美電動車生產商Rivian(RIVN.US)警告電池短缺問題或較晶片荒更糟
《華爾街日報》報道,美國電動車生產商Rivian(RIVN.US)行政總裁RJ Scaringe警告,汽車業快將面臨電動車電池供應短缺問題,情況或較目前的晶片短缺問題更嚴重。他指目前全球電池產能不及十年後需求的10%,意味九成至九成半供應鏈目前還不存在。
他認爲目前汽車晶片短缺是相對較輕的供需失衡問題,但這一現象引發激進的購買及囤貨,使汽車業陷下眼下的困境。若加上電池供應問題,預計情況將更糟。
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