NgoJanuwari 4, 2024, ifektri yokuqala yaphesheya kwezilwandle ye-lithium iron phosphate ye-Lithium Source Technology e-Indonesia yathunyelwa ngempumelelo, okumaka isinyathelo esibalulekile se-Lithium Source Technology emkhakheni wamandla amasha emhlabeni. Le mpumelelo ayibonisi nje ukuzimisela kwenkampani ukuba umholi embonini yezinto ezibonakalayo ze-lithium iron phosphate cathode, kodwa futhi imele impumelelo enkulu ekwandiseni kwamazwe ngamazwe kwezinkampani zamandla amasha aseShayina. Kusukela yamemezela isizinda sokukhiqiza sase-Indonesia ngoNovemba 2021, i-Lithium Source Technology izibophezele ekubeni "i-vanguard" emakethe yomhlaba wonke, enekhono lokwakha elihleliwe lamathani ayi-120,000. Ukuphothulwa kwesigaba sokuqala esinamandla okukhiqiza angamathani angu-30 000 ngonyaka kanye nokulungela kwesigaba sesibili esinamandla okukhiqiza angamathani angu-90 000 ngonyaka kukhombisa amandla aqinile nokuzimisela kwenkampani emkhakheni wamandla amasha.
Ukubaluleka kwalokhu kuthuthukiswa kwaphinde kwagqanyiswa ngoDisemba 2024 lapho inkampani yase-Indonesian yase-Indonesia i-Asia Pacific Lithium isayina inkontileka esemthethweni ne-Indonesian Investment Agency (INA). Lesi sivumelwano sihlanganisa ukutshalwa kwezimali okubalulekile kwezigidi ezingu-US$200 ezivela esikhwameni somnotho esizimele sase-Indonesia kanye nabatshalizimali ababambisene nabo, okugqamisa ukweseka okuqinile kukahulumeni wase-Indonesia kwe-Lithium Technology. Lokhu kubambisana akugcini nje ngokuthuthukisa amandla okusebenza enkampani, kodwa futhi kuthuthukisa isifiso sayo sokwandisa ibhizinisi layo lomhlaba wonke futhi kwenze kube umdlali obalulekile emakethe yamazwe ngamazwe ye-lithium iron phosphate.
Amabhethri e-lithium iron phosphate asephenduke "isithandwa" semakethe yamandla amasha emhlabeni wonke ngenxa yokusebenza kwawo okuhle kakhulu kokuphepha, impilo yesevisi yesikhathi eside kanye nokusebenza kahle kwezindleko eziphezulu. Ngokwesibikezelo se-Starting Point Research Institute (SPIR), isidingo samabhethri e-lithium sizodlula i-5,100GWh ngo-2030, futhi amabhethri e-lithium iron phosphate azobala ingxenye, afinyelele ngaphezu kwe-3,000GWh. Kubalwa ngokusekelwe ekukhiqizweni kwe-1GWh yamabhethri e-lithium iron phosphate, cishe amathani angu-2,200 wezinto ezidingekayo ze-lithium iron phosphate. Kulinganiselwa ukuthi isidingo semakethe yomhlaba wonke yezinto ze-lithium iron phosphate sizodlula amathani ayizigidi ezingu-6.6 ngo-2030. Ukuthunyelwa okubushelelezi kwesizinda sokukhiqiza sase-Indonesian se-Lithium Source Technology kuzodlala indima ebalulekile ekuhlangabezaneni nalokhu kukhula kwesidingo, ngaleyo ndlela kuqinisekiswe ukuphepha kokuhlinzekwa kochungechunge lwemboni yezimoto zamandla amasha emhlabeni jikelele.
Izinzuzo zamabhethri e-lithium iron phosphate awekho nje ngobuningi. Ziyinketho evumelana nemvelo ene-voltage ephezulu yokusebenza, ukuminyana kwamandla aphezulu, impilo yomjikelezo omude, izinga eliphansi lokuzikhulula futhi akukho mphumela wenkumbulo. Ukuguquguquka kwazo kuzenza zikhule ngokungenamkhawulo futhi zilungele izinhlelo zokusebenza ezinkulu zokugcina amandla. Lokhu kubandakanya ukuxhumeka kwegridi evikelekile eziteshini zamandla kagesi avuselelekayo, ukulawulwa kwenani eliphakeme legridi, iziteshi zikagesi ezisabalalisiwe, ukuphakelwa kukagesi kwe-UPS kanye nezinhlelo zokuphakelwa kukagesi eziphuthumayo. Ngokusho kocwaningo lwe-GTM, ukwanda kokwamukelwa kwamabhethri e-lithium iron phosphate kumaphrojekthi okugcina amandla egridi yaseChina kugcizelela ukubaluleka kwawo okukhulayo emkhakheni wezamandla.
Imakethe yamandla entsha ekhulayo: ukubizelwa esenzweni
Imakethe yezamandla entsha yomhlaba ikhula ngendlela engakaze ibonwe, eqhutshwa isidingo esiphuthumayo sezixazululo zamandla esimeme kanye nokuguqukela ezimotweni zikagesi. Njengoba amazwe emhlabeni wonke esebenzela ukunciphisa ukukhishwa kwekhabhoni futhi abhekane nokushintsha kwesimo sezulu, isidingo sezixazululo ezisebenza kahle nezithembekile zokugcina amandla asikaze sibe phezulu. Ngezinzuzo zayo eziyingqayizivele, amabhethri e-lithium iron phosphate angahlangabezana ngokugcwele nalesi sidingo, awenze abe yingxenye ebalulekile ye-ecosystem entsha yamandla.
Isimo seShayina samazwe ngamazwe emabhethri e-lithium iron phosphate siwubufakazi bokuzibophezela kwezwe ekusunguleni izinto ezintsha nentuthuko esimeme. Njengoba izinkampani zamandla ezintsha zaseShayina ezifana ne-Lithium Source Technology ziqhubeka nokwandisa ithonya lazo emhlabeni wonke, azigcini nje ngokufaka isandla emnothweni wasekhaya, kodwa futhi zidlala indima ebalulekile ekuguqukeni komhlaba wonke kumandla avuselelekayo. Ukusungulwa ngempumelelo kwezisekelo zokukhiqiza phesheya kwezilwandle kukhombisa ngokusobala ukuthi njengoba amazwe efuna ukusebenzisa ubuchwepheshe obuhlanzekile kanye nokunciphisa ukuncika kwawo kumafutha ezinto ezimbiwa phansi, ukuthunyelwa kwezimoto zamandla amasha emazweni angaphandle kuzo zonke izingxenye zomhlaba kuwumkhuba ongenakugwenywa.
Ngenxa yalezi ntuthuko, ababambiqhaza embonini yezamandla kumele bajoyine abagqugquzeli bamandla amasha. Ukushintshela emandleni asimeme akuyona nje inkambiso, kodwa futhi ukukhetha okungenakugwemeka kwekusasa leplanethi. Ngokwamukela ubuchwepheshe be-lithium iron phosphate kanye nokusekela ukukhula kwemakethe yamandla entsha, amabhizinisi, ohulumeni kanye nabantu ngabanye bangafaka isandla ekusaseni lamandla elizinzile neliqinile.
Njengoba i-Li-Source Technology iqhubeka nokusebenzisa izindinganiso zayo eziyinhloko "zokubhekana nomhlaba nokuba ngowokuqala", inkampani kulindeleke ukuthi ibe yinkampani ehamba phambili emkhakheni wezinto ze-lithium battery cathode emhlabeni. Ukuzibophezela kwenkampani ekusunguleni izinto ezintsha kanye nentuthuko esimeme ngeke nje kuthuthukise inzuzo yayo yokuncintisana, kodwa futhi kuzofaka isandla emgomweni obanzi wokugqugquzela intuthuko esimeme embonini yamandla entsha yomhlaba wonke. Manje yisikhathi sokuthatha isinyathelo, futhi isimemo sokubambisana emkhakheni wamandla amasha asikaze sibe esiphuthumayo kangaka. Ngokubambisana, singaphromotha inguquko eya ekusasa elihlanzekile neliluhlaza.
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Isikhathi sokuthumela: Feb-13-2025