Tus nqi ntawm cov khoom siv raw tau nce siab, thiab kev lag luam: lub zog tshiab tsheb qis dua 200, 000, muag ib qho thiab poob ib qho

Tsis xav txog, lub zog tshiab tsheb yog nyiam ntawm "nce nqi roj", tab sis lawv tsis tuaj yeem khiav ntawm "lub sij hawm lub sij hawm ntawm cov ntsiab lus".

Muaj kev cuam tshuam los ntawm Lavxias-Ukrainian kev tsis sib haum xeeb thiab kev lag luam peev, tus nqi ntawm cov hlau nickel tau nce siab tsis ntev los no, ib zaug tawg dhau $ 100,000/ton mark.

Nickel tus nqi ntawm London Hlau Txauv (LME) tau nce 250 feem pua ​​​​hauv ob hnub ua lag luam. Shanghai nickel yav tom ntej kuj tau nce los ntawm kev txwv txhua hnub rau peb hnub ua lag luam sib law liag, nrog nce ntawm 12 feem pua, 15 feem pua, thiab 17 feem pua ​​​​ntawm lub Peb Hlis 7 txog 9.

Thaum hnov ​​cov xov xwm no, sib nrug los ntawm thawj kab "leeks", qhov kev txhawj xeeb tshaj plaws yog cov txiv neej loj ntawm lub zog tshiab tsheb.

Raws li peb txhua tus paub, npib tsib xee, raws li cov khoom siv tseem ceeb ntawm ternary lithium roj teeb, tus nqi tau siab.

Qhov kev npaj txhij txog tus nqi nce, ua ke nrog rau yav dhau los "zoo tshaj plaws nce" hauv nti, lithium thiab cobalt tus nqi, tsis tsuas yog ua rau cov nqi daws teeb meem ntawm tag nrho lub zog tshiab tsheb kev lag luam, tab sis kuj ua rau nws tsis zoo rau kev lag luam davhlau ya nyob twg.

Rau cov tuam txhab tsheb, qhov no kuj ua rau muaj lus nug ntau.

Tus nqi tsheb tshiab puas yuav nce? Yuav nce li cas? Puas yog qhov "nqi-zoo" kom zoo dua ntawm cov nqi hluav taws xob uas tsis tshua muaj hluav taws xob tuaj yeem khaws cia? Yuav tswj li cas?

Nrog rau qhov kev cuam tshuam tsis zoo ntawm skyrocketing "dab npib tsib xee" fermenting, cov tuam txhab tsheb tsoos thiab cov tuam txhab tsheb tshiab yuav txuas ntxiv mus ntsib qhov tsis sib xws ntawm tus nqi thiab qhov nyuaj ntawm kev kho cov lag luam kawg.

(1) "kev nyuaj siab" ntawm "tus nqi nce" thiab "txiav ntshav"

Qhov xwm txheej macro yuav ua rau tus nqi hloov pauv hauv lub sijhawm luv luv, tab sis nyob rau hauv qhov kev ntsuam xyuas zaum kawg, tus nqi nce kev cia siab ntawm npib tsib xee kuj nyob ntawm kev sib raug zoo ntawm kev muab khoom thiab kev thov.

Raws li Electric Star, lub ntiaj teb no cov khoom muag nickel tam sim no twb tsawg heev. Txij li thaum lub Plaub Hlis xyoo tas los, cov khoom muag nickel nyob rau hauv LME-registered warehouse tau poob ze li ntawm 70 feem pua ​​​​rau 83,328 tons.

Cov khoom muag qis tau ua rau tus nqi nce ntxiv, nrog LME npib tsib xee tus nqi nce 76 feem pua ​​txij thaum pib ntawm lub xyoo.

Qhov nce siab ntawm cov nqi npib tsib xee tau ua rau "tawg" ntawm cov nqi roj teeb.

Raws li lub koom haum kwv yees, tus nqi npib tsib xee tau nce los ntawm US $ 20, 000 txog US $ 50, 000, thiab tus nqi ntawm cov khoom siv nickel rau 60kwh roj teeb tau nce li ntawm 10,000 yuan.

Ua piv txwv Tesla Model 3, tus nqi ntawm 80KWh high-nickel roj teeb pob yuav nce los ntawm tsawg kawg yog 20,000 yuan.

Qhov no tseem yog qhov nruab nrab-rau-siab-kawg Tesla Model 3. Rau Musk, uas yog tus zoo ntawm kev tswj cov nqi, muaj lwm yam "kev pabcuam".

Tab sis rau cov tsheb hluav taws xob uas tsis tshua muaj nqi nrog cov txiaj ntsig me me, txawm tias qhov nce ntawm 10, 000 yuan nyob rau hauv cov nqi roj teeb yog unbearable.

Ib yam li Wuling Hongguang Mini EV, tag nrho lub tsheb yuav muag rau ntau dua 30, 000 yuan.

Yog li ntawd, rau cov tuam txhab tsheb tshiab lub zog, yog tias lawv hais rau txoj kev ternary lithium, qhov tshwm sim ncaj qha yog tias lawv yuav "nce nqi" los hloov cov nqi, lossis "tsis kam lees" cov txiaj ntsig.

Txawm li cas los xij, nws yog undoubtedly unsustainable.

Tau kawg, cov tuam txhab tsheb muaj lwm txoj kev xaiv, uas yog siv cov roj teeb lithium hlau phosphate qis.

Lub roj teeb no siv hlau phosphate thiab tsis xav tau npib tsib xee.

Txawm hais tias txoj kev no tuaj yeem txuag tau qee tus nqi (lithium carbonate kuj nce nqi), kuj tseem muaj qee qhov kev ua haujlwm tsis zoo.

Ua ntej tshaj plaws, lub zog ntom yog qhov tsis tshua muaj, thiab qhov thib ob, qhov ntsuas hluav taws xob tsis zoo, thiab cov roj teeb tsis tshua pom, thiab cov neeg siv khoom yuav tsis them tus nqi.

Nws tsis yog qhov nyuaj kom pom tias ternary lithium thiab lithium hlau phosphate txhua tus muaj qee qhov zoo thiab qhov tsis zoo, tab sis nyob rau hauv cov ntsiab lus ntawm cov nqi nickel nce, qhov no tau ua rau "qhov teeb meem" rau cov tuam txhab tsheb tshiab hauv kev xaiv txoj kev.