Arewacin Amurka ita ce kasuwa ta uku mafi girma ta mota a duniya bayan Asiya da Turai. Har ila yau wutar lantarkin motoci a wannan kasuwa na kara ta'azzara.
A bangaren manufofin, a cikin 2021, gwamnatin Biden ta ba da shawarar saka hannun jari na dala biliyan 174 don haɓaka motocin lantarki. Daga cikin wannan, dala biliyan 15 na samar da ababen more rayuwa, dala biliyan 45 na tallafin ababen hawa daban-daban da kuma dala biliyan 14 don karfafa gwiwa ga wasu nau'ikan lantarki. A watan Agusta mai zuwa, gwamnatin Biden ta rattaba hannu kan wani umarni na zartarwa wanda ke kiran kashi 50 na motocin Amurka su zama masu lantarki nan da shekarar 2030.
A karshen kasuwa, tesla, GM, Ford, Volkswagen, Daimler, Stellantis, Toyota, Honda, Rivian da sauran kamfanonin motocin gargajiya da sabbin makamashi duk sun ba da shawarar dabarun samar da wutar lantarki. An yi kiyasin cewa bisa dabarar manufar samar da wutar lantarki, yawan siyar da sabbin motocin lantarki a kasuwannin Amurka kadai ana sa ran zai kai miliyan 5.5 nan da shekarar 2025, kuma bukatar batirin wutar lantarki na iya wuce 300GWh.
Babu shakka cewa manyan kamfanonin motoci na duniya za su sa ido sosai kan kasuwar Arewacin Amurka, kasuwar batirin wutar lantarki a cikin 'yan shekaru masu zuwa kuma za ta "karu".
Koyaya, kasuwa har yanzu ba ta samar da na'urar batir mai ƙarfin gida wanda zai iya yin gogayya da manyan 'yan wasan Asiya. Dangane da yanayin haɓaka wutar lantarki na motocin arewacin Amurka, kamfanonin batir na China, Japan da Koriya ta Kudu sun mayar da hankali kan kasuwannin Arewacin Amurka a wannan shekara.
Musamman, kamfanonin batir na Koriya da Koriya da suka hada da LG New Energy, Batirin Panasonic, SK ON, da Samsung SDI suna mai da hankali kan Arewacin Amurka don saka hannun jari a nan gaba a 2022.
Kwanan baya, kamfanonin kasar Sin irin su Ningde Times, Vision Power da Guoxuan High-tech, sun jera ayyukan gina batura a Arewacin Amurka a kan jadawalinsu.
A cewar rahotannin kafofin watsa labaru na kasashen waje, Ningde Times ya shirya zuba jarin dala biliyan 5 don gina tashar batir a Arewacin Amirka, tare da karfin 80GWh, yana tallafawa Abokan ciniki a kasuwannin Arewacin Amirka kamar Tesla. A sa'i daya kuma, masana'antar za ta biya bukatun batirin lithium a kasuwar ajiyar makamashi ta Arewacin Amurka.
A watan da ya gabata, ningde zamanin a yarda da inji bincike, ya ce kamfanin tare da abokin ciniki don tattauna daban-daban yiwuwar samar da hadin gwiwa makirci, kazalika da yiwuwar samar da gida, "Bugu da kari, kamfanin a Amurka makamashi ajiya abokan ciniki so. samar da gida, kamfanin zai yi la'akari da abubuwa kamar ƙarfin baturi, buƙatun abokin ciniki, ƙimar samarwa da aka sake ƙaddara. "
A halin yanzu, Panasonic Battery, LG New Energy, SK ON da Samsung SDI daga Japan da Koriya ta Kudu suna ci gaba da haɓaka jarin su na shuka a Arewacin Amurka, kuma sun ɗauki yanayin "haɗa" tare da kamfanonin motoci na gida a Amurka. Ga kamfanonin kasar Sin, idan sun shiga cikin latti, babu shakka za su rasa wani bangare na fa'idarsu.
Baya ga Ningde Times, Guoxuan High-tech ya kuma kai ga haɗin gwiwa tare da abokan ciniki kuma yana da niyyar gina masana'antu a Arewacin Amurka. A watan Disambar shekarar da ta gabata, Guoxuan ya samu odar wani kamfani na CAR da ke Amurka don samarwa kamfanin da akalla 200GWh na batura a cikin shekaru shida masu zuwa. A cewar Guoxuan, kamfanonin biyu sun yi shirin kera da samar da batir phosphate na lithium baƙin ƙarfe a cikin gida a Amurka tare da yin nazarin yuwuwar kafa haɗin gwiwa a nan gaba.
Ba kamar sauran biyun ba, waɗanda har yanzu ana ci gaba da la’akari da su a Arewacin Amurka, Vision Power ya riga ya yanke shawarar gina tashar batir ta biyu a Amurka. Vision Power ya shiga cikin haɗin gwiwa tare da Mercedes-Benz don samar da wutar lantarki batura ga EQS da EQE, Mercedes 'na gaba tsara alatu m lantarki SUV model. Vision Dynamics ya ce zai gina wata sabuwar tashar batir mai amfani da wutar lantarki ta dijital a Amurka wadda ta ke shirin samar da dimbin batir a shekarar 2025. Wannan zai kasance tashar wutar lantarki ta biyu a Amurka.
Bisa kididdigar da aka yi na hasashen bukatu na batura masu amfani da wutar lantarki da makamashi a nan gaba, shirin da aka tsara na karfin batura a kasuwannin gida na kasar Sin ya zarce 3000GWh a halin yanzu, kuma kamfanonin batir na gida da na waje a Turai sun bunkasa cikin sauri, da kuma yadda aka tsara. karfin batura shima ya zarce 1000GWh. Idan aka kwatanta, kasuwar Arewacin Amurka har yanzu tana kan matakin farko na shimfidawa. Kamfanonin batir kaɗan ne kawai daga Japan da Koriya ta Kudu suka yi shirye-shirye masu aiki. A cikin 'yan shekaru masu zuwa, ana sa ran karin kamfanonin batir daga wasu yankuna da ma kamfanonin batir na cikin gida za su sauka sannu a hankali.
Tare da haɓakar samar da wutar lantarki a kasuwannin Arewacin Amurka ta kamfanonin motoci na gida da na waje, haɓakar wutar lantarki da batir ajiyar makamashi a kasuwar Arewacin Amurka kuma za ta shiga cikin sauri. A lokaci guda, la'akari da halaye na kasuwar motoci ta Arewacin Amurka, ana tsammanin kamfanonin batir za su gabatar da halaye masu zuwa lokacin da suke kafa masana'antu a Arewacin Amurka.
Na farko, zai zama wani yanayi na kamfanonin batir don yin aiki tare da kamfanonin kera motoci na Arewacin Amurka.
Daga batu na saukowa masana'antun baturi a Arewacin Amirka, panasonic da tesla hadin gwiwa kamfani, sabon makamashi da kuma janar Motors, LG Stellantis hadin gwiwa Venture, SK a hadin gwiwa kamfani tare da ford, nan gaba hangen nesa na ikon shuka na biyu a Arewacin Amirka su ma. Ana sa ran za a fi tallafa wa mercedes-benz, a zamanin Ningde shuke-shuken Arewacin Amirka, ana sa ran babban abokin ciniki, idan Guoxuan ya kafa masana'anta a Arewacin Amirka, ana sa ran shuka ta farko za ta kasance hidima ga kamfanonin motoci masu kwangila.
Kasuwar kera motoci ta Arewacin Amurka tana da girma, kuma kasuwar manyan kamfanonin kera motoci a bayyane take, wanda ke haifar da babban kalubale ga kamfanonin batir na kasashen waje wajen kafa masana'antu da hada kai da abokan ciniki. A duk faɗin ɓangarorin rairayin bakin teku na yanzu masu kera batir na Asiya, galibi sune farkon waɗanda suka kammala abokan cinikin haɗin gwiwa, sannan kuma suna gina masana'antu tare.
2. Akwai abubuwa da yawa da za a yi la'akari da wurin da masana'anta ke ciki, ciki har da Amurka, Kanada da Mexico.
LG New Energy, Panasonic Battery, SK ON da Samsung SDI sun zaɓi gina tsire-tsire a Amurka Amurka ita ce babbar kasuwa ga motocin Arewacin Amurka, amma idan aka yi la'akari da tasirin horar da ma'aikata, inganci, ƙungiyoyin ma'aikata da sauran abubuwa akan inganci da inganci. farashi, kamfanonin batir da har yanzu ba su kafa kasancewar su a kasuwannin Arewacin Amurka ba kuma za su yi la'akari da ƙasashen da suka fi dacewa ta fuskar aiki, shuka da inganci.
Misali, Ningde Times a baya ya bayyana cewa zai ba da fifiko ga gina masana'anta a Mexico. "Yana da kyau a gina masana'anta a Mexico ko Kanada; Yadda za a kawo manyan masana'antu daga China zuwa ketare yana da ɗan wahala." Tabbas, ana kuma la'akari da Amurka don sabon shuka.
A wannan shekara, LG New Energy da Stellantis's North American Venture venture plant yana cikin Ontario, Kanada. Kamfanin haɗin gwiwar zai samar da batura masu wuta ga masana'antar hada motocin Stellantis Group a Amurka, Kanada da Mexico.
Iii. Za a kaddamar da layin samar da sinadarin Lithium iron phosphate da yawa, kuma ana sa ran batirin lithium iron phosphate a kasuwar Arewacin Amurka ana sa ran za su yi gogayya da manyan kwayoyin nickel ternary nan gaba.
A cewar Battery China, LG New Energy, Panasonic Battery, SK ON, Vision Power da sauran sabbin layukan samar da batirin wuta a kasuwannin Arewacin Amurka, galibin manyan batura ne na nickel, wanda shine ci gaba da sake fasalin layin batir na ternary wanda ya kasance. kamfanonin batir na ketare sun ci gaba.
Duk da haka, tare da halartar kamfanonin kasar Sin da kuma la'akari da tattalin arzikin kamfanonin motoci na kasa da kasa, za a kara karfin samar da sinadarin lithium iron phosphate a hankali a cikin sabbin ayyukan batir a Arewacin Amurka.
A baya Tesla ya yi la'akari da ƙaddamar da batir phosphate na lithium baƙin ƙarfe a Arewacin Amirka. Majiyoyin sun ce sabuwar shukar ta Arewacin Amurka tana samar da batura masu ternary da batir phosphate na lithium, ciki har da Tesla.
Guoxuan High-tech ya samu umarni daga wani kamfanin mota da aka jera a Amurka, an ruwaito cewa su ma na'urorin batir phosphate ne na lithium iron phosphate, kuma ana hasashen samar da wutar lantarki a nan gaba galibi batir lithium iron phosphate ne.
Kamfanonin kera motoci da suka hada da Tesla, Ford, Volkswagen, Rivian, Hyundai da sauran manyan ‘yan wasa a kasuwar Arewacin Amurka, suna kara amfani da batir phosphate na lithium iron phosphate.
Ya kamata a bayyana cewa, a cikin 'yan shekarun nan, mu ma ayyukan ajiyar makamashi sun fara bullo da kayayyakin sarrafa sinadarin phosphate na lithium daga kamfanonin batir na kasar Sin da yawa. Gabaɗaya ci gaban tashoshin wutar lantarki a Arewacin Amurka ya ɗan girma, kuma buƙatun batir phosphate na lithium baƙin ƙarfe yana haɓaka cikin sauri, wanda ke kafa tushe mai kyau don aikace-aikacen batirin ƙarfe phosphate na gaba.
Lokacin aikawa: Maris 24-2022