據(jù)美國(guó)油價(jià)網(wǎng)2022年3月25日?qǐng)?bào)道，美國(guó)著名國(guó)際金融服務(wù)公司摩根士丹利日前警告稱，由于電動(dòng)汽車電池制造商將被迫將產(chǎn)品價(jià)格提高25%，不斷上漲的鋰價(jià)格正在威脅著全球能源轉(zhuǎn)型的努力。 

據(jù)美國(guó)彭博新聞社報(bào)道，摩根士丹利表示，在過(guò)去12個(gè)月里，作為電動(dòng)汽車電池關(guān)鍵成分的碳酸鋰的價(jià)格已經(jīng)上漲了5倍。 這可能迫使電動(dòng)汽車制造商將價(jià)格提高15%，這毫無(wú)疑問(wèn)將傷害需求。  

對(duì)于電動(dòng)汽車來(lái)說(shuō)，這一消息來(lái)得不是時(shí)候。 在美國(guó)等一些地區(qū)，不斷上漲的燃料零售價(jià)格推動(dòng)了電動(dòng)汽車需求的上升，但由于供應(yīng)鏈問(wèn)題持續(xù)存在，以及大多數(shù)原材料價(jià)格不斷上漲，汽車制造商已經(jīng)發(fā)現(xiàn)很難滿足這一不斷上升的需求。 

由于原材料成本不斷上漲，全球最大的電動(dòng)汽車制造商CATL已經(jīng)表示，該公司將提高部分產(chǎn)品的價(jià)格。 與此同時(shí)，特斯拉在一周內(nèi)兩次上調(diào)了美國(guó)和中國(guó)市場(chǎng)的汽車價(jià)格。

摩根士丹利分析師在本周的報(bào)告中表示：“從歷史上看，電池價(jià)格成本曲線已經(jīng)連續(xù)多年以每年3%至7%的速度下降，這幾乎是不可避免的。但分子并不遵循摩爾定律。 世界已經(jīng)變了，投入成本的新模式也隨之改變了。”

交通電氣化是能源轉(zhuǎn)型計(jì)劃的支柱之一，同時(shí)可再生能源發(fā)電能力和氫氣的增加也是支柱之一。  

李峻 編譯自 美國(guó)油價(jià)網(wǎng)

原文如下：

Lithium Price Surge Jeopardizes Energy Transition Efforts

Soaring lithium prices are threatening energy transition efforts as EV battery makers will be forced to hike the prices for their products by as much as 25 percent, Morgan Stanley has warned.

Over the past 12 months, the bank said, as quoted by Bloomberg, the price of lithium carbonate, which is a key ingredient in electric vehicle batteries, has jumped five times. This may force EV manufacturers to hike prices by up to 15 percent, hurting demand.

The news comes at a bad time for EVs. Rising retail fuel prices in some parts of the world, such as the United States, are driving higher EV demand, but carmakers are already finding it hard to satisfy it amid persistent supply chain problems and the rising prices of most raw materials.

Because of the rising costs of raw materials, the world’s largest EV manufacturer CATL has already said it would be raising the prices for some of its products. Tesla, meanwhile, raised the prices for its cars for the U.S. and Chinese markets twice in a single week.

“Historically, the battery price cost curve had been declining at a pace of 3% to 7% annually for so many years in a row it almost seemed inevitable,” Morgan Stanley analysts said in their note this week. “But molecules don’t play by the same rules as Moore’s Law. The world has changed, and along with it is a new paradigm of input costs.” 

The electrification of transport is one of the pillars on which energy transition plans stand, along with a buildup in renewable energy generation capacity and hydrogen.