Njenge-Imoto kagesi (eV)imakethe iyaqhubeka ukuthuthukisa, lUkushintshashintsha kwe-Arge ngamanani ebhethri kuphakamise ukukhathazeka phakathi kwabathengi ngekusasa le-EV Pricing.
Kusukela ekuqaleni kuka-2022, imboni ibone ukuhlukunyezwa ngenxa yezindleko ezikhuphukayo ze-lithium carbonate ne-lithium hydroxide, izithako ezibalulekile ekukhiqizweni kwebhethri. Kodwa-ke, njengoba amanani entengo atholakalayo abonakalayo awohloka, imakethe yangena esigabeni esincintisana kakhulu, okuvame ukubizwa ngokuthi "impi yentengo." Lokhu kuguquguquka kuba nabathengi ezibuza ukuthi amanani entengo akhona amele amanani aphansi noma azowela okunye.
IGoldenman Sachs, ibhange eliholayo le-Global Investment, lihlaziye umkhuba wamanani wamabhethri kagesi kagesi.
Ngokwesimo sabo, intengo ephakathi yamabhethri kagesi yehle ukusuka ku- $ 153 ngehora ngalinye le-Kilowatt ngo- $ 149 / kWh ngo-2023, kanti izindleko zebhethri kulindeleke ukuthi ziphonse cishe ngengxenye ecishe ibe ngu- $ 80 / kWh.
Noma ngaphandle koxhaso, ukwehla okubukhali okubukhali ngamanani ebhethri kulindeleke ukuthi kwenze izindleko zobunikazi bezimoto ezihlanzekile zikagesi ezilingana nalezo zimoto zikaphethiloli.
Umthelela wokuwa kwamanani ebhethri awugcini nje ngezinqumo zokuthenga abathengi kuphela, kodwa futhi nokubaluleka okukhulu emkhakheni wezimoto ezintsha zezentengiso zamandla.
I-Akhawunti yamabhethri e-Akhawunti cishe ama-40% wezindleko eziphelele zezimoto ezintsha zezentengiso zamandla. Ukwehla kwamanani ebhethri kuzothuthukisa ukusebenza kahle kwezomnotho kwezimoto, ikakhulukazi izindleko zokusebenza. Izindleko ezisebenzayo zezimoto ezintsha zezentengiso zamandla sezivele ziphansi kunalezo zezimoto zikaphethiloli zendabuko. Njengoba amanani entengo yebhethri ayaqhubeka nokuwa, izindleko zokugcina nokubuyisela amanye amabhethri kulindeleke ukuthi awele, adle ukukhathazeka okuhlala isikhathi eside ngabantu ngezindleko eziphakeme ze- "teperctric ezintathu (amabhethri, ama-motors).
Lesi simo esiguqukayo kungenzeka sithuthukise ukusebenza kahle kwezomnotho kwezimoto ezintsha zezentengiselwano ezentengiso kulo lonke umjikelezo wempilo, kubenza bakhange kakhulu kubasebenzisi ngezidingo eziphakeme zokusebenza, njengezinkampani ze-Logistics kanye nabashayeli abathile.
Njengoba amanani entengo yebhethri ayaqhubeka nokuwa, izindleko zokuthenga nezindleko zokusebenzisa izimoto ezintsha ze-Energy Logistics zizowa, ngaleyo ndlela zithuthukise ukusebenza kwazo izindleko. Le shintsho kulindeleke ukuthi ihehe izinkampani eziningi zezinto kanye nabashayeli abathile abangabizi ababizayo ukuze basebenzise izimoto ezintsha zamandla, bavuse isidingo semakethe kanye nokukhulisa imali embonini.
Ngaphezu kwalokho, ukuthambekela okuphansi ngamanani ebhethri kulindeleke ukuthi kusheshe abenzi bezimoto kanye nezikhungo ezihlobene ukuze banake kakhulu ukufeza izinsizakalo zokuqinisekisa ngemuva kokuthengisa.
Ukuthuthukiswa kwezinqubomgomo zewaranti yebhethri kanye nokwenza ngcono kwezinhlelo zensizakalo yokuthengisa ngemuva kulindeleke ukuthi kuthuthukise ukuzethemba kwabathengi ekuthengeni izimoto ezintsha ze-Energy Logistics. Njengoba abantu abaningi bangena emakethe, ukusakazwa kwalezi zimoto kuzokhula, kuthuthukiswe okunye ukusebenza kwemakethe kanye nokubi kwemali.
Ngaphezu komthelela wezindleko kanye namandla emakethe, ukwehla kwamanani ebhethri nakho kungakha amamodeli anwetshiwe athandwa kakhulu. Njengamanje, amaloli akhanyayo anwetshiwe afakwe amabhethri ayi-100KWh avela emakethe. Ochwepheshe bezimboni bathi lezi zinhlobo zizwela ikakhulukazi ukwehla kwamanani ebhethri futhi ziyisixazululo esilinganayo kumaloli acwebezelayo acwebezelayo. Amamodeli kagesi amsulwa abiza kakhulu, ngenkathi amaloli akhanyayo anwetshiwe anebanga elide futhi alungele izidingo zokuhamba ezahlukahlukene ezinjengokusatshalaliswa kwamadolobha kanye nemiciko yedolobha.
Amandla wamandla amakhulu anwebekile-amalini okukhanya ukuhlangabezana nezidingo zezimo ezahlukahlukene zokuhamba, okuhambisana nokwehla okulindelekile ezindlekweni zebhethri, kubanikeze isikhundla esihle emakethe. Njengoba abathengi baphinde bafune izisombululo eziguquguqukayo ezilinganiswa kwezindleko nokusebenza, isabelo semakethe samaloli angenawo ama-Light-Douple-Duty Cunds kulindeleke ukuthi sikhule, siphinde sithuthukise isimo semoto kagesi.
Ngamafuphi, imakethe yemoto kagesi isesigabeni senguquko yebhethri nokuwa kwamanani ebhethri nokushintsha okuthandwa ngumthengi.
Njengoba izindleko zamabhethri kagesi eziqhubeka ziyehla, umnotho wezimoto ezintsha zezentengiso zamandla uzothuthuka, eheha abasebenzisi ababanzi nabasebenzisi bemakethe.
Ukuphakama okulindelwe amamodeli anwetshiwe aqokomisa ukuguquguquka okuguqukayo kwemboni yezimoto zikagesi ekuhlanganeni nezidingo zokuhamba ezahlukahlukene. Njengoba imboni iqhubeka, isungula isimo sokuhlola umsindo sokuhlola umsindo kanye nohlelo lwenkonzo yokuthengisa olubalulekile kubalulekile ukuze kuncishiswe izindleko zokuthenga nobungozi, ekugcineni uthuthukise imali ye-liquidity yezimoto ezintsha ze-Energy Logistics. Ikusasa lezimoto zikagesi liyathembisa, futhi ezomnotho nokusebenza kahle kuyizinto eziza kuqala kule makethe enamandla.
Isikhathi Sokuposa: Dec-10-2024