Kūkākūkā ʻo LG New Energy me ka hui ʻoihana Kina no ka hana ʻana i nā pihi kaʻa uila haʻahaʻa no ʻEulopa

LG ʻIkepili Houʻo ka ʻimi ʻana i nā hui like ʻole e hele mai i waena o kahi koi

ka emi ʻana o ka noi mai ka ʻoihana kaʻa uila honua, e hōʻike ana i ka piʻi ʻana o ka piʻi ʻana ma luna o nā ʻoihana pākaukau non-Chinese mai nā mea hana kaʻa i nā kumukūʻai haʻahaʻa. i kahi pae e hoʻohālikelike ʻia me nā mea hoʻokūkū Kina.

I kēia mahina, ua ʻōlelo ʻo Groupe Renault kaʻa kaʻa Farani e hoʻohana ʻo ia i ka ʻenehana lithium iron phosphate (LFP) i kāna mau hoʻolālā e hana nui i nā kaʻa uila, e koho ana iā LG New Energy a me kāna hoʻokūkū Kina Contemporary Amperex Technology Co. Ltd. (CATL) i mau hoa. , e hoʻokumu i nā kaulahao lako ma ʻEulopa.

ʻO ka hoʻolaha ʻana o Groupe Renault ma hope o kahi hoʻoholo a ka European Commission i Iune. Ma hope o nā mahina o ka noiʻi anti-subsidy, ua hoʻoholo ka European Union e kau i nā kumukūʻai a hiki i ka 38% ma nā kaʻa uila i lawe ʻia mai Kina, e koi ana i nā mea hana kaʻa uila Kina a me nā hui pākaukau e hoʻokō i ka hoʻopukapuka kālā ma ʻEulopa.

Ua haʻi aku ʻo Wonjoon Suh, ke poʻo o LG New Energy's advanced vehicle battery division, Reuters: "Ke kūkākūkā nei mākou me kekahi mau hui Kina e hoʻomohala i nā mea lithium iron phosphate cathode me mākou a hana i kēia mea no ʻEulopa." Akā ua hōʻole ka mea nāna i mālama i ka inoa o ka hui Kina i nā kamaʻilio.

"Ke noʻonoʻo nei mākou i nā ʻano hana like ʻole, me ka hoʻokumu ʻana i nā ʻoihana hui a me ka hoʻopaʻa inoa ʻana i nā kuʻikahi lako no ka wā lōʻihi," i ʻōlelo ai ʻo Wonjoon Suh, me ka hoʻohui ʻana e kōkua kēia hui ʻana i ka LG New Energy e hōʻemi i ke kumukūʻai hana o kāna mau pahu lithium hao phosphate i loko o ʻekolu makahiki. i kahi pae e hoʻohālikelike ʻia me nā mea hoʻokūkū Kina.

ʻO ka cathode ka mea kūʻai nui loa i loko o ka pākaukau kaʻa uila, e helu ana ma kahi o ka hapakolu o ka huina o ke kumukūʻai o ke kelepona hoʻokahi. Wahi a ka mea mākaʻikaʻi mākeke ʻo SNE Research, ʻoi aku ʻo Kina i ka hoʻolako ʻana i ka honua o ka lithium iron phosphate cathode material, me kāna mea hana nui ʻo Hunan Yuneng New Energy Battery Material Co., Ltd., Shenzhen Shenzhen Dynanonic a me Hubei Wanrun New Energy Technology.

I kēia manawa, hoʻokaʻawale ʻia ka hapa nui o nā mea cathode no nā pākahi kaʻa uila i ʻelua ʻano: nā mea cathode nickel-based a me nā mea cathode lithium iron phosphate cathode. ʻO kahi laʻana, hiki i nā mea cathode nickel-based i hoʻohana ʻia i nā hiʻohiʻona lōʻihi o Tesla ke mālama i ka ikehu, akā ʻoi aku ka nui o ke kumukūʻai. ʻO ka lithium iron phosphate cathode mea i makemake ʻia e nā mea hana kaʻa uila Kina e like me BYD. ʻOiai ʻoi aku ka liʻiliʻi o ka ikehu, ʻoi aku ka palekana a me ke kumukūʻai haʻahaʻa.

Ke nānā mau nei nā ʻoihana pākaukau o South Korea i ka hana ʻana i nā pihi nickel-based, akā i kēia manawa, no ka makemake o nā mea hana kaʻa e hoʻonui i kā lākou laina huahana i nā hiʻohiʻona ʻoi aku ka maikaʻi, ke hoʻonui nei lākou i ka hana ʻana i nā pā lithium hao phosphate ma lalo o ke kaomi. . Akā ua hoʻomalu ʻia kēia kahua e nā mea hoʻokūkū Kina. Ua ʻōlelo ʻo Suh e noʻonoʻo ana ʻo LG New Energy e hui pū me nā hui Kina e hana i nā mea cathode lithium iron phosphate cathode ma Morocco, Finland a i ʻole Indonesia e hoʻolako i ka mākeke ʻEulopa.

Ua kamaʻilio ʻo LG New Energy me nā mea hana kaʻa ma ʻAmelika Hui Pū ʻIa, ʻEulopa a me ʻAsia e pili ana i nā ʻaelike hoʻolako no nā pākahi lithium hao phosphate. Akā ua ʻōlelo ʻo Suh, ʻoi aku ka ikaika o ka noi no nā hiʻohiʻona uila ma ʻEulopa, kahi e helu ai ka ʻāpana ma kahi o ka hapalua o nā kūʻai EV ma ka ʻāina, ʻoi aku ka kiʻekiʻe ma mua o ʻAmelika Hui Pū ʻIa.

Wahi a SNE Research, i nā mahina ʻelima mua o kēia makahiki, ua loaʻa i nā mea hana pākaukau ʻo South Korea ʻo LG New Energy, Samsung SDI a me SK On he 50.5% i hui pū ʻia ma ka mākeke pākaukau kaʻa uila ʻEulopa, a ʻo ia ka 31,2 o ka mahele o LG New Energy. %. ʻO 47.1% ka māhele mākeke o nā hui pākahi Kina ma ʻEulopa, me ka helu CATL ma mua me ka hapa o 34.5%.

Ma mua, ua hoʻokumu ʻo LG New Energy i nā ʻoihana hui pū me nā mea hana e like me General Motors, Hyundai Motor, Stellantis a me Honda Motor. Akā me ka ulu ʻana o ke kūʻai ʻana i nā kaʻa uila, ʻōlelo ʻo Suh e hiki ke hoʻopaneʻe ʻia ka hoʻokomo ʻana i kekahi o nā mea pono no ka hoʻonui ʻana a hiki i ʻelua makahiki ma ke kūkākūkā ʻana me nā hoa. Ua wānana ʻo ia e hoʻihoʻi hou ʻia ka noi EV ma ʻEulopa ma kahi o 18 mau mahina a ma US i ʻelua a ʻekolu mau makahiki, akā e hilinaʻi ʻia i ka ʻāpana o ke kulekele aniau a me nā hoʻoponopono ʻē aʻe.

Hoʻopilikia ʻia e ka hana nāwaliwali o Tesla, ua pani ʻia ke kumukūʻai kumukūʻai o LG New Energy i 1,4%, ma lalo o ka helu KOSPI o South Korea, i hāʻule i ka 0,6%.