Ho ea ka tlaleho e ncha, litšenyehelo tsa ho hlahisa likoloi tsa motlakase li tla nyoloha lilemong tse 'ne tse tlang ka lebaka la khaello ea thepa ea bohlokoa e hlokahalang ho etsalibeteri tsa koloi ea motlakase.
“Tsunami ea tlhoko e ea tla,” ho boletse Sam Jaffe, motlatsi oa mopresidente oa litharollo tsa betri k'hamphaning ea lipatlisiso ea E Source e Boulder, Colorado.betriIndasteri e se e loketse.
Theko ea libeteri tsa likoloi tsa motlakase e theohile lilemong tsa morao tjena ha tlhahiso ea lefats'e ka bophara e ntse e eketseha. Mohloli oa E o hakanya hore litšenyehelo tse tloaelehileng tsa betri kajeno ke $128 ka kilowatt-hora 'me li ka fihla ho $110 ka kilowatt-hora selemong se tlang.
Empa phokotseho ena e ke ke ea nka nako e telele: E ​​Source e hakanya hore litheko tsa betri li tla nyoloha ka 22% ho tloha ka 2023 ho isa ho 2026, li fihle sehlohlolong ho $138 ka kWh, pele li khutlela ho theoheng ho tsitsitseng - mohlomong ho tlase ho feta ka kWh - ka 2031 $90 kWh.
Jaffe o itse keketseho e reriloeng ke phello ea tlhoko e ntseng e hola ea lisebelisoa tsa bohlokoa tse tala, joalo ka 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 le ho feta. Haeba u sa cheke lithium, u ke ke ua etsa libeteri,” a rialo.
E Source e bolela esale pele hore keketseho e lebeletsoeng ea litšenyehelo tsa betri e ka sutumelletsa theko ea likoloi tsa motlakase tse rekisitsoeng ka 2026 ho ea pakeng tsa $1,500 le $3,000 ka koloi. Khamphani e boetse e fokolitse tebello ea eona ea thekiso ea 2026 EV ka 5% ho isa ho 10%.
Ho lebeletsoe hore thekiso ea likoloi tsa motlakase Amerika e fete limilione tse 2 ka nako eo, ho latela ponelopele ea morao-rao e tsoang k'hamphaning ea boeletsi ea LMC Automotive. Baetsi ba likoloi ba lebelletsoe ho hlahisa mefuta e mengata ea motlakase ha Maamerika a mangata a amohela mohopolo oa ho kenya motlakase.
Batsamaisi ba likoloi ba ntse ba lemosa ka tlhoko ea ho hlahisa thepa e ngata ea bohlokoa likoloing tsa motlakase. CEO oa Ford, Jim Farley, khoeling e fetileng o ile a ipiletsa hore ho etsoe merafo e mengata mabapi le ho qalisoa ha k'hamphani ha F-150 Lightning e sebelisang motlakase oohle.
"Re hloka mangolo a tumello ea merafo. Re hloka ho sebetsana le li-precursor le mangolo a tumello ea ho hloekisa US, 'me re hloka hore mmuso le lekala la poraefete ba sebetse' moho le ho e tlisa mona," Farley o boleletse CNBC.
CEO oa Tesla Elon Musk o khothalelitse indasteri ea merafo ho eketsa merafo ea nickel ho tloha ka 2020.
“Haeba o tjheka nickel ka bokgabane ka tsela e amang tikoloho, Tesla e tla o fa konteraka e kgolo, ya nako e telele,” ho boletse Musk pitsong ya kopano ya Phupu 2020.
Leha batsamaisi ba indasteri le baetapele ba mmuso ba dumellana hore ho hlokahala ho etswe ho hongata ho reka thepa e tala, mohlodi wa E o itse palo ya diporojeke tsa merafo e ntse e le tlase haholo.
“Kaha litheko tsa lithium li nyolohile hoo e ka bang ka 900% likhoeling tse 18 tse fetileng, re ne re lebeletse hore mebaraka ea lichelete e tla bula menyako ea likhohola le ho haha ​​​​merero e mengata e mecha ea lithium. Ho e-na le hoo, matsete ana a ne a sa tsitsa, ao boholo ba 'ona a tsoang Chaena 'me a sebelisoa ketane ea phepelo ea Chaena,” ho boletse k'hamphani tlalehong ea eona.
Lintlha ke setšoantšo sa nako ea sebele * Lintlha li liehisoa bonyane metsotso e 15. Litaba tsa khoebo le tsa lichelete lefatšeng ka bophara, litheko tsa setoko, le lintlha le tlhahlobo ea 'maraka.