澳大利亞有信心從美國(guó)的電動(dòng)汽車發(fā)展中獲益

報(bào)道，澳大利亞礦產(chǎn)委員會(huì)（MCA）周一表示，該國(guó)的關(guān)鍵礦產(chǎn)將推動(dòng)美國(guó)的電動(dòng)汽車電池計(jì)劃，同時(shí)幫助發(fā)展澳大利亞的制造業(yè)。

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.

美國(guó)新近通過的《降低通貨膨脹法》立法規(guī)定，要想獲得電動(dòng)汽車稅收減免和獎(jiǎng)勵(lì)，必須滿足與電池及其零部件的關(guān)鍵材料有關(guān)的一些采購要求。電池材料應(yīng)在美國(guó)提取或加工，或在北美回收。如果電動(dòng)汽車的電池和零部件的關(guān)鍵材料符合一些百分比標(biāo)準(zhǔn)，就可以獲得資格。

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.

為此，從2024年1月起，電池中40%的關(guān)鍵材料的價(jià)值必須來自澳大利亞（或任何其他與美國(guó)簽訂自由貿(mào)易協(xié)定的國(guó)家）。到2027年，這一比例將增加到80%。對(duì)于零部件，這一比例從2024年1月開始為50%，到2029年將達(dá)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首席執(zhí)行官Tania Constable說，美國(guó)的立法是“澳大利亞政府推動(dòng)制造業(yè)議程的重要一步，將有助于支持對(duì)高質(zhì)量澳大利亞電池材料的需求?！彼a(bǔ)充說，推動(dòng)對(duì)本地加工和制造的投資也將確保對(duì)澳大利亞開采的礦物，包括鋰、鈷、鎳和銅的需求。

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，該貿(mào)易機(jī)構(gòu)強(qiáng)調(diào)，為了維持目前的生產(chǎn)，澳大利亞礦業(yè)每年需要大約200億澳元（138億美元）的投資。

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

該機(jī)構(gòu)表示：“如果我們要提高現(xiàn)有礦山的產(chǎn)能，或開辟新的礦山——包括我們?nèi)孢^渡到凈零排放所需的大宗商品，資本投資將需要增加一個(gè)數(shù)量級(jí)?！?/p>

“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.

根據(jù)政府主導(dǎo)的機(jī)構(gòu)“澳大利亞礦產(chǎn)”的數(shù)據(jù)，澳大利亞目前擁有世界第二大的鈷、銅、鋰和鎳資源。問題是在澳大利亞發(fā)展這些礦物的加工能力，而不是將其運(yùn)往中國(guó)進(jìn)行加工，中國(guó)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.

備注：數(shù)據(jù)僅供參考，不作為投資依據(jù)。