“全村的希望”破产,欧洲电池业何去何从?| 外刊精读

文摘   2024-12-11 17:23   江苏  
⭐️阅读提示
本篇文章【精读+翻译PDF】见阅读训练营双12特惠
免费【原文PDF】文末扫码进读者群



01 选文来源 

The Economist-20241130BusinessEV batteries: After Northvolt


02 全文梳理    

【para1】话题引入👉曾经有望成为欧洲电池产业的领军者Northvolt宣告破产

【para2-3】连锁反应

       -para2👉Northvolt的破产进一步加大了欧洲电池制造的巨大缺口

       -para3👉投资者不愿意再投资电池产业,欧洲电车销量也在下降

【para4】解决之道👉欧洲当下必须转向外国电池制造商

【para5】未来走向👉欧洲目前进退两难,似乎没有合适的最优选

03 原文阅读 368words

EV batteries: After Northvolt

Who will make batteries for Europe?


[1] FEW EUROPEAN startups have attracted as much attention—and none as much capital—as Northvolt. On November 21st the Swedish maker of batteries for electric vehicles (EVs), and a would-be European champion, went bankrupt, having raised $15bn from governments and investors. Its boss, Peter Carlsson, resigned shortly after.


[2] Northvolt’s demise widens an already gaping hole in Europe’s battery-making industry. The firm’s production capacity of 16 gigawatt-hours (GWh) accounted for less than a tenth of the continent’s total (and problems with manufacturing meant it used only a fraction of that). But by the end of the decade, the company’s capacity was supposed to rise about four-fold, helping expand overall European capacity from 192GWh to 1,142GWh, according to Benchmark Minerals Intelligence, a research firm. That now looks optimistic.


[3] The collapse of a competitor may seem like good news for Europe’s other EV-battery hopefuls, but they are unlikely to cheer. The circumstances of Northvolt’s failure, including the huge technical challenge of scaling production, will not inspire investors to support similar ventures. European carmakers that were backing battery-makers to further their own EV plans have scaled back investments and partnerships in response to slowing demand for EVs. PowerCo, owned by Volkswagen, delayed expansion plans last year. EV sales in Europe dropped by 5% in the first ten months of this year, compared with the same period in 2023; in Germany they fell by 27%. EVs’ share of total car sales in Europe slipped from 14% to 13%.


[4] As hopes for a homegrown champion fade, Europe must turn to foreign battery-makers. LG Energy Solution (LGES), a South Korean manufacturer, runs the continent’s biggest battery facility in Poland, which accounts for half of Europe’s capacity. Next are SK Innovation, also South Korean, and China’s CATL, the world’s largest maker of batteries. In recent months, however, the two South Korean companies have signalled a pause in their expansion plans as they cut sales targets. LGES said in October it was considering converting EV-battery lines to grid-scale batteries.


[5] That leaves the continent with two options: CATL, which has made global expansion one of its priorities, or imports from China, which manufactures around four-fifths of the world’s lithium-ion batteries. Neither option will delight European policymakers. 


--END--
原文为转载不代表本公众号观点

每天一篇经济学人团队

来自北大、复旦、南大、人大、

北外、上外、外交学院

重点高校专业的学长学姐CATTI一笔二笔

多年教学经验的留学老师

十余年外刊翻译经验的英语大牛

专注打磨阅读训练营1700天+

输出高质量内容、高水平译文

扫码了解双语阅读训练营

每天一篇经济学人
【每天一篇外刊精读】一个经济学人爱好者的聚集地。团队成员有来自北大、复旦、上交、南大、人大、上外、北外等高校专业的学长学姐,每天一篇外刊精读,从本质上提升英语阅读能力!
 最新文章