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Elon Musk Says Batteries Will Be As Crucial To Transport As Oil Is Today

Elon Musk Says Batteries Will Be As Crucial To Transport As Oil Is Today

埃隆·马斯克称电池对交通运输的重要性不亚于今天的石油
Benzinga Real-time News ·  2021/09/27 06:39

Tesla Inc (NASDAQ:TSLA) CEO Elon Musk said on Monday electric vehicle batteries will play an essential role in transport, just as oil does today.

特斯拉公司(纳斯达克代码:TSLA)首席执行官埃隆·马斯克周一表示,电动汽车电池将在交通运输中发挥重要作用,就像今天的石油一样。

What Happened: Musk was responding to a social media post by an electric vehicle enthusiast who pointed out that nearly all of today’s electric vehicle battery production is done by Asian firms and a lot of it is being done in China. 

发生的事情:马斯克在社交媒体上回应了一位电动汽车爱好者的帖子,他指出,今天几乎所有的电动汽车电池生产都是由亚洲公司完成的,其中很多都是在中国完成的。

In an electric future, batteries are as essential to transport as oil is today

— Elon Musk (@elonmusk) September 27, 2021

在电动化的未来,电池对运输的重要性不亚于今天的石油

-埃隆·马斯克(@elonmusk)2021年9月27日

The social media post, which shares an infographic from SNE Research, shows the top ten battery manufacturers in the world are in Asia. The research said China accounts for 44.1% of the EV battery market.

这篇社交媒体帖子分享了SNE Research的一张信息图,显示世界上十大电池制造商都在亚洲。研究称,中国占电动汽车电池市场的44.1%。

The report names Chinese battery maker CATL as the front runner in battery making for electric vehicles with a 32.5% market share. 

该报告点名了中国电池制造商CATL作为电动汽车电池制造的领跑者,拥有32.5%的市场份额。

Besides Tesla, CATL is also a battery supplier for Volkswagen Ag (OTC:VWAGGY), Honda Motor Co (NYSE:HMC) and several Chinese automakers including Nio Inc (NYSE:NIO). 

除了特斯拉,CATL还是一家电池供应商大众汽车公司(场外交易:VWAGGY),本田 马达公司(NYSE:HMC)和几家中国汽车制造商,包括蔚来(纽约证券交易所代码:蔚来)。

The research ranks Korea’s LG Energy Solution and Japan’s Panasonic second and third with 21.5% and 14.7% market shares, respectively. 

这项研究对韩国的排名LG能源解决方案日本的Panasonic分别以21.5%和14.7%的市场份额位居第二和第三。

Why It Matters: Asian battery makers that currently dominate the market for electric vehicles have been expanding their presence in China, the U.S. and Europe as automakers rush to secure supply chains. The growing demand for batteries has also pushed up prices for lithium and cobalt — key ingredients to make electric vehicle batteries— and some automakers are worried there may not be enough batteries in the coming years.

为什么这很重要:目前主导电动汽车市场的亚洲电池制造商一直在扩大在中国、美国和欧洲的业务,因为汽车制造商正在争先恐后地确保供应链的安全。对电池日益增长的需求也推高了锂和钴的价格,锂和钴是制造电动汽车电池的关键原料,一些汽车制造商担心未来几年可能没有足够的电池。

Tesla, a leading global electric vehicle maker and a trendsetter in the segment, relies on multiple battery partners. Rival legacy players such as General Motors Company (NYSE:GM) and Ford Motor Company (NYSE:F) are building their own capabilities, partnerships and factories for making batteries for their future electric vehicle lineup.

特斯拉是全球领先的电动汽车制造商,也是该领域的潮流引领者,它依赖于多个电池合作伙伴。竞争对手,如通用汽车公司(纽约证券交易所代码:GM)和福特汽车公司(纽约证券交易所股票代码:F)正在建设自己的能力、合作伙伴关系和工厂,为未来的电动汽车产品线生产电池。

Price Action: Tesla shares closed 2.75% higher at $774.39 a share on Friday.

价格行动:特斯拉股价周五收高2.75%,报每股774.39美元。

Click here to check out Benzinga's EV Hub for the latest electric vehicles news.

单击点击这里查看Benzinga的EV Hub,了解最新的电动汽车新闻。

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