Nkaibinyabiziga by'amashanyarazi (ev)isoko ikomeje kwiteza imbere, lArge irahindagurika mubiciro bya bateri yazamuye impungenge mubaguzi ejo hazaza h'ibiciro bya el.
Guhera mu ntangiriro ya 2022, inganda zabonye kwiyongera ku biciro kubera ibiciro bizamuka bya karubone na litdium hydroxide, ibintu by'ingenzi mu musaruro wa bateri. Ariko, nkibiciro byibiciro fatizo byagabanutse, isoko ryinjiye mu cyiciro cyo guhatana cyane, akenshi bitwa "Intambara y'ibiciro." Iri funguro rifite abaguzi bibaza niba ibiciro biriho byerekana hepfo cyangwa niba bizagwa kure.
Goldman Sachs, banki igera ku ishoramari ku isi, yasesenguye igiciro cya bateri y'amashanyarazi.
Ukurikije ibyahanuwe, impuzandengo ya bateri yamashanyarazi yavuye kumadorari 153 kuri 2022 kugeza 2023, kandi biteganijwe ko hazamutseho 2023, kandi biteganijwe ko ibiciro bya 2026.
Ndetse nta nkunga, igitero gityaye mu biciro bya bateri biteganijwe ko bizakora ikiguzi cyo gutunga ibinyabiziga by'amashanyarazi bihwanye n'imodoka gakondo.
Ingaruka zo Kugwa Ibiciro bya Bateri ntabwo ari ku byemezo byabaguzi gusa, ariko nanone bifite akamaro gakomeye kumurima wimodoka zubucuruzi bushya.
Konti ya batteries kuri 40% yikiguzi cyose cyimodoka zubucuruzi bushya. Gutangira ibiciro bya bateri bizamura neza ubukungu bwimodoka, cyane cyane ikora. Ibiciro byo gukora byimodoka yubucuruzi bushya imaze kuba munsi yimodoka gakondo. Mugihe ibiciro bya bateri bikomeje kugwa, ikiguzi cyo kubungabunga no gusimbuza batties nacyo kikagwa impungenge zimaze igihe kinini zijyanye nubucuruzi bwo hejuru y "amashanyarazi atatu" (bateri, na elegitoroniki).
Ibi bihinduka ahantu hashobora kunoza imikorere yubukungu bwibinyabiziga byubucuruzi bushya byingufu mubuzima bwabo bwose, bituma barushaho kuba beza bafite ibikorwa byo gukora cyane, nkibigo bya logisti hamwe nabashoferi.
Mugihe ibiciro bya bateri bikomeje kugwa, kugura no gukora ibiciro bya porogaramu nshya ya porogaramu ingufu bizagwa, bityo bitera imbere ibiciro. Biteganijwe ko iyi shift izakurura ibigo byinshi hamwe nabashoferi ba sofki-badafite imbaraga zo gufata ibinyabiziga bishya byingufu, bikangura ibisabwa byingufu no kuzamura amasoko mu nganda.
Byongeye kandi, inzira yo hepfo mubiciro bya bateri biteganijwe ko bihutira kwinjiza kandi biba bifitanye isano ninzego zijyanye no kwita cyane kugirango utezimbere serivisi zishinzwe inguzanyo.
Gutezimbere politiki ya bateri ya bateri hamwe nuburyo bwo kuzamura serivisi nyuma yo kugurisha bizamura ikizere cyabaguzi mu kugura ibinyabiziga bishya bya porogaramu. Nkuko abantu benshi binjiza isoko, gukwirakwiza kwizi modoka biziyongera, ibindi bizamura ibikorwa byamasoko nubuyambaro.
Usibye ingaruka zikiguzi no ku isoko imbaraga, kugabanuka kwibiciro bya bateri birashobora kandi gukora moderi yongerewe cyane. Kugeza ubu, amakamyo yaguye-yinyuma ifite bateri ya 100kw iragaragara kumasoko. Impuguke mu nganda zivuga ko izo moderi yunvikana cyane kugabanuka ku giciro cya bateri kandi ni igisubizo cyuzuzanya kumakamyo meza yamashanyarazi. Ibyiza byamashanyarazi bisigaye cyane, mugihe amakamyo yagura urumuri rufite urwego rurerure kandi rubereye ingirakamaro muburyo butandukanye bwo gutwara abantu no gukwirakwiza imijyi no kwambukiranya umujyi.
Ubushobozi bwo gusamba-ubushobozi bworoshye bwamamyo yimyanya yoroheje kugirango duhuze ibikenewe muburyo butandukanye bwo gutwara abantu, hamwe no kugabanuka kwateganijwe mu maciro ya bateri, yabahaye umwanya mwiza ku isoko. Nkuko abaguzi bashakisha ibisubizo bihuriyeho ibiciro nibikorwa, umugabane wisoko ryamaguru yoroheje yoroheje azakura, akungahaza ahantu h'ibinyabiziga by'amashanyarazi.
Muri make, isoko ryimodoka yamashanyarazi ririmo icyiciro cyahinduwe hamwe nibiciro bya bateri byatewe no guhindura ibyo umuntu akunda.
Mugihe ikiguzi cya bateri yamashanyarazi gikomeje kugabanuka, ubukungu bwimodoka zubucuruzi bushya zingufu zizamura, gukurura abakoresha ubwinshi no gukangurira isoko.
Biteganijwe kuzamuka kwagutse-intangarugero nziza cyane zigaragaza guhuza inganda zimodoka zamashanyarazi muguhura nibyo dukunda gutwara abantu. Mugihe inganda zigenda zitera imbere, zishyiraho urwego rwo gusuzuma neza na nyuma yo kugurisha ni ngombwa kugirango ugabanye ibiciro byibikorwa nibibazo, amaherezo utezimbere ibyakozwe nibinyabiziga bishya byakoreshejwe. Ejo hazaza h'ibinyabiziga by'amashanyarazi bitanga ikizere, n'ubukungu no gukora neza nibyo byo hejuru byiri soko rifite imbaraga.
Igihe cyohereza: Ukuboza-10-2024