LG New Energy ya tattauna da kamfanin kayan China don kera batir masu amfani da wutar lantarki mai rahusa ga Turai

LG New Energy'sbin yuwuwar haɗin gwiwa yana zuwa a cikin kaifi

raguwar bukatu daga masana'antar kera motoci ta duniya, wanda ke nuna karuwar matsin lamba kan kamfanonin batir da ba na kasar Sin ba daga masu kera motoci zuwa rage farashin. zuwa matakin kwatankwacin na masu fafatawa na kasar Sin.

A wannan watan, kamfanin kera motoci na Faransa Groupe Renault ya ce zai yi amfani da fasahar lithium iron phosphate baturi (LFP) a cikin shirinta na kera motoci masu amfani da wutar lantarki da yawa, inda za ta zabi LG New Energy da abokin hamayyarta na kasar Sin Contemporary Amperex Technology Co. Ltd. (CATL) a matsayin abokan hadin gwiwa. , don kafa sarƙoƙi a Turai.

Sanarwar ta Groupe Renault ta biyo bayan shawarar da Hukumar Tarayyar Turai ta yanke a watan Yuni. Bayan shafe watanni ana bincike kan batun tallafin, Tarayyar Turai ta yanke shawarar sanya harajin da ya kai kashi 38 cikin 100 kan motocin lantarki da ake shigo da su daga kasar Sin, lamarin da ya sa kamfanonin kera motocin lantarki da kamfanonin batir na kasar Sin suka kuduri aniyar zuba jari a Turai.

Wonjoon Suh, shugaban sashen samar da batirin motocin zamani na LG New Energy, ya shaida wa kamfanin dillancin labarai na Reuters cewa: "Muna tattaunawa da wasu kamfanonin kasar Sin wadanda za su kera kayayyakin katode na lithium iron phosphate cathode tare da mu tare da samar da wannan kayan ga Turai." Sai dai wanda ke da alhakin ya ce ya ki bayyana sunan kamfanin na kasar Sin a tattaunawar.

"Muna la'akari da matakai daban-daban da suka hada da kafa kamfanonin hadin gwiwa da kuma sanya hannu kan yarjejeniyoyin samar da kayayyaki na dogon lokaci," in ji Wonjoon Suh, ya kara da cewa irin wannan hadin gwiwa zai taimaka wa LG New Energy wajen rage farashin kera batirin lithium iron phosphates a cikin shekaru uku. zuwa matakin kwatankwacin na masu fafatawa na kasar Sin.

Katode shi ne mafi tsada guda daya bangaren baturin abin hawa lantarki, wanda ya kai kusan kashi daya bisa uku na jimillar kudin tantanin halitta. A cewar mai binciken kasuwar baturi SNE Research, kasar Sin ta mamaye samar da kayan aikin lithium iron phosphate cathode a duniya, tare da manyan masu samar da ita sune Hunan Yuneng New Energy Battery Material Co., Ltd., Shenzhen Shenzhen Dynanonic da Hubei Wanrun Sabuwar Fasahar Makamashi.

A halin yanzu, yawancin kayan cathode don batir abin hawa na lantarki an raba su zuwa nau'ikan biyu: kayan cathode na tushen nickel da kayan lithium iron phosphate cathode kayan. Misali, kayan cathode na nickel da ake amfani da su a cikin samfuran dogon zangon Tesla na iya adana ƙarin kuzari, amma farashin ya fi girma. Lithium iron phosphate cathode abu yana da fifiko daga masana'antun motocin lantarki na kasar Sin kamar BYD. Ko da yake yana adana ƙarancin kuzari, yana da aminci da ƙarancin farashi.

Kamfanonin batura na Koriya ta Kudu sun mayar da hankali kan samar da batura masu amfani da nickel, amma a yanzu, yayin da masu kera motoci ke son fadada layukan samfuransu zuwa mafi tsadar kayayyaki, haka nan kuma suna fadada samar da batirin lithium iron phosphate a cikin matsin lamba. . Amma wannan filin ya kasance hannun masu fafatawa na kasar Sin. Suh ya bayyana cewa, LG New Energy yana tunanin yin hadin gwiwa da kamfanonin kasar Sin don samar da kayayyakin sinadarin lithium iron phosphate cathode a Morocco, Finland ko Indonesia don wadata kasuwannin Turai.

LG New Energy ya kasance yana tattaunawa da masu kera motoci a Amurka, Turai da Asiya game da yarjejeniyar samar da batir phosphate na lithium baƙin ƙarfe. Amma Suh ya ce bukatar samfuran lantarki masu araha ta fi ƙarfi a Turai, inda ɓangaren ke da kusan rabin tallace-tallace na EV a yankin, sama da na Amurka.

A cewar SNE Research, a cikin watanni biyar na farkon wannan shekara, kamfanonin kera batir na Koriya ta Kudu LG New Energy, Samsung SDI da SK On sun sami kaso 50.5% a kasuwar batirin motocin lantarki a Turai, wanda LG New Energy ya samu kashi 31.2. %. Kasuwannin kamfanonin batir na kasar Sin a Turai shine kashi 47.1%, inda CATL ke matsayi na farko da kashi 34.5%.

A baya, LG New Energy ya kafa kamfanonin haɗin gwiwar baturi tare da masu kera motoci irin su General Motors, Motar Hyundai, Stellantis da Motar Honda. Amma tare da haɓaka tallace-tallacen motocin lantarki, Suh ya ce za a iya jinkirta shigar da wasu kayan aikin da ake buƙata don faɗaɗawa har zuwa shekaru biyu tare da tuntuɓar abokan hulɗa. Ya yi hasashen cewa bukatar EV za ta sake farfadowa a Turai a cikin kusan watanni 18 kuma a cikin Amurka a cikin shekaru biyu zuwa uku, amma hakan zai dogara ne akan manufofin yanayi da sauran ka'idoji.

Sakamakon raunin raunin Tesla, farashin hannun jari na LG New Energy ya rufe 1.4%, wanda bai yi nasara ba na KOSPI na Koriya ta Kudu, wanda ya faɗi 0.6%.