E piʻi aʻe ke kumukūʻai o ka hana ʻana i nā kaʻa uila i nā makahiki ʻehā e hiki mai ana, e like me kahi hōʻike hou, ma muli o ka nele o kahi mea maka koʻikoʻi e pono ai e hananā pila kaʻa uila.
"Ke hiki mai nei kahi tsunami o ke koi," wahi a Sam Jaffe, ka hope pelekikena o nā hoʻonā pila ma ka ʻoihana noiʻi ʻo E Source ma Boulder, Colorado. "ʻAʻole wau i manaʻopākahikoua mākaukau ka ʻoihana.
Ua hāʻule ke kumukūʻai o nā pila uila no nā kaʻa uila i nā makahiki i hala iho nei i ka piʻi ʻana o ka hana honua. Ua manaʻo ʻo E Source ʻo ke kumukūʻai awelika o kahi pila i kēia lā he $128 no ka kilowatt-hola a hiki ke piʻi aʻe ma kahi o $110 no ka kilowatt-hola i ka makahiki aʻe.
Akā, ʻaʻole e lōʻihi ka emi ʻana: Ua manaʻo ʻo E Source e piʻi aʻe ke kumukūʻai o nā pākaukau i 22% mai 2023 a i 2026, e piʻi ana i $138 no ka kWh, ma mua o ka hoʻi ʻana i ka emi mau - hiki paha i ka haʻahaʻa e like me ka kWh - i ka makahiki 2031 he $90 kWh.
Ua ʻōlelo ʻo Jaffe ʻo ka piʻi ʻana i manaʻo ʻia ka hopena o ka ulu ʻana o ke koi no nā mea maka koʻikoʻi, e like me ka lithium, e pono ai e hana i nā ʻumi miliona o nā pila.
"Aia kahi hemahema maoli o ka lithium, a e ʻoi aku ka ʻino o ka hemahema o ka lithium. Inā ʻaʻole ʻoe e eli i ka lithium, ʻaʻole hiki iā ʻoe ke hana i nā pila," wahi āna.
Ua wānana ʻo E Source e hiki i ka piʻi ʻana o nā kumukūʻai pākahiko ke hoʻokuke i ke kumukūʻai o nā kaʻa uila i kūʻai ʻia ma 2026 i waena o $1,500 a me $3,000 no kēlā me kēia kaʻa. Ua hōʻemi pū ka ʻoihana i kāna wānana kūʻai aku EV 2026 ma 5% a 10%.
Manaʻo ʻia e ʻoi aku ka nui o ke kūʻai aku ʻana o nā kaʻa uila ma ʻAmelika Hui Pū ʻIa ma mua o 2 miliona ma ia manawa, e like me ka wānana hou loa mai ka hui kūkākūkā ʻo LMC Automotive. Manaʻo ʻia e hoʻokuʻu aku nā mea hana kaʻa i nā ʻumi o nā hiʻohiʻona uila i ka wā e ʻapo ai ka poʻe ʻAmelika i ka manaʻo o ka electrification.
Ke hoʻomaopopo nui nei nā luna hoʻokele kaʻa i ka pono e hana i nā mea hou aku i mea nui i nā kaʻa uila. Ua kāhea ʻo Jim Farley, ka Luna Nui o Ford, i ka mahina i hala aku nei no ka hana ʻana i ka mining hou aʻe a puni ka hoʻolauna ʻana o ka hui i ka F-150 Lightning uila āpau.
"Pono mākou i nā laikini mining. Pono mākou i nā laikini hana mua a me ka hoʻomaʻemaʻe ʻana ma ʻAmelika Hui Pū ʻIa, a pono mākou i ke aupuni a me ka ʻāpana pilikino e hana pū a lawe mai i ʻaneʻi, "i ʻōlelo aku ai ʻo Farley iā CNBC.
Ua koi aku ʻo Elon Musk, Luna Nui o Tesla, i ka ʻoihana hana mining e hoʻonui i ka hana mining nickel i ka makahiki 2020.
"Inā ʻoe e ʻeli pono i ka nickel ma ke ʻano palekana i ke kaiapuni, e hāʻawi ʻo Tesla iā ʻoe i kahi ʻaelike nui a lōʻihi," wahi a Musk ma kahi kāhea kūkā ma Iulai 2020.
ʻOiai ua ʻae like nā luna hoʻokele o ka ʻoihana a me nā alakaʻi aupuni e pono e hana hou ʻia e kūʻai i nā mea maka, ua ʻōlelo ke kumu ʻo E ʻaʻole nui ka nui o nā papahana mining.
"Me ke kumukūʻai lithium i piʻi aʻe ma kahi o 900% i nā mahina 18 i hala iho nei, ua manaʻo mākou e wehe nā mākeke kapikala i nā puka wai a kūkulu i nā ʻumi o nā papahana lithium hou. Akā, ua ʻano ʻole kēia mau hoʻopukapuka kālā, ʻo ka hapa nui mai Kina mai a hoʻohana ʻia i loko o ke kaulahao lako Kina," wahi a ka hui ma kāna hōʻike.
He kiʻi paʻi manawa maoli ka ʻikepili * Hoʻopaneʻe ʻia ka ʻikepili ma ka liʻiliʻi he 15 mau minuke. Nā nūhou ʻoihana a me nā kālā honua, nā ʻōlelo kūʻai waiwai, a me ka ʻikepili mākeke a me ka nānā ʻana.