Ubukorikori bwa grafite anode ibikoresho byubunini bwisoko nibiteganijwe
Hasi ya lithium isabwa kugirango ikomeze gukura cyane, 2021-2025 umwanya mubi wo gukura ibintu ni inshuro hafi 2. Nk’uko imibare ibigaragaza, mu 2021, Ubushinwa bwohereje ibikoresho bya electrode mbi byageze kuri toni 720.000, bikiyongera ku gipimo cya 97%, biteganijwe ko mu 2025, isi ikenera ibikoresho bya electrode mbi bigera kuri toni miliyoni 2.23, muri byo ibicuruzwa byo mu gihugu bikagera kuri toni miliyoni 2.08, ugereranije na 2021 ifite hafi inshuro 2 umwanya wo gukura, CAGR irenga 30%.
Mu 2021, ibicuruzwa byo mu bwoko bwa grafite byoherezwa mu mahanga byarengeje toni 600.000, byiyongereyeho 97%, bingana na 84%, kimwe n’icyo gihe cyashize umwaka ushize, hamwe n’umuvuduko w’ubukorikori bw’ubukorikori bw’inganda zitangwa na electrode mbi, biteganijwe ko mu 2025 ibicuruzwa byo mu bwoko bwa grafite byoherejwe mu mahanga byageze kuri toni miliyoni 1.79, bingana no kwiyongera kugera kuri 86%; Mu 2021, ibicuruzwa byo mu bwoko bwa grafite byoherezwa mu mahanga byarengeje toni 100.000, bingana na 14%, hamwe n’ubwiyongere bw’ibikenerwa by’umuguzi ndetse na BYD hamwe n’abandi bakora amashanyarazi kugira ngo bongere kugura grafite karemano, biteganijwe ko 2025 byoherejwe na grafite karemano ya toni zigera ku 240.000. kuri 11%.
Isoko rya silicon rishingiye ku isoko rya electrode ririmo gukura byihuse kandi ibicuruzwa biteganijwe kwiyongera cyane. Nk’uko imibare ibigaragaza, ibicuruzwa biva mu mahanga bishingiye kuri silikoni yo mu gihugu mu 2021 byageze kuri toni 11,000, + 83% umwaka ushize, bingana na 1.5% by’ibikoresho bya electrode bibi. Hamwe n’umusaruro mwinshi wa bateri ya Tesla 4680 no kuzamura no gushyira mu bikorwa bateri nini ya silinderi, biteganijwe ko mu Bushinwa ibicuruzwa byoherejwe na silikoni biturutse kuri silicon bigera kuri toni 55.000 mu 2025, bikaba bikubye inshuro zirenga enye umwanya w’ubwiyongere ugereranije na 2021, CAGR izagera kuri 50% muri 2020-2025, bingana na 2,2%. Kubera ko electrode itari nziza ishingiye kuri silikoni ikunze kwinjizwa muri grafite ya elegitoronike ya elegitoronike hamwe na silikoni ikozwe mu kigereranyo kiri munsi ya 10%, biteganijwe ko ibicuruzwa byoherejwe na silicon yoherejwe mu 2025 biteganijwe ko bizagera kuri toni zirenga 450.000 (ubarwa na 50 % ya karubone ya silikoni na ogisijeni ya silicon), bingana na 20% byibyoherejwe byose mubikoresho bibi.