Producenti bat\u00e9ri\u00ed sa sna\u017eia zv\u00fd\u0161i\u0165 ceny pre nedostatok rusk\u00fdch vz\u00e1cnych kovov. Preru\u0161enie vojny na Ukrajine pos\u00fava l\u00edtium, tit\u00e1n a pal\u00e1dium na nov\u00e9 maxim\u00e1. Preru\u0161enia glob\u00e1lnych dod\u00e1vate\u013esk\u00fdch re\u0165azcov a vojna na Ukrajine vytv\u00e1raj\u00fa nedostatok vz\u00e1cnych priemyseln\u00fdch kovov a plynov, \u010do n\u00fati spolo\u010dnosti, ktor\u00e9 sa na ne spoliehaj\u00fa, aby reagovali.<\/p>\n
Japonsk\u00e1 spolo\u010dnos\u0165 Envision AESC Group, v\u00fdrobca l\u00edtium-i\u00f3nov\u00fdch bat\u00e9ri\u00ed pre elektrick\u00e9 vozidl\u00e1 so s\u00eddlom v prefekt\u00fare Kanagawa, po\u017eiadala svojich z\u00e1kazn\u00edkov, aby akceptovali zv\u00fd\u0161enie cien. Kawasaki Heavy Industries zva\u017euje prechod od z\u00edskavania tit\u00e1nu z Ruska, popredn\u00e9ho v\u00fdrobcu kovu, k in\u00fdm dod\u00e1vate\u013eom. Rast\u00face ceny zdrojov a preru\u0161enia dod\u00e1vok by mohli ma\u0165 \u010falekosiahle \u00fa\u010dinky na cel\u00fd rad priemyseln\u00fdch odvetv\u00ed.<\/p>\n
T\u00fato jar spolo\u010dnos\u0165 Envision AESC po\u017eiadala Nissan Motor a \u010fal\u0161\u00edch kupuj\u00facich jej autobat\u00e9ri\u00ed, aby prehltli zv\u00fd\u0161enie cien a\u017e o 10 %. Tento krok bol reakciou na rast\u00face ceny hydroxidu l\u00edtneho, k\u013e\u00fa\u010dov\u00e9ho materi\u00e1lu pou\u017e\u00edvan\u00e9ho na v\u00fdrobu l\u00edtium-i\u00f3nov\u00fdch bat\u00e9ri\u00ed, v d\u00f4sledku rast\u00faceho dopytu a rast\u00facich ob\u00e1v o dod\u00e1vky z Ruska, ktor\u00e9 predstavuje 6 % celosvetov\u00e9ho exportu zl\u00fa\u010deniny.<\/p>\n
Najm\u00e4 vysoko \u010dist\u00e9 l\u00edtium, ktor\u00e9 sa pou\u017e\u00edva v bat\u00e9ri\u00e1ch EV, je ve\u013emi m\u00e1lo. Ceny l\u00edtia vzr\u00e1stli v porovnan\u00ed s minul\u00fdm rokom takmer desa\u0165n\u00e1sobne, pod\u013ea ved\u00facich pracovn\u00edkov priemyslu. Rast\u00fa aj ceny ostatn\u00fdch kovov vr\u00e1tane niklu a medi. To vytv\u00e1ra siln\u00fd tlak na v\u00fdrobcov bat\u00e9ri\u00ed, aby preniesli vy\u0161\u0161ie n\u00e1klady na z\u00e1kazn\u00edkov.<\/p>\n
V\u00fdrobcovia sa ob\u00e1vaj\u00fa najm\u00e4 dod\u00e1vok vz\u00e1cnych kovov z Ruska, ktor\u00e9 produkuje ve\u013ek\u00fa \u010das\u0165 svetov\u00fdch z\u00e1sob. Kawasaki Heavy zva\u017euje z\u00edskavanie tit\u00e1nu pou\u017e\u00edvan\u00e9ho v lietadl\u00e1ch z in\u00fdch kraj\u00edn ako Rusko, ktor\u00e9 predstavuje viac ako 40 % celosvetovej produkcie.<\/p>\n
Boeing, ktor\u00fd kupuje trupy lietadiel od japonsk\u00e9ho v\u00fdrobcu \u0165a\u017ek\u00fdch strojov, u\u017e prestal dov\u00e1\u017ea\u0165 tit\u00e1n z Ruska. Aj ke\u010f Kawasaki Heavy doteraz nemala probl\u00e9m z\u00edska\u0165 tit\u00e1n z Ruska, spolo\u010dnos\u0165 tvrd\u00ed, \u017ee v najbli\u017e\u0161\u00edch rokoch sa mus\u00ed vysporiada\u0165 s politick\u00fdm rizikom z Ruska.<\/p>\n
Toho Titanium, japonsk\u00fd v\u00fdrobca produktov z tit\u00e1nov\u00e9ho kovu, sa v reakcii na po\u017eiadavky z\u00e1kazn\u00edkov rozhodol zv\u00fd\u0161i\u0165 v\u00fdrobu vo svojom z\u00e1vode v Saudskej Ar\u00e1bii. Do septembra zv\u00fd\u0161i prev\u00e1dzkov\u00fa r\u00fdchlos\u0165 v z\u00e1vode o viac ako 10 %. Spolo\u010dnos\u0165 dov\u00e1\u017ea tit\u00e1nov\u00fa rudu najm\u00e4 z Kanady a Indie.<\/p>\n
Rusko tie\u017e produkuje 40 % celosvetovej produkcie pal\u00e1dia, vz\u00e1cneho kovu \u017eivotne d\u00f4le\u017eit\u00e9ho pre v\u00fdrobu katalyz\u00e1torov pou\u017e\u00edvan\u00fdch vo v\u00fdfukov\u00fdch syst\u00e9moch \u00e1ut. V apr\u00edli organiz\u00e1cia pre priemysel drah\u00fdch kovov v Eur\u00f3pe pozastavila niektor\u00e9 rusk\u00e9 rafin\u00e9rie pal\u00e1dia zo svojho akreditovan\u00e9ho zoznamu. V m\u00e1ji Brit\u00e1nia ozn\u00e1mila, \u017ee zv\u00fd\u0161i svoje cl\u00e1 na dovoz pal\u00e1dia z Ruska.<\/p>\n
A\u017e do tejto jari sa o\u010dak\u00e1val prebytok pal\u00e1dia v d\u00f4sledku poklesu v\u00fdroby automobilov. Ke\u010f sa v\u0161ak japonsk\u00fd dovoz pal\u00e1dia z Ruska v apr\u00edli v porovnan\u00ed s predch\u00e1dzaj\u00facim mesiacom prepadol o polovicu, ceny za\u010dali st\u00fapa\u0165. Mitsubishi Motors sa sna\u017e\u00ed zabezpe\u010di\u0165 stabiln\u00e9 dod\u00e1vky obchodovan\u00edm s futures a in\u00fdmi prostriedkami. Automobilka v\u0161ak tvrd\u00ed, \u017ee \u00fa\u010dinnos\u0165 t\u00fdchto sn\u00e1h m\u00e1 limity a pretekaj\u00fa vo v\u00fdvoji v\u00fdfukov\u00fdch syst\u00e9mov, ktor\u00e9 vyu\u017e\u00edvaj\u00fa menej pal\u00e1dia.<\/p>\n
Na rozdiel od ruskej ropy, tit\u00e1n a pal\u00e1dium z Ruska nepodliehaj\u00fa z\u00e1padn\u00fdm z\u00e1kazom dovozu. Rastie v\u0161ak trend vyh\u00fdba\u0165 sa rusk\u00fdm kovom. V reakcii na to spolo\u010dnos\u0165 Nippon PGM, najv\u00e4\u010d\u0161\u00ed japonsk\u00fd recykl\u00e1tor a rafin\u00e9r platiny a pal\u00e1dia, pl\u00e1nuje roz\u0161\u00edri\u0165 svoje zbern\u00e9 z\u00e1kladne pre suroviny v USA a Eur\u00f3pe, aby sa do troch rokov zv\u00fd\u0161ilo mno\u017estvo kovov, ktor\u00e9 recykluje, o 20 %.<\/p>\n
Existuje aj nedostatok vz\u00e1cnych plynov na priemyseln\u00e9 vyu\u017eitie. Celosvetov\u00fd nedostatok h\u00e9lia, ktor\u00e9 sa pou\u017e\u00edva v \u0161irokej \u0161k\u00e1le priemyseln\u00fdch odvetv\u00ed, je obzvl\u00e1\u0161\u0165 ak\u00fatny.<\/p>\n
Jedna dom\u00e1ca priemyseln\u00e1 plyn\u00e1rensk\u00e1 spolo\u010dnos\u0165 tvrd\u00ed, \u017ee dovoz h\u00e9lia v \u0161tvr\u0165roku od apr\u00edla do j\u00fana klesol o pribli\u017ene 20 % v porovnan\u00ed s predch\u00e1dzaj\u00facim rokom, \u010do sp\u00f4sobilo pokles dom\u00e1cich z\u00e1sob. \u201eNem\u00e1me in\u00fa mo\u017enos\u0165, ako zn\u00ed\u017ei\u0165 z\u00e1sielky o 20 a\u017e 30 %,\u201c hovor\u00ed v\u00fdkonn\u00fd riadite\u013e spolo\u010dnosti.<\/p>\n
Existuj\u00fa tie\u017e obavy z dostupnosti krypt\u00f3nu, ktor\u00fd sa pou\u017e\u00edva na v\u00fdrobu polovodi\u010dov, ke\u010f\u017ee Rusko a Ukrajina spolu tvoria 80 % celosvetovej produkcie plynu.<\/p>\n
Jeden japonsk\u00fd v\u00fdrobca po\u010d\u00edta\u010dov\u00fdch \u010dipov tvrd\u00ed, \u017ee zatia\u013e nem\u00e1 \u017eiadne probl\u00e9my so zabezpe\u010den\u00edm dod\u00e1vok vz\u00e1cneho plynu, ke\u010f\u017ee krypt\u00f3n a in\u00e9 vz\u00e1cne plyny z\u00edskaval z in\u00fdch kraj\u00edn od doby, ke\u010f Rusko v roku 2014 napadlo Krym. Ceny by v\u0161ak mohli st\u00fapnu\u0165, ak by sa vojna na Ukrajine pred\u013a\u017eila, upozor\u0148uje spolo\u010dnos\u0165.<\/p>\n
Taiyo Nippon Sanso, dod\u00e1vate\u013e priemyseln\u00fdch plynov, pl\u00e1nuje zdvojn\u00e1sobi\u0165 svoju dom\u00e1cu v\u00fdrobn\u00fa kapacitu krypt\u00f3nu. V spolo\u010dnom podniku s JFE Steel nain\u0161taluje nov\u00e9 v\u00fdrobn\u00e9 zariadenia na v\u00fdrobu 2,6 mili\u00f3na litrov plynu ro\u010dne.<\/p>\n
V s\u00fa\u010dasnosti spolo\u010dnos\u0165 dov\u00e1\u017ea osemkr\u00e1t viac krypt\u00f3nu, ako vyprodukuje na dom\u00e1com trhu, a to aj z Ukrajiny. Diverzifikuje z\u00edskavanie plynu, a to aj zv\u00fd\u0161en\u00edm dom\u00e1cej produkcie.<\/p>\n","protected":false},"excerpt":{"rendered":"
Producenti bat\u00e9ri\u00ed sa sna\u017eia zv\u00fd\u0161i\u0165 ceny pre nedostatok rusk\u00fdch vz\u00e1cnych kovov. Preru\u0161enie vojny na Ukrajine pos\u00fava l\u00edtium, tit\u00e1n a pal\u00e1dium na nov\u00e9 maxim\u00e1. Preru\u0161enia glob\u00e1lnych dod\u00e1vate\u013esk\u00fdch re\u0165azcov a vojna na Ukrajine vytv\u00e1raj\u00fa nedostatok vz\u00e1cnych priemyseln\u00fdch kovov a plynov, \u010do n\u00fati spolo\u010dnosti, ktor\u00e9 sa na ne spoliehaj\u00fa, aby reagovali. V\u00fdrobcovia bat\u00e9ri\u00ed sa sna\u017eia zv\u00fd\u0161i\u0165 ceny Japonsk\u00e1 […]<\/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-26436","post","type-post","status-publish","format-standard","hentry","category-exo-news"],"_links":{"self":[{"href":"https:\/\/extraslovensko.sk\/spravy\/wp-json\/wp\/v2\/posts\/26436","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=26436"}],"version-history":[{"count":0,"href":"https:\/\/extraslovensko.sk\/spravy\/wp-json\/wp\/v2\/posts\/26436\/revisions"}],"wp:attachment":[{"href":"https:\/\/extraslovensko.sk\/spravy\/wp-json\/wp\/v2\/media?parent=26436"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/extraslovensko.sk\/spravy\/wp-json\/wp\/v2\/categories?post=26436"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/extraslovensko.sk\/spravy\/wp-json\/wp\/v2\/tags?post=26436"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}