Imininingwane Yemboni Yebhethri Le-Lithium Phakathi Nonyaka ka-2026: Ukuhlelwa Kabusha Kokuhlinzekwa Kwempahla, Ukusheshiswa Kwe-Solid-State, kanye Nesimo Esisha Sokuthobela Imithetho

Imboni yamandla e-lithium yomhlaba wonke isanda kuba nochungechunge lwezinguquko ezibalulekile—amanani e-lithium athola ibhalansi entsha, amabhethri e-solid-state ashesha ukusuka elabhorethri aye emgqeni wokukhiqiza, futhi imithetho eluhlaza ye-EU ingena esigabeni esibalulekile sokuqaliswa. Sigqamisa izitayela ezintathu ezibalulekile futhi sinikeze imininingwane esebenzayo yokuthengwa kwempahla kanye nokuhlela amasu.

Ngokusho kwedatha yakamuva ye-SMM, intengo emaphakathi ye-lithium carbonate yebhethri ngoJuni 2026 yayicishe ibe ngu-CNY 96,000 ngetoni, okukhombisa ukuthuthuka okuncane kusukela emazingeni okuqala onyaka kodwa ihlala ebangeni eliphakathi. Lokhu kuzinza kwentengo kusekelwa ukwanda komthamo wokukhiqiza ezimayini ze-lithium zase-Afrika namachibi kasawoti aseNingizimu Melika, kanye nokukhula okusheshayo kokugaywa kabusha kwamabhethri. Isakhiwo esihlukahlukene somhlaba wonke sokuhlinzekwa kwe-lithium manje sesimisiwe.

Ukuqonda: Ubungozi bokushintsha kwentengo okukhulu behle kakhulu, nakuba izinto zokuthutha zesifunda nezombusazwe zingase zibangele ukuphazamiseka kwesikhashana. Emabhizinisini anenani elikhulu lokuthenga minyaka yonke, lesi yithuba elihle lokuxoxisana ngezivumelwano zokuhlinzeka zesikhathi eside nokuthola amandla e-LFP ne-NMC asezingeni eliphezulu.

Muva nje, izinkampani ezimbalwa ezihamba phambili zaseShayina ziveze ukuthi ukusatshalaliswa kwazo kwamabhethri e-semi-solid-state sekuwele umkhawulo wezinkulungwane eziyishumi, kuyilapho amabhethri e-all-solid-state kubikwa ukuthi athole izincwadi zokuqokwa ezivela kubakhiqizi bezimoto. Uhlobo olulodwa olukhulu lwembula ibhethri le-sulfide-based all-solid-state elinamandla okugcina amandla angaphezu kuka-400 Wh/kg, elihlose ukuhlanganiswa kwezimoto ngo-2027. Ngaleso sikhathi, imikhakha ekhethekile efana nama-drones, ukugcina amandla okuphezulu, kanye ne-eVTOL isiqalile ukwenza izilingo ezincane zobuchwepheshe be-solid-state.

Ukuqonda: Ukwenziwa kwezimboni zamabhethri e-solid-state kuqhubeka ngokushesha okungaphezu kwalokho obekulindelwe, nakuba ukuvuthwa kwezokukhiqiza nezindleko kusadinga ukuthuthukiswa. Ezinhlelweni eziningi zezohwebo nezimboni, i-LFP ihlala iyisixazululo esiyinhloko esinezindleko eziphansi kakhulu kulo nyaka nangonyaka olandelayo. Sincoma ukwethula amabhethri e-semi-solid-state ngokukhethekile emaphrojekthini asezingeni eliphezulu ukuze ahlolwe, kuyilapho siqapha ngokucophelela uchungechunge lokuhlinzeka lwe-all-solid-state ukuze sithathe ithuba lokuthuthukiswa kobuchwepheshe obulandelayo.

Njengoba izimfuneko ezahlukene zoMthetho Wamabhathri we-EU ziqala ukusebenza kancane kancane, izinga lokuthobela imithetho eluhlaza lamabhathri likhuphuke kakhulu. Kusukela ngo-Agasti 2026, amabhathri ezimboni ayophoqeleka ukuba athwale "iPhasipoti Yamabhathri," futhi lesi simfuneko sizonwebeka emabhathrini ezimoto zikagesi ekuqaleni kuka-2027—kuhlanganise nezimemezelo zomkhondo wekhabhoni, ukuhlola ukwethembeka kochungechunge lokuhlinzeka, kanye nolwazi mayelana nokuqukethwe okugaywe kabusha. Muva nje, abakhiqizi abaningi bamabhathri nezimoto baseShayina baqedile izitifiketi zomkhondo wekhabhoni ezihambisana nezindinganiso ze-EU futhi bakha izinhlelo zokulandelela ezingokwedijithali.

Ukuqonda: Ukuthobela imithetho akuseyona inzuzo kodwa sekuyiphasipoti eyisisekelo emakethe yaseYurophu. Abakhiqizi bamabhethri abagxile ekuthunyelweni kwamazwe ngaphandle kanye nabahlanganisi bezinhlelo kumele baqale ngokushesha ukubalwa kwe-carbon footprint emazingeni omkhiqizo, bakhethe abahlinzeki bamaseli abanezinhlelo eziqinile ze-ESG, futhi basungule uhlaka lwedatha yochungechunge lokuhlinzeka olulandelekayo ukuze bagweme ukulahlekelwa ama-oda ngenxa yokubambezeleka kokuthobela imithetho.

 Sebenzisa le nkathi yamanje yamanani aqinile ukuze uvale izivumelwano zokuhlinzeka zesikhathi eside futhi wethule abahlinzeki abayisipele ukuqinisa ukuqina kochungechunge lokuhlinzeka.

 Gcina i-LFP ephephile kakhulu, enezindleko eziphansi njengesisekelo sakho; hlola amabhethri e-semi-solid-state kumaphrojekthi akhethekile; futhi ulandelele ngokucophelela izigaba zokukhiqiza ngobuningi zobuchwepheshe be-all-solid-state.

 Emakethe ye-EU, qala ngokushesha amalungiselelo e-Battery Passport, qedela ukubalwa kwe-carbon footprint ngabahloli bezinkampani zangaphandle, futhi ubeke phambili abahlinzeki abakwazi ukuhlinzeka ngokusekelwa kokuthobela okuqondile.

Ukuzulazula emagagasini amabili okuthuthukiswa kobuchwepheshe kanye nezidingo zomhlaba wonke zokuthobela umthetho kudinga ukuthatha izinqumo okunembile kunanini ngaphambili. Siqhubeka nokuqapha intuthuko yezimboni ukuze sinikeze ozakwethu ukwesekwa okuphelele—kusukela ekukhetheni amaseli kuya ekuthobelweni kokuthunyelwa kwamanye amazwe—ukunika amandla ibhizinisi lakho ukuthi lichume endaweni eguquka ngokushesha.