Ke ulu wikiwiki nei ka noi ʻana o ka mākeke o waho no nā pā lithium iron phosphate

I ka makahiki 2024, ʻo ka ulu wikiwiki ʻana o ka lithium iron phosphate i ka mākeke honua e lawe mai i nā manawa ulu hou i nā ʻoihana pākaukau lithium home, ʻoi aku ka nui o ka noinā pākaukau mālama ikehuma ʻEulopa a me ʻAmelika Hui Pū ʻIa. Kauoha noʻo nā ʻanuʻu lithium hao phosphatei ka mana mālama kahua ua hoʻonui nui. Eia kekahi, ua hoʻonui nui ʻia ka nui o ka hoʻokuʻu ʻana o nā mea lithium hao phosphate i kēlā me kēia makahiki.

Wahi a ka ʻikepili helu, mai Ianuali a ʻAukake 2024, ua hōʻea ka hoʻokuʻu ʻia ʻana o nā pā uila lithium iron phosphate i 30.7GWh, e helu ana no 38% o ka nui o ka hoʻokuʻu ʻana i nā pā uila uila. I ka manawa like, ʻo ka ʻikepili hou loa mai ka General Administration of Customs e hōʻike ana i ka nui o ka lawe ʻana aku o Kina i ka lithium iron phosphate i ʻAukake 2024 he 262 tons, hoʻonui i ka mahina o 60% a me ka piʻi ʻana o ka makahiki ma ka makahiki o 194. %. ʻO kēia ka manawa mua mai ka makahiki 2017 ua ʻoi aku ka nui o ka lawe ʻana aku ma mua o 200 tons.

Mai ka manaʻo o ka mākeke kūʻai aku, ua uhi ka lawe ʻana i ka lithium iron phosphate i Asia, ʻEulopa, ʻAmelika ʻAmelika a me ʻAmelika Hema a me nā wahi ʻē aʻe. Ua piʻi aʻe nā kauoha no ka lithium iron phosphate. Ma ke kaʻina iho o ka ʻoihana pākaukau lithium, ua loaʻa pinepine nā ʻoihana pākaukau hale i nā kauoha nui ma muli o ko lākou mau pono i ke kahua o ka lithium iron phosphate, lilo i mea ikaika i ka hoʻolalelale ʻana i ka ʻoihana.

I ka mahina o Kepakemapa, ua maikaʻi ka manaʻo o ka ʻoihana, ʻo ka mea nui ma muli o ka ulu ʻana o ka noi mālama ikehu ma waho. Ua pahū ka noi no ka mālama ʻana i ka ikehu ma ʻEulopa a me nā mākeke e kū mai ana, a ua hoʻopaʻa inoa ikaika ʻia nā kauoha nui i ke kolu o ka hapaha.

I nā mākeke ʻē aʻe, ʻo ʻEulopa kekahi o nā wahi me ka koi ikaika loa no ka hoʻololi ʻana i ka electrification ma hope o Kina. Mai ka makahiki 2024, ua hoʻomaka ka ulu wikiwiki ʻana o ka noi no nā pā lithium iron phosphate ma ʻEulopa.

I Iune o kēia makahiki, ua hoʻolaha ʻo ACC e haʻalele ʻo ia i ke ala pākaukau ternary kuʻuna a hoʻololi i nā pākaukau lithium hao phosphate haʻahaʻa. Mai ka hoʻolālā holoʻokoʻa, ka nui o nā koi pākaukau o ʻEulopa (mepākaukau manaa me ka ikehu waihona waihona) manaʻo ʻia e hiki i ka 1.5TWh e 2030, a ma kahi o ka hapalua, a ʻoi aku paha ma mua o 750GWh, e hoʻohana i nā pākahi lithium hao phosphate.

Wahi a nā manaʻo, ma 2030, ʻoi aku ka nui o ka koi honua no nā pihi mana ma mua o 3,500 GWh, a hiki i ka 1,200 GWh ke koi no ka mālama ʻana i ka ikehu. Ma ke kahua o nā pā uila, manaʻo ʻia ka lithium iron phosphate e noho i ka 45% o ka māhele mākeke, me ka koi ma mua o 1,500GWh. Ke noʻonoʻo nei ua noho ʻo ia i ka 85% o ka māhele mākeke i ka māla mālama ikehu, e hoʻomau ka ulu ʻana o ka noi no nā pā hao lithium iron phosphate i ka wā e hiki mai ana.

Ma keʻano o ka noi waiwai, ua manaʻoʻia ka manaʻo o ka mākeke no nā mea lithium iron phosphate eʻoi aku ma mua o 2 miliona tons e 2025. Hoʻohuiʻia me ka mana, ka mālamaʻana i ka ikehu, a me nā mea'ē aʻe e like me nā moku a me nā mokulele uila, ke koi makahiki no ka hao lithium. ʻO nā mea phosphate e manaʻo ʻia e ʻoi aku ma mua o 10 miliona tons e 2030.

Eia kekahi, ua manaʻo ʻia mai 2024 a 2026, ʻoi aku ka kiʻekiʻe o ka ulu ʻana o nā pākahi lithium hao phosphate o waho ma mua o ka piʻi ʻana o ka nui o ka mana o ka mana o ka honua i ka manawa like.