2022年12月12日

欧洲电池生产商说,欧盟需要提供更好的动机与美国通货膨胀减少竞争欧洲新兴的电动汽车电池工业而言,投资者可能会吸引远离欧洲大陆的美国通货膨胀减少行为创造了强大的动力去建立供应链。照片:欧文汉弗莱斯/ Zuma出版社2022年12月12日早上6:00 ET |《华尔街日报》职业前景,欧盟将分类锂毒性增加的担忧在电动汽车电池行业决策者不采取足够的吸引投资和欧盟将输给美国,一个有吸引力的目的地,这些公司部分由于通货膨胀削减行动。上周,欧盟委员会将给出一个最终的裁决是否锂,电池一个至关重要的输入,应该归类为有毒物质。欧盟委员会的科学部门建议,这样做。欧盟的执行机构的决定,现在已经推迟到新年,第二次推迟几个月。欧洲新兴的电池公司警告说,投资者可能吸引远离美国大陆,爱尔兰共和军创造了强大的动力去建立供应链。通讯注册订阅,如果预览锂标签是有毒的,那些处理将受到额外的安全措施,增加数百万美元的额外成本对未来炼油厂和锂电池制造商在欧洲,没有在美国的费用,中国和英国,业内专家说。在欧洲电池行业,到目前为止,瑞典的Northvolt AB为数不多的胜利了欧盟。电池Northvolt经营集团的旗舰项目,gigafactory北部的瑞典。 The company is currently valued at $12 billion and is a supplier for some major car makers including Bayerische Motoren Werke AG and Volkswagen AG . The Northvolt Ett gigafactory started producing commercial batteries in May of this year and plans to scale up to 60 gigawatts hours—equivalent to one million electric vehicles a year—by 2025/26. At least two more gigafactories in Sweden along with one in Germany are already in the works. Northvolt has said, however, that it remains lukewarm about making further investments in Europe due to the pull of the U.S., saying that production costs are 30% lower there because of the IRA. The Northvolt Ett gigafactory in Skelleftea, Sweden. Photo: Jonathan nackstrand/Agence France-Presse/Getty Images Earlier this month, European Commission President Ursula von der Leyen alluded to worries about critical supply chains and the IRA. She said the EU should “simplify and adapt” its rules that limit state funding to make it easier for public investments. For those looking to establish European battery production, the EU’s position on electric vehicles remains confusing. On the one hand, there are incentives, such as the Critical Raw Materials Act; on the other hand, the proposed classification of lithium as toxic could stifle refining projects and drive away investment. “At a time when other nations such as the U.S. are opening their doors, taking down barriers and putting their taxpayer’s money on the line to strategically attract and build battery-metals supply chains […] Europe is putting up barriers to companies in this market,” said Richard Taylor, a founding director of Trafigura-backed Green Lithium Refining Ltd. “If the opportunity is not attractive in Europe, companies won’t bother setting up [there],” Mr. Taylor said. In contrast, the IRA is quite clear: promising tax credits and subsidies for American-made electric vehicles and components, while also favoring raw material supplies from countries that have free trade agreements with the U.S. “America is doing the right thing, they are supporting this massively with the IRA,” said Lars Carlstrom, founder and CEO of two gigafactory startups, Statevolt in California and Italvolt in Italy. “We haven’t seen anything such as it, and in Europe all of a sudden when we thought we were well supported here, it is actually nothing compared with what America is now doing.” Write to Yusuf Khan at yusuf.khan@wsj.com Copyright ©2022 Dow Jones & Company, Inc. All Rights Reserved. 87990cbe856818d5eddac44c7b1cdeb8