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印度的电动汽车雄心可能会因锂的缺乏而受挫,美国雅虎网友评论

India’s Electric Car Ambitions Could Stumble on Lack of Lithium

印度的电动汽车雄心可能会因锂的缺乏而受挫

(Bloomberg) -- India’s ambition of becoming a global hub for making electric vehicles faces one major hurdle: its lack of access to lithium.

(彭博)印度成为全球电动汽车制造中心的雄心壮志面临一个主要障碍:印度缺乏锂资源。

Home to some of the most polluted cities on the planet, the South Asian nation is pivoting toward new-energy vehicles to clean up its toxic air. But with meager resources of lithium, the mineral essential to make batteries for electric vehicles, it is having to scour for resources overseas.

作为地球上污染最严重的一些城市的所在地,这个南亚国家正在转向新能源汽车,以净化其有毒的空气。但由于锂资源匮乏,印度不得不在海外寻找资源。锂是制造电动汽车电池所必需的矿物质。

India’s EV production will rely on imports from China of lithium chemicals used to make cathodes and battery cells, according to Jasmeet Singh Kalsi, director at Manikaran Power Ltd., which is exploring setting up India’s first lithium refinery. “China has a thriving lithium chemical, battery cathode, battery cell and EV supply chain. India has none.”

曼尼卡兰电力有限公司董事贾斯米特•辛格•卡尔西表示,印度的电动汽车生产将依赖从中国进口的用于制造阴极和电池的锂化学品。“中国有蓬勃发展的锂化工、电池阴极、电池电池和电动汽车供应链,而印度没有。”

Prime Minister Narendra Modi’s administration unveiled a slew of measures in 2019 to promote the clean-energy vehicles, including a $1.4 billion plan to make India a manufacturing hub for EVs and cutting taxes to spur purchases. While electric cars in India remain a small segment, with an estimated 3,000 sold in 2018 compared with the 3.4 million fossil fuel-powered cars in the same year, the nation is forecast become the fourth-largest market for EVs by 2040, when the segment will comprise nearly a third of all vehicles sales, according to BloombergNEF.

印度总理纳伦德拉·莫迪领导的政府在2019年推出了一系列鼓励清洁能源汽车的措施,其中包括一项14亿美元的计划,意欲将印度打造成电动汽车的制造中心,并通过减税来刺激购买量。根据彭博社消息,电动汽车在印度的占比很小,据估计2018年销售了3000台,而同年汽油车的销量为340万台,预计到2040年印度将成为电动汽车的第四大市场,将占到汽车总销量的近三分之一。

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Import Reliance

依赖进口

Several plans are under way to build lithium-ion battery factories in India. Meanwhile, China -- the largest electric vehicle market in the world -- is dominant in the battery supply chain. Around three-quarters of battery cell manufacturing capacity is in China, and Chinese companies have unparalleled control of required domestic and foreign battery raw materials and processing facilities, according to BNEF.

在印度建立锂离子电池工厂的几个计划正在进行中。与此同时,全球最大的电动汽车市场中国在电池供应链中占据主导地位。彭博新能源财经的数据显示,大约四分之三的电池制造产能在中国,中国企业对国内外所需的电池原材料和加工设施拥有绝对的控制权。

“Indian companies have been involved in trying to prospect for stakes in overseas resources, and possibly on-shoring more raw materials production capacity in India,” said Sophie Lu, head of metals and mining for BloombergNEF. “But there are very little synergies right now because further up the value chain, battery components manufacturing capacity does not seem to be planned extensively for India.”

彭博社金属和矿业主管索菲•卢表示:“印度企业一直在试图入股海外资源,并可能将更多的原材料产能转移到国内。但目前几乎没有协同效应,因为在价值链的上游,印度没有电池部件的大规模制造能力。”

A joint venture called Khanij Bidesh India Ltd. has been formed between three state-run companies -- National Aluminium Co., Hindustan Copper Ltd. and Mineral Exploration Corp. -- to acquire lithium and cobalt mines overseas. Amara Raja Batteries Ltd., the country’s second-biggest traditional battery maker by value, will build a lithium-ion assembly plant, while Suzuki Motor Corp. along with Toshiba Corp. and Denso Corp. is setting up a lithium-ion battery manufacturing plant.

三家国有企业国家铝业公司、印度斯坦铜业公司和矿产勘探公司成立了一家名为Khanij Bidesh India Ltd.的合资企业,收购海外的锂矿和钴矿。按价值计算,第二大传统电池制造商Amara Raja电池有限公司将修建一座锂离子电池厂,而铃木汽车、东芝和电装则将修建一座锂离子电池厂。

Manikaran signed an agreement with Australia’s Neometals in June to jointly fund the evaluation of developing a lithium refinery in India with a capacity of 10,000 tons to 15,000 tons of the finished product. That capacity falls short of India’s projected requirement of 200,000 tons of lithium hydroxide by 2030, Kalsi said.

曼尼卡兰今年6月与澳大利亚的Neometals公司签署了一项协议,共同出资评估在印度开发一座产能在1万吨至1.5万吨的锂精炼厂。Kalsi表示,这一产能低于印度到2030年20万吨氢氧化锂的预期需求。

Electric vehicles are “slowly going to take off, not with the speed the government perceives it to be, but going ahead the market is going to get pretty huge,” he said.

他表示,电动汽车"将缓慢起飞,速度不会像政府期望的快,但未来市场将相当庞大。"

美国雅虎网友评论: 

译文来源:三泰虎      http://www.santaihu.com/49209.html     译者:Joyceliu 

Amore

a day late and a dollar short-- should invest in and develop solid state batteries instead of trying to work with yester years lithium

晚一天就少一美元——应该投资和研发固态电池,不要再搞锂电池了

 

nathanmiller

indian guys often proud of themself. Invent your old battery then

印度人常常为自己感到骄傲自豪。发明你们的旧电池吧。

 

nathanmiller

First those stupid fool run bank just want a cheap program. Indian just bring h1b visa over to rape them. Talk and talk. Glad trump will kill it. Trump will be President for 4 more years. Stop abuse h1b VISA.

首先,那些经营银行的笨蛋只想要便宜的程序。印度人只要拿到H1B签证就可以秒杀他们。很高兴特朗普要对它动手。特朗普还将再当4年总统。停止滥用H1B签证。

 

nathanmiller

go make your own battery instead come over here. go home

去造你们自己的电池吧,不要来美国了。回家吧。

 

Mohammad

First of all I don’t understand what you are saying second, (if I understand what you are trying to say) Indian run every Fortune 500 company in America, so yes, they are proud of themselves

首先,我不明白你在说什么。其次,(如果我明白你的意思的话)印度人掌舵着美国所有的财富500强公司,所以,是的,他们为自己感到骄傲

 

Alex

Lithium and batteries are the wrong answer to solve our future energy problems. The development of green hydrogen technologies is the only option.

锂和电池并不是解决未来能源问题的正确答案。发展绿色氢技术是唯一的选择。

 

Hal F

Except when highly pressurized hydrogen explodes even under the best of conditions.

在最好的条件下,高压氢气也会爆炸。

 

Shyerrylittle

H2 would be an ideal energy source. The issue with H2 is its transportation. Look up what it costs to compress, transport, and then pump into a vehicle. Local (home) production of H2 is easy but the mechanics of efficient compression have not been worked out. 

氢气是一种理想的能源,问题在于它的传输。查一查压缩、运输、然后注入到车辆中的成本吧。本地生产氢气并不难,但高效压缩的技术还未研发出来。

The oil & gas lobby would like H2 because they can maintain control over the supply lines. Solar + battery has been proven to cut out the oil man.

石油和天然气游说团体喜欢氢气,这样就可以保持对供应管道的控制。太阳能和电池已被证明可以取代石油了。

So even though I love H2, I'd prefer batteries as I can get rid of the oil funded terrorists in the Middle East.

所以尽管我喜欢氢气,我更喜欢电池

 

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