Shugaban Kamfanin Tesla Elon Musk ya ce a cikin kiran da ake samu: "Idan ka hako nickel ta hanya mai inganci da kula da muhalli, Tesla za ta samar da wata babbar yarjejeniya." Wani manazarci dan Amurka Wood Mackenzie ya annabta cewa a cikin shekaru goma, lithium iron phosphate (LFP) zai yi. maye gurbin lithium manganese cobalt oxide (NMC) a matsayin babban ma'ajin makamashi na sinadarai.

Duk da haka, Musk ya dade yana goyon bayan cire cobalt daga baturi, don haka watakila wannan labarin ba shi da kyau a gare shi.

A cewar bayanai na Wood Mackenzie, batirin lithium iron phosphate (LFP) ya kai kashi 10% na kasuwar ajiyar makamashi a cikin 2015. Tun daga wannan lokacin, shahararsu ta karu sosai kuma za ta mamaye fiye da kashi 30% na kasuwa nan da shekarar 2030.

Wannan tashin ya fara ne saboda karancin batir da kayan aikin NMC a karshen shekarar 2018 da farkon shekarar da ta gabata.Tun da ma'ajiyar makamashi da motocin lantarki (ev) sun sami saurin tura aiki, kasancewar sassan biyu suna raba sinadaran batir ya haifar da ƙarancin matsala.

Wood Mackenzie babban manazarci Mitalee Gupta ya ce: "Saboda tsawaita zagayowar samar da kayayyaki na NMC da farashi mai fa'ida, masu samar da LFP sun fara shiga kasuwar da aka hana NMC a farashi mai fa'ida, don haka LFP yana da kyau a cikin aikace-aikacen wutar lantarki da makamashi. ."

Ɗaya daga cikin abubuwan da ke haifar da rinjayen da ake tsammanin na LFP shine bambanci tsakanin nau'in baturi da ake amfani da shi don ajiyar makamashi da kuma nau'in baturin da ake amfani da shi a cikin motocin lantarki, saboda kayan aiki za su shafi ci gaba da ƙwarewa da ƙwarewa.

Tsarin ajiyar makamashi na lithium-ion na yanzu yana da raguwar dawowa da fa'idodin tattalin arziki mara kyau lokacin da zagayowar ya wuce sa'o'i 4-6, don haka ana buƙatar ajiyar makamashi na dogon lokaci cikin gaggawa.Gupta ta ce tana kuma sa ran cewa babban karfin murmurewa da yawan mitoci za su yi fifiko kan yawan makamashi da amincin kasuwar ajiyar makamashin da ke tsaye, wadanda batir LFP za su iya haskakawa.

Duk da cewa ci gaban LFP a kasuwar batirin abin hawa lantarki ba ta da ban mamaki kamar yadda ake yin ajiyar makamashi a tsaye, rahoton Wood Mackenzie ya nuna cewa aikace-aikacen wayar hannu na lantarki da ke nuna lithium iron phosphate ba za a iya watsi da su ba.

Wannan sinadari ya riga ya shahara sosai a kasuwar motocin lantarki ta kasar Sin kuma ana sa ran zai samu karbuwa a duniya.WoodMac ya annabta cewa nan da 2025, LFP zai ƙididdige fiye da kashi 20% na jimlar batirin abin hawa lantarki da aka shigar.

Wood Mackenzie babban manazarcin bincike Milan Thakore ya bayyana cewa, babban abin da zai sa a yi amfani da LFP a fannin motocin lantarki zai zo ne daga ingantacciyar sinadari ta fuskar karfin makamashi da fasahar tattara batir.