Welcome to Electric Vehicle [EV] Newsletter for March 2022. March e tlalehile lithekiso tse matla haholo tsa EV lefatšeng ka bophara bakeng sa Hlakola 2022, le hoja February hangata e le khoeli e liehang.Lithekiso tsa China, tse etelletsoeng pele ke BYD, li hlahella hape.
Mabapi le litaba tsa 'maraka oa EV, re ntse re bona mehato e eketsehileng ho tsoa mebusong ea Bophirimela ho tšehetsa indasteri le ketane ea phepelo.Re bone sena feela bekeng e fetileng ha Moporesidente Biden a ne a kopa Molao wa Tlhahiso ya Tshireletso ho tsosolosa ketane ya phepelo ya dikoloi tsa motlakase, haholo maemong a merafo.
Litabeng tsa khamphani ea EV, re ntse re bona BYD le Tesla ba etella pele, empa hona joale ICE e leka ho tšoara.Keno e nyane ea EV e ntse e hlahisa maikutlo a fapaneng, ha ba bang ba sebetsa hantle mme ba bang ha ba joalo haholo.
Lithekiso tsa Global EV ka Pherekhong 2022 e ne e le li-unit tse 541,000, e nyolohile ka 99% ho tloha ka Hlakola 2021, ka karolo ea 'maraka ea 9.3% ka Hlakola 2022 le hoo e ka bang 9.5% ea selemo ho fihlela joale.
Tlhokomeliso: 70% ea thekiso ea EV ho tloha qalong ea selemo ke 100% EVs 'me tse ling ke tse nyalisitsoeng.
Lithekiso tsa likoloi tsa motlakase Chaena ka February 2022 e ne e le li-unit tsa 291,000, ho nyoloha ka 176% ho tloha ka Hlakola 2021. Karolo ea 'maraka ea EV ea China e ne e le 20% ka Hlakola le 17% YtD.
Thekiso ea likoloi tsa motlakase Europe ka Pherekhong 2022 e ne e le li-unit tse 160,000, e nyolohile ka 38% selemo le selemo, ka karolo ea 'maraka ea 20% le 19% ea selemo ho fihlela joale.Ka February 2022, karolo ea Jeremane e fihlile 25%, Fora - 20% le Netherlands - 28%.
Hlokomela.Ke leboha José Pontes le sehlopha sa barekisi ba CleanTechnica bakeng sa ho bokella lintlha ka lithekiso tsohle tsa EV tse boletsoeng ka holimo le chate e ka tlase.
Chate e ka tlase e lumellana le lipatlisiso tsa ka tsa hore thekiso ea EV e tla phahama ka mor'a 2022. Hona joale ho bonahala eka thekiso ea EV e se e ntse e phahama ka 2021, ka thekiso ea li-unit tse ka bang limilione tse 6,5 le karolo ea 'maraka ea 9%.
Ka qalo ea Tesla Model Y, karolo ea 'maraka ea UK EV e robehile rekoto e ncha.Khoeling e fetileng, karolo ea 'maraka ea UK EV e fihlile rekotong e ncha ea 17% ha Tesla e ne e tsebisa Model Y e tsebahalang.
Ka la 7 Hlakubele, Seeking Alpha e ile ea tlaleha: “Kathy Wood e eketsa litheko tsa oli habeli ho ea holimo ha likoloi tsa motlakase li ‘hlakola’ tlhokeho.”
Lisebelisoa tsa likoloi tsa motlakase li eketsehile ha ntoa ea oli e ntse e tota.Ka Labobeli, litaba tsa morero oa tsamaiso ea Biden oa ho thibela oli ea Russia li ile tsa sutumelletsa boholo ba indasteri ea likoloi tsa motlakase ho lebelo le holimo.
Biden e khutlisitse bokhoni ba California ba ho tiisa lithibelo tse thata tsa tšilafalo ea likoloi.Tsamaiso ea Biden e khutlisa tokelo ea California ea ho ipehela melaoana ea eona ea ho ntša likhase tse futhumatsang lefatše bakeng sa likoloi, literaka tse nkang le li-SUV… linaha tse 17 le Setereke sa Columbia li amohetse maemo a thata a California… Qeto ea tsamaiso ea Biden e tla thusa California ho fihlela sepheo sa eona ke ho 2035 ho felisa likoloi le literaka tsohle tse ncha tse tsamaeang ka peterole.
Litaelo tsa Tesla likarolong tse ling tsa US ho tlalehoa hore li phahame ka 100%.Re bolela esale pele ho tlola ho hoholo ha thekiso ea EV ha litheko tsa khase li ntse li phahama, 'me ho bonahala eka e se e ntse e tsoela pele.
Tlhokomeliso: Electrek le eona e tlalehile ka la 10 Hlakubele 2022: "Litaelo tsa Tesla (TSLA) naheng ea Amerika li ntse li phahama haholo ha litheko tsa khase li qobella batho ho fetohela ho likoloi tsa motlakase."
Ka la 11 Hlakubele, BNN Bloomberg e tlaleha, "Basenete ba khothaletsa Biden ho kopa bili ea ts'ireletso ea thepa e otlang."
Kamoo Litšepe Tse Ngata li Bopang Bokamoso ba Indasteri ea Likoloi tsa Motlakase… Likhamphani li becha libilione tsa lidolara ka makoloi le literaka tsa motlakase.Ho hloka libeteri tse ngata ho li etsa.Sena se bolela hore ba hloka ho ntša liminerale tse ngata lefatšeng, tse kang lithium, cobalt le nickel.Liminerale tsena ha li fumanehe ka seoelo, empa tlhahiso e tlameha ho phahamisoa ka lebelo le sa tloaelehang ho fihlela litabatabelo tsa indasteri ea likoloi… sehlahisoa se ka eketseha ka makhetlo a leshome ka lilemo tse 'maloa…
Thahasello ea bareki likoloing tsa motlakase e phahame ka linako tsohle.Lintlha tsa lipatlisiso tsa CarSales li bontša hore batho ba bangata ba nka koloi ea motlakase e le koloi ea bona e latelang.Thahasello ea bareki ho li-EV e phahame ka ho fetesisa ha litheko tsa mafura li ntse li phahama, 'me lipatlisiso tsa li-EV ho CarSales li ntse li phahama hoo e ka bang 20% ka la 13 Hlakubele.
Jeremane e kenela thibelo ea EU ICE… Politico e tlaleha hore Jeremane e saenetse thibelo ea ICE ka lesisitheho ho fihlela ka 2035 mme e tla theola merero ea ho buella tokollo ea bohlokoa ho sepheo sa EU sa khabone.
Phetoho ea metsotso e 'meli ea betri e tsamaisa phetoho ea India ho li-scooters tsa motlakase… Ho nkela betri e shoeleng ka botlalo ho bitsa li-rupee tse 50 feela (lisente tse 67), halofo ea theko ea lithara (1/4 galone) ea peterole.
Ka la 22 Hlakubele, Electrek e tlalehile, "Ka ho nyoloha ha litheko tsa khase tsa US, joale ho theko e tlase makhetlo a mararo ho isa ho a ts'eletseng ho khanna koloi ea motlakase."
Mining.com e tlalehile ka la 25 Hlakubele: "Ha litheko tsa lithium li ntse li phahama, Morgan Stanley o bona ho theoha ha tlhokahalo ea likoloi tsa motlakase."
Biden e sebelisa Molao oa Tlhahiso ea Ts'ireletso ho eketsa tlhahiso ea betri ea koloi ea motlakase… Tsamaiso ea Biden e tsoetse pele ka Labone hore e tla sebelisa Molao oa Tlhahiso ea Ts'ireletso ho eketsa tlhahiso ea lapeng ea lisebelisoa tsa bohlokoa tsa betri tse hlokahalang bakeng sa likoloi tsa motlakase le ho fetohela ho matla a tsosolositsoeng.Phetoho.Qeto e kenyelletsa lithium, nickel, cobalt, graphite le manganese lethathamong la merero e koahetsoeng e ka thusang likhoebo tsa merafo ho boloka $ 750 milione ho letlole la Molao la Sehlooho sa III.
BYD hajoale e maemong a pele lefatšeng ka karolo ea 'maraka ea 15.8%.BYD e maemong a pele Chaena ka karolo ea 'maraka e ka bang 27.1% YTD.
BYD e tsetela ho nts'etsopele ea betri ea lithium Chengxin Lithium-Pandaily.Ho lebeletsoe hore ka mor'a ho behoa, karolo e fetang 5% ea likarolo tsa k'hamphani e tla ba ea Shenzhen-based automaker BYD.Mahlakore ana a mabeli a tla nts'etsapele le ho reka lisebelisoa tsa lithium ka kopanelo, 'me BYD e tla eketsa theko ea lihlahisoa tsa lithium ho netefatsa phano e tsitsitseng le melemo ea theko.
"BYD le Shell ba kene selekaneng sa ho qosa.Tšebelisano-'moho, eo qalong e tla qalisoa Chaena le Europe, e tla thusa ho atolosa likhetho tsa ho tjhaja bakeng sa bareki ba BYD's battery electric vehicle (BEV) le plug-in hybrid electric vehicle (PHEV).
BYD e fana ka libeteri tsa blade bakeng sa NIO le Xiaomi.Xiaomi e boetse e saenetse tumellano ea tšebelisano le Fudi Battery le NIO…
Ho latela litlaleho, buka ea odara ea BYD e fihlile ho li-unit tsa 400,000.BYD e lebelletse ho rekisa likoloi tse limilione tse 1.5 ka 2022, kapa limilione tse 2 haeba maemo a phepelo a ntlafala.
Setšoantšo sa semmuso sa tiiso ea BYD se lokollotsoe.Motlatsi oa Model 3 o qala ho $ 35,000 ... Setiiso se na le sebaka se hloekileng sa motlakase sa lik'hilomithara tse 700 'me se tsamaisoa ke sethala sa 800V se phahameng sa motlakase.Thekiso e hakanyetsoang ea khoeli le khoeli ea li-unit tse 5,000…Ho ipapisitsoe le moralo oa koloi ea maikutlo ea BYD “Ocean X”…Setiiso sa BYD se netefalitsoe hore se bitsoa BYD Atto 4 naheng ea Australia.
Tesla hajoale e maemong a bobeli lefats'eng ka karolo ea 'maraka ea lefats'e ea 11.4%.Tesla e boemong ba boraro Chaena ka karolo ea 'maraka ea 6.4% selemo ho fihlela joale.Tesla e boemong ba 9th Europe ka mor'a January e fokolang.Tesla e ntse e le morekisi oa No. 1 oa likoloi tsa motlakase US.
Ka la 4 Hlakubele, Teslarati o phatlalalitse: "Tesla e amohetse semmuso tumello ea ho qetela ea tikoloho ea ho bula Berlin Gigafactory."
Ka la 17 Hlakubele, Tesla Ratti o ile a senola, "Elon Musk oa Tesla o fana ka maikutlo a hore o sebetsa ho The Master Plan, Karolo ea 3."
Ka la 20 Hlakubele, The Driven e tlaleha: "Tesla e tla bula liteishene tsa Supercharging UK bakeng sa likoloi tse ling tsa motlakase ka libeke kapa likhoeli tse 'maloa."
Ka la 22 Hlakubele Electrek e phatlalalitse, "Tesla Megapack e khethetsoe morero o mocha oa polokelo ea matla a 300 MWh ho thusa matla a tsosolositsoeng a Australia."
Elon Musk oa tantša ha a bula semela se secha sa Tesla Jeremane… Tesla o lumela hore semela sa Berlin se hlahisa likoloi tse fihlang ho 500,000 ka selemo… Mofuputsi ea ikemetseng oa Tesla Troy Teslike o ngotse ka tweet hore k'hamphani e ne e tšepa ka nako eo tlhahiso ea likoloi e tla fihla ho li-unit tse 1,000 ka beke nakong ea libeke tsa tlhahiso ea khoebo le li-unit tse 5,000 ka beke bofelong ba 2022.
Tesla Giga Fest Fest Approval at Gigafactory Texas, the tickets most likely coming soon… Giga Fest e tla bontša balateli ba Tesla le baeti ka hare ho fektheri ea eona e ncha e butsoeng selemong sena.Tlhahiso ea crossover ea Model Y e qalile pejana.Tesla o rera ho tšoara ketsahalo ka la 7 Mmesa.
Tesla e ntse e eketsa thepa ea eona ha e ntse e rera karohano ea setoko…
Tesla o saenetse tumellano ea lekunutu ea lilemo tse ngata ea nickel le Vale… Ho ea ka Bloomberg, tumellanong e sa boleloang, khamphani ea morafo ea Brazil e tla fa moetsi oa likoloi tsa motlakase ka nickel e entsoeng Canada…
Hlokomela.Tlaleho ea Bloomberg e re, "Batho ha ba hlokomele hore na Tesla e fihlile hole hakae ho boloka liketane tsa eona tsa phepelo ea thepa e tala le ho nka mokhoa o felletseng oa lisebelisoa tsa betri," 'muelli oa Talon Metals Todd Malan o boletse.
Bareki ba ka bala poso ea ka ea blog ea June 2019, "Tesla - Maikutlo a matle le a fosahetseng," moo ke khothalelitseng setoko Reka.E rekisoa ka $ 196.80 (e lekanang le $ 39.36 ka mor'a karohano ea 5: 1).Kapa sengoloa sa ka sa morao-rao sa Tesla se mabapi le ho tsetela mekhoeng - "Ho sheba ka potlako Tesla le boleng ba eona bo nepahetseng kajeno le PT ea ka ea lilemo tse tlang."
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) e boemong ba boraro lefatšeng ka karolo ea 8.5% ea 'maraka selemong sena.SAIC (ho kenyeletsoa le seabo sa SAIC khoebong e kopanetsoeng ea SAIC/GM/Wulin (SGMW)) e boemong ba bobeli Chaena ka karolo ea 13.7%.
Sepheo sa SAIC-GM-Wling ke ho rekisa habeli likoloi tse ncha tsa motlakase.SAIC-GM-Wuling e ikemiselitse ho fihlela thekiso ea selemo le selemo ea likoloi tse ncha tse limilione tse 1 ka 2023. Ho finyella sena, khoebo e kopanetsoeng ea Chaena e boetse e batla ho tsetela haholo ho nts'etsopele le ho bula fektheri ea eona ea betri Chaena ... Kahoo, thekiso e ncha. sepheo sa 1 milione NEV ka 2023 e tla feta habeli ho tloha 2021.
SAIC e eketsehile ka 30.6% ka Hlakola...Boitsebiso ba semmuso bo bonts'a thekiso ea mefuta ea SAIC e imenne habeli ka Hlakola...Thekiso e ncha ea likoloi tsa motlakase e tsoetse pele ho phahama, ka thekiso e fetang 45,000 ea selemo le selemo ka Hlakola.keketseho ea 48.4% nakong e tšoanang selemong se fetileng.SAIC e ntse e tsoela pele ho ba le boemo bo ka sehloohong 'marakeng oa lehae bakeng sa likoloi tse ncha tsa motlakase.SAIC-GM-Wuling Hongguang MINI EV thekiso le eona e bolokile kholo e matla ...
Sehlopha sa Volkswagen [Xetra:VOW] (OTCPK:VWAGY) (OTCPK:VLKAF)/Audi (OTCPK:AUDVF)/Lamborghini/Porsche (OTCPK:POAHF)/Skoda/Bentley
Sehlopha sa Volkswagen hajoale se maemong a bone har'a baetsi ba likoloi tsa motlakase lefatšeng ka bophara ba nang le karolo ea 'maraka ea 8.3% mme ea pele Europe ka karolo ea 18.7%.
Ka la 3 Hlakubele, Volkswagen e phatlalalitse: "Volkswagen e emisa tlhahiso ea likoloi Russia mme e emisa ho romelloa kantle ho naha."
Ho thakholoa ha polante e ncha ea Boraro-bo-bong: liketsahalo tsa kamoso tsa sebaka sa tlhahiso Wolfsburg… Boto ea Tsamaiso e fana ka tumello ea sebaka se secha sa tlhahiso Wolfsburg-Warmenau, haufi le feme e kholo.Li-euro tse ka bang limilione tse likete tse 2 li tla tseteloa tlhahisong ea phetoho ea mohlala oa motlakase oa Boraro-bo-bong.Ho qala ka 2026, Boraro-bo-bong e tla fetoha lehlakore la khabone mme e behe litekanyetso tse ncha tsa ho khanna ka boithaopo, ho kenya motlakase le motsamao oa dijithale…
Ka la 9 Hlakubele, Volkswagen e phatlalalitse: "Bulli ea bokamoso ba motlakase oohle: tokomane ea lefats'e ea ID e ncha.Buzz.”
Volkswagen le Ford li eketsa tšebelisano-mmoho sethaleng sa motlakase sa MEB…” Ford e tla haha moetso o mong oa motlakase ho latela sethala sa MEB.Thekiso ea MEB e tla imena habeli ho isa ho limilione tse 1.2 bophelong bohle ba eona.
Nako ea poso: May-08-2023
