Imakethe engaba khona yeziteshi zokushaja ze-EV | iFlowPower

Imakethe engaba khona yeziteshi zokushaja ze-EV

1 Ukuthengiswa kwezimoto ezintsha emhlabeni jikelele kulindeleke ukuthi kufinyelele ezigidini eziyi-14 ngo-2023.

1) Uma sibheka imakethe yaseShayina, ngokwehliswa kwamanani entengo kaTesla okukhipha isidingo kanye nokusebenza okuqinile kwe-BYD, ukuthengiswa kwezimoto zamandla amasha eChina kulindeleke ukuthi kudlule amayunithi ayizigidi eziyi-8.8 ngo-2023, okuwukukhuphuka konyaka nonyaka ngama-30%.

2) E-U.S. imakethe, ngokusetshenziswa kohlelo lwe-IRA kanye nokususwa kwemikhawulo ekuthengisweni kwemodeli yezimoto, kulindeleke ukuthi kuqhubeke kugqugquzele isidingo sokuthengisa. Ngaphezu kwalokho, izinga lamanje lokungena kwezimoto zamandla amasha e-United States lingaphansi kwe-10%, futhi kunesikhala esikhulu sokuthuthukiswa. Sibikezela ukuthi inani eliphelele lokuthengisa e-United States ngo-2023 kulindeleke ukuthi lifinyelele izimoto eziyizigidi ezingu-1.8, okuwukunyuka konyaka okungaphezu kuka-50%.

3) Imakethe yaseYurophu igcina ukukhula okuzinzile, kanti ukuthengiswa kulindeleke ukuthi kufinyelele izimoto eziyizigidi ezi-3 ngo-2023. Ukukhula okuqhubekayo kwezimoto ezintsha ezisebenza ngamandla kuzokhuthaza isidingo sokushaja izinqwaba.

2 Ukukhula okuthuthukayo kwezimoto zamandla amasha kuqhubekisele phambili ukukhula okusheshayo kwesidingo sokushaja ingqalasizinda.

1) Njengamanje, izindawo eziningi zokushaja izimoto zikagesi yizindawo zokuhlala nezindawo zokusebenza, kodwa izindawo zokushaja ezikwazi ukugcwalisa ugesi ngokushesha endleleni azikaqedwa.

2) Isilinganiso sezimoto zomphakathi emhlabeni wonke sokuya kunqwaba sizoba ngu-10:1 ngo-2021, kanti u-68% wenqwaba ekhona yokushaja yomphakathi ishaja kancane. Isivinini sokunikezwa kwamandla kwezinqwaba zokushaja kancane sihamba kancane kunesokushaja okusheshayo, futhi asikwazi ukuhlangabezana nezidingo zokushaja zezimoto zikagesi.

3) Ukwengeza, ukungena okuqhubekayo kwezimoto ezintsha zamandla kuzoletha okwengeziwe

4) isidingo esikhulayo sezinqwaba zokushaja ezizimele, nendawo yemakethe yezinqwaba zokushaja inkulu.

Iziteshi zokushaja zomphakathi zihola imakethe yesiteshi sokushaja izimoto zikagesi

Ukutholakala kweziteshi zokushaja izimoto zikagesi zomphakathi kubalulekile ekuthengweni kwezimoto zikagesi emhlabeni jikelele. Uma uthenga imoto kagesi, ikhono lokushaja ngokushesha eziteshini zokushaja zomphakathi libonakala njengesimiso esibalulekile. Lokhu kulindeleke ukuthi kukhuphule ukukhula kwemali engenayo engxenyeni ekhokhiswayo yomphakathi. Isifunda sase-Asia-Pacific siyaqhubeka nokufaka iziteshi zokushaja zomphakathi ngesivinini esisheshayo, ikakhulukazi e-China, e-India naseNingizimu Korea, njengoba inani labasebenzisi bezimoto zikagesi liqhubeka nokukhula.

Ohulumeni emhlabeni wonke baye basungula izinhlelo nezinhlelo ezihlukahlukene zokukhuthaza abathengi ukuthi bakhethe izimoto ezisebenza ngogesi kunezimoto ezivamile.

Ingakanani imakethe yeziteshi zokushaja izimoto zikagesi?

Usayizi wemakethe weziteshi zokushaja izimoto zikagesi kulindeleke ukuthi ufinyelele ku-US $ 32.86 billion ngo-2024, ngesilinganiso sokukhula saminyaka yonke esingu-25.94%, futhi sizofinyelela ku-US $ 104.09 billion ngo-2029.

Ithemba Leziteshi zokushaja ze-EV

1 Izinqubomgomo zeseka kakhulu ukwakhiwa kwengqalasizinda eshajayo.

Ukusatshalaliswa kwengqalasizinda eshajayo kubalulekile ekuthuthukiseni ukufakwa kukagesi ezimotweni. Amazwe aqinisa ukwakhiwa kwengqalasizinda eshajayo ukuze kuhlangatshezwane nezidingo eziguqukayo zabathengi, futhi andisa ukutshalwa kwezimali ezindaweni ezifana nokulinganisa, ukusebenza kokushaja okuthuthukisiwe, kanye nokufakwa kwendawo okubanzi.

2 Ngo-2030, izinqwaba zokushaja zizothuthukela ekudumeni nasekuhlakanipheni.

Ukushaja izinqwaba kuzoletha ukukhula okuphindwe kashumi eminyakeni eyishumi. Ngokusho kwe-International Energy Agency, ukusekela ukukhula kwezimoto zikagesi futhi zihlangabezane nezinhloso ezithenjisiwe, ingqalasizinda yokushaja emhlabeni jikelele izodinga ukukhula izikhathi ezingaphezu kweziyi-12 ngo-2030, kanye nezinqwaba zokushaja izimoto ezisebenza ngogesi ezingaphezu kwezigidi ezingu-22 ezidinga ukufakwa unyaka ngamunye. . Ngokusho kwe-IEA, inani lezinqwaba zokushaja zomphakathi zizobalelwa kuphela i-10% yenani eliphelele elifakiwe ngo-2030, kodwa ngenxa yamandla aphezulu, izinqwaba zokushaja zomphakathi zizobalelwa ku-40% wamandla afakiwe. Isidingo samandla wokushaja singase seqe u-750TWh ngo-2030, futhi iziteshi zokushaja ezizimele zingahlangabezana cishe no-65% wesidingo samandla.

I-China sekuyisikhathi eside iyimakethe enkulu kunazo zonke yokushaja izinqwaba. Njengamanje, emazweni amaningi, iziteshi zokushaja ezizimele ekhaya noma emsebenzini ziwumthombo oyinhloko wokushaja, nomehluko omkhulu ekufinyeleleni kokushaja kwendawo yokuhlala phakathi kwamazwe. Ngokusho kwedatha ye-IEA, ama-70% emizi ehlukanisiwe e-United States ayakwazi ukufinyelela ekukhokhisweni kwezindlu, kuyilapho izinga lokufinyelela ezindlini eziqashisayo liphansi ngo-10-20%. I-China inabantu abaminyene, futhi iningi lazo izakhiwo zokuhlala eziphakeme. Cishe u-40% kuphela wemindeni ekwazi ukufinyelela ezindaweni zokupaka, futhi imbalwa nakakhulu engafaka futhi isebenzise izinqwaba zokushaja. Ngakho-ke, i-China izothembela kakhulu ezinqwaba zokushaja zomphakathi. I-IEA ibikezela ukuthi ngo-2030, kuzoba nenqwaba yokushaja okusheshayo yomphakathi eyizigidi ezingu-5.5 kanye nezinqwaba zokushaja kancane zomphakathi eziyizigidi ezingu-10 emhlabeni wonke, kanti i-China izoba nezigidi ezingu-4 nezingu-5.5 ngokulandelana. EYurophu nase-United States, isabelo sikagesi esihlinzekwa ngokushaja kwangasese kulindeleke ukuthi sihlanganise cishe u-70% kagesi odingekayo, futhi eShayina cishe ingxenye.

Ukuhlaziya isifinyezo: Izinqwaba zokushaja ziyingxenye ebalulekile yentuthuko esheshayo yezimoto ezintsha ezisebenza ngamandla. Imakethe yezimoto zamandla amasha emhlabeni wonke iyakhula, njengoba ukuthengiswa sekukonke kudlula izimoto eziyizigidi eziyi-10.5 ngo-2022 kanti ukuthengiswa kulindeleke ukuthi kufinyelele ezimotweni eziyizigidi eziyi-14 ngo-2023. Nokho, ukwakhiwa kwengqalasizinda yokushaja kusemuva. Ngo-2021, kuzoba nezinqwaba zokushaja zomphakathi ezingaba yizigidi eziyi-1.8 kuphela emhlabeni, okuyingxenye eyodwa kwezintathu kuphela okuyizinqwaba ezishaja ngokushesha. Phakathi kuka-2015 no-2021, amazwe ambalwa kuphela, njenge-China, iSouth Korea, ne-Netherlands, angalingana nokukhula kwesitoko sezimoto zikagesi lapho kuthunyelwa izinqwaba zokushaja, futhi isilinganiso semoto-to-pile siyasebenza. ukwanda emazweni amaningi.