Sales of electric vehicles exceeded 10 million units last year, battery production surged 40%, and lithium production tripled, increasing China's dominance and increasing US subsidies.
A Bloomberg report says electric vehicle (E.V.) sales will increase by 60% in 2022, with total sales exceeding 10 million, with nearly 30 million currently on the road, up from 10 million at the end of 2020. The New York Times reported on the 29th that its market share had tripled.
A Bloomberg NEF report to be presented at the UN Climate Conference COP27 in 2022 predicted that the growth rate of electric vehicles would be faster than originally expected, with their market share expected to reach 40% by 2030.
A BloombergNEF (New Energy Finance) report predicted that Korea would rank outside the top 10 in 2027 five years from 7th in global battery production capacity last year.
Last year, China (893GWh), which ranked first, accounted for 77% of global battery production, followed by Poland (73GWh), 3rd, the United States (70GWh), 4th, Hungary (38GWh), 5th, Germany (31GWh), and Korea (7th).
In 2027, China (6197GWh) ranks first with 69% of global battery production, the United States (908GWh) ranks second, Germany (503GWh), Hungary (194GWh), Sweden (135GWh), Poland (6th) Canada (106GWh), Spain (98GWh), and Mexico (80GWh) rank in the top 10 following 112GWh).
A surge in investment in battery manufacturing in the US reached $73 billion last year, tripling the previous record set the previous year.
The concentration of the battery industry in the United States is driven by taxpayer taxes, and government subsidy watchdog Good Jobs First reported that nearly $14 billion in state and local subsidies went to electric vehicle and battery factories last year, but the size of subsidies and transparency around criticized for lack of
Globally, battery manufacturing capacity has grown by 40% in the past year and is expected to grow five-fold by 2025, the report predicts.
Specifically, the report predicted that by 2025, lithium mining would surge threefold compared to 2021.
Bloomberg reported on the 30th that the price of lithium carbonate in China, which goes into batteries last year, soared 15 times from the low in 2020 as of November.
Tianqi Lithium, China's largest lithium mining company, last year's provisional net profit was 23.1 billion to 25.6 billion yuan, up 1,111 to 1,132 percent from the previous year, and Ganfeng Lithium's net profit increased by 244 to 321 percent last year. Bloomberg estimated it at 18 billion to 22 billion yuan (4 trillion won).
Bloomberg predicted that prices could become unstable this year as mining companies in Chile, China and Australia, which are producing countries of lithium, cannot keep up with the massive new supply of lithium.
Tesla, the largest electric vehicle company in the US, lost more than $700 billion in market value as its stock fell by two-thirds last year.
Electric vehicles accounted for four out of five new cars sold in Norway last year, completely changing the market from where they accounted for just one in five by 2016.
Electric vehicle growth in Germany has shown that more than 55% of new cars registered in December last year were either electric or hybrid.
In China, which has led the surge in electric vehicles, sales almost doubled last year compared to the previous year, with a remarkable increase from 3.5% of the market in early 2020 to 20.3% in early 2022.
China's electric car exports surged more than double the previous year's export performance worth $ 3.2 billion in November last year.
The world's largest single manufacturer, Chinese electric vehicle maker BYD, has surpassed Tesla in the US in global market share, which the New York Times analyzed as a major factor in Tesla's stock price plunge.
China produces about 75 percent of all EV battery cells, manufactures about the same percentage of these cell components, and refines more of its largest raw inputs than the rest of the world combined, according to the NYT.
Tesla shares rose 11% to $177.90 on the New York Stock Exchange on the 27th, rising 33% during the last week of January.
On the 25th, Tesla announced that sales ($24.32 billion) and earnings per share ($1.19) in the fourth quarter of last year increased by 36% compared to the same period last year, and showed an 11% increase for two consecutive days.
According to the tally of the Korea Securities Depository, the number one item net purchased by Seohak Ant, a Korean foreign investor last year, was Tesla, with a purchase amount of $278 million. Seohak ant has responded by buying at a low price when Tesla's stock price plummeted.
US investments in renewable energy have quadrupled in 10 years, global investment in clean technologies has surged more than 30 times over the same period, and solar power supply chains are already large enough to spur the entire transition, the NYT reports. background of growth.
As for electrification-related mobility faster than the growth of EVs, the NYT said, “For now, the electric vehicle revolution is taking a very different shape, often with two or three wheels instead of four. Globally, there are 10 times more electric scooters, motorcycles, and motorbikes on the road than true electric vehicles, already accounting for nearly half of all sales of those vehicles, and responsible for eliminating more carbon emissions than all four-wheeled E.V.s worldwide. “In 2020, Americans bought twice as many electric bikes as E.V.
The New Yorker reported on December 26, 2022 that “e-bike sales increased by 240% between July 2020 and July 2021.”
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