Kafushane:I-SKI icabanga ukuhoxisa ibhizinisi layo lebhethri e-United States, okungenzeka iye eYurophu noma e-China.

Ebusweni be-LG Energy becindezela kancane, ibhizinisi lebhethri lamandla e-SKI e-United States belingenakuvinjelwa.

Abezindaba bakwamanye amazwe babike ukuthi i-SKI yasho ngoMashi 30 ukuthi uma uMongameli wase-US uJoe Biden engasichithi isinqumo se-US International Trade Commission (kamuva ebizwa ngokuthi “ITC”) ngaphambi kuka-Ephreli 11, inkampani izocubungula ukuhoxisa ibhizinisi layo lamabhethri.I-united states.

NgoFebhuwari 10 kulo nyaka, i-ITC yenza isinqumo sokugcina mayelana nezimfihlo zohwebo nezingxabano zelungelo lobunikazi phakathi kwe-LG Energy ne-SKI: I-SKI ivinjelwe ekuthengiseni amabhethri, amamojula, namaphakethe ebhethri e-United States iminyaka engu-10 elandelayo.

Nokho, i-ITC iyivumela ukuthi ingenise izinto zokwakha eminyakeni emi-4 ezayo neminyaka engu-2 ukuze ikhiqize amabhethri ephrojekthi ye-Ford F-150 kanye nochungechunge lwezimoto zikagesi ze-Volkswagen's MEB e-United States.Uma lezi zinkampani zombili zifinyelela esivumelwaneni, lesi sinqumo ngeke sisebenze.

Kodwa-ke, i-LG Energy yafaka isimangalo esikhulu esicishe sifinyelele ku-3 trillion won (cishe i-RMB 17.3 billion) ku-SKI, kwachitha amathemba azo zombili izinhlangothi ukuthola indlela yokuxazulula ingxabano ngasese.Lokhu kusho ukuthi ibhizinisi lebhethri lamandla e-SKI e-United States lizobhekana nenkinga “elimazayo”.

I-SKI ngaphambilini ikhiphe isexwayiso sokuthi uma isinqumo sokugcina singachithwa, inkampani izophoqeleka ukuthi iyeke ukwakha imboni yebhethri engu-$2.6 billion eGeorgia.Lesi sinyathelo singase senze ezinye izisebenzi zaseMelika zilahlekelwe yimisebenzi futhi kulimaze ukwakhiwa kochungechunge olubalulekile lokuhlinzeka ngezimoto zikagesi e-United States.

Mayelana nendlela yokubhekana nefekthri yamabhethri, i-SKI ithe: “Inkampani ibilokhu ixoxisana nochwepheshe ukuze baxoxe ngezindlela zokuhoxisa ibhizinisi lamabhethri e-United States.Sicabanga ukuthuthela ibhizinisi lamabhethri laseMelika e-Europe noma e-China, okuzodla amashumi ezigidigidi eziwinile.”

I-SKI ithe noma iphoqeleka ukuthi ihoxe emakethe yebhethri yemoto kagesi yase-US (EV), ngeke icabange ukudayisa imboni yayo yaseGeorgia kwa-LG Energy Solutions.

“I-LG Energy Solutions, encwadini eya kuSenatha wase-US, ihlose ukuthenga ifektri yase-SKI yaseGeorgia.Lokhu kungukuthonya isinqumo sikaMongameli uJoe Biden kuphela.”“I-LG imemezele ngaphandle kokuletha imibhalo yokulawula.Uhlelo lokutshala izimali oluzuze u-5 trillion (uhlelo lokutshala imali) alufaki indawo, okusho ukuthi inhloso yalo enkulu ukulwa namabhizinisi esimbangi.”I-SKI isho esitatimendeni.

Ephendula ukugxekwa kwe-SKI, i-LG Energy ikuphika yathi ibingahlosile ukugxambukela emabhizinisini ezimbangi.“Kubuhlungu ukuthi (abancintisana nabo) bakugxekile ukutshalwa kwezimali kwethu.Lokhu kumenyezelwe ngokusekelwe ekukhuleni kwemakethe yaseMelika.”

Ekuqaleni kukaMashi, i-LG Energy yamemezela izinhlelo zokutshala imali engaphezu kuka-US$4.5 billion (cishe i-RMB 29.5 billion) ngo-2025 ukuze kwandiswe amandla ayo okukhiqiza amabhethri e-United States futhi kwakhiwe okungenani izimboni ezimbili.

Njengamanje, i-LG Energy isungule imboni yamabhethri e-Michigan, futhi itshala imali ngokubambisana e-US$2.3 billion (cishe i-RMB 16.2 billion ngenani lokushintshisana ngaleso sikhathi) e-Ohio ukuze kwakhiwe imboni yebhethri enamandla angu-30GWh.Kulindeleke ekupheleni kuka-2022. Faka ekukhiqizeni.

Ngesikhathi esifanayo, i-GM iphinde icabange ukwakha isizinda sebhethri esihlanganyelwe sesibili ne-LG Energy, futhi isikali sokutshalwa kwezimali singase sisondele kuleso sakhiwo sayo sokuqala esihlanganyelwe.

Uma sibheka isimo samanje, ukuzimisela kwe-LG Energy ukwephula ibhizinisi lebhethri lamandla e-SKI e-United States kuqinile, kuyilapho i-SKI empeleni ayikwazi ukuzilwela.Ukuhoxa e-United States kungase kube isenzakalo esikhulu, kodwa kusazobonakala ukuthi izohoxa e-Europe noma e-China.

Njengamanje, ngaphezu kwe-United States, i-SKI iphinde yakha izitshalo zebhethri zamandla amakhulu e-China naseYurophu.Phakathi kwazo, isitshalo sokuqala sebhethri esakhiwe yi-SKI e-Comeroon, e-Hungary sifakwe ekukhiqizeni, esinamandla okukhiqiza ahleliwe angu-7.5GWh.

Ngo-2019 nango-2021, i-SKI imemezele ngokulandelana ukuthi izotshala izigidi ezingu-USD 859 kanye ne-KRW 1.3 trillion ukuze kwakhiwe izitshalo zayo zebhethri lesibili nelesithathu e-Hungary, ngamakhono okukhiqiza ahleliwe angu-9 GWh kanye nama-30 GWh, ngokulandelana.

Emakethe yaseShayina, imboni yebhethri eyakhiwe ngokuhlanganyela yi-SKI kanye ne-BAIC ifakwe ekukhiqizeni e-Changzhou ngo-2019, enamandla okukhiqiza angu-7.5 GWh;ekupheleni kuka-2019, i-SKI yamemezela ukuthi izotshala imali eyizigidi eziyizinkulungwane ezingu-1.05 zamaRandi ukuze kwakhiwe isizinda sokukhiqiza ibhethri lamandla eYancheng, eJiangsu.Isigaba sokuqala sihlelela ama-27 GWh.

Ngaphezu kwalokho, i-SKI iphinde yasungula ibhizinisi elihlanganyelwe ne-Yiwei Lithium Energy ukwakha umthamo wokukhiqiza webhethri wephakethe elithambile elingu-27GWh ukuze iqhubeke nokwandisa umthamo wayo wokukhiqiza ibhethri e-China.

Izibalo ze-GGII zikhombisa ukuthi ngo-2020, amandla kagesi e-SKI afakiwe emhlabeni wonke angu-4.34GWh, okuwukukhula ngo-184% unyaka nonyaka, nesabelo semakethe yomhlaba wonke esingu-3.2%, sikleliswe endaweni yesithupha emhlabeni, futhi sihlinzeka ngokufaka okusekelayo phesheya kwama-OEM. njengeKia, Hyundai, neVolkswagen.Njengamanje, umthamo ofakiwe we-SKI e-China usemncane kakhulu, futhi usesigabeni sokuqala sokuthuthuka nokwakhiwa.