Haufinyane tjena, lichelete tsa betri li fetohile sepheo se chesang ho batseteli. Bekeng e fetileng ea Pherekhong feela, lik’hamphani tse peli li phatlalalitse ho kopana le SPAC (lik’hamphani tse fumanehang ka sepheo se ikhethileng, lik’hamphani tse nang le sepheo se ikhethileng) ho fihlela sepheo sa ho etsa lethathamo la ka morao. Ka la 29 Pherekhong, moetsi oa betri oa Europe FREYR o phatlalalitse hore e tla batla lethathamo le ka morao la boleng ba $ 1.4 bilione. Microvast ke k’hamphani e qalang e thehiloeng Houston e nang le Micromacro Dynamics e Huzhou, Zhejiang. Khamphani e boetse e phatlalalitse merero ea ho tsamaisa IPO e ka morao ka la 1 Hlakubele, ka theko ea ho fihla ho $ 3 bilione.

Le hoja kakaretso ea kakaretso ea lik’hamphani tsena tse peli e le lidolara tse limilione tse likete tse 4.4, chelete ea bona ea selemo le selemo e feta lidolara tse limilione tse 100 feela (FREYR ha e hlahise libeteri). Haeba tlhokahalo ea libeteri ha e kholo hakaalo, joale tekanyetso e phahameng joalo e ka ba ntho e sa utloahaleng.

Likoloi tsa motlakase lia eketseha

Baetsi ba likoloi tse thehiloeng joalo ka General Motors le Ford ba sebelisitse libilione tsa lidolara ho fetohela ho likoloi tsa motlakase. Selemong se fetileng, General Motors o boletse hore e tla sebelisa $ 27 bilione ho nts’etsopele ea likoloi tsa motlakase le theknoloji ea boits’oaro lilemong tse hlano tse tlang.

Phatlalatso ea Ford Motor 2021: “Likoloi tse ncha tse 30 tsa motlakase li tla hlahisoa ka 2025.”

Ka nako e ts’oanang, ba bangata ba kenang ba bacha ba itokisetsa ho qala tlhahiso ea bongata kapa ho atolosa tlhahiso. Ka mohlala, Rivian, e tsejoang e le e ‘ngoe ea “troikas” ea likoloi tse ncha tse entsoeng Amerika, e tla fana ka teraka e ncha ea ho tsamaisa motlakase lehlabuleng lena. Amazon, e ileng ea etella pele matsete a Rivian, e boetse e laetse likete tsa literaka tse tsamaisang motlakase.

Le mmuso oa US le ona oa thusa. Bekeng e fetileng, Biden o phatlalalitse hore mmuso oa US o tla nkela likoloi, literaka le li-SUV sebakeng sa likepe tsa mmuso ka likoloi tsa motlakase tse entsoeng US Likoloi tse fetang 640,000. Sena se bolela General Motors le Ford, hammoho le lik’hamphani tse ling tsa Amerika tse kenang ‘marakeng, joalo ka Rivian, Tesla…

Ka nako e ts’oanang, li-megacities tse ngata lefats’eng li rera merero ea tsona ea motlakase. Ho ea ka tlaleho ea lipatlisiso e entsoeng ke Royal Bank of Canada, sepheo sa Shanghai ke ho reka likoloi tsa motlakase bakeng sa halofo ea likoloi tsohle tse ncha ka 2025, hammoho le libese tse sa sebeliseng mosi, litekesi, liveni le likoloi tsa mmuso.

Khauta ea China

China ke e ‘ngoe ea limmaraka tse kholo ka ho fetisisa tsa likoloi tsa motlakase lefatšeng,’ me maano a eona a ka pele ho lefatše lohle.

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Mohlomong le leng la mabaka a entseng hore Weihaohan a fumane chelete e ngata hakana ke monyetla o moholo oa phaello ‘marakeng oa likoloi tsa motlakase oa China. Li kenyelletsa OshkoshCorp. BlackRock ke sehlopha se thathamisitsoeng sa taolo ea matsete se nang le chelete ea ‘maraka ea US$867 bilione; Khamphani ea Koch Strategic Platform (sethala sa kochstrategic) le khamphani ea taolo ea letlole la poraefete ea InterPrivate.

Tšepo ea batseteli bana ba bacha e ka tsoa ho batseteli ba sekhutlo sa Weibo-CDH Capital le CITIC Securities. Likhamphani ka bobeli ke lik’hamphani tse ikemetseng le tsa litšebeletso tsa lichelete tse nang le lisebelisoa tsa China.

Ke ka lebaka leo k’hamphani e shebaneng le likoloi tsa khoebo le tsa indasteri. Microvast e lumela hore ‘maraka oa likoloi tsa motlakase oa khoebo o tla tloha o fihla ho $ 30 limilione tse likete. Hona joale, thekiso ea likoloi tsa motlakase tsa khoebo e etsa karolo ea 1.5% feela ea ‘maraka, empa k’hamphani e lumela hore ka 2025, tekanyo ea eona ea ho kenella e tla nyolohela ho 9%.

Mopresidente oa Microvast Yang Wu o itse: “Ka 2008, re ile ra qala ka theknoloji e sitisang ea betri mme ra thusa ho fetola tšebetso ea mehala.” Theknoloji ena e thusa likoloi tsa motlakase ho qothisana lehlokoa le lienjineri tse tukang ka hare. Ho tloha ka nako eo, re fetotse meloko e meraro ea theknoloji ea betri. Ho theosa le lilemo, ts’ebetso ea betri ea rona e bile holimo haholo ho feta bahlolisani ba rona, ka katleho ho fihlela litlhoko tse thata tsa bareki ba rona ba likoloi tsa khoebo bakeng sa libeteri. “

Lekola ‘maraka oa Europe

Haeba bo-ramatsete ba Machaena ba ikemiselitse ho etsa leruo ho tsoa lethathamong la Weiju, letoto la bo-ramatsete ba Amerika le senatla sa Majapane ba emetse ka tjantjello ho ngolisoa ha FREYR. Northbridge Venture Partners (Northbridge Venture Partners), CRV, Itochu Corporation (Itochu Corp.), International Finance Corporation (International Finance Corp.). Likhamphani ka bobeli li tla rua molemo, leha e se batseteli ba tobileng ho FREYR.

Likhamphani tsena tse ‘ne kaofela ke ba nang le kabelo 24M, e leng moqapi oa thekenoloji ea semi-solid. FREYR e sebelisa theknoloji ea tlhahiso ea betri e lumelletsoeng ke 24M, k’hamphani e ikarabellang ho Boston.

Leha ho le joalo, Jiang Ming, Moamerika oa Lechaena le moprofesa ea ntseng a tsoela pele ho qala khoebo, le eena o tla rua molemo lethathamong la FREYR. O ngotse nalane ea nts’etsopele le boqapi mafapheng a mahlale a betri le thepa.

Lilemong tse 20 tse fetileng, moprofesa enoa oa MIT o ntse a ithuta mahlale a nts’etsopele ea moshoelella, pele ho A123, k’hamphani e kileng ea ba bohlale ea lithium betri, ea ntan’o ba khamphani ea khatiso ea 3D DesktopMetal, le k’hamphani ea nts’etsopele ea theknoloji ea lithium betri ea 24M. , FormEnergy, k’hamphani ea moralo oa tsamaiso ea ho boloka matla, le BaseloadRenewables, qalo e ‘ngoe ea ho boloka matla.

Selemong se fetileng, DesktopMetal e ile ea phatlalatsa ka SPAC. Hona joale, ka phallo ea lichelete ho molekane oa 24M oa Europe FREYR, bokhoni ba 24M bo ntse bo tlameha ho ntlafatsoa.

FREYR, k’hamphani e tsoang Norway, e rera ho haha ​​​​limela tse hlano tsa betri naheng eo le ho fana ka 430 GW ea matla a betri a hloekileng lilemong tse ‘nè tse tlang.

Bakeng sa Tom Jensen, mopresidente oa FREYR, theknoloji ea 24m e na le melemo e ‘meli e meholo. “E ‘ngoe ke ts’ebetso ea tlhahiso ka boeona,” ho boletse Jensen. Ts’ebetso ea 24M ke ho kopanya electrolyte le lisebelisoa tse sebetsang ho eketsa botenya ba electrolyte le ho fokotsa lisebelisoa tse sa sebetseng ka har’a betri. “Ntho e ‘ngoe ke hore ha u bapisoa le libeteri tsa setso tsa lithium, u ka fokotsa mehato ea setso ho tloha ho 15 ho isa ho 5.”

Motsoako oa ts’ebetso e phahameng joalo ea tlhahiso le keketseho ea matla a betri e tlisitse ts’ebetso e ‘ngoe e mpe ea ts’ebetso ea baetsi ba betri ea lithium.

Khamphani e hloka lidolara tse limilione tse likete tse 2.5 ho phethahatsa morero oa eona ka botlalo, empa leqhubu la likoloi tsa motlakase le ka thusa FREYR, ho boletse Jensen. Khampani e itokisetsa ho kopana le Alussa Energy ka mokhoa oa SPAC, e tšehetsoeng ke mafapha a tsamaiso le lipatlisiso a Koch, Glencore le Fidelity.

fihlela qetellong

Ka December 2020, Royal Bank of Canada e ile ea lokolla tlaleho ea lipatlisiso mabapi le indasteri ea likoloi tsa motlakase. Tlaleho e boletse hore ka 2020, re lebeletse hore likoloi tse hloekileng tsa motlakase li tla ikarabella bakeng sa 3% ea ‘maraka,’ me likoloi tsa plug-in hybrid li tla ikarabella bakeng sa 1.3%. Linomoro tsena ha li bonahale li le ngata, empa re tla li bona li hola ka potlako.

Ka 2025, haeba leano la koloi ea motlakase le bolokoa hantle, lebelo la lefats’e la likoloi tsa motlakase tse hloekileng le tla fihla ho 11% (sekhahla sa selemo le selemo sa kgolo: 40%), ‘me tekanyo ea lefats’e ea ho kenella ha likoloi tsa plug-in hybrid e tla fihla ho 5% ( sekhahla sa kholo ea selemo le selemo) Sekhahla: 35%).

Ka 2025, sekhahla sa ho kenella ha likoloi tsa motlakase Europe Bophirimela se tla fihla ho 20%, 17.5% Chaena le 7% United States. Ka lehlakoreng le leng, sekhahla sa kholo ea selemo le selemo sa literene tse tloaelehileng tsa diesel ke 2% feela; ho ipapisitsoe le koloi e le ‘ngoe, palo ea literene tsa diesel e tla fihla sehlohlolong sa eona ka 2024.