ʻO ʻAmelika ʻAmelika ke kolu o ka mākeke kaʻa nui loa ma ka honua ma hope o Asia a me ʻEulopa. ʻO ka electrification o nā kaʻa ma kēia mākeke ke holo wikiwiki nei.
Ma ka ʻaoʻao kulekele, i ka makahiki 2021, ua manaʻo ka hoʻokele Biden e hoʻolilo i $ 174 biliona i ka hoʻomohala ʻana i nā kaʻa uila. ʻO ia, he $15 biliona no ka ʻoihana, $45 biliona no nā ʻano kōkua kaʻa like ʻole a me $14 biliona no nā mea hoʻoikaika no kekahi mau hiʻohiʻona uila. ʻO ʻAukake aʻe, ua hoʻopaʻa inoa ʻo Biden i kahi kauoha hoʻokō e kāhea ana i ka 50 pakeneka o nā kaʻa US e lilo i uila e 2030.
I ka pau ʻana o ka mākeke, ʻo Tesla, GM, Ford, Volkswagen, Daimler, Stellantis, Toyota, Honda, Rivian a me nā ʻoihana kaʻa kaʻa kuʻuna a me nā mea hou i hoʻolālā i nā hoʻolālā electrification ambitious. Ua manaʻo ʻia e like me ka pahuhopu hoʻolālā o ka electrification, ʻo ka nui o ke kūʻai aku ʻana o nā kaʻa uila hou i ka mākeke US wale nō ke manaʻo ʻia e hiki i 5.5 miliona e 2025, a ʻoi aku ka nui o ke koi no nā pihi mana ma mua o 300GWh.
ʻAʻohe mea kānalua e nānā pono nā ʻoihana kaʻa nui o ka honua i ka mākeke ʻAmelika ʻAmelika, ʻo ka mākeke no nā pā uila i nā makahiki e hiki mai ana e "hoʻonui".
Eia nō naʻe, ʻaʻole i hoʻopuka ka mākeke i kahi mea pāʻani pākahi mana homegrown e hiki ke hoʻokūkū me nā mea pāʻani nui o Asia. E kū'ē i ke kua o ka hoʻonui ʻana i ka electrification o nā kaʻa ʻAmelika ʻĀkau, ua hoʻopaʻa ʻia nā hui pākahi uila mai Kina, Iapana a me South Korea i ka mākeke ʻAmelika ʻAmelika i kēia makahiki.
ʻO ka mea kūikawā, ʻo nā hui pākaukau Korea a me Korea me LG New Energy, Panasonic Battery, SK ON, a me Samsung SDI e kālele ana i ʻAmelika ʻAmelika no ka hoʻopukapuka kālā e hiki mai ana ma 2022.
I kēia mau lā, ua helu ʻia nā hui Kina e like me Ningde Times, Vision Power a me Guoxuan High-tech i ke kūkulu ʻana i nā mea kanu uila ma ʻAmelika ʻĀkau ma kā lākou papa hana.
Wahi a nā moʻolelo o nā haole, ua hoʻolālā ʻo Ningde Times e hoʻolilo i $ 5 biliona no ke kūkulu ʻana i kahi mea kanu mana ma ʻAmelika ʻAmelika, me ka mana o 80GWh, e kākoʻo ana i nā mea kūʻai aku ma ka mākeke ʻAmelika ʻĀkau e like me Tesla. I ka manawa like, e hoʻokō pū ka mea kanu i ka koi o nā pā lithium i ka mākeke mālama ikehu ʻAmelika ʻAmelika.
I ka mahina i hala aku nei, ʻo Ningde manawa i ka ʻae ʻana i ka noiʻi mechanical, i ʻōlelo ʻia e ka hui me ka mea kūʻai aku e kūkākūkā i nā ʻano like ʻole o ka lako a me ka hui pū ʻana, a me ka hiki ke hana kūloko, "ʻo ia hoʻi, ʻo ka hui ma ʻAmelika Hui Pū ʻIa e mālama i nā mea kūʻai aku makemake. lako kūloko, e noʻonoʻo ka ʻoihana i nā mea e like me ka nui o ka pākaukau, ka koi o ka mea kūʻai aku, hoʻoholo hou ʻia nā kumukūʻai hana. "
I kēia manawa, ke hoʻonui mau nei ʻo Panasonic Battery, LG New Energy, SK ON a me Samsung SDI mai Iapana a me South Korea i kā lākou mea kanu kanu ma ʻAmelika ʻĀkau, a ua lawe i ke ʻano o ka "hui" me nā hui kaʻa kūloko ma ʻAmelika Hui Pū ʻIa. No nā ʻoihana Kina, inā lākou e komo lōʻihi, e nalowale lākou i kahi hapa o kā lākou pono.
Ma waho aʻe o Ningde Times, ua loaʻa pū ʻo Guoxuan High-tech i ka launa pū me nā mea kūʻai aku a manaʻo e kūkulu i nā hale hana ma ʻAmelika ʻAmelika. I Kekemapa i ka makahiki i hala, ua loaʻa ʻo Guoxuan i kahi kauoha mai kahi hui CAR i helu ʻia ma ʻAmelika Hui Pū ʻIa e hoʻolako i ka hui me 200GWh o nā pihi mana i nā makahiki ʻeono e hiki mai ana. Wahi a Guoxuan, ua hoʻolālā nā hui ʻelua e hana a hoʻolako i nā pā hao lithium iron phosphate ma ʻAmelika Hui Pū ʻIa a e ʻimi pū i ka hiki ke hoʻokumu i kahi ʻoihana hui i ka wā e hiki mai ana.
ʻAʻole like me nā mea ʻelua ʻē aʻe, e noʻonoʻo ʻia nei ma ʻAmelika ʻĀkau, ua hoʻoholo mua ʻo Vision Power e kūkulu i kahi lua o ka mana pākahiko ma United States. Ua komo ʻo Vision Power i ka hui pū ʻana me Mercedes-Benz e hoʻolako i nā pihi mana no ka EQS a me EQE, nā hiʻohiʻona SUV uila maʻemaʻe maʻemaʻe o Mercedes. Ua ʻōlelo ʻo Vision Dynamics e kūkulu ʻo ia i kahi mea kanu uila uila zero-carbon hou ma ʻAmelika Hui Pū ʻIa e manaʻo nei e hana nui i ka makahiki 2025. ʻO kēia ka lua o ka hale kiʻi pākahi a vision Power ma ʻAmelika Hui Pū ʻIa.
Ma muli o ka wānana o ka koi e hiki mai ana no ka mana a me nā ʻoihana mālama ʻana i ka ikehu, ua ʻoi aku ka nui o ka mana o nā pā i ka mākeke kūloko o Kina ma mua o 3000GWh i kēia manawa, a ua ulu a ulu wikiwiki nā ʻoihana pākaukau kūloko a me nā ʻāina ʻē ma ʻEulopa, a ua hoʻolālā ʻia. Ua ʻoi aku ka nui o nā pākaukau ma mua o 1000GWh. Ma ka ʻōlelo pili, aia nō ka mākeke ʻAmelika ʻĀkau i ka wā mua o ka hoʻolālā. He liʻiliʻi wale nō nā hui pākaukau mai Iapana a me South Korea i hana i nā hoʻolālā ikaika. I nā makahiki e hiki mai ana, ua manaʻo ʻia e ʻoi aku ka nui o nā ʻoihana pākaukau mai nā wahi ʻē aʻe a me nā ʻoihana pākaukau kūloko e pae mālie.
Me ka wikiwiki o ka electrification ma ka mākeke ʻAmelika ʻAmelika e nā ʻoihana kaʻa kūloko a me nā ʻāina ʻē, e komo pū ka hoʻomohala ʻana o ka mana a me ka ikehu mālama ʻana i ka mākeke ʻAmelika ʻAmelika i kahi ala wikiwiki. Ma ka manawa like, e noʻonoʻo ana i nā hiʻohiʻona o ka mākeke kaʻa ʻAmelika ʻAmelika, manaʻo ʻia e hōʻike nā ʻoihana pākaukau i kēia mau hiʻohiʻona i ka wā e hoʻokumu ai lākou i nā hale hana ma ʻAmelika ʻAmelika.
ʻO ka mea mua, he ʻano ia no nā ʻoihana pākaukau e hui pū me nā ʻoihana kaʻa ʻAmelika ʻAmelika.
Mai ke kumu o ka pae ʻana i nā ʻoihana pākaukau ma ʻAmelika ʻAmelika, panasonic a me Tesla hui pū ʻana, ka ikehu hou a me nā kaʻa holoʻokoʻa, LG Stellantis hui pū ʻana, SK ma ka hui pū ʻana me ford, ʻo ka ʻike e hiki mai ana o ka mana ka lua o ka mea kanu ma ʻAmelika ʻAmelika. Manaʻo ʻia e kākoʻo nui ʻia nā mea kanu ʻo mercedes-benz, ningde era ʻAmelika ʻĀkau ʻo tesla prophase ka mea kūʻai nui i manaʻo ʻia, inā hoʻokumu ʻo Guoxuan i hale hana ma ʻAmelika ʻAmelika, manaʻo ʻia kāna mea kanu mua e lawelawe i kāna mau hui kaʻa i ʻaelike.
ʻO ka mākeke kaʻa kaʻa o ʻAmelika ʻĀkau he ʻano makua, a ʻo ka māhele mākeke o nā ʻoihana kaʻa nui e ʻike maopopo ʻia, kahi e kū nei i nā luʻi nui no nā ʻoihana pākaukau ʻē aʻe i ka hoʻokumu ʻana i nā hale hana a me ka hui pū ʻana me nā mea kūʻai aku. Ma ke kahakai o kēia manawa, ʻo nā mea hana pākaukau ʻo Asia, ʻo ia ka mea mua e hoʻopau i nā mea kūʻai aku, a laila kūkulu pū i nā hale hana.
2. Nui nā kumu e noʻonoʻo ai no ka wahi o ka hale hana, me ʻAmelika Hui Pū ʻIa, Kanada a me Mexico.
Ua koho ʻo LG New Energy, Panasonic Battery, SK ON a me Samsung SDI e kūkulu i nā mea kanu i ka US ʻO ʻAmelika ka mākeke nui no nā kaʻa ʻAmelika ʻĀkau, akā e noʻonoʻo ana i ka hopena o ka hoʻomaʻamaʻa ʻana i nā limahana, ka pono, nā uniona hana a me nā mea ʻē aʻe i ka maikaʻi a ke kumu kūʻai, ʻo nā hui pākaukau ʻaʻole i hoʻokumu i kahi noho ma ka mākeke ʻAmelika ʻAmelika e noʻonoʻo pū i nā ʻāina i ʻoi aku ka hoʻokūkū ma ke ʻano o ka hana, mea kanu a me ka pono.
No ka laʻana, ua hōʻike mua ʻo Ningde Times e hāʻawi i ka mea nui i ke kūkulu ʻana i hale hana ma Mexico. "He mea maikaʻi ke kūkulu ʻana i hale hana ma Mekiko a i Kanada paha; ʻo ka lawe ʻana mai i nā mea hana Extreme mai Kina a i ʻāina ʻē ke paʻakikī loa." ʻOiaʻiʻo, ke noʻonoʻo ʻia nei ʻo ʻAmelika no ka mea kanu hou.
I kēia makahiki, aia ʻo LG New Energy a me Stellantis 'Northern American joint venture plant ma Ontario, Kanada. Na ka hui hui e hana i nā ʻokoʻa mana no nā mea kanu hui kaʻa o Stellantis Group ma ʻAmelika Hui Pū ʻIa, Kanada a me Mexico.
Iii. E hoʻokuʻu ʻia ka laina hana lithium iron phosphate i ka nui, a ke manaʻo ʻia nei hoʻi e hoʻokūkū ʻia nā pahu lithium iron phosphate ma ka mākeke ʻAmelika ʻAmelika e hoʻokūkū me nā cell nickel ternary kiʻekiʻe i ka wā e hiki mai ana.
Wahi a Battery China, LG New Energy, Panasonic Battery, SK ON, vision Power a me nā laina hana ʻenehana mana hou ma ka mākeke ʻAmelika ʻAmelika ʻo ia ka nui o nā pihi nickel ternary kiʻekiʻe, ʻo ia ka hoʻomau a me ka hoʻomau ʻana o ka laina pākaukau ternary i loaʻa. hoʻomau ʻia e nā hui pākaukau o nā ʻāina ʻē.
Eia nō naʻe, me ke komo ʻana o nā hui Kina a me ka noʻonoʻo ʻana i ka hoʻokele waiwai o nā ʻoihana kaʻa honua, e hoʻonui mālie ʻia ka mana hana o ka lithium iron phosphate i nā papahana pākaukau hou ma ʻAmelika ʻAmelika.
Ua noʻonoʻo mua ʻo Tesla i ka hoʻokomo ʻana i nā pākahi lithium hao phosphate ma ʻAmelika ʻAmelika. Wahi a nā kumu, ʻo ka mea kanu hou o ʻAmelika ʻĀkau ka mea hana nui i nā ʻāpana ternary a me nā pākahi lithium hao phosphate, me Tesla.
Ua loaʻa iā Guoxuan High-tech nā kauoha mai kahi hui kaʻa i hoʻopaʻa ʻia ma ʻAmelika Hui Pū ʻIa, ua hōʻike ʻia ʻo ia hoʻi nā kauoha pākahi lithium hao phosphate, a ʻo kāna lako localized o nā huahana mana i ka wā e hiki mai ana ua manaʻo ʻia ʻo ia ka nui o nā pākahi lithium hao phosphate.
ʻO nā ʻoihana kaʻa, ʻo ia hoʻi ʻo Tesla, Ford, Volkswagen, Rivian, Hyundai a me nā mea pāʻani nui ʻē aʻe i ka mākeke ʻAmelika ʻAmelika, ke hoʻonui nei i ka hoʻohana ʻana i nā pā lithium iron phosphate.
He mea kūpono ke haʻi ʻana i kēia mau makahiki i hala iho nei, ua hoʻomaka pū mākou i nā papahana mālama ikehu e hoʻolauna i nā huahana lithium iron phosphate mai nā ʻoihana pākaukau Kina i ka nui. ʻO ka hoʻomohala holoʻokoʻa o nā keʻena mana mālama ikehu ma ʻAmelika ʻĀkau he ʻano makua, a ke ulu wikiwiki nei ka noi no nā pā hao lithium iron phosphate, kahi kumu maikaʻi no ka noi ʻana o nā pākahi lithium hao phosphate.
Ka manawa hoʻouna: Mar-24-2022