EVのおわり
昨日、加藤康子さんを交えた渡邉哲也showで言ってたが、ニッケルの価格が１０倍になってEVの価格の４０％を占めるリチウムイオン電池が作れず、 EVは終わったそうだ。
CHINAが低価格を維持するためにニッケルを買い支えていたそう。
これまでのEVの価格は補助金とこのニッケルの低価格に支えられていたようだ。
確か補助金は、今年の夏くらいに終わると認識しているので、今年はEVの消滅が見れそうだ。
ホンダとかEVに舵切ってなかったっけ？
トヨタの水素にはめちゃくちゃ追い風だな。
The following text was automatically translated by DeepL.
Yesterday on the Tetsuya Watanabe show with Yasuko Kato, he said that EVs are over because the price of nickel has gone up tenfold and they can't make the Li-ion batteries that makeup 40% of the price of EVs.
He said that CHINA had to buy nickel to keep the price low.
It seems that the price of EVs so far has been supported by subsidies and this low nickel price.
I am aware that the subsidies will end around this summer, so we may see the disappearance of EVs this year.
Didn't Honda and others steer clear of EVs?
That's a crazy tailwind for Toyota's hydrogen.
Translated with www.DeepL.com/Translator (free version)
