaka, i-ACC yabhengeza ukuba iyakushiya indlela yebhetri ye-ternary kwaye itshintshe kwiibhetri ze-lithium iron phosphate zexabiso eliphantsi. Ukusuka kwisicwangciso esipheleleyo, imfuno yebhetri yaseYurophu (kubandakanywaibhetri yamandlakunye nebhetri yokugcina amandla) kulindeleke ukuba ifike kwi-1.5TWh ngo-2030, malunga nesiqingatha, okanye ngaphezulu kwe-750GWh, iya kusebenzisa iibhetri ze-lithium iron phosphate.

Ngokutsho koqikelelo, ngo-2030, imfuno yehlabathi yeebhetri zamandla iya kudlula i-3,500 GWh, kwaye imfuno yokugcina amandla ibhetri iya kufikelela kwi-1,200 GWh. Kwintsimi yeebhetri zamandla, i-lithium iron phosphate kulindeleke ukuba ithathe i-45% yesabelo semarike, kunye nemfuno engaphezulu kwe-1,500GWh. Ukuqwalasela ukuba sele ithatha i-85% yesabelo semarike kwindawo yokugcina amandla, imfuno yeebhetri ze-lithium iron phosphate ziya kuqhubeka zikhula kuphela kwixesha elizayo.

Ngokubhekiselele kwimfuno yezinto eziphathekayo, kuqikelelwa ngokukhuselekileyo ukuba imfuno yemarike yezinto ze-lithium iron phosphate iya kudlula i-2 yezigidi zeetoni ngo-2025. Idityaniswe namandla, ukugcinwa kwamandla, kunye nezinye izicelo ezifana neenqanawa kunye neenqwelomoya zombane, imfuno yonyaka yentsimbi ye-lithium. imathiriyeli yephosphate kulindeleke ukuba igqithe kwi-10 lezigidi zeetoni ngo-2030.

Ukongeza, kulindeleke ukuba ukusuka ngo-2024 ukuya ku-2026, izinga lokukhula kweebhetri ze-lithium iron phosphate phesheya liya kuba phezulu kunesantya sokukhula kwemfuno yebhetri yamandla ehlabathi ngexesha elinye.


Ixesha lokuposa: Oct-26-2024