isiZulu
Umkhakha Wamabhethri e-Lithium Uguqula Indlela: Ukubingelela Ekupheleni Kwe-Involution, AmaGiants Omhlaba Abeka Imali Emkhakheni Omusha Wokugcina Amandla
Kwadalwa ngo 04.20
Ngemuva kokubhekana nezintengo zezinto zokusetshenziswa ezishintshashintshayo kanye nokuncintisana okunamandla emakethe, imboni yamabhethri e-lithium isendaweni yokuqala yomjikelezo omusha wokukhula.
1. Isiqondiso Senqubomgomo: Akusekho "Ukuziphindiselela"
Ngo-Ephreli 9, 2026, iminyango emine emikhulu yezomthetho yaseShayina yabamba umhlangano ohlangene ukuze kuncishiswe ukuncintisana "okuziphindiselayo" emkhakheni wamabhethri.. Imboni iyasuka ekubhidlizeni okungenangqondo kwezintengo eziphansi iye kumodeli yokuncintisana enempilo "esekelwe enanini", okunciphisa abaholi bezobuchwepheshe abanamalungelo empahla enengqondo.
2. Umkhuba Wemakethe: Ukugcinwa kwamandla kuthatha isibambiso
Ngenkathi ukuthengiswa kwezimoto zikagesi kuhlala njalo, ukugcinwa kwamandla kube injini entsha yokukhula. Esiqintini sokuqala sika-2026, ukuthengiswa kwamabhethri okugcina amandla e-China kwenyuke ngo-111.8% unyaka nonyaka.
Ngenxa yokubambezeleka emakethe yezimoto zikagesi yase-U.S., i-LG Energy Solution yethule muva nje ukuguqulwa kwefektri yayo eyenziwa ngokubambisana ne-GM e-Tennessee ukukhiqiza amabhethri e-LFP okugcinwa kwamandla, ihambisa isikhungo sayo samasu emakethe ye-ESS. Lokhu kushintsha kwamahlelo ezinkampani ezinkulu zomhlaba kugcizelela ukuthi Izinhlelo Zokugcina Amandla (ESS) ziyindawo entsha yamabhethri e-lithium.
3. Ubuchwepheshe: Okukhulu, Okuhlakaniphile, Okuphephile
Embhalweni wakamuva we-ESIE 2026, amaselula angu-500Ah+ abe yinto ejwayelekile. Izinhlelo zesizukulwane esilandelayo zidlulela ngaphezu kwe-6MWh ngesiqu, zisebenzisa ubuchwepheshe obuyingxenye eyomile kanye nokuphathwa okushayelwa yi-AI ukuqinisekisa ukuphepha okuphelele. Ngezintengo zikakhokhonandi we-lithium ezizinzile ezingeni eliphezulu (cishe u-$23,500/ton), amabhethri e-sodium-ion asheshisa ukuthuthukiswa kwawo, kulindeleke ukuthi afike ezingeni elifanayo kwezindleko ne-LFP ngo-2027..
Ukubuka Okulindelekile:
Imboni yamabhethri e-lithium ngo-2026 ayisabhekene nokuthi ubani ongabizi kakhulu, kodwa ubhekene nokuthi ubani ophephe kakhulu, onobuchwepheshe obuhlukahlukene, futhi ongancintisana emhlabeni wonke.