Litšenyehelo tsa ho hlahisa likoloi tsa motlakase li tla nyoloha lilemong tse 'nè tse latelang, ho ea ka tlaleho e ncha, ka lebaka la khaello ea thepa ea bohlokoa e hlokahalang ho etsa.libeteri tsa koloi tsa motlakase.
"Tsunami ea tlhokeho ea tla," ho boletse Sam Jaffe, motlatsi oa mopresidente oa tharollo ea betri femeng ea lipatlisiso ea E Source e Boulder, Colorado. ”Ha ke nahane horebetriindasteri e se e lokile. ”
Theko ea libeteri tsa koloi ea motlakase e theohile lilemong tsa morao tjena ha tlhahiso ea lefats'e e ntse e eketseha.E Mohloli o hakanya hore theko e tloaelehileng ea betri kajeno ke $ 128 ka kilowatt-hora 'me e ka fihla hoo e ka bang $ 110 ka kilowatt-hora ka selemo se tlang.
Empa phokotso e ke ke ea tšoarella nako e telele: Mohloli oa E o hakanya hore litheko tsa betri li tla nyoloha ka 22% ho tloha 2023 ho isa 2026, li nyoloha ka $138 ka kWh, pele li khutlela ho theoheng ho tsitsitseng - mohlomong ka tlase ho kWh - ka 2031 $90 kWh. .
Jaffe o re ts'ebetso eo ho nahanoang hore e entsoe ke sephetho sa tlhoko e ntseng e hola ea lisebelisoa tsa mantlha tse kang lithium, tse hlokahalang ho etsa libeteri tse limilione tse mashome.
"Ho na le khaello ea 'nete ea lithium,' me khaello ea lithium e tla mpefala.Haeba u sa rape lithium, u ke ke ua etsa libeteri,” o boletse joalo.
Mohloli oa E o bolela esale pele hore ho eketseha ho lebeletsoeng ha litšenyehelo tsa betri ho ka sutumelletsa theko ea likoloi tsa motlakase tse rekisoang ka 2026 ho ea pakeng tsa $ 1,500 le $ 3,000 ka koloi. Khampani e boetse e fokotsa ponelopele ea eona ea thekiso ea 2026 EV ka 5% ho 10%.
Thekiso ea likoloi tsa motlakase naheng ea Amerika e lebelletsoe ho feta limilione tse 2 ka nako eo, ho latela ponelopele ea morao-rao e tsoang ho feme ea boeletsi ea LMC Automotive.Automakers e lebelletsoe ho hlahisa mefuta e mengata ea motlakase ha Maamerika a mangata a amohela mohopolo oa ho kenngoe motlakase.
Baokameli ba likoloi ba ntse ba lemosa ka ho eketsehileng ka tlhokahalo ea ho hlahisa lisebelisoa tse ngata tsa bohlokoa ho likoloi tsa motlakase.Mookameli oa Ford Jim Farley khoeling e fetileng o ile a bitsa merafo e eketsehileng ho pota-pota ha k'hamphani ea motlakase oa F-150 Lightning.
“Re hloka mangolo a tumello ea ho rafa.Re hloka ho sebetsana le li-precursors le ho hloekisa laesense United States, 'me re hloka mmuso le mekhatlo e ikemetseng ho sebelisana le ho e tlisa mona, "Farley o bolelletse CNBC.
Mookameli oa Tesla Elon Musk o khothalelitse indasteri ea merafo ho eketsa merafo ea nickel mathoasong a 2020.
"Haeba u rafa nickel hantle ka tsela e sa tsotelleng tikoloho, Tesla o tla u fa konteraka e kholo ea nako e telele," Musk o boletse puisanong ea Phupu 2020.
Le hoja batsamaisi ba indasteri le baeta-pele ba mmuso ba lumellana hore ho na le ho hongata ho lokelang ho etsoa ho reka thepa e tala, mohloli oa E o itse palo ea merero ea merafo e ntse e le tlaase haholo.
"Ka litheko tsa lithium li nyoloha hoo e batlang e le 900% likhoeling tse 18 tse fetileng, re ne re lebelletse hore 'maraka oa lichelete o tla bula likhohola le ho haha ​​​​mesebetsi e mengata e mecha ea lithium.Sebakeng seo, matsete ana a ne a le manyane, ao boholo ba ona a tsoang China mme a sebelisoa ketane ea phepelo ea China, "k'hamphani e boletse tlalehong ea eona.
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