Ku bilow kaydinta tamarta hoos hadafyada waaweyn

Soo koobid

GGII ayaa saadaalisay in caalamkabatteriga kaydinta tamartaShixnadaha ayaa gaari doona 416GWh sanadka 2025, iyadoo kobaca sanadlaha ah ee isku xiran uu yahay 72.8% shanta sano ee soo socota.

Sahaminta cabbirada iyo dariiqyada kor u qaadista kaarboonka iyo dhexdhexaadnimada kaarboonka, warshadaha baytariga lithium, sida isgoysyada tamarta iyo gaadiidka, waxay ciyaari doontaa door aad u muhiim ah.

Dhanka kale, qiimaha baytariyada lithium ayaa si weyn hoos ugu dhacay, waxqabadka batteriga ayaa si isdaba joog ah loo wanaajiyey, baaxadda awoodda wax soo saarku waa ay sii korodhay, siyaasadaha khuseeyana waa la fuliyay midba midka kale, taasoo bixisa waddo lagu kalsoonaan karo oo loogu talagalay baytariyada lithium. gelikaydinta tamartasuuqa oo baaxad weyn.

Iyadoo kor u qaadida baaxadda weyn eebaytariyada korontada, Qiimaha baytariyada lithium kiimikaadkaydinta tamartasi degdeg ah ayuu hoos ugu dhacay.Waqtigan xaadirka ah, qiimaha gudahaunugyada kaydinta tamartawuxuu ku dhow yahay 0.7 yuan/Wh, iyo qiimahanidaamyada kaydinta tamarta lithium batariayaa hoos ugu dhacay ilaa 1.5 yuan/Wh, taasoo keentaykaydinta tamartadhaqaalaha.Barta is-beddelka galmada.

Marka loo eego qiyaasaha warshadaha, qiimaha bilowga ah eekaydinta tamartaNidaamka waxaa la filayaa inuu hoos ugu dhaco 0.84 yuan/Wh marka la gaaro 2025, isagoo siinaya taageero xooggan suuqgeyntiisa.

Dhanka kale, barta is-rog-rogista eekaydinta tamarta baytari lithiumsuuqa ayaa ku dhow inuu gaaro meesha ugu sarreysa dhexdhexaadnimada kaarboon iyo kaarboon.Dalabka suuqa caalamiga ah eekaydinta tamartadhinaca tamarta, gudbinta iyo qaybinta, dhinaca adeegsadaha, iyo saldhiga saldhiga korantada ayaa qarxay, taasoo siisay fursad horumarineed oo wanaagsan shirkadaha baytariyada lithium si ay u galaankaydinta tamarta baytari lithiumsuuqa.

GGII ayaa saadaalisay in caalamkabatteriga kaydinta tamartaShixnadaha ayaa gaari doona 416GWh sanadka 2025, iyadoo kobaca sanadlaha ah ee isku xiran uu yahay 72.8% shanta sano ee soo socota.

Thekaydinta tamartasuuqa baytariyada lithium waxa uu galaa haadka dheereeya

Ilaa 2021, caalamkakaydinta tamartaSuuqa baytariyada lithium ayaa la kulmay korriin qarxa.Shirkado badan oo baytariyada lithium ah ayaa buuxakaydinta tamartadalabaadka, iyo alaabooyinka ayaa gabaabsi ah.

Dibaddakaydinta tamarta gurigasuuqa, Tesla ayaa ku dhawaaqday in awoodda la rakibay ee isku dhafan ee ayNidaamka kaydinta tamarta guriga ee Powerwallayaa kor u dhaaftay 250,000 oo unug adduunka oo dhan, waxaana la filayaa in ayPowerwallIibka ayaa ku sii socon doona inuu koro ilaa 100,000 unug sanadkii mustaqbalka.

Isla mar ahaantaana, Tesla ayaa sidoo kale ku guuleystay dalabyo badan oo loogu talagalay Megapackkaydinta tamartaadduunka oo dhan 2021, bixintahababka kaydinta tamartailaa boqollaal MWh oo warshado badan ahmashaariicda kaydinta tamarta.

Sannadkii la soo dhaafay, Tesla waxa ay geysay in ka badan 4GWh ee awoodda kaydinta (oo ay ku jiraan Powerwalls, Powerpacks iyo Megapacks).

Qaraxa baahida adduunkakaydinta tamarta baytari lithiumsuuqa ayaa sidoo kale siiyey tiro ka mid ah shirkadaha batteriga Shiinaha leh tartan xooggan oo duurka ku.

Waqtigan xaadirka ah, shirkadaha batteriga oo ay ku jiraan CATL, AVIC Lithium, BYD, Ruipu Energy, Lishen Battery, Guoxuan Hi-Tech, Yiwei Lithium Energy, Penghui Energy, Haiji New Energy, Anchi Technology, Haihong Technology iyo shirkadaha kale ee batteriga ayaa kordhinaya miisaankooda.Qaybta ganacsiga kaydinta tamarta.

Dhanka khadka, CATL iyo Yiwei Lithium waxay si isdaba joog ah ugu guuleysteen dalabaadka heerka GWhbaytariyada kaydinta tamartaLaga soo bilaabo Powin Energy, is dhexgalka nidaamka kaydinta tamarta Maraykanka.Intaa waxaa dheer, CATL waxay sidoo kale gashay Tesla Megapackbatteriga kaydinta tamartasilsiladda sahayda, taas oo la filayo inay furto korriin cusub.fasalka.

Dhinaca isticmaalayaasha, shirkadaha Shiinaha ayaa ku jira laba ka mid ah 5 ee ugu sarreeyanidaamka kaydinta tamartabixiyeyaasha adduunka, halka shirkadaha batteriga sida Paine Energy, Ruipu Energy, iyo Penghui Energy ay leeyihiin awood wax soo saar buuxa iyo iib buuxa.Qaar ka mid ah amarada ayaa la filayaa in la qorsheeyo dhammaadka sanadka soo socda.

Awoodda kaydinta saldhigga saldhigga, shirkado badan oo batari ah oo ay ku jiraan Zhongtian Technology, Shuangdeng Co., Ltd., Haistar, Narada Power, Topbond Co., Ltd., Yiwei Lithium Energy, Linkage Tianyi iyo shirkadaha kale ee batteriga ayaa ku guuleystay dalabyo marar badan, noqoshada saldhiga gudaha ee kaydka tamarta LFP garoonka batteriga.Ku guuleystey dalabka "Guri Weyn".

Waxaa xusid mudan in inta badannidaamka kaydinta tamarta gurigabixiyeyaasha gobollada horumaray sida Yurub, Ameerika, Japan iyo Kuuriyada Koonfureed waa shirkado maxalli ah, iyo baytariyada ternary ee LG Energy, Panasonic iyo Samsung SDI ayaa ah kuwa ugu horreeya xagga taageerada baytariyada.

Si kastaba ha ahaatee, shirkadaha batteriga Shiinaha ayaa si gaar ah u sameeyay unugyo LFP ah oo loogu talagalaykaydinta tamartasuuqa si loo sii wanaajiyo bedqabkoodahababka kaydinta tamartaiyada oo laga jawaabayo nolosha dheer, badbaadada sare, iyo shuruudaha jaban eebaytariyada kaydinta tamarta.

Si loo sii daboolo baahiyaha sii kordhaya eekaydinta tamartasuuqa iyo kor loogu qaado tartanka, shirkadaha batteriga ee kor ku xusan ayaa sidoo kale si firfircoon u ballaarinaya awoodda wax soo saarka eebaytariyada kaydinta tamarta.Iyo goobo kale oo lagu fuliyo qaabaynta wareega oo dhan, Nuggets trillionkaydinta tamartasuuqa.

Waxaa jirta baahi degdeg ah oo lagu hagaajinayo waxqabadka badbaadadakaydinta tamarta baytariyada lithium

Halka baahida suuqa eekaydinta tamarta baytariyada lithiumsii wadaan in ay koraan, taxane ahnidaamka kaydinta tamartashilalka dabku waxay hadh iyo hadh ku dhufteenkaydinta tamarta baytari lithiumwarshadaha oo ka dhawaajisay digniin badbaado shirkadaha baytariyada lithium.

Xogtu waxay muujinaysaa in tan iyo 2017, in ka badan 30nidaamka kaydinta tamartaShilalka dab-damiska ayaa ka dhacay Kuuriyada Koonfureed, oo ay ku lug leeyihiin LG Energy iyo Samsung SDI, kuwaas oo dhamaantood ah baytariyada ternary.

Waxaa ka mid ah, in ka badan 20 shil oo dab ah ayaa ka dhacaynidaamka kaydinta tamartaLG Energy adduunka oo dhan sababtoo ah khatarta kulaylka iyo dabka unugyadeeda.

Bishii Luulyo ee sannadkii hore, 300MW/450MWh Victoriasaldhiga tamarta kaydinta tamartagudaha Australia ayaa dab qabsaday intii lagu jiray tijaabada.Themashruuca kaydinta tamartaloo adeegsaday wadar ahaan 210 Tesla Megapacks oo watakaydinta tamartaawoodda 450MWh, kuwaas oo sidoo kale ku qalabaysan baytariyada ternary.

Waxaa xusid mudan in aysan ahayn batari ternary oo kaliya in uu khatar ugu jiro dabka.

Bishii Abriil ee sannadkii hore, Beijing Dahongmensaldhiga tamarta kaydinta tamartaqarxay.Sababta shilku waxay ahayd cilad gudaha gudaha ah oo ku timid baytariga LFP ee loo isticmaalo nidaamka, taas oo keentay in baytarigu si kulaylka ah uga baxo xakamaynta oo uu dab qabsado.

Shilka dabka ee aan kor ku soo sheegnaynidaamka kaydinta tamartawaxay muujinaysaa inay jiraan shirkado badan oo ka qayb galaya tartankakaydinta tamarta baytari lithiumsuuqa, laakiin tayada alaabta waa mid aan sinnayn, iyo waxqabadka ammaanka eebatteriga kaydinta tamartau baahan in la sii wanaajiyo.

Marka tan la eego, shirkadaha baytariyada lithium waxay u baahan yihiin inay hagaajiyaan oo ay cusboonaysiiyaan marka la eego nidaamka alaabta ceeriin, habka wax soo saarka, qaab dhismeedka nidaamka, iwm, oo ay sii wanaajiyaan badbaadadabaytari lithiumwax soo saarka iyada oo la soo bandhigayo agab cusub lana qaadanayo habab cusub, oo kor u qaadaya tartanka dhamaystiran ee shirkadaha.