LG New Energy wuxuu la hadlayaa shirkadda alaabta Shiinaha si ay u soo saarto baytariyada baabuurta korontada ee jaban ee Yurub

LG Tamarta CusubRaadinta iskaashiga suurtagalka ah waxay timaaddaa iyada oo ay jirto fiiqan

hoos u dhac ku yimid baahida warshadaha gawaarida korontada ee caalamiga ah, taas oo hoosta ka xariiqeysa cadaadiska sii kordhaya ee shirkadaha batteriga ee aan Shiinaha ahayn ee ka yimaada baabuurta si ay u yareeyaan qiimaha. ilaa heer u dhigma kan tartamayaasha Shiinaha.

Bishan, shirkadda Faransiiska ah ee baabuurta samaysa ee Groupe Renault ayaa sheegtay inay isticmaali doonto tignoolajiyada lithium iron phosphate batteri (LFP) qorshaheeda ay ku samaynayso baabuurta korontada ku shaqaysa, iyada oo dooranaysa LG New Energy iyo xafiiltanka Shiinaha ee Contemporary Amperex Technology Co. Ltd. (CATL). , si loo dhiso silsiladaha sahayda ee Yurub.

Ku dhawaaqida Groupe Renault waxay daba socotaa go'aan ka soo baxay Komishanka Yurub bishii Juun. Ka dib bilo baaritaanno ah oo ka dhan ah kabitaanka, Midowga Yurub ayaa go'aansaday in uu canshuur ilaa 38% ah ku soo rogo gawaarida korontada ee Shiinaha laga keeno, taas oo keentay in shirkadaha Shiinaha ee sameeya gawaarida korontada ku shaqeeya iyo shirkadaha baytariga ay ballanqaadaan inay maalgashadaan Yurub.

Wonjoon Suh, oo madax ka ah qaybta horumarsan ee LG New Energy qaybteeda baytariyada baabuurta, ayaa u sheegay wakaalada wararka ee Reuters: "Waxa aanu kala xaajoonaynaa qaar ka mid ah shirkadaha Shiinaha kuwaas oo nala samayn doona agabka birta fosfateed ee lithium iron phosphate cathode oo alaabtan u soo saari doona Yurub." Balse mas’uulkan ayaa sheegay in uu diiday in uu magacaabo shirkadda Shiineeska ah ee wadahadalka u socday.

"Waxaan ka fiirsaneynaa tallaabooyin kala duwan, oo ay ku jiraan sameynta shirkado wadajir ah iyo saxiixa heshiisyo sahayda mustaqbalka fog," Wonjoon Suh ayaa yiri, isaga oo intaa ku daray in iskaashiga noocan oo kale ah uu ka caawin doono LG New Energy hoos u dhigista qiimaha wax soo saarka ee baytariyada fosfateed ee lithium birta ah saddex sano gudahood. ilaa heer u dhigma kan tartamayaasha Shiinaha.

Katoodhku waa qaybta keliya ee ugu qaalisan ee ku jirta baytariga baabuurta korantada ah, isaga oo ku xisaabtamaya saddex meelood meel ka mid ah kharashka guud ee unug gaar ah. Sida laga soo xigtay raadraaca suuqa batteriga SNE Research, Shiinuhu wuxuu xukumaa sahayda caalamiga ah ee lithium iron fosfate alaabta cathode, iyada oo wax soosaarayaasheeda ugu badan ay yihiin Hunan Yuneng New Energy Battery Material Co., Ltd., Shenzhen Shenzhen Dynanonic iyo Hubei Wanrun Tiknoolajiyada Tamarta Cusub.

Waqtigan xaadirka ah, inta badan qalabka cathode ee loogu talagalay baytariyada baabuurta korantada inta badan waxay u qaybsan yihiin laba nooc: Walxaha cathode-ku-saleysan ee nikkel iyo agabka fosfatetada birta ee lithium. Tusaale ahaan, walxaha cathode ee ku salaysan nikkel ee loo isticmaalo moodooyinka dhaadheer ee Tesla waxay kaydin karaan tamar badan, laakiin kharashka ayaa sarreeya. Maaddada fosfateed ee birta ee lithium waxaa door biday soosaarayaasha baabuurta korontada ee Shiinaha sida BYD. Inkasta oo ay kaydiso tamar yar, way ka badbaado badan tahay waana ka jaban tahay.

Shirkadaha batteriga Kuuriyada Koonfureed ayaa had iyo jeer diiradda saaraya soo saarista baytariyada nikkel-ku-saleysan, laakiin hadda, sida baabuurta-sameeyaha ay rabaan inay ballaariyaan khadadka wax soo saarka ee moodooyinka la awoodi karo, waxay sidoo kale sii ballaarinayaan soo saarista baytariyada fosfateed ee lithium birta ee cadaadiska. . Laakin garoonkan waxaa u badnaa tartamayaasha Shiinaha. Suh wuxuu sheegay in LG New Energy ay ka fiirsaneyso inay la shaqeyso shirkadaha Shiinaha si ay u soo saaraan lithium iron fosfate alaabta katoode ee Morocco, Finland ama Indonesia si ay u siiso suuqa Yurub.

LG New Energy waxa ay wada-hadallo kula jirtay shirkadaha baabuurta sameeya ee Maraykanka, Yurub iyo Aasiya taas oo ku saabsan heshiisyada saadka ee baytariyada birta fosfateed ee lithium. Laakiin Suh wuxuu sheegay in baahida loo qabo moodooyinka korantada ee la awoodi karo ay ka xoog badan tahay Yurub, halkaasoo qaybta ay ku xisaabtameyso kala bar iibinta EV ee gobolka, oo ka sareysa Mareykanka.

Sida laga soo xigtay cilmi-baarista SNE, shantii bilood ee ugu horreysay sanadkan, shirkadaha Koonfurta Kuuriya ee soo saara baytariga LG New Energy, Samsung SDI iyo SK On ayaa isku darka 50.5% ka helay suuqa baytariyada baabuurta korontada ee Yurub, taas oo saamiga LG New Energy uu ahaa 31.2 %. Saamiga suuqa ee shirkadaha batteriga Shiinaha ee Yurub waa 47.1%, iyadoo CATL ay ugu horreyso saamiga 34.5%.

Markii hore, LG New Energy waxa ay aasaastay shirkado ay iskaashanayaan baytariyada oo ay la socdaan baabuur-sameeyayaal ay ka mid yihiin General Motors, Hyundai Motor, Stellantis iyo Honda Motor. Laakiin kobaca iibka baabuurta korantada oo gaabis ah, Suh wuxuu sheegay in rakibida qaar ka mid ah qalabka loo baahan yahay ballaarinta ay dib u dhigi karto ilaa laba sano iyadoo lala tashanayo la-hawlgalayaasha. Waxa uu saadaaliyay in dalabka EV uu ka soo kaban doono Yurub qiyaastii 18 bilood gudahood iyo Maraykanka laba ilaa saddex sano gudahood, laakiin taasi waxay ku xirnaan doontaa qayb ahaan siyaasadaha cimilada iyo xeerarka kale.

Iyada oo ay saamaysay waxqabadka daciifka ah ee Tesla, LG New Energy's qiimihiisu wuxuu xidhay 1.4%, isagoo hoos u dhigay index KOSPI ee Kuuriyada Koonfureed, kaas oo hoos u dhacay 0.6%.