报告:三大经济因素或将推动电动汽车发展

格隆汇
Aug 14
知名研究机构伍德麦肯兹周四发布的一份报告称,三股新兴的经济力量有望推动全球电动汽车产量增长,并对石油、电力和金属市场产生影响。报告指出,这三大力量分别是:产油国俄罗斯和伊朗各自陷入战争所引发的石油供应冲击,迫使各国政府加快对供应链的投资;高昂的燃油价格促使消费者转向电动汽车;以及技术创新。中国在电池技术方面正取得快速进展,包括5分钟快充技术,以及钠离子电池和磷酸铁锂电池。报告称,西方国家可借助政府支持来推动创新。德麦肯兹预测,由于美国国内石油供应充沛,电动汽车占其市场份额仅将从目前的3%增至2040年的20%。而在石油进口依赖度较高的欧洲,电动汽车份额应会从2025年的3%上升至2040年的35%。

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