isiZulu
Izimpawu Ezintathu Eziyinhloko Emakethe Yamabhethri e-Lithium Maphakathi no-2026: Amanani, Imithetho, kanye Nentuthuko Yezimo Eziqinile
Kwadalwa ngo 07.20
NgoJulayi 2026 kuyinkathi yokulungiswa okukhulu embonini yamabhethri e-lithium, ngezindaba eziningi ezithinta ngqo izindleko zokuthenga nokuphepha kochungechunge lokuhlinzeka. Sihlukanise izinto ezintathu eziyinhloko ukuze kusize ukuthi uhambe kahle emakethe engxenyeni yesibili yonyaka.
Isignali 1: Intengo ye-lithium carbonate yehla ngaphansi kuka-R90,000 ngetoni, ivula ithuba lezindleko.
Ngokusho kwedatha ye-SMM yangomhla ka-18 kuJulayi, i-lithium carbonate yezinga lebhethri yehle yaba ngaphansi kuka-CNY 88,000/ithani, okungukwehla okungaba ngu-15% kusukela ekuqaleni konyaka. Lokhu kwehla kuqhutshwa amandla amasha agxilile avela kumaphrojekthi e-lithium e-Argentina nase-Afrika, kanye nesikhathi esiphezulu sokukhipha usawoti. Esikhathini esiseduze, kungenzeka ukwehla okwengeziwe. Kodwa-ke, njengoba ukuthengiswa kwezimoto ezintsha zamandla emhlabeni wonke kugcina ukukhula okungaphezu kuka-20% kanye nama-oda amakhulu okugcina amandla asemgqeni, amanani angase azinze futhi abuyele emuva ngekota yesine. Iseluleko sokuthenga: gwema ukujaha ukwehla kwamanani ngamandla. Cabanga ukukhiya ingxenye yevolumu ngezinkontileka zesikhathi eside kuyilapho uhlala uvulekile ekuthengeni okungokwamanje ukuze ulinganise izindleko nobungozi.
Isignali 2: Isimemezelo se-carbon footprint soMthetho Wamabhethri we-EU siqaliswa ngokugcwele – ukungathobeli kuholela ekwenqatshweni.
Kusukela ngoFebhuwari 2026, wonke amabhethri ezimboni nawemoto kagesi angaphezu kuka-2 kWh afakwa emakethe ye-EU kumele abe nesitatimende esiqinisekisiwe somkhondo wekhabhoni. Ekuqaleni kukaJulayi, imithwalo eminingana yamabhethri ase-Asia yabambezelwa futhi yabhekana nezinqubo zokubuyiselwa emasimini aseFrance naseJalimane ngenxa yedatha engaphelele noma ukwehluleka ukuhlangabezana nemingcele yekhabhoni. Ukuthobela umthetho akuseyona into eyengeziwe kodwa kuyimfuneko engaxoxiswayo yokungena emakethe. Abathengisi bamabhethri kumele baqedele isitifiketi se-LCA somkhiqizo kusenesikhathi futhi baqale babeke izinkampani ezinikezela amaseli anesilinganiso esiphezulu sikagesi oluhlaza. Yonke imikhiqizo yethu yamabhethri e-lithium isiqedele ukumodelwa nokubalwa komkhondo wekhabhoni, inikeza amakhasimende idatha ephelele yokuthobela umthetho ukuze kuqinisekiswe ukuthi imithwalo iyaphuma kalula emasimini.
Isignali 3: Isivuno sebhethri le-semi-solid-state sidlula u-92%, izinhlelo zokusebenza eziphezulu zihlomula kuqala.
NgoJulayi 15, umkhiqizi ohamba phambili wamabhethri e-China umemezele ukuthi umugqa wabo wokukhiqiza amabhethri e-semi-solid-state uzuze izinga lokukhiqiza elingaphezu kuka-92% futhi usuyithumele ngobuningi kuma-drone aphesheya kanye nemikhiqizo ye-3C ephezulu. Umkhiqizo unikeza amandla okugcina amandla afinyelela ku-360 Wh/kg futhi udlule izivivinyo ezinzima zokuphepha zokugwaza izipikili. Ngaleso sikhathi, i-Toyota ihlela ukuqala ukukhiqiza okuncane okuhlolwayo kwamabhethri e-all-solid-state engxenyeni yesibili ka-2026. Nakuba amabhethri e-all-solid-state asezingeni lezimoto esadinga iminyaka emi-2-3 ukuvuthwa, ubuchwepheshe be-semi-solid-state sebuvele budala amathuba okushintsha emishinini ephathwayo enenani eliphezulu, emishinini yezokwelapha, nasekugcinweni kwamandla okukhethekile. Ukuze kutholwe imikhiqizo ehlukile, ukuhlanganisa izixazululo ze-semi-solid-state manje kuyisinyathelo esibalulekile sokuthatha indawo ephezulu yobuchwepheshe emakethe yokugcina.
Ngokufingqa: Ingxenye yesibili ka-2026 iletha amathuba nezinselele embonini yamabhethri e-lithium. Siyeluleka amakhasimende ukuthi aqaphele kakhulu izikhathi zokushintsha kwamanani entengo yezinto ezingavuthiwe, alungiselele ngokushesha imibhalo yokuhambisana ne-EU, futhi ahlole ngenkuthalo amandla okuthuthukiswa komkhiqizo anikezwa ubuchwepheshe besizukulwane esisha bamabhethri e-solid-state – ngaleyo ndlela akhe uchungechunge lokuhlinzeka oluqinile futhi oluncintisanayo.