European battery makers: start-ups back EU’s EV ambitions - FT中文网
登录×
电子邮件/用户名
密码
记住我
请输入邮箱和密码进行绑定操作:
请输入手机号码,通过短信验证(目前仅支持中国大陆地区的手机号):
请您阅读我们的用户注册协议隐私权保护政策,点击下方按钮即视为您接受。
FT商学院

European battery makers: start-ups back EU’s EV ambitions

Carmakers could use their clout to secure vital raw materials and help local suppliers compete with Asian rivals
00:00

{"text":[[{"start":null,"text":"

A model of a CATL battery-powered car at the Munich Motor Show this month. The Chinese group and South Korea’s LG Energy are among the Asian players that dominate the market
"}],[{"start":12.41,"text":"European battery start-ups are jostling to meet demand as electric vehicle take-up accelerates. "},{"start":17.826999999999998,"text":"France’s Verkor is the latest to raise money. "},{"start":20.569000000000003,"text":"It secured more than €2bn this week for its first plant, in northern France. "}],[{"start":25.880000000000003,"text":"In theory, new plants promised by domestic and international companies could quickly amount to overcapacity. "}],[{"start":null,"text":"
"}],[{"start":32.6,"text":"Ten battery cell plants in production in Europe have a combined capacity of 166.5 gigawatt hours, says Benchmark Mineral Intelligence. "},{"start":41.367000000000004,"text":"A further 26 are planned by the end of the decade. "},{"start":44.384,"text":"If all materialise, total capacity would increase to 1,227 GWh. "}],[{"start":51.230000000000004,"text":"However, actual production will be much lower, at an estimated 729 GWh. "},{"start":57.272000000000006,"text":"Production can take several years to ramp up. "},{"start":59.852000000000004,"text":"Demand in 2030 is forecast at 1,004 GWh. "},{"start":64.019,"text":"It is possible too that some start-ups will drop out. "},{"start":66.999,"text":"The US Inflation Reduction Act’s subsidies may lure other projects stateside. "}],[{"start":72.33000000000001,"text":"This means there is no reason for European players to decelerate. "},{"start":76.29700000000001,"text":"The market is dominated by Asian players such as South Korea’s LG Energy Solution and Chinese group CATL. "},{"start":82.33900000000001,"text":"They too have plants in Europe, including in Poland and Germany. "}],[{"start":null,"text":"
"}],[{"start":86.91000000000001,"text":"About half of battery cells used in Europe last year were produced domestically. "},{"start":91.26400000000001,"text":"Imports from China and South Korea covered the balance, says campaign group Transport & Environment. "}],[{"start":97.86000000000001,"text":"Raising import tariffs on battery cells would help domestic suppliers. "},{"start":102.11400000000002,"text":"But it risks further tensions with China. "},{"start":104.49400000000001,"text":"Beijing has already hit out at the EU’s anti-subsidy probe into China’s car industry. "}],[{"start":109.87000000000002,"text":"A less fraught option would be for EU carmakers to use their clout to secure vital raw materials for use by their suppliers. "},{"start":116.74900000000002,"text":"Some are already doing this. "},{"start":118.56700000000002,"text":"Europe’s battery makers have a good shot at keeping pace with Asian rivals. "}],[{"start":122.53000000000002,"text":""}]],"url":"https://creatives.ftacademy.cn/album/122434-1695015744.mp3"}

版权声明:本文版权归FT中文网所有,未经允许任何单位或个人不得转载,复制或以任何其他方式使用本文全部或部分,侵权必究。

Thrive Capital:多样化是给那些不知道自己在做什么的人准备的

乔什•库什纳旗下的这家年轻的风投公司以大手笔投资OpenAI而闻名,颠覆了传统的风险投资模式。它能得到真正的收益吗?

谁要买Chrome?

关于储蓄的思考。

将谷歌和Chrome浏览器分开是好办法吗?

呼吁这家搜索巨头剥离Chrome浏览器,会给用户带来他们显然不想要的东西。

高增长并不能说明美国经济的全貌

令人印象深刻的头条数字对民主党没有帮助。

没有学位也没问题:美国雇主不再局限于大学文凭

IBM、通用汽车和沃尔玛等公司正专注于申请人的技能,而不是教育。

阿达尼丑闻将动摇印度股市替代中国的努力

就在几个月前,印度股票被视为全球投资者投资组合中中国股票的可行替代,但此次事件使人们重新关注当地股票的风险和高昂估值。
设置字号×
最小
较小
默认
较大
最大
分享×