震驚鈷業股票：松下誓言開發無鈷電池，但產業觀察家嗤之以鼻

最近姑業股票出現大跌，在特斯拉老闆發聲之後，松下也表示在開發無鈷電池，但真相究竟如何呢，這篇文章是個澄清，再看看國際鈷價，堅挺！

Panasonic vows to cut cobalt from batteries, but industry watchers aren』t concerned

震驚電動車：松下誓言開發無鈷電池，但產業觀察家嗤之以鼻

Japanese electronics giant Panasonic is the latest to declare it will reduce the use of cobalt in its batteries.

The news comes less than a month after Tesla boss Elon Musk said he was phasing out the use of cobalt in the batteries used in his electric vehicles.

Panasonic batteries are used in Tesla』s Model 3 sedan.

The battery maker is now reportedly aiming to 「achieve zero usage in the near future」 and has already begun the process of cutting cobalt from its batteries.

But other industry commentators remain unfazed by the comments and still expect strong growth in the demand for cobalt.

日本電子巨頭松下是最近宣布將減少鈷電池使用量的公司。

這一消息傳來之前不到一個月，特斯拉老闆伊隆馬斯克表示，他正在逐步停止使用電動汽車中使用的鈷。

松下電池用於特斯拉Model 3轎車。

據報道，該電池製造商目標是「在不久的將來實現零用量」，並已開始從電池中取消鈷

但其他產業評論員仍然對這些評論不感興趣，並預計鈷需求將有強勁增長。

Electric car makers are focusing on two battery technologies: nickel-cobalt-aluminium (NCA), which has been favoured by Tesla, and nickel-cobalt-manganese (NCM).

The NCM chemistry is much more popular among Tesla』s rivals.

電動汽車製造商專註於兩種電池技術：特斯拉喜歡的鎳鈷鋁（NCA）和鎳鈷錳（NCM）。

NCM化學在特斯拉的競爭對手中更受歡迎。

Cobalt will remain a key battery metal

鈷仍將是關鍵電池金屬

Substitution in batteries is unlikely in the near-term, according to New World Cobalt boss Mike Haynes, because of its importance in preventing things from blowing up.

「People don』t want their iPhones, their laptops and indeed their electric vehicles bursting into flames,」 he told investors at this week』s Resources Rising Stars conference in Queensland』s Gold Coast.

「To stabilise those batteries you need cobalt. So as much as there is talk about substituting, I think in the near-term it is unlikely that there is going to be a wholesale substitution of cobalt.」

Cobalt is also key to a fast recharge and higher discharge voltage.

新世界鈷業公司老闆麥克海恩斯認為，短期內不太可能替代電池，因為它在防止爆炸登封方面起著重要作用。

他在本周在昆士蘭州黃金海岸舉行的資源新星會議上告訴投資者：「人們不希望他們的iPhone，他們的筆記本電腦和他們的電動汽車燃燒起來，」他告訴投資者。

「為了穩定這些電池，你需要鈷。 因此，儘管有關於替代品的談論，但我認為在短期內不大可能出現鈷的大規模替代品。「

鈷也是快速充電和更高放電電壓的關鍵。

The International Energy Agency expects a 「rapid ramp-up in the demand of cobalt and lithium」.

Despite the recent comments from Telsa and Panasonic, supply of cobalt was 「especially critical」 due to the concentration of mining and refining facilities in a handful of countries」, according to a landmark report released overnight the global energy agency.

國際能源署預計「鈷和鋰需求將迅速增長」。

儘管Telsa和松下最近發表了評論，但由於一些國家的採礦和煉油設施集中，鈷的供應「特別關鍵」，根據全球能源機構隔夜發布的具有里程碑意義的報告。

Ongoing developments in reducing the cobalt content in batteries was aimed at higher energy and power density — at the expense of 「lower thermal stability」.

But even accounting for these efforts, cobalt demand in electric vehicles was expected to be 10 to 25 times higher than current levels by 2030.

Up to 125 million electric cars are expected to be on roads around the world by 2030 compared to 3 million cars last year, according to the energy agency.

This will see cobalt demand from electric vehicles alone rise to around 300,000 tonnes.

The IEA says enabling a smooth transition to electric mobility requires ensuring a stable supply of cobalt at moderate prices.

The agency urged regulators to 「reduce uncertainties on electric vehicle uptake」 to encourage 「investment in extraction capacity and the emergence of contractual arrangements spanning longer periods of time」.

降低電池中鈷含量的持續進展旨在提高能量和功率密度，但要以「熱穩定性較低」為代價。

但即使考慮到這些努力，到2030年，電動汽車的鈷需求量預計將比目前的水平高10到25倍。

根據能源機構的數據，到2030年，預計全球將有1.25億輛電動汽車在道路上行駛，而去年的汽車數量將達到300萬輛。

這將看到僅電動汽車的鈷需求就會增加到約30萬噸。

國際能源署表示，要順利過渡到電動汽車，需要確保以適中的價格穩定供應鈷。

該機構敦促監管機構「減少電動汽車吸收的不確定性」，以鼓勵「對提取能力的投資以及長期合同安排的出現」。

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