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这是一个1500亿美元的投资商机
送交者: 牛员外[♂☆★★★★健身房行走★★★★☆♂] 于 2019-08-17 8:19 已读 905 次  

牛员外的个人频道

在未来10年中,电动汽车市场呈指数级增长,为其配套的电池将成为巨大的商机。

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电动汽车的销售最快将在2033年超越传统汽车,并在全球范围内为充电基础设施、电池开发和回收带来1500亿美元的投资商机。法律、法规和政策的演变也将带来商机。

Sales
of electric vehicles set to overtake traditional vehicles by 2033,
creating $150bn investment gap to support charging infrastructure,
battery development and recycling. Commercial opportunities will be
driven by evolution in law, regulation and policy.

全球律师事务所年利达近期发布的新报告显示,电动汽车需求的迅速增长将意味着电动汽车的销售可能最快将在2033年超越内燃机汽车。

A
new reportby Linklaters, the global law firm, has found that the
fast-increasing demand for electric vehicles (EVs) will mean that sales
of these will overtake that of combustion engine vehicles potentially as
early as 2033.

在《电动汽车电池发展》报告中,年利达律师事务所预测,电动汽车需求的大幅增长,将在电动汽车电池的生产、充电以及电池回收的整个生命周期中产生巨大的投资商机。

In
its new report, ‘Powering the Future’, Linklaters predicts that the
massive increase in demand for EVs will create a significant investment
gap across the lifecycle of EV batteries, from production, charging and
reuse.


对投资者而言,新一代电动汽车电池技术以及采矿领域将有新的机会来帮助确保有充足的锂、镍与钴用于制造电动汽车电池。

For
investors, there will be new opportunities in the development of next
generation EV battery technology, as well as in the mining sector to
help ensure sufficient nickel, cobalt and lithium availability for EV
battery manufacture.

报告同时强调了基础设施领域面临的重要机遇,未来需要建设足够密集的充电站网络,使电动汽车司机能够随时随地充电出行。

The
report also highlights the significant opportunity for the
infrastructure sector to build sufficiently dense networks of charging
stations to ensure EV drivers can recharge where and when they need to.

最后,报告简要概述了新领域的创建:回收和再利用。

Finally, the report outlines the creation of an effectively new sector: recycling and reuse.

未来10年中,电动汽车市场将呈指数级增长,确保电动汽车电池在使用寿命结束后可回收用于其组件材料或在其他情况下的重复使用将成为非凡的商机。

As
the market for EVs grows exponentially over the next decade, there will
be extraordinary commercial opportunity in ensuring EV batteries are
recycled for their component materials or re-used in other contexts
after their in-car life.

报告强调,在全球范围内,仅在基础设施、采矿和回收领域,就有1500亿美元的潜在投资机会。

The
report highlights potential investment opportunities of $150bn globally
in the infrastructure, mining and recycling sectors alone.

根据年利达律师事务所的报告,电池成本下降与电动汽车续航里程增加的结合,将为电动汽车的使用带来新变化。

The
combination of falling battery costs and increased EV range will,
according to Linklaters, create a step change in EV adoption.

这一需求将给基础设施行业带来压力,促使其迅速发展超高速电动汽车充电网络。

The demand will place pressure on the infrastructure industry to quickly develop ultra-fast EV charging networks.

中国是目前全球最大的电动汽车市场,占全球电动汽车充电基础设施的55%。

At present China, the world’s largest EV market, accounts for 55% of the world’s charging infrastructure for EVs.

但随着全球销量的增长,全球市场都将需要投入大量资金用于充电点、充电站和电网升级。

But
as global sales increase, markets worldwide will be required to devote
significant investment into charging points, charging stations and
electrical grid upgrades.

800亿美元的投资将被用于全球超高速电动汽车充电基础设施的开发。

$80bn investment is required to develop global ultra-fast electric vehicle charging infrastructure.

年利达律师事务所还预测,电动汽车电池技术的快速发展将在电池回收与再利用方面创造重要的新二级市场。

Linklaters
also predicts that the rapid development of EV battery technology will
create important new secondary markets in battery recycling and reuse.

尽管电池回收并不是件新鲜事,但在未来十年产生的大量废旧电池将为回收能力带来大笔新的投资。

While
recycling battery parts is not new, the sheer volume of used batteries
created within the next decade will drive significant new investment in
recycling capacity.

此外,随着电动汽车的风靡,一种新的全球二手市场也会因此诞生。

In addition, a new global secondary-use market will also be born out of the EV vehicle boom.

通常,电动汽车电池使用七到十年后只能保持原来70%的蓄电能力,导致它不再适合用于电动汽车,

Typically,
after 7-10 years an EV battery will have 70% of its original capacity
remaining, rendering it inappropriate for use in EVs,

但适合在其他方面被再次利用,包括家用或商用的能量储存,以及为路灯和电梯等固定的基础设施充电。

but
suitable for a plethora of secondary uses including domestic or
commercial energy storage and powering fixed infrastructure, e.g. street
lights or lifts.

到2030年,二手电动汽车电池的超强蓄电量将创造价值超过240亿美元的新二级市场。

Significant power storage capacity of used EV batteries to create new secondary market worth over $24bn by 2030.

年利达律师事务所的TMT产业合作伙伴Daniel Pauly评价道:“我们正处于历史上最激动人心的汽车和工业发展转折点的临界点。”

“We
are at the threshold of one of most exciting automotive and industrial
tipping points in history. ”commented Daniel Pauly, TMT partner at
Linklaters.

在未来的十年,我们将在产品、技术和服务领域见证价值数十亿美元的全新的全球市场的诞生,而当下他们只存在于消费者日常生活的边缘地带。

In
the next 10 years we will see the creation of new, entirely global,
billion-dollar markets in products, technologies and services that today
only exist at the fringes of consumers’ daily lives.

汽车和电池制造商,基础设施和矿业公司,以及许多在这些市场开辟新领域的创新型初创企业,不仅需要巨大的投资支持,还需要正确理解当今仍处于起步阶段的国家和全球监管标准。

Car
and battery manufacturers, infrastructure and mining companies and the
host of innovative start-ups breaking new ground in these markets will
require not just extraordinary investor support but also the right
understanding of new national and global regulatory standards today
still in their infancy.

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