Esimeni esiguquguqukayo semboni yezimoto, izimoto zikagesi (EVs) ziphawule ukwanda okungakaze kubonwe ekuthengisweni komhlaba wonke, zafinyelela izibalo eziphule amarekhodi ngoJanuwari. Ngokusho kweRho Motion, zingaphezu kwesigidi izimoto ezisebenza ngogesi ezidayisiwe emhlabeni jikelele ngoJanuwari kuphela, okukhombisa ukwenyuka okumangalisayo ngamaphesenti angama-69 uma kuqhathaniswa nesikhathi esifanayo ngonyaka owedlule.
Ukukhula akugcini endaweni eyodwa; kuyinto eyenzeka emhlabeni wonke. E-EU, EFTA, nase-United Kingdom, ukuthengiswa kwenyuke ngamaphesenti angama-29 unyaka nonyaka, kuyilapho i-USA neCanada zenyuke ngendlela emangalisayo ngamaphesenti angama-41. I-China, evame ukuhola ekuthathweni kwe-EV, icishe yaphinda kabili izibalo zayo zokuthengisa.
Yini eyenza le boom kagesi? Isici esisodwa esibalulekile ukwehla kwezindleko zokukhiqiza izimoto ezisebenza ngogesi namabhethri azo, okuholela emaphuzwini amanani athengekayo. Lokhu kwehliswa kwezintengo kubaluleke kakhulu ekuqhubekiseni inzalo yomthengi nokwamukelwa.
Izimpi Zentengo Yebhethri: I-Catalyst Yokwanda Kwemakethe
Okubalulekile ekwandeni kwemakethe yezimoto zikagesi ukuncintisana okunamandla phakathi kwabakhiqizi bamabhethri, okuholele ekwehleni okumangalisayo kwamanani ebhethri. Abakhiqizi bebhethri abakhulu kakhulu emhlabeni, njenge-CATL ne-BYD, babe nesandla esikhulu kulo mkhuba, basebenza ngenkuthalo ukunciphisa izindleko zemikhiqizo yabo.
Onyakeni owodwa nje, izindleko zamabhethri zingaphezu kwesigamu, okuphikisana nezibikezelo zangaphambilini nalokho obekulindelwe. NgoFebhuwari 2023, izindleko zime kuma-euro ayi-110 kWh ngayinye. NgoFebhuwari 2024, yehle yafinyelela kuma-euro angama-51 nje kuphela, nokuqagela kulindelwe ukwehliswa okwengeziwe kuze kube ngama-euro angama-40.
Lokhu kwehla kwentengo okungakaze kubonwe kuphawula isikhathi esibalulekile embonini yezimoto zikagesi. Eminyakeni emithathu nje edlule, ukuzuza u-$40/kWh wamabhethri e-LFP kwabonakala kuyisifiso esikude sika-2030 noma ngisho no-2040. Nokho, ngokuphawulekayo, sekulungele ukuba ngokoqobo ngokushesha nje ngo-2024, ngaphambi kwesikhathi esimisiwe.
Ukugqugquzela Ikusasa: Imithelela Yenguquko Yemoto Kagesi
Imithelela yalezi zigigaba ijulile. Njengoba izimoto zikagesi ziya ngokuya zithengeka futhi zifinyeleleka kalula, izithiyo zokutholwa ziyancipha. Njengoba ohulumeni emhlabeni wonke besebenzisa izinqubomgomo zokugqugquzela ubunikazi bezimoto zikagesi futhi banciphise ukushintsha kwesimo sezulu, isiteji simiselwe ukukhula okuphawulekayo emakethe ye-EV.
Ngaphandle kokunciphisa ukukhishwa kwekhabhoni nokuncika emafutheni ezinto ezimbiwa phansi, uguquko lwezimoto zikagesi lunesithembiso sokuguqula ezokuthutha njengoba sikwazi. Kusukela emoyeni ohlanzekile kuya ekuvikelekeni kwamandla okuthuthukisiwe, izinzuzo ziningi.
Kodwa-ke, izinselele ziyaqhubeka, okuhlanganisa isidingo sengqalasizinda eqinile kanye nentuthuko yezobuchwepheshe ukuze kubhekwane nokukhathazeka okufana nohlu lokukhathazeka nezikhathi zokushaja. Noma kunjalo, i-trajectory icacile: ikusasa lokuhamba ngezimoto lisebenza ngogesi, futhi ijubane loshintsho liyakhula ngesivinini.
Njengoba imakethe yezimoto zikagesi iqhubeka nokuvela, iqhutshwa ukuthengiswa okukhuphukayo kanye nokwehla kwezintengo zamabhethri, into eyodwa eqinisekile: sibona uguquko oluzochaza kabusha ukuhamba kwezizukulwane ezizayo.
Isikhathi sokuthumela: Mar-12-2024