isiZulu
Isibuyekezo Sebhethri Le-Lithium: Ukukhuphuka Kwamanani, Ukusheshisa Okungaguquguquki Nokubhekana Nezinselelo Zokuhweba
Kwadalwa ngo 04.07
Amanani eLithium Ahlala Ephakeme, Ibhalansi Lokunikezela Nokufunwa Iba Lunzima
Ngo-Ephreli 3, i-lithium carbonate esezingeni lebhethri ibiza u-RMB 158,000/ton, ikhuphuke ngaphezu kuka-120% kusukela ezingeni layo eliphansi ngonyaka odlule. Naphezu kokwehla kwakamuva, isimo sokunikezela esinzima asishintshile. Izikhungo zibikezela ukushoda kwamathani ezinkulungwane emakethe yomhlaba wonke ye-lithium ngo-2026, lapho isidingo samandla okugcina siba umshayeli omkhulu wokukhula.
Amangqamuzana e-ESS Anamandla Amakhulu Angena Ekukhiqizeni Okukhulu, Izincwadi Zoku-oda Ziyanda
Embhalweni we-ESIE 2026, amangqamuzana ebhethri anomthamo omkhulu ongu-500Ah+ angenile esigabeni sokulethwa. Abakhiqizi abahamba phambili banezincwadi zoku-oda ezifinyelela ku-Q1 2026. Amangqamuzana e-ESS esimo esiyingxenye esiqinile athole impumelelo ekuvikelekeni, futhi umkhakha wokugcina amandla manje ubhekene nokushoda kokunikezela.
Ukuthengiswa kwamabhethri aqinile Kuyashesha
I-Chery, i-SAIC, i-Eve Energy, kanye ne-BYD seziqale ukuthuthukisa amabhethri aqinile, anomthamo wamandla odlula u-400Wh/kg futhi ukufakwa ezimotweni kulindeleke kusukela ngo-2026–2027. Emkhakheni wezithuthuthu, amabhethri aqinile asevele asetshenziswa ngokwezentengiselwano, okubonisa isikhathi esibalulekile sokwenza izinto zibe ezimbonini.
Isibonelelo Sentela Yokuthekelisa Sincishisiwe, Izinselele Zokuthobela Ziyanda
Kusukela ngo-Ephreli 1, izinga lesibonelelo sentela yokuthekelisa yamabhethri e-lithium lincishiswe lisuka ku-9% laya ku-6%, futhi lizophela ngokuphelele ngo-2027. Imithetho ye-EU yamabhethri izodinga "iphasiphothi ledijithali lamabhethri" kuwo wonke amabhethri e-EV nawemboni kusukela ngo-2027. I-U.S. yenyuse izintela ze-Section 301 kumabhethri okugcina amandla aseChina afinyelela ku-25%. Abathengisi bangaphandle babhekene nezinselele ezimbili zezindleko ezikhuphukayo kanye nokuthobela okuqinile.