Siyakwamukela ku-Electric Vehicle [EV] Newsletter yangoMashi 2022

Siyakwamukela ku-Electric Vehicle [EV] Newsletter yangoMashi 2022. UMashi ubike ukuthengiswa okuqinile komhlaba wonke kwe-EV ngoFebhuwari 2022, nakuba uFebruwari ngokuvamile kuyinyanga ehamba kancane.Ukuthengisa e-China, okuholwa yi-BYD, kugqama futhi.
Mayelana nezindaba zemakethe ye-EV, sibona izenzo eziningi ezivela kohulumeni baseNtshonalanga ukusekela imboni kanye nochungechunge lokuhlinzeka.Lokhu sikubone ngesonto eledlule lapho uMongameli u-Biden ecela uMthetho Wokukhiqiza Kwezokuvikela ukuthi uvuselele uchungechunge lokuhlinzekwa kwezimoto zikagesi, ikakhulukazi ezingeni lezimayini.
Ezindabeni zenkampani ye-EV, sisabona i-BYD noTesla behamba phambili, kodwa manje i-ICE izama ukubamba.Ukufakwa kwe-EV encane kusavusa imizwa exubile, abanye benza kahle kanti abanye abenzi kangako.
Ukuthengiswa kwe-Global EV ngoFebhuwari 2022 bekungamayunithi angama-541,000, akhuphuke ngo-99% kusukela ngoFebhuwari 2021, ngesabelo semakethe esingu-9.3% ngoFebhuwari 2022 futhi cishe u-9.5% unyaka kuze kube manje.
Qaphela: U-70% wokuthengiswa kwe-EV kusukela ekuqaleni konyaka ama-EV angu-100% kanti okunye kuyinhlanganisela.
Ukuthengiswa kwezimoto zikagesi e-China ngoFebhuwari 2022 bekungamayunithi angu-291,000, kwenyuke ngo-176% kusukela ngoFebhuwari 2021. Isabelo semakethe sase-China se-EV sasingu-20% ngo-February kanye no-17% YtD.
Ukuthengiswa kwezimoto zikagesi eYurophu ngoFebhuwari 2022 bekungamayunithi ayi-160,000, akhuphuke ngo-38% unyaka nonyaka, nesabelo semakethe esingu-20% no-19% unyaka kuze kube manje.NgoFebhuwari 2022, isabelo saseJalimane safinyelela ku-25%, iFrance - 20% kanye neNetherlands - 28%.
Qaphela.Siyabonga ku-José Pontes kanye nethimba labadayisi be-CleanTechnica ngokuhlanganisa idatha kukho konke ukuthengiswa kwe-EV okukhulunywe ngenhla kanye neshadi elingezansi.
Ishadi elingezansi lihambisana nocwaningo lwami lokuthi ukuthengiswa kwe-EV kuzokhuphuka ngempela ngemva kuka-2022. Manje kubonakala sengathi ukuthengiswa kwe-EV sekuvele kwenyukile ngo-2021, ngokuthengiswa kwamayunithi acishe abe yizigidi ezingu-6.5 kanye nesabelo semakethe esingu-9%.
Ngokuqala kwe-Tesla Model Y, isabelo semakethe sase-UK EV sephule irekhodi elisha.Ngenyanga edlule, isabelo semakethe sase-UK EV sifinyelele irekhodi elisha lika-17% lapho uTesla ethula iModel Y ethandwayo.
NgoMashi 7, i-Seeking Alpha yabika: “I-Kathy Wood iphindaphinda amanani kawoyela ukuze anyuke njengoba izimoto zikagesi ‘zisula’ isidingo.”
Izimpahla zezimoto zikagesi zinyukile njengoba impi kawoyela ishuba.NgoLwesibili, izindaba zohlelo lwabaphathi bakwaBiden lokuvala uwoyela waseRussia zenze ingxenye enkulu yemboni yezimoto zikagesi yahamba ngesivinini esiphezulu.
I-Biden ibuyisele ikhono laseCalifornia lokuphoqelela imikhawulo eqinile yokungcoliswa kwezimoto.Abaphathi be-Biden babuyisela ilungelo laseCalifornia lokubeka imithetho yabo yokukhipha igesi ebamba ukushisa ezimotweni, amaloli eveni kanye nama-SUV… izifundazwe eziyi-17 kanye neSifunda sase-Columbia sezamukele izindinganiso eziqinile zaseCalifornia… Isinqumo sabaphathi be-Biden sizosiza futhi i-California ukuthi ifinyelele umgomo wayo 2035 ukuqeda zonke izimoto namaloli asebenza ngophethiloli.
Ama-oda we-Tesla ezingxenyeni ezithile zase-US kubikwa ukuthi akhuphuke ngo-100%.Sibikezela ukweqa okukhulu ekuthengisweni kwe-EV njengoba intengo yegesi ikhuphuka, futhi kubonakala sengathi isivele iyaqhubeka.
Qaphela: I-Electrek iphinde yabika ngoMashi 10, 2022: "Ama-oda we-Tesla (TSLA) e-US akhuphuka kakhulu njengoba amanani entengo kaphethiloli ephoqa abantu ukuthi bashintshele ezimotweni zikagesi."
NgoMashi 11, iBNN Bloomberg yabika, "AmaSenator anxusa iBiden ukuthi ibize umthethosivivinywa wokuvikela izinto ezibonakalayo."
Indlela Idlanzana Lensimbi Elilolonga Ngayo Ikusasa Lemboni Yezimoto zikagesi… Izinkampani zibheja amakhulu ezigidigidi zamadola ezimotweni zikagesi namaloli.Kudingeka amabhethri amaningi ukuzenza.Lokhu kusho ukuthi badinga ukukhipha amanani amakhulu amaminerali emhlabeni, njenge-lithium, i-cobalt ne-nickel.Lezi zimbiwa aziyivelakancane ikakhulukazi, kodwa ukukhiqizwa kumele kukhuliswe ngenani elingakaze libonwe ukuze kuhlangatshezwane nezifiso zemboni yezimoto... I-Beijing ilawula cishe izingxenye ezintathu kwezine zemakethe yezimbiwa ezibalulekile kumabhethri… umkhiqizo ungakhula ngokuphindwe kashumi eminyakeni embalwa…
Intshisekelo yabathengi ezimotweni zikagesi iphezulu kakhulu.Idatha yosesho lwe-CarSales ibonisa ukuthi abantu abaningi ngokwengeziwe babheka imoto kagesi njengemoto yabo elandelayo.Intshisekelo yabathengi kuma-EV ifike phezulu kakhulu njengoba amanani kaphethiloli eqhubeka nokukhuphuka, njengoba ukusesha kwama-EV ku-CarSales kukhuphuke cishe ngo-20% ngoMashi 13.
I-Germany ijoyina ukuvinjelwa kwe-EU ICE… I-Politico ibika ukuthi iJalimane isayine ngokunqikaza futhi sekwephuzile ukuvinjelwa kwe-ICE kuze kube ngu-2035 futhi izohoxisa izinhlelo zokunxenxa ukukhululwa okubalulekile ekuhlosweni kokukhishwa kwekhabhoni kwe-EU.
Ukushintsha kwebhethri okuyimizuzu emibili kushayela i-India ekushintsheni izikuta zikagesi… Ukushintsha ibhethri elifile kubiza ama-rupee angu-50 (amasenti angu-67), cishe ingxenye yezindleko zelitha (1/4 galoni) kaphethiloli.
NgoMashi 22, i-Electrek yabika, “Ngenxa yokukhuphuka kwentengo kaphethiloli e-US, manje sekubiza ngokuphindwe kathathu kuya kwesithupha ukushayela imoto kagesi.”
IMining.com ibike ngoMashi 25: "Njengoba amanani e-lithium enyuka, uMorgan Stanley ubona ukwehla kwesidingo sezimoto zikagesi."
I-Biden isebenzisa uMthetho Wokukhiqiza Kwezokuvikela ukukhulisa ukukhiqizwa kwamabhethri emoto kagesi… Abaphathi be-Biden baqhubeke ngoLwesine ukuthi bazosebenzisa i-Defence Production Act ukukhulisa ukukhiqizwa kwasekhaya kwezinto ezibalulekile zebhethri ezidingekayo ezimotweni zikagesi futhi zishintshele kumandla avuselelekayo.Uguquko.Isinqumo sengeza i-lithium, i-nickel, i-cobalt, i-graphite ne-manganese ohlwini lwamaphrojekthi ahlanganisiwe angasiza amabhizinisi ezimayini avikele amaRandi ayizigidi ezingu-750 esikhwameni seSihloko III soMthetho.
Njengamanje i-BYD ikleliswe kuqala emhlabeni ngesabelo semakethe esingu-15.8%.I-BYD ifika kuqala e-China ngesabelo semakethe esingaba ngu-27.1% YTD.
I-BYD itshala imali kunjiniyela webhethri le-lithium u-Chengxin Lithium-Pandaily.Kulindeleke ukuthi ngemuva kokubekwa, amasheya angaphezu kuka-5% enkampani azoba ngabanikazi be-automaker base-Shenzhen BYD.Izinhlangothi zombili zizothuthukisa ngokuhlanganyela futhi zithenge izinsiza ze-lithium, futhi i-BYD izokwandisa ukuthengwa kwemikhiqizo ye-lithium ukuze kuqinisekiswe ukutholakala okuzinzile kanye nezinzuzo zamanani.
“UBYD noShell sebengene ebudlelwaneni bokukhokhisa.Ubambiswano, oluzokwethulwa ekuqaleni e-China naseYurophu, luzosiza ukwandisa izinketho zokushaja kumakhasimende emoto kagesi yebhethri ye-BYD (BEV) kanye ne-plug-in hybrid electric car (PHEV).
I-BYD inikezela ngamabhethri e-NIO ne-Xiaomi.I-Xiaomi iphinde yasayina isivumelwano sokubambisana ne-Fudi Battery ne-NIO…
Ngokwemibiko, ibhuku le-oda le-BYD selifinyelele kumayunithi angama-400,000.I-BYD ilindele ngokuqiniseka ukuthengisa izimoto eziyizigidi ezingu-1.5 ngo-2022, noma izigidi ezi-2 uma izimo ze-supply chain ziba ngcono.
Isithombe esisemthethweni sophawu lwe-BYD sikhishiwe.Isiqhudelana seModel 3 siqala ku-$35,000… I-Seal inobubanzi obungahlanzekile bukagesi obungu-700 km futhi inikwa amandla yi-platform ye-voltage ephezulu engu-800V.ukuthengiswa kwenyanga okulinganiselwa ku-5,000…Ngokusekelwe ekwakhiweni kwemoto yomqondo ye-BYD “Ocean X”…Isigxivizo se-BYD sesiqinisekisiwe ukuthi sibizwa nge-BYD Atto 4 e-Australia.
Njengamanje uTesla ukleliswe endaweni yesibili emhlabeni ngesabelo semakethe yomhlaba wonke esingu-11.4%.I-Tesla ikleliswe endaweni yesithathu e-China ngesabelo semakethe esingu-6.4% unyaka kuze kube manje.U-Tesla ukleliswe endaweni yesi-9 eYurophu ngemuva kukaJanuwari obuthakathaka.U-Tesla uhlala engumthengisi onguNombolo 1 wezimoto zikagesi e-US.
NgoMashi 4, uTeslaratti wamemezela: "UTesla uthole ngokusemthethweni imvume yokugcina yemvelo yokuvula i-Berlin Gigafactory."
NgoMashi 17, uTesla Ratti wembula, "U-Elon Musk kaTesla uveza ukuthi usebenza ku-The Master Plan, Ingxenye 3."
NgoMashi 20, iThe Driven yabika: "I-Tesla izovula iziteshi ze-Supercharging e-UK kwezinye izimoto zikagesi emasontweni noma ezinyangeni ezimbalwa."
NgoMashi 22, u-Electrek wamemezela, "I-Tesla Megapack ikhethelwe iphrojekthi entsha yokugcina amandla engu-300 MWh ukusiza amandla avuselelekayo e-Australia."
U-Elon Musk uyadansa njengoba evula imboni entsha yakwaTesla eJalimane… UTesla ukholelwa ukuthi imboni yaseBerlin ikhiqiza izimoto ezifika ku-500,000 ngonyaka… Umcwaningi ozimele wakwaTesla uTroy Teslike ubhale ku-Twitter ukuthi inkampani yayinethemba lokuthi ngaleso sikhathi ukukhiqizwa kwezimoto kuzofinyelela amayunithi ayinkulungwane ngesonto phakathi nezinyanga eziyisithupha. amasonto okukhiqizwa kwezentengiselwano namayunithi angama-5,000 ngesonto ekupheleni kuka-2022.
Imvume Yokugcina ye-Tesla Giga Fest e-Gigafactory Texas, amathikithi cishe azofika maduze… I-Giga Fest izobonisa abalandeli bakaTesla nezivakashi ingaphakathi lefekthri yayo entsha evulwe kulo nyaka.Ukukhiqizwa kwe-crossover ye-Model Y kwaqala ekuqaleni.U-Tesla uhlela ukubamba umcimbi ngo-Ephreli 7.
I-Tesla inyusa inani layo njengoba ihlela ukuhlukaniswa kwesitoko… Abaninimasheya bazovotela isilinganiso eMhlanganweni Waminyaka Yonke Wabanikazi Bamasheya wango-2022.
U-Tesla usayine isivumelwano esiyimfihlo seminyaka eminingi sokuhlinzeka nge-nickel no-Vale… Ngokusho kwe-Bloomberg, ngesivumelwano esingadalulwanga, inkampani yezimayini yase-Brazil izonikeza inkampani ekhiqiza izimoto zikagesi nge-nickel eyenziwe eCanada…
Qaphela.Umbiko weBloomberg uthi, "Abantu ababoni ukuthi uTesla usehambe ibanga elingakanani ekutholeni amaketanga akhe okutholakala kwezinto ezingavuthiwe nokusebenzisa indlela ebanzi yezinto zebhethri," kusho okhulumela iTalon Metals uTodd Malan.
Abatshalizimali bangafunda okuthunyelwe kwami ​​kwebhulogi kaJuni 2019, “Tesla - Ukubuka Okuhle Nokubi,” lapho ngincome khona ukuthi Thenga isitoko.Ihweba ngo-$196.80 (okulingana no-$39.36 ngemva kokuhlukaniswa kwesitoko okungu-5:1).Noma i-athikili yami yakamuva ye-Tesla mayelana nokutshala imali kumathrendi - "Ukubheka ngokushesha i-Tesla nokulinganisa kwayo okufanele namuhla kanye ne-PT yami yeminyaka ezayo."
I-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. ( I-BAIC) (включая Arcfox) [HK:1958) (OTC:BCCMY)
I-SGMW (SAIC-GM-Wuling Motors) ikleliswe endaweni yesithathu emhlabeni ngesabelo semakethe esingu-8.5% kulo nyaka.I-SAIC (kuhlanganise nesabelo se-SAIC ku-joint venture ye-SAIC/GM/Wulin (SGMW) ikleliswe endaweni yesibili e-China ngesabelo esingu-13.7%.
Inhloso ye-SAIC-GM-Wuling ukudayiswa kabili kwezimoto ezintsha ezisebenza ngamandla.I-SAIC-GM-Wuling ihlose ukuzuza ukuthengiswa kwaminyaka yonke kwezimoto zamandla ezintsha eziyisigidi esingu-1 ngo-2023. Ukufeza lokhu, ibhizinisi elihlanganyelwe laseShayina lifuna nokutshala imali eningi ekuthuthukisweni nasekuvuleni imboni yalo yamabhethri eChina... Ngakho, ukuthengiswa okusha okuhlosiwe kwesigidi esingu-1 NEV ngo-2023 kuzoba ngaphezu kokuphindwe kabili kusukela ngo-2021.
I-SAIC inyuke ngo-30.6% ngoFebhuwari...Imininingwane esemthethweni ikhombisa ukudayiswa kwemikhiqizo yakwa-SAIC kuphindeke kabili ngoFebhuwari...Ukuthengiswa kwezimoto ezintsha zamandla kuqhubekile nokukhuphuka, njengoba kudayiswe iminyaka engaphezu kuka-45,000 ngonyaka ngoFebhuwari.inyuke ngo-48.4% esikhathini esifanayo ngonyaka odlule.I-SAIC isaqhubeka nokuba nesikhundla esiphezulu emakethe yasekhaya yezimoto ezintsha ezisebenza ngamandla.Ukuthengiswa kwe-SAIC-GM-Wuling Hongguang MINI EV kuphinde kwagcina ukukhula okuqinile...
Iqembu leVolkswagen [Xetra:VOW] (OTCPK:VWAGY) (OTCPK:VLKAF)/Audi (OTCPK:AUDVF)/Lamborghini/Porsche (OTCPK:POAHF)/Skoda/Bentley
Njengamanje iVolkswagen Group ikleliswe endaweni yesine phakathi kwabakhiqizi bezimoto zikagesi emhlabeni wonke abanesabelo semakethe esingu-8.3% futhi eyokuqala e-Europe ngesabelo semakethe esingu-18.7%.
NgoMashi 3, iVolkswagen yamemezela: "IVolkswagen iqeda ukukhiqizwa kwezimoto eRussia futhi imisa ukuthunyelwa kwezimoto kwamanye amazwe."
Ukwethulwa kwefekthri entsha ye-Trinity: ingqopha-mlando yesikhathi esizayo yesiza sokukhiqiza eWolfsburg… Ibhodi Lokuqondisa ligunyaza indawo entsha yokukhiqiza e-Wolfsburg-Warmenau, eduze kwefekthri enkulu.Cishe ama-euro ayizigidi eziyizinkulungwane ezimbili azotshalwa ekukhiqizeni imodeli kagesi eyinguquko eZiqu-zintathu.Kusukela ngo-2026, i-Trinity izoba yingxenye ye-carbon neutral futhi ibeke amazinga amasha ekushayeleni ukuzimela, ukufaka ugesi nokuhamba kwedijithali…
NgoMashi 9, iVolkswagen yamemezela: “I-Bulli yekusasa likagesi wonke: umbukiso wokuqala womhlaba wonke we-ID entsha.Buzz.”
AbakwaVolkswagen nabakwaFord banweba ukusebenzisana kuplathifomu kagesi ye-MEB…” I-Ford izokwakha enye imodeli kagesi esekelwe endaweni ye-MEB.Ukuthengiswa kwe-MEB kuzophindeka kabili kuye ku-1.2 million esikhathini sokuphila kwayo.