I-LG New Energy ixoxa nenkampani yaseShayina yezinto zokwakha ukuze kukhiqizwe amabhethri ezimoto zikagesi angabizi kakhulu eYurophu

LG I-New Energy'sukuphishekela ubudlelwano obungaba khona kuza phakathi kokucijile

ukwehla kwesidingo embonini yezimoto zikagesi emhlabeni wonke, okugcizelela ingcindezi ekhulayo ezinkampanini zamabhethri okungewona amaShayina ukusuka kubakhi bezimoto ukuya ezintengo eziphansi. ezingeni eliqhathaniswa nelabaqhudelana nabo baseShayina.

Kule nyanga, inkampani yezimoto yaseFrance iGroupe Renault ithe izosebenzisa ubuchwepheshe bebhethri ye-lithium iron phosphate (LFP) ezinhlelweni zayo zokukhiqiza izimoto ezisebenza ngogesi ngobuningi, ikhethe i-LG New Energy kanye nembangi yayo yaseChina i-Contemporary Amperex Technology Co. Ltd. (CATL) njengozakwethu. , ukusungula amaketanga okuhlinzeka eYurophu.

Isimemezelo seGroup Renault silandela isinqumo seKhomishini yaseYurophu ngoJuni. Ngemva kwezinyanga zophenyo olumelene noxhaso, i-European Union yanquma ukukhokhisa amanani afinyelela ku-38% ezimotweni zikagesi ezingeniswe zisuka e-China, okwenza abakhiqizi bezimoto zikagesi baseShayina nezinkampani zamabhethri bazibophezele ekutshaleni imali e-Europe.

UWonjoon Suh, inhloko yophiko lwebhethri yemoto ethuthukisiwe yakwa-LG New Energy, utshele abeReuters: "Sixoxisana nezinkampani ezithile zaseShayina ezizokwenza izinto ze-lithium iron phosphate cathode nathi futhi zikhiqizele le mpahla eYurophu." Kodwa ophethe uthe wenqabile ukuqamba inkampani yaseChina ezingxoxweni.

"Sicubungula izindlela ezahlukahlukene, okuhlanganisa ukusungula amabhizinisi ahlanganyelwe kanye nokusayina izivumelwano zokuhlinzeka ngempahla yesikhathi eside," kusho uWonjoon Suh, wengeza ngokuthi ukubambisana okunjalo kuzosiza i-LG New Energy yehlise izindleko zokukhiqiza amabhethri ayo e-lithium iron phosphate phakathi neminyaka emithathu. ezingeni eliqhathaniswa nelabaqhudelana nabo baseShayina.

I-cathode iyingxenye eyodwa ebiza kakhulu ebhethrini lemoto kagesi, ibalwa cishe ingxenye eyodwa kwezintathu yesamba sezindleko zeseli ngayinye. Ngokusho kwe-tracker yemakethe yebhethri i-SNE Research, i-China iphethe ukunikezwa komhlaba wonke kwezinto ze-lithium iron phosphate cathode, abakhiqizi bayo abakhulu kakhulu i-Hunan Yuneng New Energy Battery Material Co., Ltd., i-Shenzhen Shenzhen Dynanonic kanye ne-Hubei Wanrun New Energy Technology.

Njengamanje, izinto eziningi ze-cathode zamabhethri emoto kagesi zihlukaniswa ngokuyinhloko zibe izinhlobo ezimbili: izinto ze-cathode ezisekelwe ku-nickel kanye nezinto ze-lithium iron phosphate cathode. Isibonelo, i-nickel-based cathode material esetshenziswa kumamodeli webanga elide le-Tesla ingagcina amandla amaningi, kodwa izindleko ziphezulu. I-Lithium iron phosphate cathode impahla ithandwa abakhiqizi bezimoto zikagesi baseShayina njenge-BYD. Nakuba igcina amandla amancane uma kuqhathaniswa, iphephile futhi inezindleko eziphansi.

Izinkampani zebhethri zaseNingizimu Korea bezilokhu zigxile ekukhiqizeni amabhethri asekelwe ku-nickel, kodwa manje, njengoba abakhiqizi bezimoto befuna ukwandisa imigqa yomkhiqizo wabo kumamodeli angabizi kakhulu, baphinde banda ekukhiqizeni amabhethri e-lithium iron phosphate ngaphansi kwengcindezi. . Kodwa lo mkhakha ubulokhu ubuswa izimbangi Chinese. USuh uthe i-LG New Energy icabanga ukusebenzisana nezinkampani zaseShayina ukukhiqiza izinto zokwakha ze-lithium iron phosphate cathode eMorocco, eFinland noma e-Indonesia ukuhlinzeka ngemakethe yaseYurophu.

I-LG New Energy ibisezingxoxweni nabakhiqizi bezimoto e-United States, Europe nase-Asia mayelana nezivumelwano zokuhlinzekwa kwamabhethri e-lithium iron phosphate. Kodwa u-Suh uthe isidingo samamodeli kagesi angabizi kakhulu sinamandla eYurophu, lapho ingxenye ibala cishe ingxenye yokuthengiswa kwe-EV esifundeni, ephakeme kunase-United States.

Ngokusho kwe-SNE Research, ezinyangeni ezinhlanu zokuqala zalo nyaka, abakhiqizi bebhethri baseNingizimu Korea i-LG New Energy, i-Samsung SDI kanye ne-SK On babe nesabelo esihlangene sama-50.5% emakethe yamabhethri ezimoto zikagesi zaseYurophu, lapho isabelo se-LG New Energy sasingu-31.2 %. Isabelo semakethe sezinkampani zamabhethri aseShayina eYurophu singama-47.1%, i-CATL ibekwe kuqala ngesabelo esingu-34.5%.

Ngaphambilini, i-LG New Energy isungule ama-battery ahlangene nabakhi bezimoto abanjengoGeneral Motors, Hyundai Motor, Stellantis kanye neHonda Motor. Kepha njengoba ukukhula kokuthengiswa kwezimoto zikagesi kuncipha, uSuh uthe ukufakwa kwezinye zemishini edingekayo ukuze kwandiswe kungase kubambezeleke ngeminyaka emibili ngokubonisana nozakwethu. Ubikezela ukuthi isidingo se-EV sizolulama eYurophu cishe ezinyangeni ezingu-18 nase-US eminyakeni emibili kuya kwemithathu, kodwa lokho kuzoncika ngokwengxenye kunqubomgomo yesimo sezulu kanye neminye imithetho.

Ethintwe ukusebenza okubuthakathaka kukaTesla, intengo yesitoko se-LG New Energy ivale i-1.4%, ingasebenzi kahle inkomba ye-KOSPI yaseNingizimu Korea, ehle ngo-0.6%.