Isibuyekezo Semboni Yamabhethri E-Lithium – Juni 2026: Ukugcinwa kwamandla kuya phambili njengoba amanani ebuya

Kwadalwa ngo 06.15

Njengoba isigamu sokuqala sika-2026 siphela, imboni yebhethri le-lithium emhlabeni wonke idlula ekuguqukeni okukhulu kwesakhiwo. Ukushintsha kusuka "empi yamanani" kuya "ekulinganiseni okuqinile kokufunwa nokuhlinzekwa" kuyisihloko esibusa le kota.

Ukuguquka kwemakethe lemboni yebhethri le-lithium kusuka emqhudelwaneni wentengo kuye ekulinganiseni okuqinile kokunikezwa nokufunwa

1. Ukubuka Okujwayelekile Kwemakethe: Ukugcinwa Kwamandla Kuyahola

Ngokwemibiko yakamuva yocwaningo evela kwaGoldman Sachs kanye nezinkampani ezihamba phambili zasekhaya zezimali, u-2026 yilonye unyaka wokuqala lapho i-Energy Storage idlule ngokusemthethweni amabhethri e-EV ukuze ibe umthombo omkhulu wokukhula kwezimboni ze-lithium..

Izinhlelo zokugcina amandla ezisebenzisa izikhungo zedatha ze-AI njengomshayeli wokukhula kwebhethri le-lithium

Abaqhubi Bembangela Yokufunwa

: Ukwanda okukhulu okubangelwa ukufunwa kwamandla okungagcini e-Data Center (AIDC), ukugcinwa kwamandla okukhulu e-US/Europe, kanye nokuguquka kwamandla eMiddle East. Amashejuli okukhiqiza kaJuni ahlala ephezulu, ngokukhula kwenyanga kuya enyangeni okungu-1%-6% kanye nokwanda konyaka kuya konyaka okungu-68%.

Amanje Entengo

: Ngemuva kokulungiswa kwangaphambili, amanani e-lithium carbonate ayaphinde anyuka, afinyelela ku-175,300 RMB/ton phakathi noJuni. Izikhungo zibikezela ukuthi amanani angase afinyelele ku-250,000 RMB/ton ngo-Q4.

2. Izinto Ezithinta Ukuhlinzekwa: Ukulwa Ngezinsiza Kuyanda

Ibhalansi eqinile "ezinsizeni ezingenhla iyanda.

Ukuphazamiseka Okukhulu Emhlabeni Wonke

: I-Afrika, umthombo omkhulu wokukhiqizwa kukalithiyamu okusha, ibhekene nezingqinamba zenqubomgomo. Uhlelo lwe-quota lokuthekelisa lweZimbabwe kanye nezingqinamba zokuhambisa izimpahla (isib. ukuminyana echwebeni laseBeira) kubambezela ukufika..

Ukuhlanganisa Okuyinhloko Nezivimbelo

: Ukuqinisekisa izinto zokuhambisa, izinkampani ezinkulu ziyaqhubeka ngokushesha. Ekuqaleni kukaJuni, i-CATL yenza izivumelwano zesikhathi eside ezifinyelela ku-770,000 amathani e-electrolyte ne-Yongtai Technology ne-Capchem, iqinisekisa amandla okukhiqiza eminyakeni emithathu ezayo..

3. Imingcele Yezobuchwepheshe: Ukuqhubeka Okukhulu Kwama-Solid-State & Ibhethri Elomile

Ngenkathi amabhethri e-lithium enamanzi edlala indima enkulu, ubuchwepheshe obulandelayo buyashesha: 

Isigaba Samabhethri E-Solid-State

: I-startup yaseYurophu i-SOLiTHOR imemezele ibhethri eliqinile elifinyelele ku-465 Wh/kg. Iseli lokuhlola elingu-10Ah selivele likhona, okuhloswe ngalo imikhakha yezindiza nemikhakha ekhethekile kuqala.

Umdwebo wokugcwalisa ibhethri le-lithium eliqinile elinomfutho omkhulu wamandla angu-465 Wh/kg

4680 & i-Dry Electrode

: Ngokuphumelela kwezinqubo "ezomile ngokuphelele" (ezifinyelele ku-295Wh/kg), izinkinga zokukhiqiza zamaseli angu-4680 ziyaxazululwa. Le thekhnoloji inciphisa ukusetshenziswa kwamandla ngaphezu kuka-40% futhi ivula indlela yokukhiqiza wonke amabhithi aqinile..

4. Umbiko Wesimo Esizayo

Esikhathini esifushane, imboni ye-lithium kulindeleke ukuthi ibone ukwanda kwamavolumu namanani, ikakhulukazi maqondana ne-Q4. Bheka abaholi abahlanganisiwe kanye nabaphakeli bezinto ezisetshenziswayo abahamba phambili kumalungelo obunikazi aqinile.