isiZulu
Isibuyekezo samabhethri e-lithium esiphakathi kuka-2026: Umjaho we-Solid-State, imithetho ye-EU, kanye nokushintsha kwentengo ye-lithium
Kwadalwa ngo 06.08
Izindaba eziningana zakamuva ziguqule indawo yebhethri le-lithium. Njengoba sifika kuJuni 2026, nazi izitayela ezintathu ongakwazi ukuzishaya indiva lapho uhlela isu lakho lokuthola izinto kanye ne-supply chain.
1. Umjaho webhethri le-Solid-State Uba Ngokoqobo
NgoMeyi 2026, abakhiqizi bebhethri abaphezulu abavela eShayina, eJapane, naseKorea bamemezele izikhathi ezisheshayo zokukhiqiza amabhethri e-solid-state. Umkhiqizi wezimoto waseJapane usevele uqale ukulethwa okuncane kwezimoto ezisebenzisa amaselula e-solid-state asuselwa ku-sulfide, anebanga elingaphezu kuka-1,000 km nokushaja okusheshayo kwemizuzu engu-15. Okubaluleke kakhulu, izindleko ziyafana nezebhethri ezisezingeni eliphezulu ezisebenzisa i-liquid-electrolyte. Lokhu kubonisa ukuthi ingxenye yamabhethri amandla aphezulu ingashintshwa phakathi neminyaka emibili — abaqalayo abahamba phambili ezintweni zokwakha kanye nokuhlinzekwa kwemishini bayasebenza manje.
2. Imikhawulo Ye-Carbon Footprint Ye-EU Battery Regulation Iba Ngokoqobo
Ngo-Q2 2026, isimemezelo esiyisibopho se-EU Battery Regulation mayelana nomkhondo wekhabhoni nemikhawulo yokuhlukaniswa yamabhethri ezimbonini nawama-EV siqale ukusebenza ngokusemthethweni. Amabhethri angakwazi ukuhlangabezana nemingcelelo yomkhondo wekhabhoni manje avinjelwe emakethe ye-EU. Muva nje, sibone imibiko yokuthunyelwa kwamanye amazwe okubambezelekile ezindaweni zamasiko ngenxa yedatha yekhabhoni engenele. Sincoma kakhulu ukuthi bonke abakhiqizi namakhasimende amabhethri abhekise eYurophu bahlole ngokushesha idatha yekhabhoni yezinto zabo zokukhiqiza futhi banikeze izinto ezibalulekile kubahlinzeki abanamazinga agunyaziwe kagesi oluhlaza kanye nezinqubo eziqinisekisiwe ezinekhabhoni ephansi.
3. Amanani e-Lithium Ayazinzile futhi Iwindi Lokugaywa Kabusha Liyavuleka
Ngemva kokwehla cishe iminyaka emibili, amanani ebhatri-grade lithium carbonate aze azinzile ebangeni lika-80,000 kuya ku-100,000 CNY nge-ton kusukela ngo-Ephreli 2026. Imibiko yezimboni ikhomba ukuthi ngokususwa kwamandla okukhiqiza i-brine enezindleko eziphakeme kanye nokukhula okuqhubekayo kwesidingo esivela ekugcinweni kwamandla, amanani e-lithium abonisa ukuthi akukho okunye ukwehla okukhulu. Ngaleso sikhathi, ukugaywa kabusha kwamabhatri ngobukhulu kuye kwaba nenzuzo njalo. Imibiko yezezimali yakamuva evela kubagayeli abahamba phambili ibonisa izindleko zabo zokukhiqiza i-lithium carbonate ziwe ngaphansi kwezabalalimi abathile abasebenzisa i-hard-rock, kwakha umnotho oyindilinga "wokubuyisa" onenzuzo kwezentengiselwano.
Iseluleko sethu
Emakethe enomdlandla kangaka, ukuthenga okusekelwe entengweni nje kuthwala ubungozi obukhulayo. Sincoma ukuthi sandise ukugxila kwakho ukuze sihlanganise amakhono okuhambisana nokusimama, ukuhambisana nobuchwepheshe besizukulwane esilandelayo, kanye nezindleko zesikhathi esigcwele. Sisebenzisa ukwenza ngokwezifiso ibhethri le-lithium elisezingeni eliphezulu kanye nokwesekwa komhlaba wonke kwezimiso. Noma ngabe uthola izicelo zamandla, izinhlelo zokugcina amandla, noma ubuyekeza ukuze uhambisane ne-EU, zizwe ukhululekile ukuxhumana nethimba lethu lobunjiniyela ukuze uthole ukubonisana nomuntu oyedwa.