一些電動汽車製造商將會迎來暗黑時刻?
ARK分析師Sam Korus預測一些沒有能力提供足夠機械效能的電動汽車製造商將面對一個糟糕的時刻,當他們試圖生產由磷酸鐵鋰電池(LFP)提供理想動力的電動汽車。
因爲他認爲由於俄烏局勢的緊張導致的鎳價飆升,越來越多的製造商將轉向使用比富含鎳的電池便宜的LFP電池。由於LFP具有較低的能量密度,因此汽車需要更高效的傳動系統。
特斯拉(TSLA.US) CEO 埃隆·馬斯克(Elon Musk)去年已經表示該公司的汽車將會轉向使用LFP電池以達到降低製造成本目的。其對手福特汽車預計也將採取同樣的戰略。
因爲俄烏戰爭引起全球對原料供應鏈的擔憂,鎳以及其他主要的電動車原材料的價格飆漲。鎳在週二突破了每公噸10萬美元,在倫敦金屬交易所的價格上漲了一倍多。然而近年來,大多數汽車製造商增加了鋰離子電池中的鎳含量,電池金屬中鎳至少高達60%。
在這種情況下,凱西·伍德(Cathie Wood)仍長期看好特斯拉,她預計到2025年底,特斯拉股價將達到3000美元。
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