Mukuru weTesla Elon Musk akati muhurukuro yemari: "Kana ukawana nickel nenzira inoshanda uye inochengetedza nharaunda, Tesla ichapa chibvumirano chakakura." Nyanzvi yekuAmerica Wood Mackenzie inofanotaura kuti mukati memakore gumi, lithium iron phosphate (LFP) ichatsiva lithium manganese cobalt oxide (NMC) senzvimbo huru yekuchengetedza simba.

Zvisinei, Musk ave achitsigira kubviswa kwe cobalt mubhatiri, saka pamwe nhau idzi hadzina kuipa kwaari.

Sekureva kwedata raWood Mackenzie, mabhatiri e lithium iron phosphate (LFP) ndiwo aitora 10% yemusika wekuchengetedza simba usingachinji muna 2015. Kubva ipapo, mukurumbira wavo wakawedzera zvakanyanya uye uchatora anopfuura 30% yemusika panosvika 2030.

Kukwira uku kwakatanga nekuda kwekushomeka kwemabhatiri eNMC nezvikamu pakupera kwa2018 uye kutanga kwegore rapfuura. Sezvo mota dzese dzemagetsi dzakachengetwa uye mota dzemagetsi (ev) dzakatanga kushandiswa nekukurumidza, chokwadi chekuti zvikamu zviviri izvi zvine mabhatiri akawanda chakakonzera kushomeka kwemabhatiri.

Nyanzvi huru yeWood Mackenzie, Mitalee Gupta, akati: "Nekuda kwekuwedzera kweNMC supply cycle uye mutengo wakafanana, vatengesi veLFP vatanga kupinda mumusika une miganhu yeNMC nemutengo unokwikwidzana, saka LFP inokwezva mukushandiswa kwemagetsi nemagetsi."

Chimwe chinhu chinoita kuti LFP itarisirwe kutonga ichange iri musiyano uripo pakati pemhando yebhatiri rinoshandiswa pakuchengetedza simba nerudzi rwebhatiri rinoshandiswa mumotokari dzemagetsi, sezvo michina yacho ichizokanganiswa nekuvandudzwa kwakawanda uye hunyanzvi.

Sisitimu yekuchengetera simba re lithium-ion iripo parizvino ine mhedzisiro iri kudzikira uye mabhenefiti asina kunaka ehupfumi kana nguva yacho ikapfuura maawa mana kusvika matanhatu, saka kuchengetedza simba kwenguva refu kunodiwa nekukurumidza. Gupta akati anotarisirawo kuti kugona kukuru kwekudzoreredza simba uye kuwanda kwemagetsi kuchatungamira pane kuwanda kwesimba uye kuvimbika kwemusika wekuchengetera simba usingachinji, zvese izvo mabhatiri eLFP anogona kupenya.

Kunyangwe kukura kweLFP mumusika wemabhatiri emotokari dzemagetsi kusiri kukuru semunzvimbo yekuchengetedza simba risingachinji, mushumo weWood Mackenzie wakataura kuti mashandisirwo emagetsi efoni ane lithium iron phosphate haagoni kufuratirwa.

Kemikari iyi yatove yakakurumbira zvikuru mumusika wemotokari dzemagetsi wekuChina uye inotarisirwa kuwanikwa ichifarirwa pasi rose. WoodMac inofanotaura kuti panosvika gore ra2025, LFP ichave iine anopfuura 20% yemabhatiri ese emotokari dzemagetsi akaiswa.

Wood Mackenzie, nyanzvi yekuongorora, Milan Thakore, akati simba guru rekushandisa LFP mumotokari dzemagetsi richabva mukuvandudzwa kwemakemikari maererano nehuwandu hwesimba rehuremu uye tekinoroji yekuisa mabhatiri.