Qala ngokugcina amandla ngaphansi kwemigomo emikhulu

Isifinyezo

I-GGII ibikezela ukuthi umhlaba wonkeibhethri yokugcina amandlaUkuthunyelwa kuzofinyelela ku-416GWh ngo-2025, ngenani lokukhula elihlanganisiwe lonyaka elingaba ngu-72.8% eminyakeni emihlanu ezayo.

Ekuhloleni izinyathelo nezindlela zokukhuphuka kwekhabhoni kanye nokungathathi hlangothi kwe-carbon, imboni yebhethri ye-lithium, njengempambano yamandla nezokuthutha, izodlala indima ebaluleke kakhulu.

Ngakolunye uhlangothi, izindleko zamabhethri e-lithium zehle kakhulu, ukusebenza kwebhethri kuye kwathuthukiswa ngokuqhubekayo, izinga lomthamo wokukhiqiza liye landa, futhi izinqubomgomo ezifanele ziye zaqaliswa ngokulandelana, okuhlinzeka ngendlela ethembekile yamabhethri e-lithium ngena iukugcinwa kwamandlaemakethe ngezinga elikhulu.

Ngokukhuthazwa okukhulu kweamabhethri amandla, izindleko ze-electrochemical yebhethri ye-lithiumukugcinwa kwamandlalehle ngokushesha.Njengamanje, intengo yasekhayaamaseli okugcina amandlaisondele ku-0.7 yuan/Wh, kanye nezindleko zei-lithium battery energy storage systemsyehlele cishe ku-1.5 yuan/Wh, ingenisaukugcinwa kwamandlaumnotho.Iphoyinti lokuguquguquka kocansi.

Ngokwezilinganiso zemboni, izindleko zokuqala zeukugcinwa kwamandlauhlelo kulindeleke ukuthi lwehle luye ku-0.84 yuan/Wh ngo-2025, lunikeze ukwesekwa okuqinile kokumakethwa kwalo okugcwele.

Ngakolunye uhlangothi, iphuzu le-inflection le-isitoreji samandla ebhethri ye-lithiumImakethe isizofinyelela esicongweni sokungathathi hlangothi kwekhabhoni nekhabhoni.Isidingo semakethe yomhlaba wonkeukugcinwa kwamandlaohlangothini lokuphehla amandla, uhlangothi lokudlulisa nokusabalalisa, uhlangothi lomsebenzisi, namandla okulondoloza isisekelo esiteshini aqhumile, okuhlinzeka ithuba elihle lokuthuthukiswa kwezinkampani zebhethri ye-lithium ukungenaisitoreji samandla ebhethri ye-lithiumimakethe.

I-GGII ibikezela ukuthi umhlaba wonkeibhethri yokugcina amandlaUkuthunyelwa kuzofinyelela ku-416GWh ngo-2025, ngenani lokukhula elihlanganisiwe lonyaka elingaba ngu-72.8% eminyakeni emihlanu ezayo.

Iukugcinwa kwamandlaimakethe yebhethri ye-lithium ingena emzileni osheshayo

Kusukela ngo-2021, i-globalukugcinwa kwamandlaimakethe yebhethri ye-lithium ihlangabezane nokukhula okuqhumayo.Izinkampani eziningi zebhethri ye-lithium zigcweleukugcinwa kwamandlaama-oda, nemikhiqizo iyashoda.

Phesheya kwezilwandleisitoreji samandla sasekhayaemakethe, u-Tesla umemezele ukuthi umthamo ofakiwe we-cumulative of itsIsistimu yokugcina amandla yasekhaya ye-Powerwallidlule amayunithi angama-250,000 emhlabeni jikelele, futhi kulindeleke ukuthi yayoI-Powerwallukuthengisa kuzoqhubeka nokukhula ngenani lamayunithi angaba ngu-100,000 ngonyaka esikhathini esizayo.

Ngasikhathi sinye, uTesla uphinde wawina ama-oda amaningi eMegapackukugcinwa kwamandlaemhlabeni wonke ngo-2021, ukuhlinzekaizinhlelo zokugcina amandlakufika kumakhulu we-MWh ezimbonini eziningiamaphrojekthi okugcina amandla.

Onyakeni odlule, uTesla usebenzise amandla okugcina angaphezu kuka-4GWh (okuhlanganisa ama-Powerwalls, Powerpacks namaMegapacks).

Ukuqhuma kwesidingo emhlabeni jikeleleisitoreji samandla ebhethri ye-lithiumImakethe inikeze nezinkampani eziningi zebhethri zaseShayina ezinokuncintisana okuqinile kulo mkhakha.

Njengamanje, izinkampani zamabhethri okuhlanganisa i-CATL, AVIC Lithium, BYD, Ruipu Energy, Lishen Battery, Guoxuan Hi-Tech, Yiwei Lithium Energy, Penghui Energy, Haiji New Energy, Anchi Technology, Haihong Technology nezinye izinkampani zamabhethri ziyakhuphula isisindo.Umkhakha webhizinisi lokugcina amandla.

Ngasohlangothini lwegridi, i-CATL kanye ne-Yiwei Lithium ziwine ngokulandelana ama-oda ezinga le-GWhamabhethri okugcina amandlakusuka ku-Powin Energy, umdidiyeli wesistimu yokugcina amandla waseMelika.Ngaphezu kwalokho, i-CATL iphinde yafaka i-Tesla Megapackibhethri yokugcina amandlai-supply chain, okulindeleke ukuthi ivule ukukhula okusha.ikilasi.

Ngasohlangothini lwabasebenzisi, izinkampani zaseShayina zithatha ezimbili kwezi-5 eziphezuluuhlelo lokugcina amandlaabahlinzeki emhlabeni, kuyilapho izinkampani zebhethri ezifana ne-Paine Energy, i-Ruipu Energy, ne-Penghui Energy zinamandla okukhiqiza aphelele nokuthengisa okugcwele.Amanye ama-oda kulindeleke ukuthi ahlelwe ekupheleni konyaka ozayo.

Emandleni okulondoloza isisekelo esiteshini, izinkampani eziningi zebhethri ezihlanganisa iZhongtian Technology, Shuangdeng Co., Ltd., Haistar, Narada Power, Topbond Co., Ltd., Yiwei Lithium Energy, Linkage Tianyi nezinye izinkampani zebhethri ziwine amabhidi izikhathi eziningi, ibe inkambu yebhethri ye-LFP eyisisekelo esiteshini sasekhaya.Uwine ibhidi ye-“Big House”.

Kuyaphawuleka ukuthi iningiuhlelo lokugcina amandla ekhayaabahlinzeki ezifundeni ezithuthukisiwe njenge-Europe, America, Japan kanye neSouth Korea yizinkampani zasendaweni, kanti amabhethri e-ternary e-LG Energy, Panasonic kanye ne-Samsung SDI yiwo ahamba phambili ngokusekela amabhethri.

Kodwa-ke, izinkampani zamabhethri zaseShayina zenze amaseli e-LFP akhethekileukugcinwa kwamandlaimakethe ukuze kuthuthukiswe ukuphepha kwaboizinhlelo zokugcina amandlangokuphendula impilo ende, ukuphepha okuphezulu, kanye nezidingo ezingabizi kakhulu zeamabhethri okugcina amandla.

Ukuze kuqhutshekwe nokuhlangabezana nezidingo ezikhulayo zeukugcinwa kwamandlaimaketha futhi ithuthukise ukuncintisana, izinkampani zamabhethri ezibalwe ngenhla nazo zandisa ngenkuthalo umthamo wokukhiqiza weamabhethri okugcina amandla.Neminye imikhakha okufanele yenziwe nxazonke, i-Nuggets trillionukugcinwa kwamandlaimakethe.

Kunesidingo esiphuthumayo sokuthuthukisa ukusebenza kokuphepha kweukugcinwa kwamandla amabhethri e-lithium

Nakuba isidingo emakethe forukugcinwa kwamandla amabhethri e-lithiumiyaqhubeka ikhula, uchungechunge lweuhlelo lokugcina amandlaizingozi zomlilo zenze isithunziisitoreji samandla ebhethri ye-lithiumimboni futhi yakhala i-alamu yokuphepha yezinkampani zebhethri ye-lithium.

Idatha ibonisa ukuthi kusukela ngo-2017, angaphezu kwama-30uhlelo lokugcina amandlaizingozi zomlilo zenzeke eSouth Korea, ezibandakanya i-LG Energy kanye ne-Samsung SDI, wonke okungamabhethri e-ternary.

Phakathi kwabo, izingozi zomlilo ezingaphezu kuka-20 zenzeke endaweniuhlelo lokugcina amandlaye-LG Energy emhlabeni wonke ngenxa yengozi yokushisa nomlilo kumaseli ayo.

NgoJulayi wonyaka odlule, iVictoria engu-300MW/450MWhindawo yokugcina amandla kagesie-Australia yasha ngesikhathi sokuhlolwa.Iiphrojekthi yokugcina amandlausebenzise isamba sama-Tesla Megapacks angama-210 nge-ukugcinwa kwamandlaamandla angu-450MWh, nawo afakelwe amabhethri e-ternary.

Kuyaphawuleka ukuthi akuyona kuphela ibhethri le-ternary engozini yomlilo.

Ngo-Ephreli ngonyaka odlule, i-Beijing Dahongmenindawo yokugcina amandla kagesikuqhume.Imbangela yengozi ukwehluleka kwangaphakathi kwe-short-circuit yebhethri ye-LFP esetshenziswa ohlelweni, okubangele ukuthi ibhethri liphelelwe amandla futhi libambe umlilo.

Ingozi yomlilo eshiwo ngenhla yeuhlelo lokugcina amandlaikhombisa ukuthi kunezinkampani eziningi ezibambe iqhaza emqhudelwaneniibhethri ye-lithium yokugcina amandlaimakethe, kodwa ikhwalithi yomkhiqizo ayilingani, nokusebenza kokuphepha kweibhethri yokugcina amandlaidinga ukuthuthukiswa.

Mayelana nalokhu, amabhizinisi ebhethri ye-lithium adinga ukwenza ngcono futhi athuthukise ngokuya ngesistimu yezinto ezingavuthiwe, inqubo yokukhiqiza, ukwakheka kwesistimu, njll., futhi athuthukise ukuphepha kwawo.ibhethri ye-lithiumimikhiqizo ngokwethula izinto ezintsha kanye nokwamukela izinqubo ezintsha, kanye nokuthuthukisa ukuncintisana okuphelele kwamabhizinisi.