Takaitawa: SKI tana tunanin janye kasuwancin batirinta daga Amurka, mai yiyuwa zuwa Turai ko China.

Dangane da yadda LG Energy ke ci gaba da dannawa, kasuwancin batirin wutar lantarki na SKI a Amurka ya kasance mai yuwuwa.

Kafofin yada labarai na kasashen waje sun ruwaito cewa, SKI ya bayyana a ranar 30 ga Maris cewa, idan shugaban Amurka Joe Biden bai yi watsi da hukuncin da hukumar ciniki ta kasa da kasa ta Amurka ta yanke ba (wanda ake kira "ITC") kafin ranar 11 ga Afrilu, kamfanin zai yi la'akari da janye kasuwancin batir.Amurka.

A ranar 10 ga Fabrairu na wannan shekara, ITC ta yanke hukunci na ƙarshe game da sirrin kasuwanci da takaddamar haƙƙin mallaka tsakanin LG Energy da SKI: An hana SKI sayar da batura, kayayyaki, da fakitin baturi a Amurka na shekaru 10 masu zuwa.

Koyaya, ITC yana ba shi damar shigo da kayan cikin shekaru 4 da shekaru 2 masu zuwa don samar da batura don aikin Ford F-150 da jerin motocin lantarki na MEB na Volkswagen a Amurka.Idan kamfanonin biyu suka cimma matsaya, wannan hukuncin zai rushe.

Koyaya, LG Energy ya shigar da babbar da'awar kusan tiriliyan 3 (kimanin RMB biliyan 17.3) ga SKI, wanda ya lalata fatan bangarorin biyu na neman hanyar warware takaddamar a cikin sirri.Wannan yana nufin cewa kasuwancin batirin wutar lantarki na SKI a Amurka zai gamu da "lalata" duka.

A baya dai SKI ta yi gargadin cewa idan har ba a soke hukuncin karshe ba, za a tilasta wa kamfanin dakatar da gina masana'antar batir da ta kai dalar Amurka biliyan 2.6 a Jojiya.Wannan matakin na iya sa wasu ma'aikatan Amurka su rasa ayyukansu tare da kawo cikas ga gina babbar hanyar samar da motocin lantarki a Amurka.

Dangane da yadda za a tunkari masana’antar batir, SKI ya ce: “Kamfanin yana tuntubar masana don tattauna hanyoyin janye harkar batir daga Amurka.Muna tunanin mayar da kasuwancin batir na Amurka zuwa Turai ko China, wanda zai ci dubun biliyoyin nasarori."

SKI ta ce ko da an tilasta mata janyewa daga kasuwar batir ta Amurka, ba za ta yi tunanin sayar da kamfanin ta na Jojiya ga LG Energy Solutions ba.

“LG Energy Solutions, a cikin wata wasika zuwa ga Sanatan Amurka, na da niyyar sayen masana'antar SKI ta Georgia.Wannan kawai don yin tasiri ga shawarar veto na Shugaba Joe Biden. ""LG ta sanar ba tare da gabatar da takaddun tsari ba.Shirin saka hannun jari na tiriliyan 5 (tsarin saka hannun jari) bai hada da wurin ba, wanda ke nufin babban manufarsa ita ce yakar kasuwancin masu fafatawa."SKI ya ce a cikin wata sanarwa.

Dangane da Allah wadai da SKI ta yi, LG Energy ya musanta hakan, yana mai cewa ba shi da niyyar yin katsalandan ga kasuwancin masu fafatawa.“Abin takaici ne yadda (masu fafatawa) suka yi Allah wadai da jarin da muka zuba.An sanar da hakan ne bisa ci gaban kasuwar Amurka."

A farkon Maris, LG Energy ya sanar da shirin zuba jari fiye da dalar Amurka biliyan 4.5 (kimanin RMB biliyan 29.5) nan da shekarar 2025 don fadada karfin samar da batir a Amurka tare da gina akalla masana'antu biyu.

A halin yanzu, LG Energy ya kafa masana'antar batir a Michigan, kuma yana hada hannu da jarin dalar Amurka biliyan 2.3 (kimanin RMB biliyan 16.2 a farashin canji a lokacin) a Ohio don gina masana'antar batir mai karfin 30GWh.Ana sa ran zuwa ƙarshen 2022. Saka cikin samarwa.

A lokaci guda kuma, GM yana tunanin gina tashar batir na haɗin gwiwa na biyu tare da LG Energy, kuma ma'aunin saka hannun jari na iya kasancewa kusa da na kamfanin haɗin gwiwar farko.

Idan aka yi la’akari da halin da ake ciki yanzu, yunƙurin da LG Energy ya yi na murkushe kasuwancin batirin wutar lantarki na SKI a Amurka yana da ƙarfi, yayin da SKI ba ta iya yin yaƙi da ita.Ficewar Amurka daga Amurka na iya zama babban lamari mai yuwuwa, amma abin jira a gani shine ko za ta janye zuwa Turai ko kuma China.

A halin yanzu, baya ga Amurka, SKI tana kuma gina manyan batura a kasashen Sin da Turai.Daga cikin su, an fara samar da tashar batir ta farko da kamfanin SKI ya gina a birnin Comeroon na kasar Hungary, tare da samar da wutar lantarki mai karfin 7.5GWh.

A cikin 2019 da 2021, SKI a jere ya ba da sanarwar cewa za ta saka hannun jarin dala miliyan 859 da KRW tiriliyan 1.3 don gina batir na biyu da na uku a Hungary, tare da shirin samar da karfin 9 GWh da 30 GWh, bi da bi.

A kasuwar kasar Sin, an samar da tashar batir da SKI da BAIC suka gina tare a birnin Changzhou a shekarar 2019, mai karfin sarrafa wutar lantarki mai karfin 7.5 GWh;a karshen shekarar 2019, SKI ta sanar da cewa, za ta zuba jarin dalar Amurka biliyan 1.05 don gina cibiyar samar da batir a Yancheng, Jiangsu.Kashi na farko yana shirin zuwa 27 GWh.

Bugu da kari, SKI ta kuma kafa wani kamfani na hadin gwiwa tare da Yiwei Lithium Energy don gina karfin samar da batir mai taushi mai karfin 27GWh don kara fadada karfin samar da batir a kasar Sin.

Kididdigar GGII ta nuna cewa a cikin 2020, karfin wutar lantarkin da SKI ke da shi a duniya ya kai 4.34GWh, karuwar kashi 184% a duk shekara, tare da kasuwar duniya da kashi 3.2%, matsayi na shida a duniya, kuma galibi samar da kayan aikin tallafi a kasashen waje don OEMs. irin su Kia, Hyundai, da Volkswagen.A halin yanzu, ikon shigar da SKI a kasar Sin yana da kankanta, kuma har yanzu yana kan matakin farko na ci gaba da gine-gine.