Juhok\u00f3rejsk\u00ed v\u00fdrobcovia a produkcia bat\u00e9ri\u00ed pre elektromobily. Chemick\u00e9 jednotky Lotte, LG a POSCO ve\u013ea m\u00ed\u0148aj\u00fa a nasleduj\u00fa \u010d\u00ednskych rivalov. Ke\u010f tis\u00edce \u013eud\u00ed zaplnili uli\u010dky, aby sa od\u0161tartoval tohtoro\u010dn\u00fd ve\u013etrh priemyslu InterBattery v Soule, medzi 250 \u00fa\u010dastn\u00edkmi vynikali tri st\u00e1nky svojou ve\u013ekou ve\u013ekos\u0165ou. <\/p>\n
Tri st\u00e1nky patrili LG Energy Solution, SK Innovation a Samsung SDI \u2013 najv\u00e4\u010d\u0161\u00edm v\u00fdrobcom bat\u00e9ri\u00ed v Ju\u017enej K\u00f3rei \u2013 a ich spolupracovn\u00edci viedli mno\u017estvo diskusi\u00ed s dod\u00e1vate\u013emi materi\u00e1lov a zariaden\u00ed, ktor\u00ed boli medzi 12 000 \u013eu\u010fmi, ktor\u00ed sa vo \u0161tvrtok z\u00fa\u010dastnili na podujat\u00ed.<\/p>\n
\u010cipern\u00fd biznis na ve\u013etrhu pod\u010diarkol, ako juhok\u00f3rejsk\u00e9 konglomer\u00e1ty mas\u00edvne investuj\u00fa do materi\u00e1lov pre bat\u00e9rie, aby vyrovnali stratu v porovnan\u00ed s \u010d\u00ednskymi konkurentmi. Juhok\u00f3rejsk\u00e1 vl\u00e1da sa sna\u017e\u00ed vyvin\u00fa\u0165 bat\u00e9rie do odvetvia, ktor\u00e9 je na druhom mieste za polovodi\u010dmi.<\/p>\n
Medzit\u00fdm dod\u00e1vatelia materi\u00e1lov v krajine vynakladaj\u00fa obrovsk\u00e9 zdroje na sektor bat\u00e9ri\u00ed v snahe dosta\u0165 sa na vlne elektrick\u00fdch vozidiel.<\/p>\n
V Indon\u00e9zii sa \u0165a\u017e\u00ed nikel. Kov, ktor\u00fd v \u010c\u00edne v\u00e1\u017ene ch\u00fdba, sa \u0161iroko pou\u017e\u00edva na v\u00fdrobu l\u00edtiov\u00fdch bat\u00e9ri\u00ed, zdroja energie pre elektrick\u00e9 vozidl\u00e1.<\/p>\n
Lotte Chemical, ktorej hlavn\u00fdm zameran\u00edm je petroch\u00e9mia, buduje z\u00e1vod, ktor\u00fd bude vyr\u00e1ba\u0165 uhli\u010ditany pou\u017e\u00edvan\u00e9 v rozp\u00fa\u0161\u0165adl\u00e1ch elektrolytov pre l\u00edtium-i\u00f3nov\u00e9 bat\u00e9rie. V\u00fdstavba zariadenia, ktor\u00e1 sa nach\u00e1dza v existuj\u00facom chemickom komplexe v Seosane, bude st\u00e1\u0165 602 mili\u00e1rd wonov (488 mili\u00f3nov dol\u00e1rov). V\u00fdroba sa m\u00e1 spusti\u0165 bud\u00faci rok.<\/p>\n
Lotte Chemical zva\u017euje aj pl\u00e1ny na v\u00fdstavbu z\u00e1vodu v americkom \u0161t\u00e1te Louisiana. Tov\u00e1re\u0148, ktor\u00e1 by mala by\u0165 online v roku 2025, bude vyr\u00e1ba\u0165 elektrolyty a kat\u00f3dov\u00fd materi\u00e1l. <\/p>\n
\u201eZa\u010dali sme koordin\u00e1ciu s miestnymi vl\u00e1dami a \u010fal\u0161\u00edmi zainteresovan\u00fdmi stranami na poprednom trhu Severnej Ameriky,\u201c povedal z\u00e1stupca Lotte Chemical.<\/p>\n
Spolo\u010dnos\u0165 sa pravdepodobne bude podie\u013ea\u0165 na projekte so skupinou Lotte Aluminium. O\u010dak\u00e1va sa, \u017ee n\u00e1klady bud\u00fa pribli\u017ene 1 bili\u00f3n wonov. Lotte Chemical v\u00e4\u010d\u0161inou pred\u00e1va v\u0161eobecn\u00e9 petrochemick\u00e9 produkty, \u010do je obchod, ktor\u00fd je silne ovplyvnen\u00fd trhom s ropou. S\u00faperi LG Chem a SK Innovation dramaticky nar\u00e1stli v\u010faka prev\u00e1dzke bat\u00e9ri\u00ed EV a spolo\u010dnos\u0165 Lotte Chemical teraz vs\u00e1dza na rast bat\u00e9ri\u00ed.<\/p>\n
LG Chem, matersk\u00e1 spolo\u010dnos\u0165 LG Energy Solution, pl\u00e1nuje v priebehu nasleduj\u00facich piatich rokov investova\u0165 6 bili\u00f3nov wonov do materi\u00e1lu bat\u00e9ri\u00ed. Skupina stavia nov\u00fd z\u00e1vod v Gumi v Ju\u017enej K\u00f3rei, ktor\u00fd za\u010dne masovo vyr\u00e1ba\u0165 kat\u00f3dov\u00fd materi\u00e1l NCMA (nikel, kobalt, mang\u00e1n a hlin\u00edk) do roku 2025. Vysok\u00fd obsah niklu v NCMA zvy\u0161uje v\u00fdkon bat\u00e9rie.<\/p>\n
Inde spolo\u010dnos\u0165 LG Chem investuje \u010fal\u0161ie invest\u00edcie do existuj\u00facich zariaden\u00ed. Cie\u013eom spolo\u010dnosti je do roku 2025 zv\u00fd\u0161i\u0165 v\u00fdrobn\u00fa kapacitu kat\u00f3dov\u00e9ho materi\u00e1lu na 170 000 ton zo s\u00fa\u010dasn\u00fdch 80 000 ton. Aby sa zabezpe\u010dila stabiln\u00e1 dod\u00e1vka separ\u00e1torov, LG Chem zv\u00fd\u0161i kapacitu v spolo\u010dnom podniku vytvorenom s japonskou Toray Industries.<\/p>\n
Popredn\u00fd juhok\u00f3rejsk\u00fd v\u00fdrobca ocele POSCO tie\u017e vn\u00edma bat\u00e9riov\u00e9 materi\u00e1ly ako centrum rastu. Dc\u00e9rska spolo\u010dnos\u0165 POSCO Chemical vyr\u00e1ba materi\u00e1ly pre an\u00f3dy a kat\u00f3dy a udr\u017eiavala invest\u00edcie najm\u00e4 v dvoch dom\u00e1cich z\u00e1vodoch.<\/p>\n
Skupina POSCO v pondelok ozn\u00e1mila, \u017ee postav\u00ed z\u00e1vod na v\u00fdrobu pevn\u00fdch elektrolytov v Yangsan v Ju\u017enej K\u00f3rei. Materi\u00e1l sa pou\u017eije na v\u00fdrobu polovodi\u010dov\u00fdch bat\u00e9ri\u00ed, ktor\u00e9 sa pova\u017euj\u00fa za \u010fal\u0161iu ve\u013ek\u00fa inov\u00e1ciu v bat\u00e9ri\u00e1ch pre elektromobily.<\/p>\n
Obidve skupiny POSCO a LG postupuj\u00fa \u010falej proti pr\u00fadu obstar\u00e1van\u00edm surov\u00edn. Spolo\u010dnos\u0165 POSCO z\u00edskala podiel na l\u00edtiovom so\u013enom jazere v Argent\u00edne a spolo\u010dnos\u0165 LG podp\u00edsala dlhodob\u00fa zmluvu o k\u00fape s austr\u00e1lskym dod\u00e1vate\u013eom zdrojov. Rast\u00face ceny niklu a kobaltu pod\u010diarkuj\u00fa potrebu pr\u00edstupu k stabiln\u00fdm zdrojom zdrojov, aby sa uspokojil rast\u00faci dopyt po EV.<\/p>\n
Pod\u013ea anal\u00fdzy spolo\u010dnosti Samsung Securities predstavuje bat\u00e9ria 30 % ceny EV. Kat\u00f3dov\u00fd materi\u00e1l, ktor\u00fd POSCO a LG Chem vyr\u00e1baj\u00fa, tvor\u00ed 58 % n\u00e1kladov na bat\u00e9riu EV. <\/p>\n
Japonsk\u00e9 spolo\u010dnosti kedysi mali silu v materi\u00e1loch, ale prvenstvo prevzali \u010d\u00ednski rivali. Nov\u00e1 energetick\u00e1 technol\u00f3gia Ningbo Ronbay kontroluje vysok\u00fd podiel materi\u00e1lu kat\u00f3dy niklu, mang\u00e1nu a kobaltu. Spolo\u010dnos\u0165 pod\u013ea \u010d\u00ednskej v\u00fdskumnej spolo\u010dnosti vedie celosvetovo, pokia\u013e ide o produkty s vysokou energetickou hustotou.<\/p>\n
LG Energy Solution, SK Innovation a Samsung SDI maj\u00fa spolu tretinu celosvetov\u00e9ho trhu s bat\u00e9riami pre elektromobily. Ju\u017en\u00e1 K\u00f3rea z\u00e1rove\u0148 zaost\u00e1va za \u010c\u00ednou, pokia\u013e ide o materi\u00e1ly. Juhok\u00f3rejsk\u00ed v\u00fdrobcovia bat\u00e9ri\u00ed nadv\u00e4zuj\u00fa \u00fazke vz\u0165ahy so z\u00e1padn\u00fdmi automobilkami. Juhok\u00f3rejsk\u00e9 spolo\u010dnosti vytvorili spolo\u010dn\u00e9 podniky s General Motors, Ford Motor a Stellantis. Tento trend v\u00fdrazne ovplyv\u0148uje riziko naru\u0161enia dod\u00e1vate\u013esk\u00e9ho re\u0165azca v d\u00f4sledku nap\u00e4tia medzi USA a \u010c\u00ednou.<\/p>\n
Dopyt v\u00fdrobcov automobilov po stabiln\u00fdch dod\u00e1vkach je ka\u017ed\u00fdm d\u0148om silnej\u0161\u00ed. Nerastn\u00e9 zdroje pre materi\u00e1ly s\u00fa po celom svete nerovnomerne rozdelen\u00e9, \u010do zvy\u0161uje vystavenie geopolitick\u00fdm rizik\u00e1m. Pre juhok\u00f3rejsk\u00fdch gigantov v oblasti bat\u00e9ri\u00ed pri roz\u0161irovan\u00ed ich v\u00fdrobnej infra\u0161trukt\u00fary bude k\u013e\u00fa\u010dov\u00e1 spolupr\u00e1ca medzi v\u00fdrobcami materi\u00e1lov. Rast juhok\u00f3rejsk\u00e9ho priemyslu bude pravdepodobne z\u00e1visie\u0165 od strategick\u00fdch rozhodnut\u00ed dod\u00e1vate\u013eov materi\u00e1lov.<\/p>\n
V\u017edy je lep\u0161ia Ju\u017en\u00e1 K\u00f3rea ako Mjanmarsko v ruk\u00e1ch debila \u0160ojguho, o tom je re\u010d!<\/p>\n","protected":false},"excerpt":{"rendered":"
Juhok\u00f3rejsk\u00ed v\u00fdrobcovia a produkcia bat\u00e9ri\u00ed pre elektromobily. Chemick\u00e9 jednotky Lotte, LG a POSCO ve\u013ea m\u00ed\u0148aj\u00fa a nasleduj\u00fa \u010d\u00ednskych rivalov. Ke\u010f tis\u00edce \u013eud\u00ed zaplnili uli\u010dky, aby sa od\u0161tartoval tohtoro\u010dn\u00fd ve\u013etrh priemyslu InterBattery v Soule, medzi 250 \u00fa\u010dastn\u00edkmi vynikali tri st\u00e1nky svojou ve\u013ekou ve\u013ekos\u0165ou. Tri st\u00e1nky patrili LG Energy Solution, SK Innovation a Samsung SDI \u2013 najv\u00e4\u010d\u0161\u00edm […]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[5],"tags":[],"class_list":["post-23776","post","type-post","status-publish","format-standard","hentry","category-exo-news"],"_links":{"self":[{"href":"https:\/\/extraslovensko.sk\/spravy\/wp-json\/wp\/v2\/posts\/23776","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/extraslovensko.sk\/spravy\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/extraslovensko.sk\/spravy\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/extraslovensko.sk\/spravy\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/extraslovensko.sk\/spravy\/wp-json\/wp\/v2\/comments?post=23776"}],"version-history":[{"count":0,"href":"https:\/\/extraslovensko.sk\/spravy\/wp-json\/wp\/v2\/posts\/23776\/revisions"}],"wp:attachment":[{"href":"https:\/\/extraslovensko.sk\/spravy\/wp-json\/wp\/v2\/media?parent=23776"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/extraslovensko.sk\/spravy\/wp-json\/wp\/v2\/categories?post=23776"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/extraslovensko.sk\/spravy\/wp-json\/wp\/v2\/tags?post=23776"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}