Tus nqi ntawm kev tsim hluav taws xob tsheb yuav nce mus rau plaub xyoos tom ntej no, raws li tsab ntawv ceeb toom tshiab, vim tias qhov tsis txaus ntawm cov khoom siv tseem ceeb uas yuav tsum tau ua.electric tsheb roj teeb.
Sam Jaffe, tus lwm thawj coj ntawm kev daws teeb meem roj teeb ntawm lub tuam txhab tshawb fawb E Source hauv Boulder, Colorado hais tias "Tsunami ntawm kev thov yuav los,"Kuv tsis xav tiasroj teebkev lag luam tau npaj tsis tau. "
Tus nqi ntawm cov roj teeb tsheb hluav taws xob tau poob rau xyoo tas los no vim tias kev tsim khoom thoob ntiaj teb tau nce ntxiv.E Qhov chaw kwv yees tias tus nqi nruab nrab ntawm lub roj teeb hnub no yog $ 128 ib kilowatt-teev thiab tuaj yeem ncav cuag $ 110 ib kilowatt-teev los ntawm xyoo tom ntej.
Tab sis qhov kev poob qis yuav tsis kav ntev: E Source kwv yees tias cov nqi roj teeb yuav nce 22% txij xyoo 2023 txog 2026, nce siab ntawm $ 138 ib kWh, ua ntej rov qab mus rau qhov poob qis - tej zaum qis li ib kWh - hauv 2031 $ 90 kWh .
Jaffe tau hais tias qhov kev xav tau nce siab yog qhov tshwm sim los ntawm kev xav tau ntau ntxiv rau cov ntaub ntawv tseem ceeb, xws li lithium, xav tau los ua ntau lab lub roj teeb.
"Muaj qhov tsis txaus ntawm lithium tiag tiag, thiab qhov tsis txaus ntawm lithium yuav phem dua.Yog tias koj tsis kuv lithium, koj tsis tuaj yeem ua roj teeb, "nws hais.
E Source kwv yees tias qhov kev cia siab ntawm cov nqi roj teeb tuaj yeem thawb tus nqi ntawm cov tsheb hluav taws xob muag hauv 2026 mus rau nruab nrab ntawm $ 1,500 thiab $ 3,000 ib lub tsheb.Lub tuam txhab kuj tau txiav nws 2026 EV kev muag khoom kwv yees li 5% mus rau 10%.
Kev muag tsheb hluav taws xob hauv Teb Chaws Asmeskas xav tias yuav dhau 2 lab los ntawm qhov ntawd, raws li qhov kev kwv yees zaum kawg los ntawm lub tuam txhab sab laj LMC Automotive.Automakers xav tias yuav dov tawm kaum ob ntawm cov qauv hluav taws xob raws li ntau tus neeg Asmeskas tau txais lub tswv yim ntawm hluav taws xob.
Cov thawj coj pib tau ceeb toom ntxiv txog qhov yuav tsum tau tsim cov khoom siv hluav taws xob ntau dua rau lub tsheb hluav taws xob.Ford CEO Jim Farley lub hli tas los tau hu kom muaj kev lag luam ntau ntxiv nyob ib ncig ntawm lub tuam txhab kev tshaj tawm ntawm tag nrho cov hluav taws xob F-150 Lightning.
“Peb xav tau daim ntawv tso cai mining.Peb xav tau cov txheej txheem ua ntej thiab kho cov ntawv tso cai hauv Asmeskas, thiab peb xav tau tsoomfwv thiab cov chaw ntiav neeg ua haujlwm ua ke thiab nqa tuaj ntawm no, "Farley hais rau CNBC.
Tesla CEO Elon Musk tau hais kom kev lag luam mining kom nce nickel mining thaum ntxov 2020.
Musk tau hais rau lub Xya hli ntuj 2020 lub rooj sib tham hu tias "Yog tias koj mine nickel ua tau zoo nyob rau hauv ib puag ncig rhiab heev, Tesla yuav muab koj daim ntawv cog lus loj, mus sij hawm ntev,"
Thaum cov thawj coj hauv kev lag luam thiab tsoomfwv cov thawj coj pom zoo tias yuav tsum tau ua ntau ntxiv kom tau txais cov khoom siv raw, E qhov chaw hais tias cov haujlwm mining tseem tsawg heev.
"Nrog lithium cov nqi nce ze li ntawm 900% hauv 18 lub hlis dhau los, peb xav tias cov lag luam peev yuav qhib lub qhov dej nyab thiab tsim ntau ntau lithium project tshiab.Hloov chaw, cov kev nqis peev no yog patchy, feem ntau Nws yog los ntawm Tuam Tshoj thiab siv nyob rau hauv Suav cov saw hlau, "lub tuam txhab tau hais hauv nws daim ntawv tshaj tawm.
Cov ntaub ntawv yog lub sijhawm tiag tiag snapshot * Cov ntaub ntawv ncua sijhawm tsawg kawg 15 feeb.Cov xov xwm thoob ntiaj teb kev lag luam thiab nyiaj txiag, cov ntawv tshaj tawm, thiab cov ntaub ntawv kev lag luam thiab kev tshuaj xyuas.