Njengeisithuthi sombane (EV)imarike iyaqhubeka ukuphuhlisa, lUkuguquguquka kwe-arge kumaxabiso ebhetri kuphakamise inkxalabo phakathi kwabathengi malunga nekamva lamaxabiso e-EV.
Ukuqala ekuqaleni kwe-2022, ishishini labona ukunyuka kwamaxabiso ngenxa yokunyuka kweendleko ze-lithium carbonate kunye ne-lithium hydroxide, izithako ezibalulekileyo kwimveliso yebhetri. Nangona kunjalo, njengoko amaxabiso ezinto ezikrwada ehla emva koko, intengiso yangena kwinqanaba lokhuphiswano, elidla ngokubizwa ngokuba "yimfazwe yamaxabiso." Oku kuguquguquka kunabathengi bayazibuza ukuba ngaba amaxabiso angoku amele asezantsi okanye ukuba aya kuwela ngaphezulu.
I-Goldman Sachs, ibhanki ehamba phambili yotyalo-mali yehlabathi, ihlalutye intsingiselo yexabiso leebhetri zamandla ezithuthi zombane.
Ngokutsho koqikelelo lwabo, ixabiso eliqhelekileyo leebhetri zamandla liye lahla ukusuka kwi-$ 153 nge-kilowatt-yure kwi-2022 ukuya kwi-$ 149 / kWh ngo-2023, kwaye kulindeleke ukuba ihle kakhulu kwi-$ 111 / kWh ekupheleni kuka-2024. Ngo-2026, iindleko zebhetri ziphelile. kulindeleke ukuba yehle phantse ngesiqingatha ukuya kwi-$80/kWh.
Nangaphandle kwenkxaso-mali, ukwehla okubukhali ngolo hlobo kumaxabiso ebhetri kulindeleke ukuba kwenze iindleko zobunini bezithuthi zombane ezisulungekileyo zilingane nezithuthi zepetroli zesintu.
Impembelelo yokuhla kwamaxabiso ebhetri ayikho kuphela kwizigqibo zokuthenga kwabathengi, kodwa ibaluleke kakhulu kwintsimi yezithuthi ezithengisa amandla amatsha.
Iibhetri zamandla zithatha malunga ne-40% yeendleko ezipheleleyo zamandla amatsha ezithuthi zentengiso. Ukuhla kwamaxabiso ebhetri kuya kuphucula ukusebenza kakuhle koqoqosho lwezithuthi, ngakumbi iindleko zokusebenza. Iindleko zokusebenza kwezithuthi ezithengisa amandla amatsha sele ziphantsi kunezo zezithuthi zamafutha zesiqhelo. Njengoko amaxabiso ebhetri eqhubeka ehla, iindleko zokugcina nokutshintsha iibhetri nazo zilindeleke ukuba zehle, nto leyo ethomalalisa inkxalabo ekudala ikho abantu malunga neendleko eziphezulu “zombane omathathu” (iibhetri, iimotor nolawulo lwe-elektroniki).
Le meko iguqukayo inokuthi iphucule ukusebenza kakuhle kwezoqoqosho kwezithuthi ezithengisa amandla amatsha kuwo wonke umjikelo wobomi bazo, nto leyo ezenza zibenomtsalane ngakumbi kubasebenzisi abaneemfuno zokusebenza eziphezulu, ezinje ngeenkampani zolungiselelo kunye nabaqhubi ngabanye.
Njengoko amaxabiso ebhetri eqhubeka nokuhla, iindleko zokuthengwa kunye nokusebenza kwezithuthi ezisetyenzisiweyo zokuhambisa amandla ziya kuwa, ngaloo ndlela ziphucula iindleko-zokusebenza kwazo. Olu tshintsho lulindeleke ukuba lutsale iinkampani ezininzi zolungiselelo kunye nabaqhubi abajonga iindleko ukuba basebenzise izithuthi zamandla amatsha ezisetyenzisiweyo, bavuselele imfuno yentengiso kunye nokunyusa izinga lokuhlawula amatyala kushishino.
Ukongeza, ukuhla kwamaxabiso ebhetri kulindeleke ukuba kukhuthaze abenzi beemoto kunye namaziko anxulumeneyo ukuba anike ingqwalasela engakumbi ekwandiseni iinkonzo zesiqinisekiso emva kokuthengisa.
Ukuphuculwa kwemigaqo-nkqubo yewaranti yebhetri kunye nokuphuculwa kweenkqubo zenkonzo emva kokuthengiswa kulindeleke ukuba kuphucule ukuzithemba kwabathengi ekuthengeni izithuthi ezitsha zothungelwano lwamandla ezisele zisetyenziswe. Njengoko abantu abaninzi bengena emarikeni, ukusasazwa kwezi zithuthi kuya kwanda, kukhuthazeke ngakumbi ukusebenza kwentengiso kunye nokungabi namali ekhoyo.
Ukongeza kwimpembelelo yeendleko kunye nokutshintsha kweemarike, ukuhla kwamaxabiso ebhetri kunokwenza iimodeli zoluhlu olwandisiweyo zidume ngakumbi. Okwangoku, iilori ezikhanyayo zoluhlu olwandisiweyo ezineebhetri ze-100kWh zivela kwimarike. Iingcali zemizi-mveliso zithi ezi modeli zinovelwano ngakumbi ekwehleni kwamaxabiso ebhetri kwaye zisisisombululo esihambelanayo kwiilori ezisulungekileyo zombane. Iimodeli zombane ezisulungekileyo zineendleko ezithe kratya, ngelixa iilori zokukhanya ezongeziweyo zinoluhlu olude kwaye zifanelekile kwiimfuno zezothutho ezahlukeneyo ezifana nokuhanjiswa kwedolophu kunye nokuhanjiswa kwedolophu.
Ikhono leelori ezinomthamo omkhulu owandisiweyo womsebenzi wokukhanya ukuhlangabezana neemfuno zeemeko ezahlukeneyo zothutho, kunye nokuhla okulindelweyo kweendleko zebhetri, kubanike indawo efanelekileyo kwimarike. Njengoko abathengi besanda befuna izisombululo eziguquguqukayo ezilinganisa iindleko kunye nokusebenza, isabelo sentengiso yeelori ezinobunzima obude kulindeleke ukuba sikhule, sityebisa ngakumbi ubume bezithuthi zombane.
Isishwankathelo, imarike yemoto yombane ikwinqanaba lotshintsho kunye namaxabiso ebhetri ahlayo kunye nokutshintsha izinto ezikhethwa ngabathengi.
Njengoko iindleko zeebhetri zamandla ziqhubeka zihla, uqoqosho lwamandla amatsha ezithuthi zorhwebo luya kuphucula, ukutsala uluhlu olubanzi lwabasebenzisi kunye nokukhuthaza imfuno yemarike.
Ukunyuka okulindelekileyo kweemodeli zoluhlu olwandisiweyo kugxininisa ngakumbi ukuguquguquka kweshishini lezithuthi zombane ekuhlangabezaneni neemfuno zothutho ezahlukeneyo. Njengoko ishishini liqhubela phambili, ukuseka umgangatho wovavanyo oluvakalayo kunye nenkqubo yenkonzo emva kokuthengisa kubalulekile ukunciphisa iindleko zentengiselwano kunye nemingcipheko, ekugqibeleni kuphuculwe ubungakanani bemali yezithuthi ezisetyenzisiweyo zolungiselelo lwamandla. Ikamva lezithuthi zombane liyathembisa, kwaye uqoqosho kunye nokusebenza kakuhle zizinto eziphambili eziphambili kule marike iguqukayo.
Ixesha lokuposa: Dec-10-2024