Ua ʻōlelo ʻo Elon Musk, Luna Nui o Tesla, ma ke kāhea loaʻa kālā: "Inā ʻoe e ʻeli i ka nickel ma ke ʻano kūpono a me ka mālama ʻana i ke kaiapuni, e hāʻawi ʻo Tesla iā ʻoe i kahi ʻaelike nui." Ua wānana ka mea loiloi ʻAmelika ʻo Wood Mackenzie i loko o nā makahiki he ʻumi, e pani ka lithium iron phosphate (LFP) i ka lithium manganese cobalt oxide (NMC) ma ke ʻano he mea mālama ikehu paʻa nui.

Eia nō naʻe, ua kākoʻo lōʻihi ʻo Musk i ka wehe ʻana o ka cobalt mai ka pila, no laila ʻaʻole paha he mea ʻino kēia nūhou nona.

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

Ua hoʻomaka kēia piʻi ʻana ma muli o ka nele o nā pila a me nā ʻāpana NMC i ka hopena o 2018 a me ka hoʻomaka o ka makahiki i hala. Ma muli o ka hoʻolaha wikiwiki ʻana o nā kaʻa uila (ev) a me nā kaʻa mālama ikehu paʻa, ʻo ka ʻoiaʻiʻo e kaʻana like ana nā ʻāpana ʻelua i ka kemika pila ua kumu ia i nā nele.

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

ʻO kahi kumu e hoʻokele ai i ka mana i manaʻo ʻia o ka LFP ʻo ia ka ʻokoʻa ma waena o ke ʻano o ka pila i hoʻohana ʻia no ka mālama ʻana i ka ikehu a me ke ʻano o ka pila i hoʻohana ʻia i nā kaʻa uila, no ka mea, e hoʻopilikia ʻia nā lako e ka hana hou a me ka loea.

ʻO ka ʻōnaehana mālama ikehu lithium-ion o kēia manawa he emi iho ka hoʻihoʻi ʻana a me nā pono waiwai maikaʻi ʻole ke ʻoi aku ka pōʻaiapuni ma mua o 4-6 mau hola, no laila pono koke ka mālama ikehu lōʻihi. Ua ʻōlelo ʻo Gupta e manaʻo pū ana ʻo ia e ʻoi aku ka nui o ka hiki ke hoʻōla kiʻekiʻe a me ke alapine kiʻekiʻe ma mua o ka nui o ka ikehu a me ka hilinaʻi o ka mākeke mālama ikehu paʻa, ʻo ia mau pila LFP ʻelua e hiki ke ʻālohilohi.

ʻOiai ʻaʻole like ka ulu ʻana o ka LFP ma ka mākeke pila kaʻa uila me ke kahua o ka mālama ikehu paʻa, ua kuhikuhi ka hōʻike a Wood Mackenzie ʻaʻole hiki ke hoʻowahāwahā 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 ke manaʻo ʻia nei e loaʻa ka hoihoi honua. Ua wānana ʻo WoodMac ma ka makahiki 2025, e ʻoi aku ka nui o ka LFP ma mua o 20% o ka huina o nā pila kaʻa uila i hoʻokomo ʻia.

Ua ʻōlelo ʻo Milan Thakore, ka mea noiʻi koʻikoʻi ʻo Wood Mackenzie, ʻo ka mea nui e hoʻoikaika ai i ka hoʻohana ʻana o LFP ma ke kahua o nā kaʻa uila e hele mai ia mai ka hoʻomaikaʻi ʻana o ka mea kemika e pili ana i ke kaumaha o ka ikehu a me ka ʻenehana hoʻopili pila.