Embikweni omusha, i-Automotive Copper Demand 2024-2034: Amathrendi, Ukusetshenziswa, Izibikezelo, i-IDTechEx izibikezelo zokuthi isidingo sethusi sezimoto sizofinyelela isidingo sonyaka esingu-5MT (1MT = 203.4 billion kg) ngo-2034. Ukushayela ngokuzenzakalelayo kanye nokufakwa kukagesi kuzoqhuba isidingo sanamuhla, kodwa ingxenye ezobusa isidingo izoqhubeka nokubaamahhanisi ocingo.
Indawo ye-Copper emotweni kagesi enezinzwa ezizimele eziyinkimbinkimbi. Umthombo: IDTechEx
Ama-megatrends ezimoto azoqhuba isidingo sethusi ku-CAGR ka-4.8% kuze kube ngu-2034, kodwa amahanisi ezintambo azohlala ebusa.
Amahhanisi ezintamboziyisistimu yezinzwa emaphakathi yemoto, exhuma zonke izinzwa, ama-actuator, izibani, njll. ebuchosheni bemoto. Ingxenye ngayinye ohlelweni idinga izintambo eziningi zokuxhumana namandla. Izimoto zanamuhla ziyinkimbinkimbi kakhulu, ziqukethe amakhulukhulu ezingxenye ezinezintambo, kangangokuthi amahhanisi ezintambo anwetshiwe afinyelela ezinkulungwaneni zezintambo ezingazodwana ezingamakhilomitha ubude.
Abanye abadlali, njengeI-Tesla, isebenzela ukuthuthukisa inethiwekhi yemoto ngokunciphisa ukuphinda kusetshenziswe uhlelo, amakhilomitha amakhebula, namakhilogremu esisindo ngemoto ngayinye.Lokhu kungasizwa izinguquko zesakhiwo sesistimu.
Abahlinzeki beSigaba 2 njenge-NXP babona kusengaphambili indlela yezakhiwo zesifunda ezivelayo lapho izingxenye ezinezintambo ziqoqwa ngendawo esikhundleni sokusebenza. Lokhu kusiza ekuqedeni ukungadingeki ezintamboni, kodwa i-IDTechEx izwile kubahlanganyeli bemboni ukuthi ukusebenzisa ngokugcwele i-zone architecture kudinga ukucabanga okungaphezulu kwe-harness-first kune-afterthought to wiring.
Imboni yokuhlanganisa izintambo ibilokhu izama ukufaka esikhundleni sezinye izintambo zethusi, njengokuzishintsha ufake izintambo ze-aluminium, amasistimu amancane wegeji engu-48V, kanye nokuxhumana okungenantambo, ukusho okumbalwa, konke ukunciphisa ithusi kumahhanisi ocingo.Lokhu kwehliswa kuxazululwe ukwanda kobunzima bezimoto kanye nokukhula kosayizi wezimoto njengoba amaSUV amakhulu ethandwa kakhulu.
Kodwa kungani isidingo sethusi sikhula esikhundleni salokho? Ukufakwa kukagesi kuzoba yisizathu esikhulu sokwanda kwesidingo sethusi sezimoto. Ithusi lisetshenziswa kuso sonke isitimela samandla semoto kagesi, kusukela kumafoyili kuseli ngalinye lebhethri kuya kumawindi enjini kagesi. Sekukonke,imoto ngayinye kagesi ingakhiqiza ngaphezu kwe-30kg yesidingo sethusi esengeziwe.
Njengamahhanisi ezintambo, ukufunwa kwethusi ezingxenyeni zikagesi nakho kuzoshintsha. Amakhemistri we-lithium-ion wesikhathi esizayo kanye nobuchwepheshe kuzoba nomthelela kumandla ethusi wamabhethri, namabhethri anamandla aphezulu avame ukubuyisela amandla ekhopha aphansi ngo-kg/kWh. Kumamotho, i-IDTechEx isanda kulungisa intshisekelo yayo kumamotho kazibuthe angenawo uzibuthe ngenxa yokuguquguquka kwentengo ye-neodymium. Amamotho avuzayo we-rotor synchronous motors ayisibonelo salapho ozibuthe baphakade bashintshwa khona kahle ngozibuthe bethusi, bacishe baphinde kabili amandla ethusi uma kuqhathaniswa nezinjini ezivamile zikazibuthe.
Izici zesistimu yokusiza abashayeli abathuthukisiwe (i-ADAS) nokushayela ngokuzenzakalelayo kuba yinjwayelo futhi kuzodala isidingo esengeziwe sekhopha yezimoto. Lezi zinhlelo zithembele kuqoqo lezinzwa, okuhlanganisa amakhamera, i-radar, nesilayidi. Ngayinye yalezi yengeza izintambo ezengeziwe emotweni futhi isebenzisa ithusi ebhodini layo lesifunda langaphakathi. Nakuba i-copper ngayinye inzwa incane, ngokuvamile ingaphezudlwana kwamagremu ayikhulu, isamba senani lethusi lihlanganisa amakhilogremu ambalwa ezimotweni ezishintshayo kakhulu ezinezinzwa eziningi.
Isibonelo, izimoto zakwaWaymo zinesamba sezinzwa ezingama-40 okuyinto evamile kwezinye izinkampani zamarobhothi. ishumi leminyaka elizayo kuzoba umshayeli obalulekile wokusetshenziswa kwethusi kwe-ADAS nezici zokuzishayela.
Isibikezelo Se-Copper Surplus Sizonyamalala.I-Bloomberg ibike lokhoi-copper surplus ehlongozwayo ngo-2024 isinyamalele kakhulu futhi ingase ifake ngisho nemakethe eshodayo.
Emasontweni amabili edlule, enye yezimayini zethusi ezinkulu emhlabeni iyalelwe ukuba ivalwe lapho kunemibhikisho eshubile yomphakathi, kuyilapho uchungechunge lwezingqinamba zokusebenza ziphoqe inkampani ehamba phambili yezimayini ukuba inciphise izibikezelo zayo zokukhiqiza.
Abahlaziyi bathe ukuhoxiswa kungazelelwe kwamathani angaba yizigidi eziyisi-6 okulindelekile kuzosusa imakethe emalini enqwabelene elindelwe iye emalini esele, noma ngisho esilele. Kuphinde kube yisexwayiso esikhulu sesikhathi esizayo: Ithusi liyinsimbi eyisisekelo edingekayo ukuze kususwe ikhabhoni emnothweni womhlaba, okusho ukuthi izinkampani zezimayini zizobamba iqhaza elibalulekile ekwenzeni kube lula ukushintshela kumandla aluhlaza.
Uhulumeni wasePanamani uyalele iFirst Quantum Minerals ukuthi imise yonke imisebenzi emayini yethusi engu-$1bn ezweni. I-Anglo-American izonciphisa ukukhiqizwa emisebenzini yayo yethusi eNingizimu Melika.
Isikhathi sokuthumela: Jan-09-2024