Barka da zuwa Lantarki Vehicle [EV] Newsletter na Maris 2022. Maris ya ba da rahoton tallace-tallacen EV mai ƙarfi na duniya don Fabrairu 2022, kodayake Fabrairu yawanci wata ne a hankali.Tallace-tallace a kasar Sin, karkashin jagorancin BYD, sun sake fitowa fili.
Dangane da labarai na kasuwa na EV, muna ganin ƙarin ayyuka daga gwamnatocin Yamma don tallafawa masana'antu da sarkar samarwa.Mun ga wannan makon da ya gabata lokacin da Shugaba Biden ya yi kira ga dokar samar da tsaro don farfado da sarkar samar da motocin lantarki, musamman a matakin hakar ma'adinai.
A cikin labaran kamfanin EV, har yanzu muna ganin BYD da Tesla a kan gaba, amma yanzu ICE na ƙoƙarin kamawa.Ƙaramar shigarwar EV har yanzu tana haifar da gaurayawan ji, tare da wasu suna yin kyau wasu kuma ba su da yawa.
Tallace-tallacen EV na Duniya a cikin Fabrairu 2022 sun kasance raka'a 541,000, sama da 99% daga Fabrairu 2021, tare da kason kasuwa na 9.3% a cikin Fabrairu 2022 kuma kusan kashi 9.5% zuwa yau.
Lura: 70% na tallace-tallace na EV tun farkon shekara shine 100% EVs kuma sauran hybrids ne.
Siyar da motocin lantarki a kasar Sin a watan Fabrairun 2022 ya kasance raka'a 291,000, wanda ya karu da kashi 176% daga watan Fabrairun 2021. Kasuwar EV ta kasar Sin ta kai kashi 20% a watan Fabrairu da kashi 17% YtD.
Siyar da motocin lantarki a Turai a cikin Fabrairu 2022 ya kasance raka'a 160,000, sama da kashi 38% duk shekara, tare da kaso na kasuwa na 20% da 19% shekara zuwa yau.A cikin Fabrairu 2022, rabon Jamus ya kai 25%, Faransa - 20% da Netherlands - 28%.
Lura.Godiya ga José Pontes da ƙungiyar tallace-tallace na CleanTechnica don tattara bayanai akan duk tallace-tallace na EV da aka ambata a sama da ginshiƙi da ke ƙasa.
Shafin da ke ƙasa ya yi daidai da bincike na cewa tallace-tallace na EV zai tashi bayan 2022. Yanzu ya bayyana cewa tallace-tallace na EV ya riga ya tashi a cikin 2021, tare da tallace-tallace na kusan raka'a miliyan 6.5 da kuma kasuwar kasuwa na 9%.
Tare da halarta na farko na Tesla Model Y, kasuwar kasuwar UK EV ta karya sabon rikodin.A watan da ya gabata, kasuwar EV ta Burtaniya ta kai sabon rikodin 17% lokacin da Tesla ya ƙaddamar da mashahurin Model Y.
A ranar 7 ga Maris, Neman Alpha ya ba da rahoton: "Kathy Wood ya ninka farashin mai zuwa kololuwa yayin da motocin lantarki suka share" bukatar."
Kayayyakin motoci masu amfani da wutar lantarki sun karu yayin da yakin man fetur ya kara kamari.A ranar Talata, labarin shirin gwamnatin Biden na haramta man fetur na Rasha ya ingiza mafi yawan masana'antar motocin lantarki zuwa mafi girma.
Biden ya dawo da ikon California don aiwatar da tsauraran takunkumin gurɓataccen abin hawa.Gwamnatin Biden tana maido da haƙƙin California na saita nata ka'idojin fitar da iskar gas don motoci, manyan motocin daukar kaya da SUVs… Jihohi 17 da Gundumar Columbia sun ɗauki tsauraran ƙa'idodin California… Hukuncin gwamnatin Biden kuma zai taimaka California ta matsa zuwa ga manufarta ita ce. 2035 don kawar da duk sabbin motoci da manyan motoci masu amfani da mai.
Ana ba da rahoton odar Tesla a sassan Amurka sun haura 100%.Muna hasashen babban tsalle a cikin tallace-tallace na EV yayin da farashin gas ya tashi, kuma yana kama da an riga an fara shi.
Lura: Electrek kuma ya ba da rahoto a ranar 10 ga Maris, 2022: "Dokokin Tesla (TSLA) a cikin Amurka suna yin tashin gwauron zabi yayin da farashin iskar gas ke tilastawa mutane su canza zuwa motocin lantarki."
A ranar 11 ga Maris, BNN Bloomberg ta ba da rahoton, "Sanatoci sun bukaci Biden da ya yi kira da a yi doka ta kare kayan."
Yadda Ƙarfe-Ƙarfe ke Siffata Makomar Masana'antar Motocin Lantarki… Kamfanoni suna yin cacar ɗaruruwan biliyoyin daloli akan motocin lantarki da manyan motoci.Yana ɗaukar batura masu yawa don yin su.Wannan yana nufin cewa suna buƙatar fitar da ma'adanai masu yawa daga ƙasa, kamar lithium, cobalt da nickel.Waɗannan ma'adanai ba su da yawa musamman, amma ana buƙatar haɓaka haɓakar samar da kayayyaki a wani matakin da ba a taɓa gani ba don cimma burin masana'antar kera motoci… Beijing tana sarrafa kusan kashi uku cikin huɗu na kasuwa don ma'adanai masu mahimmanci ga batura… don wasu ayyukan hakar ma'adinai, buƙatar buƙatun masana'antar kera motoci. samfur na iya karuwa sau goma a cikin 'yan shekaru ...
Sha'awar mabukaci ga motocin lantarki ya kai kololuwar lokaci.Bayanan binciken CarSales ya nuna cewa mutane da yawa suna la'akari da motar lantarki a matsayin abin hawa na gaba.Sha'awar mabukaci ga EVs ya kai kololuwar lokaci yayin da farashin mai ke ci gaba da hauhawa, tare da neman EVs akan CarSales da ya kai kusan 20% a ranar 13 ga Maris.
Jamus ta shiga cikin EU ICE haram… Politico ta ba da rahoton cewa Jamus ba da son rai ba kuma ta rattaba hannu kan haramcin ICE har zuwa 2035 kuma za ta yi watsi da shirye-shiryen fafutukar neman keɓance mahimmin keɓancewa daga manufa ta EU na fitar da iskar carbon.
Canjin baturi na minti biyu yana haifar da sauye-sauyen Indiya zuwa masu sikelin lantarki…Maye gurbin batirin da ya mutu gabaɗaya ya kai rupees 50 kawai ( cents 67), kusan rabin farashin lita (1/4 galan) na fetur.
A ranar 22 ga Maris, Electrek ya ba da rahoto, "Tare da hauhawar farashin iskar gas na Amurka, yanzu ya yi arha sau uku zuwa shida don tuka motar lantarki."
Mining.com ta ruwaito a ranar 25 ga Maris: "Yayin da farashin lithium ya tashi, Morgan Stanley yana ganin raguwar bukatar motocin lantarki."
Biden yana amfani da Dokar Samar da Tsaro don haɓaka samar da batirin abin hawa lantarki… Gwamnatin Biden ta yi rikodin ranar alhamis cewa za ta yi amfani da dokar samar da tsaro don haɓaka samar da mahimman kayan batir da ake buƙata don motocin lantarki da kuma matsawa zuwa makamashi mai sabuntawa.Sauyi.Shawarar ta ƙara lithium, nickel, cobalt, graphite da manganese cikin jerin ayyukan da aka rufe waɗanda za su iya taimakawa kasuwancin hakar ma'adinai su sami dala miliyan 750 a cikin asusun Title III na Dokar.
BYD a halin yanzu yana matsayi na farko a duniya tare da kason kasuwa na 15.8%.BYD ya zama na farko a China tare da kaso na kasuwa kusan kashi 27.1% YTD.
BYD yana saka hannun jari a cikin mai haɓaka batirin lithium Chengxin Lithium-Pandaily.Ana sa ran bayan sanya hannun jarin sama da kashi 5% na hannun jarin kamfanin na BYD mai kera motoci na Shenzhen.Bangarorin biyu za su bunkasa tare da siyan albarkatun lithium, kuma BYD zai kara sayan kayayyakin lithium don tabbatar da daidaiton wadata da fa'idar farashin.
"BYD da Shell sun shiga kawancen caji.Haɗin gwiwar, wanda za a fara ƙaddamar da shi a China da Turai, zai taimaka wajen faɗaɗa zaɓuɓɓukan cajin motocin lantarki na BYD (BEV) da masu amfani da kayan aikin lantarki (PHEV).
BYD yana samar da batir ruwa don NIO da Xiaomi.Xiaomi ya kuma sanya hannu kan yarjejeniyar hadin gwiwa tare da Batirin Fudi tare da NIO…
A cewar rahotanni, littafin odar BYD ya kai raka'a 400,000.BYD mai ra'ayin mazan jiya yana tsammanin siyar da motoci miliyan 1.5 a cikin 2022, ko miliyan 2 idan yanayin sarkar kayayyaki ya inganta.
An fitar da hoton hatimin BYD a hukumance.Model 3 fafatawa a gasa yana farawa a $35,000… Seal yana da tsantsar wutar lantarki mai tsawon kilomita 700 kuma yana aiki da dandamali mai ƙarfin ƙarfin 800V.an kiyasta tallace-tallace na wata-wata na raka'a 5,000… Dangane da ƙirar abin hawa na BYD “Ocean X”… An tabbatar da hatimin BYD ana kiransa da BYD Atto 4 a Ostiraliya.
Tesla a halin yanzu yana matsayi na biyu a duniya tare da kasuwar duniya na 11.4%.Tesla yana matsayi na uku a China tare da kaso 6.4% na kasuwa a kowace shekara.Tesla yana matsayi na 9 a Turai bayan raunin Janairu.Tesla ya kasance mai siyar da motocin lantarki na 1 a Amurka.
A ranar 4 ga Maris, Teslatti ya ba da sanarwar: "Tesla a hukumance ta karɓi izinin muhalli na ƙarshe don buɗe Gigafactory na Berlin."
A ranar 17 ga Maris, Tesla Ratti ya bayyana, "Tesla's Elon Musk yana nuna yana aiki akan Tsarin Jagora, Sashe na 3."
A ranar 20 ga Maris, The Driven ya ruwaito: "Tesla za ta bude tashoshin caji a Burtaniya don sauran motocin lantarki a cikin 'yan makonni ko watanni."
A ranar 22 ga Maris, Electrek ya ba da sanarwar, "Tesla Megapack ya zaɓi don sabon babban aikin ajiyar makamashi mai girman MWh 300 don taimakawa makamashin da ake sabuntawa na Ostiraliya."
Elon Musk yana rawa yayin da yake buɗe sabon masana'antar Tesla a Jamus… Tesla ya yi imanin kamfanin na Berlin yana samar da motoci har 500,000 a shekara… makonni na samarwa kasuwanci da raka'a 5,000 a kowane mako zuwa ƙarshen 2022.
Tesla Giga Fest Ƙarshe Amincewa a Gigafactory Texas, tikiti mafi yiwuwa na zuwa nan ba da jimawa ba… Giga Fest zai nuna magoya bayan Tesla da baƙi a cikin sabuwar masana'anta da aka buɗe a wannan shekara.An fara samar da Model Y crossover a baya.Tesla yana shirin gudanar da taron a ranar 7 ga Afrilu.
Tesla yana haɓaka hannun jari yayin da yake shirin raba hannun jari… Masu hannun jari za su kada kuri'a kan ma'aunin a taron masu hannun jari na shekara-shekara na 2022 mai zuwa.
Tesla ya sanya hannu kan yarjejeniyar samar da nickel na shekaru masu yawa tare da Vale… A cewar Bloomberg, a cikin wata yarjejeniya da ba a bayyana ba, kamfanin hakar ma'adinai na Brazil zai baiwa mai kera motocin lantarki da nickel na Kanada…
Lura.Wani rahoto na Bloomberg ya ce, "Mutane ba su san yadda Tesla ya yi nisa ba wajen tabbatar da sarkar samar da albarkatun kasa da kuma daukar cikakkiyar hanya ta kayan batir," in ji kakakin Talon Metals Todd Malan.
Masu saka hannun jari na iya karanta gidan yanar gizo na Yuni 2019, "Tesla - Ra'ayi Mai Kyau da Mara Kyau," wanda na ba da shawarar siyayyar haja.Ana ciniki ne akan $196.80 (daidai da $39.36 bayan an raba hannun jari 5:1).Ko labarin da na kwanan nan na Tesla game da saka hannun jari a cikin abubuwan da ke faruwa - "Duba da sauri ga Tesla da ƙimar sa ta gaskiya a yau da PT na na shekaru masu zuwa."
Wuling Automobile Joint Venture (SAIC 51%, GM 44%, Guangxi 5,9%), SAIC [SAIC] [CH:600104] (SAIC включает Roewe, MG, Baojun, Datong), Beijing Automobile Group Co., Ltd. ( BAIC) (включая Arcfox) [HK:1958) (OTC:BCCMY)
SGMW (SAIC-GM-Wuling Motors) yana matsayi na uku a duniya tare da kashi 8.5% na kasuwa a wannan shekara.SAIC (ciki har da hannun jarin SAIC a cikin hadin gwiwar SAIC/GM/Wulin (SGMW)) ya zo na biyu a kasar Sin da kashi 13.7%.
Manufar SAIC-GM-Wuling ita ce ninka tallace-tallacen sabbin motocin makamashi.SAIC-GM-Wuling na da burin cimma nasarar sayar da sabbin motocin makamashi miliyan 1 a duk shekara nan da shekarar 2023. Don cimma wannan burin, kamfanonin hadin gwiwa na kasar Sin suna son zuba jari mai tsoka a fannin raya kasa, da bude masana'antar sarrafa batir dinsu a kasar Sin. NEV miliyan 1 a cikin 2023 zai ninka fiye da ninki biyu daga 2021.
SAIC ya karu da 30.6% a cikin Fabrairu ... Bayanai na hukuma sun nuna tallace-tallace na kamfanonin SAIC sun ninka sau biyu a cikin Fabrairu ... Sabbin tallace-tallacen motocin makamashi ya ci gaba da karuwa, tare da fiye da 45,000 na shekara-shekara tallace-tallace a cikin Fabrairu.ya karu da kashi 48.4 bisa makamancin lokacin bara.SAIC na ci gaba da samun cikakkiyar matsayi a cikin kasuwannin gida don sababbin motocin makamashi.SAIC-GM-Wuling Hongguang MINI EV tallace-tallace kuma ya kiyaye girma girma ...
Volkswagen Group [Xetra: VOW] (OTCPK: VWAGY) (OTCPK:VLKAF)/Audi (OTCPK:AUDVF)/Lamborghini/Porsche (OTCPK: POAHF)/Skoda/Bentley
Rukunin Volkswagen a halin yanzu yana matsayi na hudu a cikin masu kera motocin lantarki na duniya tare da kaso na kasuwa na 8.3% kuma na farko a Turai tare da kasuwar kashi 18.7%.
A ranar 3 ga Maris, Volkswagen ya ba da sanarwar: "Volkswagen yana kawo karshen kera motoci a Rasha tare da dakatar da fitar da kaya."
Kaddamar da sabuwar shukar Triniti: abubuwan ci gaba na gaba don samar da wurin a Wolfsburg… Hukumar Kulawa ta amince da sabon wurin samarwa a Wolfsburg-Warmenau, kusa da babban shuka.Kimanin Yuro biliyan 2 ne za a saka hannun jari wajen samar da samfurin lantarki na juyin juya hali na Triniti.Farawa a cikin 2026, Triniti zai zama tsaka tsaki na carbon kuma ya kafa sabbin ka'idoji a cikin tuki mai cin gashin kansa, wutar lantarki da motsi na dijital…
A ranar 9 ga Maris, Volkswagen ya ba da sanarwar: "Bulli na makomar wutar lantarki: farkon duniya na sabon ID.Buzz."
Volkswagen da Ford suna haɓaka haɗin gwiwa akan dandamalin lantarki na MEB…” Ford zai gina wani samfurin lantarki bisa tsarin MEB.Siyar da MEB za ta ninka zuwa miliyan 1.2 a tsawon rayuwarsa.
Lokacin aikawa: Mayu-08-2023
