Mokhatlo oa China oa Libetri tsa Matla a Likoloi (“Battery Alliance”) o lokollotse lintlha tse bontšang hore ka Hlakola 2023, bophahamo ba ho kenya betri ea matla Chaena e ne e le 21.9GWh, keketseho ea 60.4% ea selemo le selemo le 36.0% ea MoM. Libetri tsa Ternary li kentsoe 6.7GWh, tse etsang 30.6% ea bokhoni bohle bo kentsoeng, keketseho ea 15.0% ea selemo le 23.7% ea MoM. Libetri tsa phosphate ea tšepe ea lithium li kentsoe 15.2GWh, tse etsang 69.3% ea bokhoni bohle bo kentsoeng, keketseho ea 95.3% ea selemo le 42.2% ea MoM.

Ho tsoa ho data e kaholimo, re ka bona hore karolo eaphosphate ea tšepe ea lithiumMothating o mong ke hore, ebang ke YoY kapa MoM, sekhahla sa kgolo ya ho kenya betri ya phosphate ya iron phosphate se potlakile haholo ho feta dibetri tsa ternary. Ho ya ka mokgwa ona o shebileng morao, karolo ya mmaraka ya betri ya phosphate ya iron phosphate ya lithium ya motheo o kentsweng e tla feta 70% haufinyane!

Hyundai e nahana ka moloko oa bobeli oa Kia RayEV ha ho qaloa ho sebelisoa libeteri tsa Ningde Time lithium-iron phosphate, e leng eona Hyundai ea pele e qalisoang ka libeteri tsa lithium-iron-phosphate bakeng sa likoloi tsa motlakase. Ena ha se tšebelisano-'moho ea pele pakeng tsa Hyundai le Ningde Times, kaha Hyundai e kile ea hlahisa betri ea lithium ea ternary e hlahisoang ke CATL. Leha ho le joalo, ke lisele tsa betri feela tse tlisitsoeng ho tsoa CATL, 'me li-module le liphutheloana li ile tsa etsoa Korea Boroa.

Tlhahisoleseding e bontsha hore Hyundai e tla boela e hlahise theknoloji ya CATL ya “Cell To Pack” (CTP) e le ho hlola bongata ba matla a tlase. Ka ho nolofatsa sebopeho sa mojule, theknoloji ena e ka eketsa tshebediso ya bophahamo ba pakete ya betri ka 20% ho isa ho 30%, ya fokotsa palo ya dikarolo ka 40%, mme ya eketsa bokgoni ba tlhahiso ka 50%.

Hyundai Motor Group e ne e le sebakeng sa boraro lefatšeng ka mor'a Toyota le Volkswagen ka thekiso ea lefats'e ka kakaretso ea li-unit tse ka bang 6,848,200 ka 2022. 'Marakeng oa Europe, Hyundai Motor Group e rekisitse li-unit tse limilione tse 106.1, e le ea bone ka karolo ea' maraka ea 9.40%, e leng se ileng sa etsa hore e be k'hamphani ea likoloi e holang ka potlako.

Hyundai Motor Group e ne e le sebakeng sa boraro lefatšeng ka mor'a Toyota le Volkswagen ka thekiso ea lefats'e ka kakaretso ea li-unit tse ka bang 6,848,200 ka 2022. 'Marakeng oa Europe, Hyundai Motor Group e rekisitse li-unit tse limilione tse 106.1, e le ea bone ka karolo ea' maraka ea 9.40%, e leng se ileng sa etsa hore e be k'hamphani ea likoloi e holang ka potlako.

Lefapheng la ho kenya motlakase, Hyundai Motor Group e qadile IONIQ (Enikon) 5, IONIQ6, Kia EV6, le dikoloi tse ding tse hlwekileng tsa motlakase tse thehilweng ho E-GMP, sethala se inehetseng bakeng sa dikoloi tse hlwekileng tsa motlakase. Ho bohlokwa ho bolela hore IONIQ5 ya Hyundai ha e a kgethwa feela e le "Koloi ya Lefatshe ya Selemo sa 2022", empa hape e kgethilwe e le "Koloi ya Lefatshe ya Motlakase ya Selemo sa 2022" le "Moralo wa Lefatshe wa Koloi ya Selemo sa 2022". Mehlala ya IONIQ5 le IONIQ6 e tla rekisa diyuniti tse fetang 100,000 lefatsheng ka bophara ka 2022.

Libetri tsa phosphate ea tšepe ea lithium li hapa lefatše ka sefefo

E, ke 'nete hore lik'hamphani tse ngata tsa likoloi li se li ntse li sebelisa kapa li nahana ka tšebeliso ea libeteri tsa phosphate ea tšepe ea lithium. Ntle le Hyundai le Stellantis, General Motors e boetse e ntse e hlahloba monyetla oa ho sebelisa libeteri tsa phosphate ea tšepe ea lithium ho fokotsa litšenyehelo. Toyota Chaena e sebelisitse betri ea lehare la tšepe ea phosphate ea BYD lithium likoloing tse ling tsa eona tsa motlakase. Pejana ka 2022, Volkswagen, BMW, Ford, Renault, Daimler le lik'hamphani tse ling tse ngata tsa likoloi tse kholo tsa machabeng li kentse ka ho hlaka libeteri tsa phosphate ea tšepe ea lithium mehlaleng ea tsona ea boemo ba pele.

Likhamphani tsa libeteri le tsona li tsetela libetering tsa phosphate ea tšepe ea lithium. Mohlala, k'hamphani e ncha ea libeteri ea US ea Our Next Energy e phatlalalitse hore e tla qala ho hlahisa libeteri tsa phosphate ea tšepe ea lithium Michigan. Khamphani e tla tsoela pele ka katoloso ea eona ka mor'a hore feme ea eona e ncha ea $1.6 bilione e kene inthaneteng selemong se tlang; ka 2027, e rera ho fana ka libeteri tse lekaneng tsa phosphate ea tšepe ea lithium bakeng sa likoloi tsa motlakase tse 200,000.

Kore Power, k'hamphani e 'ngoe e ncha ea libeteri ea Amerika, e lebeletse hore tlhoko ea libeteri tsa phosphate ea tšepe ea lithium e hole United States. Khamphani e rera ho theha mela e 'meli ea kopano fekthering e tla hahuoa Arizona bofelong ba 2024, e 'ngoe bakeng sa tlhahiso ea libeteri tsa ternary, tseo hajoale e leng tsa mantlha United States, 'me e 'ngoe bakeng sa tlhahiso ea libeteri tsa phosphate ea tšepe ea lithium1.

Ka Hlakola, Ningde Times le Ford Motor ba fihletse tumellano. Ford e tla kenya letsoho ka $3.5 bilione ho aha feme e ncha ea betri Michigan, United States, haholo-holo ho hlahisa libeteri tsa phosphate ea tšepe ea lithium.

LG New Energy e sa tsoa senola hore khamphani e ntse e eketsa ntshetsopele ya dibeteri tsa phosphate ya iron phosphate tsa lithium bakeng sa dikoloi tsa motlakase. Sepheo sa yona ke ho etsa hore tshebetso ya betri ya yona ya iron phosphate ya lithium e be betere ho feta bahlodisani ba yona ba China, ke hore, boima ba matla ba betri ena ho feta C ho fa betri ya Tesla Model 3 20% ho feta.

Ho phaella moo, mehloli e boletse hore SK On e boetse e sebetsa le lik'hamphani tsa China tsa thepa ea phosphate ea tšepe ea lithium ho beha bokhoni ba phosphate ea tšepe ea lithium mebarakeng ea mose ho maoatle.