Ua ʻōlelo ʻo CEO ʻo Tesla ʻo Elon Musk i ke kelepona loaʻa kālā: "Inā ʻoe e mine nickel ma kahi ala kūpono a pili i ke kaiapuni, e hana ʻo Tesla iā ʻoe e hāʻawi i kahi ʻaelike nui." Ua wānana ʻo Wood Mackenzie ka mea loiloi ʻAmelika i loko o nā makahiki he ʻumi, e loaʻa ka lithium iron phosphate (LFP). e hoʻololi i ka lithium manganese cobalt oxide (NMC) ma ke ʻano he mea hoʻopaʻa ikehu paʻa nui.

Eia naʻe, ua kākoʻo lōʻihi ʻo Musk i ka wehe ʻana o ka cobalt mai ka pākaukau, no laila ʻaʻole maikaʻi kēia nūhou iā ia.

Wahi a ka ʻikepili a Wood Mackenzie, ʻo ka lithium iron phosphate (LFP) pākaukau i helu ʻia he 10% o ka mākeke mālama mālama ikehu i ka makahiki 2015. Mai ia manawa, ua piʻi nui ko lākou kaulana a e noho ʻoi aku ma mua o 30% o ka mākeke ma 2030.

Ua hoʻomaka kēia piʻi ʻana ma muli o ka liʻiliʻi o nā pihi NMC a me nā ʻāpana i ka hopena o 2018 a i ka hoʻomaka ʻana o ka makahiki i hala.Ma muli o ka loaʻa ʻana o ka hoʻolalelale wikiwiki ʻana o ka mālama ʻana i ka ikehu a me nā kaʻa uila (ev), ʻo ka ʻoiaʻiʻo o ka hoʻokaʻawale ʻana o nā ʻāpana ʻelua i nā kemika pākaukau i hiki ʻole ke hōʻemi.

Ua ʻōlelo ʻo Wood Mackenzie ka mea loiloi koʻikoʻi ʻo Mitalee Gupta: "Ma muli o ka hoʻonui ʻia ʻana o ke kaʻina lako NMC a me ke kumukūʻai paʻa, ua hoʻomaka nā mea hoʻolako LFP e komo i ka mākeke paʻa ʻia ʻo NMC ma ke kumukūʻai hoʻokūkū, no laila he uʻi ʻo LFP i nā mana a me nā noi ikehu. ."

ʻO kekahi kumu e alakaʻi ai i ka mana o ka LFP i manaʻo ʻia ʻo ia ka ʻokoʻa ma waena o ke ʻano o ka pākaukau i hoʻohana ʻia no ka mālama ʻana i ka ikehu a me ke ʻano o ka pākaukau i hoʻohana ʻia i nā kaʻa uila, no ka mea, e hoʻopilikia ʻia nā mea hana e ka hana hou a me ka hana kūikawā.

ʻO ka ʻōnaehana mālama ikehu lithium-ion i kēia manawa ke emi nei ka hoʻihoʻi ʻana a me ka maikaʻi ʻole o ka hoʻokele waiwai inā ʻoi aku ka pōʻaiapuni ma mua o 4-6 mau hola, no laila e koi koke ʻia ka mālama ʻana i ka ikehu lōʻihi.Ua ʻōlelo ʻo Gupta, ke manaʻo nei ʻo ia e ʻoi aku ka nui o ka hoʻihoʻi kiʻekiʻe a me ke alapine kiʻekiʻe ma mua o ka nui o ka ikehu a me ka hilinaʻi o ka mākeke mālama ʻana i ka ikehu paʻa, ʻo ia mau mea ʻelua LFP e ʻālohilohi.

ʻOiai ʻo ka ulu ʻana o ka LFP i ka mākeke pākahi kaʻa kaʻa ʻaʻole like me ke ʻano o ka mālama ʻana i ka ikehu paʻa, ua hōʻike ka Wood Mackenzie hōʻike ʻaʻole hiki ke mālama ʻia nā noi kelepona uila e hōʻike ana i ka lithium iron phosphate.

Ua kaulana loa kēia kemika ma ka mākeke kaʻa uila Kina a manaʻo ʻia e loaʻa ka hoʻopiʻi honua.Manaʻo ʻo WoodMac ma ka makahiki 2025, e ʻoi aku ka nui o ka LFP ma mua o 20% o ka nui o nā pihi kaʻa uila i hoʻokomo ʻia.

ʻO Wood Mackenzie ka mea noiʻi noiʻi nui ʻo Milan Thakore i ʻōlelo ʻo ka mea hoʻoikaika nui no ka hoʻohana ʻana i ka LFP ma ke kahua o nā kaʻa uila e hele mai mai ka hoʻomaikaʻi ʻana i ka mea kemika ma ke ʻano o ke kaumaha o ka ikehu a me ka ʻenehana paʻi pākaukau.