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2021-07-23

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Tight Battery Market Is Next Test for EVs Caught in Chip Crisis<blockquote>电池市场紧张是陷入芯片危机的电动汽车的下一个考验</blockquote>

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Demand for lithium-ion batteries from transport and energy storage will surge to as much as 5.9 terawatt-hours a year in 2030, putting a strain on supply chains, BloombergNEF said in an annual New Energy Outlook report published Wednesday.<blockquote>随着电池价格暴跌以及各国政府设定逐步停止销售新型内燃机汽车以帮助实现气候目标的最后期限，全球汽车制造商正在迅速增加电动车型。彭博新能源财经在周三发布的年度新能源展望报告中表示，到2030年，交通和储能对锂离子电池的需求将飙升至每年5.9太瓦时，给供应链带来压力。</blockquote> Availability of sufficient lithium products, copper foil and some cathode materials could become a constraint on the battery sector’s efforts to keep pace with demand, according to Yang. Current high raw material prices may not ease until the second half of next year and “the price pressure will have to be shared along the supply chain,” he said.<blockquote>杨表示，充足的锂产品、铜箔和一些正极材料的供应可能会限制电池行业跟上需求的努力。他表示，目前的高原材料价格可能要到明年下半年才能缓解，“价格压力将不得不在供应链上分担”。</blockquote> “Batteries could be the next EV component facing a potential shortage,” said Dennis Ip, a Hong Kong-based analyst at Daiwa Capital Markets. Lithium materials could be in deficit for the next 2 to 3 years, a factor that would potentially add to the cost of an electric vehicle, he said.<blockquote>大和资本市场驻香港分析师Dennis Ip表示：“电池可能是下一个面临潜在短缺的电动汽车零部件。”他表示，锂材料可能会在未来2到3年内出现短缺，这一因素可能会增加电动汽车的成本。</blockquote> Changzhou-based SVolt, a spin-off of carmaker Great Wall Motor Co., is seeking to add further exposure to lithium production, and is examining potential targets including mines and salt lake operations in China, Yang said.<blockquote>杨表示，总部位于常州的SVolt是汽车制造商长城汽车公司的分拆公司，正在寻求进一步增加锂生产的业务，并正在研究包括中国矿山和盐湖业务在内的潜在目标。</blockquote> The producer is planning an aggressive expansion in manufacturing and aiming to have capacity of more than 200 gigawatt-hours by 2025 from less than 1 gigawatt-hour in 2020. That compares to proposals from Contemporary Amperex Technology Co., the industry leader, to lift capacity to 550 gigawatt-hours, including joint projects, by the same date, according to BNEF data.<blockquote>该生产商正计划积极扩张制造业，目标是到2025年产能从2020年的不到1吉瓦时增加到200吉瓦时以上。根据BNEF的数据，相比之下，行业领导者宁德时代新能源科技有限公司(Contemporary Amperex Technology Co.)提议在同一天将产能提高到550吉瓦时，包括联合项目。</blockquote> SVolt has announced four new expansion projects worth about $4.6 billion since the start of the year, including a 2 billion euros ($2.4 billion) facility in Germany that will be the firm’s first factory in Europe. The company is also considering the addition of one or two further production bases in China, Yang said.<blockquote>自今年年初以来，SVolt已宣布了四个价值约46亿美元的新扩建项目，其中包括位于德国的一座价值20亿欧元（24亿美元）的工厂，这将是该公司在欧洲的第一家工厂。杨说，该公司还考虑在中国再增加一到两个生产基地。</blockquote> The company is continuing to plan to list on the Star board of the Shanghai stock exchange in late 2022 or early in 2023, Yang said.<blockquote>杨表示，该公司继续计划于2022年底或2023年初在上海证券交易所科创板上市。</blockquote>","source":"lsy1612507957220","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tight Battery Market Is Next Test for EVs Caught in Chip Crisis<blockquote>电池市场紧张是陷入芯片危机的电动汽车的下一个考验</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTight Battery Market Is Next Test for EVs Caught in Chip Crisis<blockquote>电池市场紧张是陷入芯片危机的电动汽车的下一个考验</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nBloomberg2021-07-23 09:30\n\n</h4>\n</header>\n<article>\n(Bloomberg) -- Rising demand from electric vehicles and challenges in securing raw materials will deliver a battery supply crunch for automakers already grappling with a chip crisis, according to a key Chinese manufacturer.<blockquote>（彭博社）——一家主要的中国制造商表示，电动汽车需求的增长和原材料安全的挑战将给已经在努力应对芯片危机的汽车制造商带来电池供应紧缩。</blockquote> “When the chip shortage is over, the major supply shortage the industry faces would be batteries,” Yang Hongxin, chairman of SVolt Energy Technology Co., which has struck an agreement with Jeep-maker Stellantis NV, said in an interview. “The production capacity of battery cells will be tight in the next few years because expansion takes time.”<blockquote>已与吉普车制造商Stellantis NV达成协议的SVolt Energy Technology Co.董事长杨红新在接受采访时表示：“当芯片短缺结束后，该行业面临的主要供应短缺将是电池。”“未来几年电芯产能会比较紧张，因为扩产需要时间。”</blockquote> Global automakers are rapidly adding electric models as battery prices plunge and as governments set deadlines to phase out sales of new combustion-engine cars to help meet climate targets. Demand for lithium-ion batteries from transport and energy storage will surge to as much as 5.9 terawatt-hours a year in 2030, putting a strain on supply chains, BloombergNEF said in an annual New Energy Outlook report published Wednesday.<blockquote>随着电池价格暴跌以及各国政府设定逐步停止销售新型内燃机汽车以帮助实现气候目标的最后期限，全球汽车制造商正在迅速增加电动车型。彭博新能源财经在周三发布的年度新能源展望报告中表示，到2030年，交通和储能对锂离子电池的需求将飙升至每年5.9太瓦时，给供应链带来压力。</blockquote> Availability of sufficient lithium products, copper foil and some cathode materials could become a constraint on the battery sector’s efforts to keep pace with demand, according to Yang. Current high raw material prices may not ease until the second half of next year and “the price pressure will have to be shared along the supply chain,” he said.<blockquote>杨表示，充足的锂产品、铜箔和一些正极材料的供应可能会限制电池行业跟上需求的努力。他表示，目前的高原材料价格可能要到明年下半年才能缓解，“价格压力将不得不在供应链上分担”。</blockquote> “Batteries could be the next EV component facing a potential shortage,” said Dennis Ip, a Hong Kong-based analyst at Daiwa Capital Markets. Lithium materials could be in deficit for the next 2 to 3 years, a factor that would potentially add to the cost of an electric vehicle, he said.<blockquote>大和资本市场驻香港分析师Dennis Ip表示：“电池可能是下一个面临潜在短缺的电动汽车零部件。”他表示，锂材料可能会在未来2到3年内出现短缺，这一因素可能会增加电动汽车的成本。</blockquote> Changzhou-based SVolt, a spin-off of carmaker Great Wall Motor Co., is seeking to add further exposure to lithium production, and is examining potential targets including mines and salt lake operations in China, Yang said.<blockquote>杨表示，总部位于常州的SVolt是汽车制造商长城汽车公司的分拆公司，正在寻求进一步增加锂生产的业务，并正在研究包括中国矿山和盐湖业务在内的潜在目标。</blockquote> The producer is planning an aggressive expansion in manufacturing and aiming to have capacity of more than 200 gigawatt-hours by 2025 from less than 1 gigawatt-hour in 2020. That compares to proposals from Contemporary Amperex Technology Co., the industry leader, to lift capacity to 550 gigawatt-hours, including joint projects, by the same date, according to BNEF data.<blockquote>该生产商正计划积极扩张制造业，目标是到2025年产能从2020年的不到1吉瓦时增加到200吉瓦时以上。根据BNEF的数据，相比之下，行业领导者宁德时代新能源科技有限公司(Contemporary Amperex Technology Co.)提议在同一天将产能提高到550吉瓦时，包括联合项目。</blockquote> SVolt has announced four new expansion projects worth about $4.6 billion since the start of the year, including a 2 billion euros ($2.4 billion) facility in Germany that will be the firm’s first factory in Europe. The company is also considering the addition of one or two further production bases in China, Yang said.<blockquote>自今年年初以来，SVolt已宣布了四个价值约46亿美元的新扩建项目，其中包括位于德国的一座价值20亿欧元（24亿美元）的工厂，这将是该公司在欧洲的第一家工厂。杨说，该公司还考虑在中国再增加一到两个生产基地。</blockquote> The company is continuing to plan to list on the Star board of the Shanghai stock exchange in late 2022 or early in 2023, Yang said.<blockquote>杨表示，该公司继续计划于2022年底或2023年初在上海证券交易所科创板上市。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://finance.yahoo.com/news/tight-battery-market-next-test-210000890.html\">Bloomberg</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".IXIC":"NASDAQ Composite"},"source_url":"https://finance.yahoo.com/news/tight-battery-market-next-test-210000890.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1187801054","content_text":"(Bloomberg) -- Rising demand from electric vehicles and challenges in securing raw materials will deliver a battery supply crunch for automakers already grappling with a chip crisis, according to a key Chinese manufacturer.\n“When the chip shortage is over, the major supply shortage the industry faces would be batteries,” Yang Hongxin, chairman of SVolt Energy Technology Co., which has struck an agreement with Jeep-maker Stellantis NV, said in an interview. “The production capacity of battery cells will be tight in the next few years because expansion takes time.”\nGlobal automakers are rapidly adding electric models as battery prices plunge and as governments set deadlines to phase out sales of new combustion-engine cars to help meet climate targets. Demand for lithium-ion batteries from transport and energy storage will surge to as much as 5.9 terawatt-hours a year in 2030, putting a strain on supply chains, BloombergNEF said in an annual New Energy Outlook report published Wednesday.\nAvailability of sufficient lithium products, copper foil and some cathode materials could become a constraint on the battery sector’s efforts to keep pace with demand, according to Yang. Current high raw material prices may not ease until the second half of next year and “the price pressure will have to be shared along the supply chain,” he said.\n“Batteries could be the next EV component facing a potential shortage,” said Dennis Ip, a Hong Kong-based analyst at Daiwa Capital Markets. Lithium materials could be in deficit for the next 2 to 3 years, a factor that would potentially add to the cost of an electric vehicle, he said.\nChangzhou-based SVolt, a spin-off of carmaker Great Wall Motor Co., is seeking to add further exposure to lithium production, and is examining potential targets including mines and salt lake operations in China, Yang said.\nThe producer is planning an aggressive expansion in manufacturing and aiming to have capacity of more than 200 gigawatt-hours by 2025 from less than 1 gigawatt-hour in 2020. That compares to proposals from Contemporary Amperex Technology Co., the industry leader, to lift capacity to 550 gigawatt-hours, including joint projects, by the same date, according to BNEF data.\nSVolt has announced four new expansion projects worth about $4.6 billion since the start of the year, including a 2 billion euros ($2.4 billion) facility in Germany that will be the firm’s first factory in Europe. The company is also considering the addition of one or two further production bases in China, Yang said.\nThe company is continuing to plan to list on the Star board of the Shanghai stock exchange in late 2022 or early in 2023, Yang said.","news_type":1,"symbols_score_info":{".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":333,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":8,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/175941159"}