Intshayelelo: Ingxelo kaWood Mackenzie iqikelela ukuba kwiminyaka elishumi ezayo, i-lithium iron phosphate iza kuthatha indawo ye-lithium manganese cobalt oxide njengekhemistri yokugcina amandla engashukumiyo.
I-CEO yeTesla u-Elon Musk uthe kwingxelo yengeniso: “Ukuba umba i-nickel ngendlela esebenzayo neyichaphazelayo indalo, iTesla iya kukunika isivumelwano esikhulu.” Umhlalutyi waseMelika uWood Mackenzie uqikelela ukuba kwiminyaka elishumi, i-lithium iron phosphate (LFP) iya kuthatha indawo ye-lithium manganese cobalt oxide (NMC) njengendawo yokugcina amandla esisigxina.
Nangona kunjalo, uMusk sele exhase ukususwa kwe-cobalt kwibhetri, ngoko mhlawumbi ezi ndaba azimbi kuye.
Ngokwedatha kaWood Mackenzie, iibhetri ze-lithium iron phosphate (LFP) zibambe i-10% yemarike yokugcina amandla engaguqukiyo ngo-2015. Ukususela ngoko, ukuthandwa kwazo kunyuke kakhulu kwaye ziya kuhlala ngaphezulu kwama-30% emarike ngo-2030.
Oku kwanda kwaqala ngenxa yokunqongophala kweebhetri ze-NMC kunye neenxalenye zazo ekupheleni kuka-2018 nasekuqaleni konyaka ophelileyo. Ekubeni zombini izithuthi zokugcina amandla ezisisigxina kunye nezombane (ev) ziye zafumana ukusasazwa ngokukhawuleza, into yokuba la macandelo mabini abelana ngekhemikhali yeebhetri ngokungenakuphepheka ibangele ukunqongophala.
Umhlalutyi omkhulu weWood Mackenzie uMitalee Gupta uthe: "Ngenxa yomjikelo wonikezelo lwe-NMC owandisiweyo kunye nexabiso elingaguqukiyo, ababoneleli be-LFP baqalile ukungena kwimarike enomda we-NMC ngexabiso elikhuphisanayo, ngoko ke i-LFP inomtsalane kuzo zombini izicelo zamandla kunye namandla."
Into enye eqhuba ulawulo olulindelekileyo lwe-LFP iya kuba ngumahluko phakathi kohlobo lwebhetri esetyenziselwa ukugcina amandla kunye nohlobo lwebhetri esetyenziswa kwizithuthi zombane, njengoko izixhobo ziya kuchaphazeleka kubuchule obutsha kunye nobuchwephesha obungakumbi.
Inkqubo yokugcina amandla ye-lithium-ion yangoku inembuyekezo enciphayo kunye neenzuzo ezimbi kwezoqoqosho xa umjikelo udlula iiyure ezi-4-6, ngoko ke ukugcina amandla ixesha elide kuyadingeka ngokukhawuleza. UGupta uthe ulindele ukuba amandla aphezulu okubuyisela kunye nokuphindaphinda okuphezulu kuya kuqala ngaphezu kobuninzi bamandla kunye nokuthembeka kwemarike yokugcina amandla esisigxina, zombini ezinokuthi iibhetri ze-LFP zikhanye.
Nangona ukukhula kwe-LFP kwimarike yeebhetri zezithuthi zombane kungekuko okukhulu njengakwicandelo lokugcina amandla angashukumiyo, ingxelo yeWood Mackenzie ibonise ukuba usetyenziso lwe-elektroniki olusebenzisa i-lithium iron phosphate alunakubethwa ngoyaba.
Le khemikhali sele ithandwa kakhulu kwimarike yezithuthi zombane zaseTshayina kwaye kulindeleke ukuba ifumane ukuthandwa kwihlabathi liphela. IWoodMac iqikelela ukuba ngo-2025, i-LFP iya kubala ngaphezulu kwe-20% yeebhetri zezithuthi zombane ezifakiweyo.
Umhlalutyi wophando omkhulu uWood Mackenzie uMilan Thakore uthe eyona nto iphambili ekusetyenzisweni kwe-LFP kwicandelo lezithuthi zombane iza kuvela ekuphuculweni kwezinto ezisetyenziswa ngamakhemikhali ngokubhekiselele kubunzima bamandla kunye netekhnoloji yokupakisha iibhetri.
Ixesha lokuthumela: Septemba-16-2020