Yambani ndi kusunga mphamvu pansi pa zolinga zazikulu

Mwachidule

GGII imaneneratu kuti padziko lonse lapansibatire yosungirako mphamvukutumiza kudzafika 416GWh mu 2025, ndi kukula kwapachaka kwa pafupifupi 72.8% m'zaka zisanu zikubwerazi.

Pofufuza miyeso ndi njira zopangira kukwera kwa kaboni komanso kusalowerera ndale kwa kaboni, makampani a batri a lithiamu, ngati mphambano ya mphamvu ndi zoyendera, atenga gawo lofunikira kwambiri.

Komano, mtengo wa mabatire lifiyamu watsika kwambiri, ntchito batire wakhala mosalekeza bwino, kukula kwa mphamvu kupanga anapitiriza kukula, ndi mfundo zogwirizana zakhala akuyendera limodzi ndi mzake, kupereka njira yodalirika kwa mabatire lifiyamu kuti. kulowakusungirako mphamvumsika pamlingo waukulu.

Ndi kukwezedwa kwakukulu kwamabatire amphamvu, mtengo wa lithiamu batire electrochemicalkusungirako mphamvuwatsika mofulumira.Pakali pano, mtengo wa zowetamaselo osungira mphamvuili pafupi ndi 0.7 yuan/Wh, ndipo mtengo wakelithiamu batire mphamvu yosungirako mphamvuwatsikira pafupifupi 1.5 yuan/Wh, kulowetsamokusungirako mphamvuchuma.Sexual inflection point.

Malinga ndi kuyerekezera kwamakampani, mtengo woyamba wakusungirako mphamvudongosolo likuyembekezeka kutsika mpaka 0.84 yuan/Wh pofika 2025, ndikupereka chithandizo champhamvu pakutsatsa kwake kwathunthu.

Kumbali ina, inflection point yalithiamu batire mphamvu yosungirakomsika watsala pang'ono kufika pachimake cha kusalowerera ndale kwa kaboni ndi kaboni.Kufunika kwa msika wapadziko lonse lapansikusungirako mphamvumu mbali ya mphamvu, kufala ndi kugawa mbali, wosuta mbali, ndi m'munsi siteshoni zosunga zobwezeretsera mphamvu yaphulika, kupereka mwayi chitukuko chabwino makampani lifiyamu batire kulowa mulithiamu batire mphamvu yosungirakomsika.

GGII imaneneratu kuti padziko lonse lapansibatire yosungirako mphamvukutumiza kudzafika 416GWh mu 2025, ndi kukula kwapachaka kwa pafupifupi 72.8% m'zaka zisanu zikubwerazi.

Thekusungirako mphamvumsika wa batri wa lithiamu umalowa mumsewu wofulumira

Kuyambira 2021, padziko lonse lapansikusungirako mphamvumsika wa batri wa lithiamu wakumana ndi kukula koopsa.Makampani ambiri a batri a lithiamu ali ndi zonsekusungirako mphamvumaoda, ndi zinthu zikusoweka.

Kutsidya kwa nyanjanyumba yosungirako mphamvumsika, Tesla adalengeza kuti kuchuluka kwake komwe kumayikidwaPowerwall home energy storage systemyadutsa mayunitsi 250,000 padziko lonse lapansi, ndipo akuyembekezeka kuti zakePowerwallmalonda apitilira kukula pamlingo wa pafupifupi mayunitsi a 100,000 pachaka mtsogolomo.

Nthawi yomweyo, Tesla wapambananso maoda angapo a Megapackkusungirako mphamvupadziko lonse lapansi mu 2021, kuperekamachitidwe osungira mphamvumpaka mazana a MWh pamafakitale angapontchito zosungira mphamvu.

M'chaka chatha, Tesla yatumiza zoposa 4GWh ya mphamvu yosungirako (kuphatikizapo Powerwalls, Powerpacks ndi Megapacks).

Kuchuluka kwa kufunikira kwapadziko lonse lapansilithiamu batire mphamvu yosungirakomsika waperekanso angapo makampani Chinese batire ndi mpikisano wamphamvu m'munda.

Pakalipano, makampani a batri kuphatikizapo CATL, AVIC Lithium, BYD, Ruipu Energy, Lishen Battery, Guoxuan Hi-Tech, Yiwei Lithium Energy, Penghui Energy, Haiji New Energy, Anchi Technology, Haihong Technology ndi makampani ena a batri akuwonjezera kulemera kwawo.Gawo la bizinesi yosungiramo mphamvu.

Kumbali ya grid, CATL ndi Yiwei Lithium apambana motsatizana maoda a GWh amabatire osungira mphamvukuchokera ku Powin Energy, wophatikiza makina osungira mphamvu aku America.Kuphatikiza apo, CATL idalowanso mu Tesla Megapackbatire yosungirako mphamvusupply chain, yomwe ikuyembekezeka kutsegulira kukula kwatsopano.kalasi.

Kumbali ya ogwiritsa ntchito, makampani aku China amakhala awiri mwa 5 apamwambadongosolo yosungirako mphamvuoperekera padziko lonse lapansi, pomwe makampani a batri monga Paine Energy, Ruipu Energy, ndi Penghui Energy ali ndi mphamvu zonse zopanga ndikugulitsa kwathunthu.Maoda ena akuyembekezeka kukonzedwa kumapeto kwa chaka chamawa.

M'malo osungira masiteshoni, makampani ambiri a batri kuphatikiza Zhongtian Technology, Shuangdeng Co., Ltd., Haistar, Narada Power, Topbond Co., Ltd., Yiwei Lithium Energy, Linkage Tianyi ndi makampani ena a batri apambana nthawi zambiri, kukhala malo osungira malo osungira magetsi a LFP batire.Anapambana mpikisano wa "Big House".

Ndikoyenera kudziwa kuti ambiri a iwodongosolo yosungirako mphamvu kunyumbaopereka chithandizo m'madera otukuka monga Europe, America, Japan ndi South Korea ndi makampani akumeneko, ndipo mabatire a ternary a LG Energy, Panasonic ndi Samsung SDI ndi omwe akutsogolera pothandizira mabatire.

Komabe, makampani a mabatire aku China adapanga mwapadera ma cell a LFP akusungirako mphamvumsika kupititsa patsogolo chitetezo chawomachitidwe osungira mphamvupoyankha ku moyo wautali, chitetezo chapamwamba, ndi zofunikira zotsika mtengo zamabatire osungira mphamvu.

Kuti mupitilize kukwaniritsa zofunikira zakukula kwakusungirako mphamvukugulitsa ndi kupititsa patsogolo mpikisano, makampani a batire omwe tawatchulawa akukulitsanso mphamvu zopangiramabatire osungira mphamvu.Ndi magawo ena oti achite masanjidwe ozungulira, Nuggets thililiyonikusungirako mphamvumsika.

Pakufunika mwachangu kuwongolera magwiridwe antchito achitetezo amabatire a lithiamu osungira mphamvu

Pamene kufunika msika kwamabatire a lithiamu osungira mphamvuakupitiriza kukula, mndandanda wadongosolo yosungirako mphamvungozi zamoto zachititsa mthunzi palithiamu batire mphamvu yosungirakomafakitale ndikuwomba alamu yachitetezo kwamakampani a batri a lithiamu.

Zambiri zikuwonetsa kuti kuyambira 2017, opitilira 30dongosolo yosungirako mphamvungozi zamoto zachitika ku South Korea, kuphatikizapo LG Energy ndi Samsung SDI, onsewa ndi mabatire a ternary.

Mwa iwo, oposa 20 ngozi zamoto zachitika mudongosolo yosungirako mphamvuya LG Energy padziko lonse lapansi chifukwa cha chiwopsezo cha kutentha ndi moto m'maselo ake.

Mu July chaka chatha, Victoria 300MW/450MWhmalo opangira magetsiku Australia adayaka moto panthawi ya mayeso.Thentchito yosungirako mphamvuadagwiritsa ntchito 210 Tesla Megapacks ndikusungirako mphamvumphamvu ya 450MWh, yomwe inalinso ndi mabatire a ternary.

Ndizofunikira kudziwa kuti si batri yokha ya ternary yomwe ili pachiwopsezo chamoto.

Mu Epulo chaka chatha, Beijing Dahongmenmalo opangira magetsizidaphulika.Chifukwa cha ngoziyi chinali kulephera kwapakati kwafupipafupi kwa batri ya LFP yogwiritsidwa ntchito mu dongosolo, kuchititsa kuti batriyo iwonongeke ndikugwira moto.

Ngozi yamoto yomwe yatchulidwa pamwambapa yadongosolo yosungirako mphamvuzikuwonetsa kuti pali makampani ambiri omwe akuchita nawo mpikisano mumphamvu yosungirako lithiamu batiremsika, koma khalidwe la mankhwala ndi wosagwirizana, ndi ntchito chitetezo chabatire yosungirako mphamvuziyenera kukonzedwanso.

Pachifukwa ichi, mabizinesi a lithiamu batire amayenera kukhathamiritsa ndikukweza potengera dongosolo lazinthu zopangira, kupanga, kapangidwe kake, ndi zina zambiri, ndikupititsa patsogolo chitetezo chawo.lithiamu batirezopangira poyambitsa zida zatsopano ndikutengera njira zatsopano, ndikupititsa patsogolo mpikisano wamabizinesi.