Sumber : Bloombergtechnoz.com | 22 Juli 2024<\/p>\n\n\n\n
Eramet SA melalui Eramet Indonesia menyatakan tidak melihat adanya kelebihan kapasitas global terhadap produksi sel baterai kendaraan listrik atau electric vehicle (EV) pada akhir 2025, sebagaimana diproyeksikan oleh beberapa lembaga riset.<\/p>\n\n\n\n
Direktur Eramet Indonesia Bruno Faour menganggap kapasitas baterai EV yang dikembangkan saat ini sejalan dengan permintaan global untuk masa depan.<\/p>\n\n\n\n
\u201cKami tidak melihat kelebihan kapasitas saat ini untuk 2025. Saya ingin mengatakannya dengan jelas, bahwa kami sangat berhati-hati dalam memprediksi masa depan. Itu selalu sangat sulit. Sesuatu bisa terjadi, keseimbangan ini sangat sensitif dalam kenyataan,\u201d ujar Faour dalam wawancara bersama Bloomberg Technoz.<\/p>\n\n\n\n
Terlebih, terdapat faktor-faktor yang berada di luar kendali yang dapat mengganggu pasokan. Hal serupa telah terjadi pada komoditas mangan, di mana saat itu banyak yang memproyeksikan kapasitas pengolahan.<\/p>\n\n\n\n
Namun, hal tidak terduga terjadi di mana tambang mangan utama dunia di Australia menghentikan operasional karena diterpa bencana badai besar.<\/p>\n\n\n\n
\u201cMereka tengah berhenti dan sekarang semua orang mencari mangan karena kekurangan. Jadi sangat sulit untuk mengetahuinya dalam jangka pendek karena semuanya bergerak dengan satu atau lain cara,\u201d ujarnya.<\/p>\n\n\n\n
Pemain Kunci<\/p>\n\n\n\n
Namun, secara umum, tren baterai EV dan nikel bakal terus berkembang. Dalam kaitan itu, Faour menilai Indonesia akan menjadi pemain kunci dalam industri tersebut dalam masa mendatang.<\/p>\n\n\n\n
Menurut Faour, kelebihan kapasitas memang berpotensi terjadi pada periode waktu tertentu, tetapi tidak terjadi untuk jangka panjang.<\/p>\n\n\n\n
\u201cPasokan tumbuh selangkah demi selangkah dengan kapasitas baru yang masuk. Jadi, mungkin akan ada periode kelebihan kapasitas. Itu selalu terjadi, tetapi itu bukan pandangan kami untuk jangka panjang,\u201d ujarnya.<\/p>\n\n\n\n
Gelombang proyek pabrik baterai yang sedang dibangun di seluruh dunia diproyeksi menghasilkan sel baterai jauh lebih banyak dari yang dibutuhkan perekonomian global, BloombergNEF memperingatkan dalam sebuah laporan baru.<\/p>\n\n\n\n
Permintaan sel litium-ion berkembang pesat, seiring dengan produsen mobil yang melakukan elektrifikasi pada armadanya dan perusahaan utilitas memasang baterai berukuran besar untuk menstabilkan jaringan listrik.<\/p>\n\n\n\n
Namun, para produsen telah mengumumkan begitu banyak pabrik baru sehingga kapasitasnya akan melebihi permintaan selama sisa dekade ini, menurut BNEF.<\/p>\n\n\n\n
Pada akhir 2025, industri baterai global akan mampu memproduksi sel baterai lima kali lebih banyak dari yang dibutuhkan dunia pada tahun tersebut, demikian perkiraan BNEF dalam Electric Vehicle Outlook terbarunya.<\/p>\n\n\n\n
\u201cIni adalah kabar baik bagi produsen mobil dan pembeli kendaraan listrik, tetapi juga menandai masa depan yang penuh tantangan bagi pendatang baru di industri baterai,\u201d kata laporan itu.<\/p>","protected":false},"excerpt":{"rendered":"
Source: Bloombergtechnoz.com | July 22, 2024 Eramet SA, through Eramet Indonesia, stated that it does not see any excess global capacity for electric vehicle (EV) battery cell production at the end of 2025, as projected by several research institutions. Eramet Indonesia Director Bruno Faour considers the EV battery capacity currently being developed to be in line with global demand for the future. \u201cWe do not see excess capacity at this time for 2025. I want to say it clearly, that we are very cautious in predicting the future. It’s always very difficult. “Something can happen, this balance is very sensitive in reality,” said Faour in an interview with Bloomberg Technoz. Moreover, there are factors beyond our control that can disrupt supply. A similar thing has happened to the manganese commodity, where at that time many projected processing capacity. However, an unexpected thing happened where the world’s main manganese mine in Australia stopped operations because it was hit by a major storm. \u201cThey are stopping and now everyone is looking for manganese because there is a shortage. So it’s very difficult to know in the short term because everything is moving one way or another,” he said. Key Players However, in general, the trend for EV and nickel batteries will continue to grow. In this regard, Faour believes that Indonesia will become a key player in this industry in the future. According to Faour, excess capacity has the potential to occur in certain periods of time, but does not occur in the long term. \u201cSupply is growing step by step with new capacities coming in. So, there may be periods of excess capacity. “That’s always the case, but that’s not our long-term view,” he said. The wave of battery factory projects being built around the world is projected to produce far more battery cells than the global economy needs, BloombergNEF warns in a new report. Demand for lithium-ion cells is growing rapidly, as automakers electrify their fleets and utility companies install large batteries to stabilize the electric grid. However, producers have announced so many new plants that capacity will exceed demand for the rest of the decade, according to BNEF. By the end of 2025, the global battery industry will be able to produce five times as many battery cells as the world needs that year, BNEF estimates in its latest Electric Vehicle Outlook. \u201cThis is good news for automakers and electric vehicle buyers, but it also portends a challenging future for new entrants to the battery industry,\u201d the report said.<\/p>","protected":false},"author":9,"featured_media":6671,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[36],"tags":[163,161,160],"class_list":["post-6670","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-announcements","tag-163","tag-baterai-kendaraan-listrik","tag-ev-battery"],"_links":{"self":[{"href":"https:\/\/bakrie-brothers.com\/id\/wp-json\/wp\/v2\/posts\/6670","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/bakrie-brothers.com\/id\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/bakrie-brothers.com\/id\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/bakrie-brothers.com\/id\/wp-json\/wp\/v2\/users\/9"}],"replies":[{"embeddable":true,"href":"https:\/\/bakrie-brothers.com\/id\/wp-json\/wp\/v2\/comments?post=6670"}],"version-history":[{"count":0,"href":"https:\/\/bakrie-brothers.com\/id\/wp-json\/wp\/v2\/posts\/6670\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/bakrie-brothers.com\/id\/wp-json\/wp\/v2\/media\/6671"}],"wp:attachment":[{"href":"https:\/\/bakrie-brothers.com\/id\/wp-json\/wp\/v2\/media?parent=6670"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/bakrie-brothers.com\/id\/wp-json\/wp\/v2\/categories?post=6670"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/bakrie-brothers.com\/id\/wp-json\/wp\/v2\/tags?post=6670"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}