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澳大利亚有信心从美国的电动汽车发展中获益
发表日期:2022/8/23 11:10:32 兰格钢铁
    

报道,澳大利亚矿产委员会(MCA)周一表示,该国的关键矿产将推动美国的电动汽车电池计划,同时帮助发展澳大利亚的制造业。

The Minerals Council of Australia (MCA) said Monday the country’s critical minerals will drive the US’ EV battery programme while helping the Aussie manufacturing agenda.

美国新近通过的《降低通货膨胀法》立法规定,要想获得电动汽车税收减免和奖励,必须满足与电池及其零部件的关键材料有关的一些采购要求。电池材料应在美国提取或加工,或在北美回收。如果电动汽车的电池和零部件的关键材料符合一些百分比标准,就可以获得资格。

The US’ newly passed Inflation Reduction Act legislation stipulates that to be eligible for the EV tax credits and incentives, some sourcing requirements are to be met in relation to critical materials for batteries and its components. Battery materials are to be extracted or processed in the US, or recycled in North America. EVs can qualify if critical materials for their batteries and components meet some percentage criteria.

为此,从2024年1月起,电池中40%的关键材料的价值必须来自澳大利亚(或任何其他与美国签订自由贸易协定的国家)。到2027年,这一比例将增加到80%。对于零部件,这一比例从2024年1月开始为50%,到2029年将达到100%。

For that, 40% of the value of the critical materials in the battery must be sourced from Australia (or any other country with a free trade agreement) from January 2024. This will increase to 80% by 2027. For components, the content rules start at 50% in January 2024 and hits 100% in 2029.

MCA首席执行官Tania Constable说,美国的立法是“澳大利亚政府推动制造业议程的重要一步,将有助于支持对高质量澳大利亚电池材料的需求。”她补充说,推动对本地加工和制造的投资也将确保对澳大利亚开采的矿物,包括锂、钴、镍和铜的需求。

MCA’s ceo Tania Constable says the US legislation is a “major step forward for the Australian government’s manufacturing agenda and will help underpin the demand for high quality Australian battery materials.” Driving investment in local processing and manufacturing will also ensure demand for Australian mined minerals including lithium, cobalt, nickel and copper, she adds.

然而,该贸易机构强调,为了维持目前的生产,澳大利亚矿业每年需要大约200亿澳元(138亿美元)的投资。

The trade body, however, emphasises that to sustain current production, Australian mining needs around AUD 20 billion ($13.8 billion) per year of investment.

该机构表示:“如果我们要提高现有矿山的产能,或开辟新的矿山——包括我们全面过渡到净零排放所需的大宗商品,资本投资将需要增加一个数量级。”

“If we are going to increase the capacity of existing mines, or open new mines – including in the commodities needed for our global transition to net-zero emissions – capital investment will need to be increased by an order of magnitude,” it says.

根据政府主导的机构“澳大利亚矿产”的数据,澳大利亚目前拥有世界第二大的钴、铜、锂和镍资源。问题是在澳大利亚发展这些矿物的加工能力,而不是将其运往中国进行加工,中国是全球加工能力集中地。

According to government-led agency Australia Minerals, Australia currently has the world’s second-largest resources of cobalt, copper, lithium and nickel. The tricky part is to develop processing capacity for these minerals in Australia, as opposed to shipping it to China – where global processing capacity is concentrated.

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