Key Takeaways
- Tus nqi ntawm cov roj teeb uas siv hauv tsheb hluav taws xob tau nce.
- Tus nqi nce yog vim qhov nce nqi ntawm txhua lub roj teeb hlau, suav nrog lithium, nickel, thiab cob alt.
- Cov kws tshaj lij hais tias EVs tseem tuaj yeem ua tau zoo piv rau cov roj guzzlers.
Cia siab tias yuav them ntau dua rau koj lub tsheb hluav taws xob tom ntej (EV), ua tsaug rau cov nqi roj teeb nce.
Tus nqi nruab nrab ntawm cov roj teeb lithium-ion tau nce mus rau kwv yees li $ 160 ib kilowatt-teev hauv thawj peb lub hlis twg xyoo no los ntawm $ 105 xyoo tas los. Tab sis cov kws txawj pom zoo tias lub tsheb fais fab yuav tsis poob lawv qhov kev thov.
"Cov nqi roj teeb tau poob qis tsis tu ncua rau kaum xyoo, thiab qhov kev nce siab ntawm cov khoom lag luam tsis ntev los no tau tsav los ntawm cov xwm txheej macro hloov pauv uas txuas ntxiv mus dhau lub tsheb hluav taws xob," Trent Mell, CEO ntawm Electra Battery Materials Corporation, hais rau Lifewire hauv kev xam phaj email. "Cov neeg siv thiab cov neeg siv khoom yuav txuas ntxiv mus yuav EVs. Txawm tias muaj kev txhim kho tsis ntev los no, tsawg tsawg tau hloov siab xav txog kev hloov mus rau lub tsheb hluav taws xob."
Priceer Batteries
Tus nqi ntawm EV roj teeb tau nce vim tias tus nqi ntawm tag nrho cov roj teeb hlau, suav nrog lithium, npib tsib xee, thiab cob alt tau nce, Mell hais.
"Raws li peb tau pom thoob plaws ntau yam ntawm cov khoom lag luam thiab cov saw hlau nyob rau ob peb lub hlis dhau los, cov ntaub ntawv no tau pom tus nqi nce ntxiv vim muaj ntau qhov kev lag luam tsis ntev los no thiab kev tsim kho thaj chaw, "nws hais ntxiv. "Thiab thaum tus nqi ntawm cov roj teeb tau nce lawm, nws yog ib qho tseem ceeb rau cov neeg siv khoom yuav tsum nco ntsoov tias cov nqi roj thiab roj kuj tau nce siab heev-thaum cov nqi hluav taws xob tau nyob twj ywm. Qhov no yog qhov tseem ceeb tshaj plaws rau txhua tus kom khaws lawv cov radars raws li qhov chaw EV txuas ntxiv mus ntxiv, txawm tias cov nqi nce ntxiv no."
Peter Cowan, tus thawj coj ntawm EV roj teeb rov ua lag luam Gigamine, kwv yees tias qhov teeb meem tsis txaus yuav tsis ploj mus. Hauv kev xam phaj email, nws hais rau Lifewire tias qhov teeb meem yog tias cov ntxhia thiab hlau siv los tsim cov roj teeb no muaj cov khoom siv tsawg heev, thiab kev thov nce ntxiv.
"Qhov no ua rau muaj teeb meem loj dua los ntawm cov teeb meem geopolitical ua mob rau cov saw hlau: Ukraine tsim 2 feem pua ntawm lub ntiaj teb cov khoom siv hlau tsis zoo thiab yog lub ntiaj teb thib peb loj tshaj plaws exporter ntawm hlau thiab hlau," Cowan ntxiv. "Nws kuj tseem xa tawm ntau npaum li cas ntawm manganese, uas tsov rog yuav cuam tshuam."
EVs Tseem xav tau
Txawm hais tias tus nqi roj teeb nce, cov neeg siv txuas ntxiv yuav cov tsheb hluav taws xob hauv cov ntaub ntawv sau tseg. Ryan Melsert, tus qub Tesla engineer thiab tam sim no CEO ntawm American Battery Technology Company, hais rau Lifewire los ntawm email tias nce cov neeg siv khoom thov rau EVs ua ke nrog cov roj teeb hlau tsis txaus yuav txhais tau tias cov khoom lag luam qis dua, kev tsim khoom qeeb dua, thiab tsawg dua chav rau kev sib tham txog nqi dua li yav dhau los. Nws tau hais tias tsim kom muaj kev ruaj ntseg, cov khoom siv roj teeb hauv tsev yog qhov tseem ceeb rau kev ua tiav cov peev txheej uas EVs tuaj yeem muab tau.
"Tsawg dua 1 feem pua ntawm lub ntiaj teb kev tsim muaj peev xwm ntawm txhua yam ntawm cov roj teeb tseem ceeb (lithium, nickel, cob alt, thiab manganese) tam sim no nyob hauv Asmeskas," Melsert ntxiv. "Lub tuam txhab roj teeb EV loj tshaj plaws nyob hauv Asia, nrog 80 feem pua ntawm tag nrho cov roj teeb ntawm tes tsim tshwm sim hauv Suav teb."
Tej zaum koj yuav tsis xav tuav koj lub tsheb hluav taws xob tom ntej no vim tias cov nqi yuav tsis nqis mus sai sai, kwv yees Srinath Narayanan, CEO ntawm Project Energy Reimagined Acquisition Corp, uas yuav cov tuam txhab tsheb hluav taws xob, hauv email xam phaj. Nws tau hais tias tus nqi rau EV tsheb yuav nce ntxiv rau lub sijhawm luv mus rau nruab nrab vim tias kev lag luam yuav ntsib cov khoom nyem zoo ib yam li kev lag luam semiconductor.
"Nyob rau lub sijhawm nruab nrab, tsoomfwv cov cai, kev txhawb siab, thiab kev ua haujlwm hnyav tuaj yeem txo cov khoom lag luam," Narayanan ntxiv.
Nrog cov npe tos ntev rau EVs tshiab, ntau tus neeg tau tig mus siv EVs, Scott Case, CEO ntawm Recurrent, lub tuam txhab uas tshuaj xyuas lub roj teeb kev noj qab haus huv ntawm kev siv EVs, tau hais hauv kev xam phaj email. Nws hais tias kwv yees li 50,000 siv EVs tau muag hauv thawj peb lub hlis twg ntawm lub xyoo no piv rau 150,000 EV muag tshiab. "Muab lwm txoj hauv kev, yog tias txhua lub tsheb siv hluav taws xob tau ua ib zaug xwb, lawv yuav yog qhov thib ob nrov tshaj plaws hauv kev muag khoom, tom qab Tesla qhov muag tshiab," Case said.
Thiab txawm hais tias tus nqi ballooning ntawm roj teeb, EVs tuaj yeem ua tau zoo piv rau cov roj guzzlers, Case said.
"Lub peb hlis ntuj tsis tu ncua mus rau pem hauv ntej tus nqi sib npaug ntawm EVs thiab combustion engine tsheb tau nres rau ib xyoos los yog li ntawd, tab sis tus lej ntawm tag nrho cov nqi ntawm cov tswv cuab tau hloov ntau dua rau cov EVs nrog skyrocketing nqi roj, " Case hais. "Nws nyuaj heev kom tsis pom $ 6 ib nkas loos ntxiv rau cov nqi roj thaum nws los yuav koj lub tsheb tom ntej."
