Mempersempit kesenjangan dengan China, raksasa mempercepat pembangunan pabrik: industri baterai otomotif AS tiba-tiba berakselerasi
Reference News Network reported on November 23 that the website of the Spanish newspaper Le Monde recently reported that batteries play a vital role in the future development of the electric vehicle industry. This has long been a well-known "secret". Big automakers are accelerating the transition to electric vehicles while leaving internal combustion engines behind. And much of that process involves controlling the production of batteries that will become the new "black gold" of the industry.
Not long ago, the two giants of the United States, Stlantis and South Korea's Samsung, signed an agreement to produce batteries in the United States, further confirming the above point of view.
Sebuah pabrik baterai akan dibangun di AS pada tahun 2025 untuk mencapai output tahunan awal 23 gigawatt-jam, yang pada akhirnya dapat tumbuh menjadi 23 gigawatt-jam setahun, menurut kesepakatan antara Stlantis Corp dan Samsung SDI, anak perusahaan dari raksasa teknologi Korea Selatan. Naikkan hingga 40 gigawatt-jam dan capai sasaran setidaknya 40 persen pangsa penjualan kendaraan listrik di pasar AS pada akhir tahun 2020-an.
The agreement is designed to meet production needs at Stlantis' existing plants in Mexico and the United States, but the exact location of the new plant has not been publicly disclosed. The pact is also aimed at closing the gap with more advanced rivals, with Tesla bearing the brunt of it. As a leader in electric vehicles, Tesla already has three factories in operation in the United States.
"The execution of the battery plant project will allow us to be highly competitive and become a leader in the U.S. electric vehicle market," said Carlos Tavares, CEO of Stlantis, whose brands include Peugeot, Fiat, DS, Citroen, Opel, Alfa-Romeo, Lancia, Jeep, Dodge, etc.
Pada saat yang sama, Samsung akan menambah pabrik baru di Amerika Serikat secara global. Samsung sudah memiliki pabrik di negara saya, Hungaria dan Korea Selatan dan saat ini menjadi pemasok untuk BMW, Ford dan Hyundai.
Menurut laporan itu, dalam beberapa bulan terakhir, sejumlah raksasa Amerika yang sangat membutuhkan baterai mobil telah menandatangani kontrak untuk membangun pabrik. Ford dari Amerika Serikat dan Sunkyung Corporation (SK) dari Korea Selatan mengumumkan rencana pada akhir September untuk membuka pabrik di Kentucky dan Tennessee, dengan investasi 11,4 miliar dan penciptaan 11,000 pekerjaan.
In April, U.S. General Motors (GM) announced an agreement with South Korea's LG New Energy to build a second battery plant in the U.S. with an investment of 2.3 billion that is expected to create 1,300 jobs. "I believe this alliance goes beyond partnership as it marks a watershed in the future that will reduce emissions and accelerate the rollout of electric vehicles," said GM CEO Mary Barra.
This swift shift is in America's interest and will close the huge gap between it and our country in this area. Currently, the Asian giant controls three-quarters of global battery production. Even Japanese and Korean brands are shifting some of their production to my country because conditions in the Chinese market are more favorable.
The report commented that an integral part of the green policy agenda proposed by the US government is to reverse the above situation. The US government will encourage investment in battery production with the aim of positioning the US as the world leader in clean energy production. One of its key goals is to make half of all vehicles sold in the world's leading automaker electric vehicles.
Wall Street juga sangat percaya pada perubahan. Penawaran umum perdana (IPO) dari beberapa startup yang mengerjakan produksi baterai telah mengkonfirmasi minat investor yang kuat. SilaNanotechnologies yang berbasis di Silicon Valley-menerima suntikan dana besar dari Wall Street (590 juta) awal tahun ini, dan RomeoPower, yang go public tahun lalu, sedang mengembangkan teknologi baterai lithium-ion di California.
Quantum Technologies yang berbasis di San Jose, California, didukung oleh Volkswagen dan Bill Gates, akan menjadi pemain besar lainnya yang harus diperhatikan. Di Amerika Serikat, ledakan kendaraan listrik sedang meningkat. (Penyusun / Liu Lifei)
