Raws li kev thov rau lub tsheb hluav taws xob (EVs) nce siab, txhawb nqa los ntawm tsoomfwv cov kev txhawb siab thiab kev thawb kom decarbonize kev thauj mus los, kev lag luam roj teeb thoob ntiaj teb tau teeb tsa kom nyiam cov neeg nyiam thiab peev. Rystad Zog kwv yees tag nrho EV muag xyoo no yuav ncav cuag ze li 10 lab units, 43% dhia los ntawm 2021 muag. Nyob rau sab nraum qab ntawm qhov no, kev thov rau cov roj teeb cathodes thiab anodes - cov khoom tseem ceeb hauv cov txheej txheem tsim khoom - kuj tau teem rau foob pob hluav taws.
Ntawm qhov tam sim no kev muag khoom ntawm EV thiab lwm yam li-ion roj teeb xav tau, tag nrho cov khoom siv roj teeb anode (BAM) xav tau yuav nce 300% los ntawm 2025, mus txog 2.9 lab tonnes los ntawm ib ncig ntawm 774,000 tonnes xyoo tas los. Kev lag luam cathode xav tias yuav muaj kev nce siab zoo sib xws. Txawm li cas los xij, kev txhawj xeeb ib puag ncig lub rooj sib tham xav tau rau cov khoom no, txawm li cas los xij, tsis sib npaug. Cov tuam txhab cathode txhawj xeeb txog qhov muaj cov khoom siv raw thiab qhov muaj peev xwm ntawm cov hlau tseem ceeb xws li lithium, npib tsib xee thiab cobalt, thaum cov neeg tsim khoom anode muaj kev txhawj xeeb ntau dua nrog cov xwm txheej ntawm cov khoom noj.
Anodes feem ntau yog tsim los ntawm ntuj lossis hluavtaws graphite, ob qho tib si uas muaj cov txiaj ntsig tshwj xeeb thiab qhov tsis zoo. Ib qho hluavtaws graphite anode feem ntau muaj kev ua haujlwm siab dua thiab yog cov hwm zoo, txhawb kev siv siab dua. Ntuj graphite muaj superior Environmental, Social and Governance (ESG) credentials raws li nws cov ntau lawm tsis xav tau hnyav graphitization - hloov hluavtaws-graphite raw cov ntaub ntawv rau hauv roj teeb-qib cov ntaub ntawv - uas siv ntau npaum li cas ntawm lub zog thiab nce nqi ntau lawm thiab emissions.
Niaj hnub no, txog 14% ntawm lub ntiaj teb BAM feedstock yog ntuj graphite, thiab 78% yog hluavtaws. Txawm li cas los xij, los ntawm 2025, nrawm los ntawm kev thov nce ntxiv thiab lub peev xwm los txhim kho cov khoom siv hluavtaws sai dua thiab ua tau zoo dua li cov khoom siv ntuj tsim, cov khoom siv hluavtaws graphite yuav tsum ncav cuag 87%. Rystad Zog qhov kev kwv yees ntawm cov khoom siv hluav taws xob graphite kev loj hlob tsis zoo rau kev lag luam pom, tab sis peb cov ntaub ntawv - thawj qhov kev tshuaj xyuas ua tiav hauv xyoo - tau txais kev txhawb nqa los ntawm cov chaw tsim khoom loj tshaj plaws ntawm tes, cov chaw tsim khoom anode thiab lub tsev tshawb fawb hauv Suav teb.
"Cov tuam txhab roj teeb tau frantically tsim lub peev xwm tsim tau raws li qhov xav tau. Cov neeg tsim khoom yuav tsum tau mus ntawm xoom mus rau 100 ntawm qhov nrawm nrawm, yog li nws tsis muaj qhov xav tsis thoob tias lawv tau leaning mus rau qhov kev txhim kho tam sim ntawd, hluavtaws graphite, txawm tias nws qhov cuam tshuam tsis zoo ESG. Yog tias tsis muaj qhov nce hauv cov khoom siv hluavtaws graphite, nws nyuaj rau pom tias yuav ua li cas EV lub hom phiaj yuav tuaj yeem ua tiav raws sijhawm, "hais tias Edison Luo, tus kws tshuaj ntsuam xyuas qib siab ntawm Rystad Energy.
Teb chaws Europe ua kev tsim muaj peev xwm nthuav dav, tab sis Tuam Tshoj tseem dominates
Txhawm rau ua kom tau raws li qhov xav tau loj, lub peev xwm BAM thoob ntiaj teb tau teeb tsa kom nce siab. Tuam Tshoj yuav tuav lub peev xwm loj hlob, coj los ntawm legacy anode producers BTR thiab Shanshan, nrog rau lub teb chaws tag nrho cov peev xwm ntau lawm ncav cuag 4.6 lab tonnes los ntawm 2025 (92% ntawm lub ntiaj teb no muaj peev xwm) nce los ntawm 1.2 lab tonnes xyoo tas los. Kev muaj peev xwm ntau lawm hauv Nyiv thiab Kaus Lim Qab Teb - ob lub chaw ua haujlwm anode-ua ib txwm nyob hauv Asia - yog stagnating thaum kev nqis peev hloov mus rau kev tsim khoom ntawm tes thaum muaj kev sib tw hauv Suav teb.
Raws li lub teb chaws cov kev siv zog decarbonization tuaj tos chav, European lag luam yuav pom qhov kev loj hlob loj tshaj plaws hauv BAM muaj peev xwm tsim tau. Lub peev xwm thoob ntiaj teb tau npaj kom loj hlob los ntawm qhov nruab nrab txhua xyoo ntawm 38% txog 2025, tab sis Tebchaws Europe lub peev xwm yuav loj hlob zoo, txawm tias los ntawm qhov pib measly. European tag nrho muaj peev xwm yuav siab tshaj 200,000 tonnes nyob rau hauv 2025, loj hlob los ntawm xyaum xoom rau xyoo no.
Qhov kev loj hlob no yog ua raws li cov phiaj xwm ntawm ntau lub tuam txhab tsheb los tsim cov gigafactories hauv Tebchaws Europe, uas yuav tsum muaj cov khoom siv hauv zos, feem ntau ua rau cov nqi siab dua. Feem ntau tshaj tawm European anode nroj tsuag tau teem sijhawm siv cov graphite ntuj los ua khoom noj khoom haus vim cov khoom siv ESG zoo, suav nrog tsawg dua cov pa hluav taws xob hauv tsev cog khoom thiab kev siv nyiaj qis dua.
Los ntawm Zerohedge.com
Ntau Ntxiv Nyeem Los Ntawm Oilprice.com:
Tau qhov twg los: https://finance.yahoo.com/news/synthetic-graphite-becomes-crucial-meeting-220000206.html