ã¡ãã£ã¢èšäº
ããªå€§çµ±é ããªããŠã åœæåãè¡šæãäžç2äœã®âŠïŒåç=ãã€ã¿ãŒïŒ
ããºãææ°ããŒã¯ 130
twitterã³ã¡ã³ã 67ä»¶äž 1ïœ67件
EVæšãããðºðžã§ããããªããŠã ãå·¡ãðšð±ãé¢é£äŒæ¥ãåœæåããã ãã§ãªããåãã¿ã€ãã³ã°ã§ðšð±ðšð³ãæ¥æ¥è¿ð¥²è¥¿åŽè«žåœã®åžåé¡é±ç©ã®è±ðšð³äŒè°ããŠãŸãããã¥ãŒã¹ãããã®ã ãã©ããã¡ãåŽã®ãã¥ãŒã¹ãããç¥ãããããð¥²
TLã«ãªããŠã ãæµããŠããã
å人çã«ã¯æ¢åå¥çŽ $SQM 30幎ã $ALB 43幎ãå®ãããã°è²·ã£ãŠãã€ã€ããªãšæã£ãŠãŸãã
é±å±±ã®åæ£æ§ãªã $ALB ãé±å±±ãããªéäžã ãã©å²å®ãª $SQM ã£ãŠæããïœ
ããå°ãæã売ãããŠããã£ãŠããã®æ¹ãã€ã¬ã€ã¬å£²ããå°ãªããªã£ãŠè¯ãããð
å人çã«ã¯æ¢åå¥çŽ $SQM 30幎ã $ALB 43幎ãå®ãããã°è²·ã£ãŠãã€ã€ããªãšæã£ãŠãŸãã
é±å±±ã®åæ£æ§ãªã $ALB ãé±å±±ãããªéäžã ãã©å²å®ãª $SQM ã£ãŠæããïœ
ããå°ãæã売ãããŠããã£ãŠããã®æ¹ãã€ã¬ã€ã¬å£²ããå°ãªããªã£ãŠè¯ãããð
ããªã®ãªããŠã åœæåðµ
$ALBã¢ã«ãããŒã«ã$SQMãœã·ãšããŒãã¯ãåœæå話ã§å é±æ¥èœ
ãã®äžãã¯ãè²·ããã ãšè©±ãã³ãªã³ãšãALBã¯é«åºæ¥é«ã§æ¯æç·ãäžåã£ãããã$165ãã$150ãŸã§ã¯äžããããšèšããããšã«ð
ãŸããã©ããªããããããªãããæ¬åœã®ãšãããããð¹
$ALBã¢ã«ãããŒã«ã$SQMãœã·ãšããŒãã¯ãåœæå話ã§å é±æ¥èœ
ãã®äžãã¯ãè²·ããã ãšè©±ãã³ãªã³ãšãALBã¯é«åºæ¥é«ã§æ¯æç·ãäžåã£ãããã$165ãã$150ãŸã§ã¯äžããããšèšããããšã«ð
ãŸããã©ããªããããããªãããæ¬åœã®ãšãããããð¹
è³æºåœã®ä¿è·äž»çŸ©ã¯
æ¥æ¬ãéé²ããŠããèªç±äž»çŸ©ã»ã°ããŒãã«åãšã¯éè¡ãã趚å¢ã
èåŸã§ðšð³äžåœã®åœ±ããã©ã€ãã®ãäžæ°å³ã
æ¥æ¬ãéé²ããŠããèªç±äž»çŸ©ã»ã°ããŒãã«åãšã¯éè¡ãã趚å¢ã
èåŸã§ðšð³äžåœã®åœ±ããã©ã€ãã®ãäžæ°å³ã
ãªãŒã¹ãã©ãªã¢ã«æ¬¡ãçç£åœãæ¥æ¬ã®æ倧調éå
ãåœæåã§åŸãè³éã瀟äŒä¿é匷åã®åè³ã«ãããã¡ãã·ã³ãã€ã³ããã·ã¢âŠããããã®å¢ããŠããããªã
åæ²¹çç£åœãåèœããŠãªããŠã åœãå¯è£åœã«ãªãæ代ãæ¥ãã®ããªã
æ¥æ¬ãè³æºããããïŒ
ã¯ãïŒ
ã¯ãïŒ
> è³æºä¿æåœã®ä¿è·äž»çŸ©ãEVäŸçµŠç¶²ã®ãªã¹ã¯ã«ãªã£ãŠããã
ã¬ãœãªã³è»ããŸã ãŸã ç¶ã
ã¬ãœãªã³è»ããŸã ãŸã ç¶ã
>ããªãã倧統é ã¯21æ¥ãŸã§ã«ãåœå
ã®ãªããŠã ç£æ¥ãåœæåãããšè¡šæ
>ããªã®SQM瀟ã¯30幎ãç±³ã¢ã«ãããŒã«ã¯43幎ãŸã§ããªã§ã®ãªããŠã çç£ãèªããããŠãã
ãããã巊掟æ¿æš©ã«ãªã£ãé端ã«åœæåã¯ããŸã£ãã
>ããªã®SQM瀟ã¯30幎ãç±³ã¢ã«ãããŒã«ã¯43幎ãŸã§ããªã§ã®ãªããŠã çç£ãèªããããŠãã
ãããã巊掟æ¿æš©ã«ãªã£ãé端ã«åœæåã¯ããŸã£ãã
ãµãã
»
»
éŽæšå
çãã³ã¡ã³ãããŠãŸããã確ãã«åœæåãé²ãã°é«éš°ãæããããããªãã
æ¿æ²»åªå ã§åããã®ãåžå Žã¯ä¿¡çšããªããã§ãããã
ããªã¯å¡©æ¹ç±æ¥ã®ãªããŠã ã§ãå®ããã©è£œé /粟é¬ã«ã¯å Žæãšæéãå¿ èŠã«ãªãã
ã€ãŸã補é ãæ¥ã«ã¯äŒžã°ããªãã
ããã§æé·ãèœã¡ããããã
æ¿æ²»åªå ã§åããã®ãåžå Žã¯ä¿¡çšããªããã§ãããã
ããªã¯å¡©æ¹ç±æ¥ã®ãªããŠã ã§ãå®ããã©è£œé /粟é¬ã«ã¯å Žæãšæéãå¿ èŠã«ãªãã
ã€ãŸã補é ãæ¥ã«ã¯äŒžã°ããªãã
ããã§æé·ãèœã¡ããããã
ã¯ã€ã«ãã ã
>
>
ã¯ã€ã®SQMãæŽèœããã®ã¯ããã®ããã§ãããã¿ã€ãã³ã°æªãããŠç¬ããŸãã
äžçã§EVæ®åã®åããåºãããªããããªããæ¿æš©ã¯ãªããŠã ã®åœæåã§çµæžçãªå©çãå²ã蟌ã¿ããèãã ã
ãã®ãã¡æ¥æ¬ã®é»åã
æ°ãšã顧客管çããŒã¿ççšå¶æ¥æéãšããã®ã¯äŒæ¥å«çã«ããªãå£ããèªåã®é¡§å®¢ã«ã¯ã¢ã³ã®ãªå€äžãè¿«ã
ããã§åœæ°ç掻çŽçµã®å ¬å ±æ§é«ãäºæ¥æ ãè³æ Œãªã©ãããããªããåªè¯æ ªãèããŠåãã
æ°ãšã顧客管çããŒã¿ççšå¶æ¥æéãšããã®ã¯äŒæ¥å«çã«ããªãå£ããèªåã®é¡§å®¢ã«ã¯ã¢ã³ã®ãªå€äžãè¿«ã
ããã§åœæ°ç掻çŽçµã®å ¬å ±æ§é«ãäºæ¥æ ãè³æ Œãªã©ãããããªããåªè¯æ ªãèããŠåãã
ããããã¯è²Žéãªè³æºã®å¥ªãåãã«
ãªãäºã¯ç°¡åã«æ³å®ã§ããŸãã®ã§
ã°ããŒãã«äŒæ¥ã®ä»å ¥ãé²ãäžã§ã¯
åœç¶ã®æªçœ®ã§ããã
ãªãäºã¯ç°¡åã«æ³å®ã§ããŸãã®ã§
ã°ããŒãã«äŒæ¥ã®ä»å ¥ãé²ãäžã§ã¯
åœç¶ã®æªçœ®ã§ããã
ç¿è¿å¹³ãããåã®æçºã ãïŒw
ããªãåœå
ãªããŠã çç£äºæ¥ãåœæåãžãããªã¯ãªããŠã çç£ã·ã§ã¢ã§äžç2äœãæ¢åå¥çŽã¯ç¶æãããèŠéãã
ããªã¯ãã£ã€ããµã€ãã
ããããŸããããã倧å€ã
ãã€ã¿ãŒ ãã«ãŒã ããŒã°ãã¥ãŒã¹ æ¥æ¬çµæžæ°è ãã¥ãŒãºãŠã£ãŒã¯
ãã€ã¿ãŒ ãã«ãŒã ããŒã°ãã¥ãŒã¹ æ¥æ¬çµæžæ°è ãã¥ãŒãºãŠã£ãŒã¯
ãããã¹ã«ã€ã倪éœé»æ± ã®ææã§ããããšãŠçŽ ã®65%ã¯ããªç£
èšäºäžã«ãåºãŠããSQM瀟ã¯ãšãŠçŽ çç£äžç倧æ
ãªããŠã ãåœæåããããªããšãŠçŽ ãåœæåãããŠããããããªã
è³æºãã·ã§ããªãºã
èšäºäžã«ãåºãŠããSQM瀟ã¯ãšãŠçŽ çç£äžç倧æ
ãªããŠã ãåœæåããããªããšãŠçŽ ãåœæåãããŠããããããªã
è³æºãã·ã§ããªãºã
ãªããŠã æŠäºãããðããããããâºïžðððððâŠ
TPPçã«ã©ããªãïŒ
$SQM 18.5%å®
$ALB 10%å®
$ALB 10%å®
è³æºãã·ã§ããªãºã ããããæç§æžã§èŠã
ã©ããªãã
ããªã¯ãå
é²åœããæè¡æ¯æŽãåããé»æ°èªåè»ïŒEVïŒåãé»æ± ã®è£œé ãè¡ãã¹ãã§ããïŒ
ç³æ²¹ãšåæ§ãèªç¶ãªæµãã
ãŸãããŒ
ããã§ãããªãŠã ã€ãªã³é»æ± ãžã®ç§»è¡ãå éãããããããããå®çšåããŠãã®äžåœã ããªãã ã£ã?
ãããªã®SQM瀟ã¯30幎ãç±³ã¢ã«ãããŒã«ã¯43幎ãŸã§ããªã§ã®ãªããŠã çç£ãèªããããŠããã
ã¢ã«ãããŒã«ã©ããªãããâŠâŠ
ã¢ã«ãããŒã«ã©ããªãããâŠâŠ
ããªã®ããªãã倧統é ã¯ãåœå
ã®ãªããŠã ç£æ¥ãåœæåãããšè¡šæãããªã®ãªããŠã çç£éã¯äžç2äœã§ãã·ã§ã¢ã¯25%ã«ã®ãŒããããªã¯äžåç±³ã§æãæ©ãäžåœãšå€äº€é¢ä¿ãçµãã§ãããååœãšã®çµæžé¢ä¿ãæ·±ãã
âè³æºåœãšããŠã¯ãåœç¶ã®åãã ãšèšãããäžåœã¯ç¬è£ã§ããããæŸé¡ã ããã¢ã«ãŒã³ãã³ãåœæåã«åãããã
ããªã¯äžåç±³ã§æãæ©ãäžåœãšå€äº€é¢ä¿ãçµãã§ãããçµæžé¢ä¿ãæ·±ãã
åžå°è³æºã®ä¿æåœã§ã¯ä¿è·äž»çŸ©ãåºãã£ãŠããã
ãªããŠã ã¯é»æ°èªåè»ïŒEVïŒåãé»æ± 補é ã«äžå¯æ¬ ã§ãã¡ãã·ã³ã2022幎ã«åœæåã
åžå°è³æºã®ä¿æåœã§ã¯ä¿è·äž»çŸ©ãåºãã£ãŠããã
ãªããŠã ã¯é»æ°èªåè»ïŒEVïŒåãé»æ± 補é ã«äžå¯æ¬ ã§ãã¡ãã·ã³ã2022幎ã«åœæåã
ãªããŠã çç£ã®äžçã·ã§ã¢ã¯ãªãŒã¹ãã©ãªã¢ã52%ãšéŠäœã
ããªã¯ãªãŒã¹ãã©ãªã¢ã«æ¬¡ãäžç2äœã25%ã®ã·ã§ã¢ã
3äœã®äžåœãåããããšã3ã«åœã ãã§äžçã·ã§ã¢ã®çŽ9å²ãå ããã
ããªã¯ãªãŒã¹ãã©ãªã¢ã«æ¬¡ãäžç2äœã25%ã®ã·ã§ã¢ã
3äœã®äžåœãåããããšã3ã«åœã ãã§äžçã·ã§ã¢ã®çŽ9å²ãå ããã
ããªã®ãªããŠã çç£éã¯äžç2äœã§ãã·ã§ã¢ã¯25%ã
ãªããŠã ã¯é»æ°èªåè»ïŒEVïŒåãé»æ± ã®è£œé ã«äžå¯æ¬ ã§ãã¡ãã·ã³ã2022幎ã«åœæåããã
è³æºä¿æåœã®ä¿è·äž»çŸ©ãEVäŸçµŠç¶²ã®ãªã¹ã¯ã«ãªã£ãŠããã
ãªããŠã ã¯é»æ°èªåè»ïŒEVïŒåãé»æ± ã®è£œé ã«äžå¯æ¬ ã§ãã¡ãã·ã³ã2022幎ã«åœæåããã
è³æºä¿æåœã®ä¿è·äž»çŸ©ãEVäŸçµŠç¶²ã®ãªã¹ã¯ã«ãªã£ãŠããã
ããªã®ãªããŠã çç£éã¯äžç2äœã§ãã·ã§ã¢ã¯25%ã«ã®ãŒãããªããŠã ã¯é»æ°èªåè»ïŒEVïŒåãé»æ± ã®è£œé ã«äžå¯æ¬ ã§ãã¡ãã·ã³ã2022幎ã«åœæåãã
ããžãããªã
"ããªããæ°ã¯22幎ã«äžåœã®ç¿è¿å¹³åœå®¶äž»åžãšäŒè«ããäžåœãšã®çµæžé¢ä¿ã匷åããæåã瀺ããïŒäžç¥ïŒããªã®åœæåã®åãã¯æ¥æ¬ã®èª¿éæŠç¥ã«åœ±é¿ãäžããå¯èœæ§ããã"
ãªããŠã ã·ã§ãã¯âŠ
$SQM $ALB $TSLA
ãªããŠã ã·ã§ãã¯âŠ
$SQM $ALB $TSLA
åç³çæã®æ¬¡ã¯é±ç©è³æºã匷åãªãªãœãŒã¹ã«ãªã 粟補ã§åŒ·ãã®ã¯äžåœãšããããã©ãããŸãåæ£ãããµãã©ã€ãã§ãŒã³ãäœããªããšãããªãã§ãã
ãã€ãŠãšè³æºãã·ã§ããªãºã ãçµå±å
é²åœã®æè¡ã«é ŒããããåŸãªããªã£ãæŽå²ãèŠããšãä»åãããããã¯ãªãã«ãªãã®ãããããªãããšããäºæã¯ããã
æ¥çµThink!ã«ãå°ãé·ãæžã蟌ã¿ãæçš¿ããŸããïŒ
æ¥çµThink!ã«ãå°ãé·ãæžã蟌ã¿ãæçš¿ããŸããïŒ
è³æºãã·ã§ããªãºã ã®å
žåäŸãåç±³ã®åªççãšããããããªã§ãããã
ãããããã
å«ãªãæè¡é©æ°ãŠããšã ãã
å«ãªãæè¡é©æ°ãŠããšã ãã
ããªããæ°ã¯22幎ã«äžåœã®ç¿è¿å¹³åœå®¶äž»åžãšäŒè«ããäžåœãšã®çµæžé¢ä¿ã匷åããæåã瀺ããã
æ¥çµãäžåœãšä»²ãããããªããªããŠã åœæåãããšä¿è·äž»çŸ©ã®ãªã¹ã¯ãå¢å€§ãããâãã ã®ãã€ãã¹ããŒãã䜿ããããªããªãèªåœã仲è¯ãããããšããªãã®ããæå¥ãããªã䜿ããªããããã
ãªããŠã çç£äžç2äœã®ããªããªããŠã åœæåãè¡šæã
ãªããŠã çç£ã®äžçã·ã§ã¢ã¯1äœãªãŒã¹ãã©ãªã¢ã52%ã2äœããªã25%ã3äœãäžåœ 13%ã§ã3ã«åœã®ã¿ã§äžçã·ã§ã¢90%ãããªãäžåœé£å¶ãšæ³å®ããããããã§ãæ°å·æŠã®æ§å³ãèŠããã
ãªããŠã çç£ã®äžçã·ã§ã¢ã¯1äœãªãŒã¹ãã©ãªã¢ã52%ã2äœããªã25%ã3äœãäžåœ 13%ã§ã3ã«åœã®ã¿ã§äžçã·ã§ã¢90%ãããªãäžåœé£å¶ãšæ³å®ããããããã§ãæ°å·æŠã®æ§å³ãèŠããã
ã©ãã§äœãæ¡ãããšãå
šç¶ç¥ããªãèªåããããèªåœã®å©çãåã蟌ãããšã¯æªã§ã¯ãªãã倧äºãªã®ã¯ãããã©ã掻ãããã ããã
2030幎è¿ã¯å¥çŽå®ããã©ãã®åŸã¯æ¡æèš±å¯ããªãããååŒäŒç€Ÿã§ã£ãŠããšããªã7幎é«é
åœåºããŠãããã°ãŸããããã
ããªå€§çµ±é ããªããŠã çç£ã®åœæåã«èšå
$SQM -18.6% $ALB -10%
$SQM -18.6% $ALB -10%
ã21幎ã®ãªããŠã çç£ã®äžçã·ã§ã¢ã¯ãªãŒã¹ãã©ãªã¢ã52%ãšéŠäœã ã£ããããªã¯ãªãŒã¹ãã©ãªã¢ã«æ¬¡ãäžç2äœã§ã25%ã®ã·ã§ã¢ãæã€ã3äœã®äžåœãåããããšã3ã«åœã ãã§äžçã·ã§ã¢ã®çŽ9å²ãå ããã
SQMã20%ãããäžããŠãŠé©ãããâŠ
ããã ã£ããã§ããã
äžæã¥ã€è²·ãå§ããŠããããè¯ãã£ããã©ãå€åœã£ãŠäœãèµ·ãããåãããªããªããšãŸãäžã€å匷ã«ãªã£ãã
ããã ã£ããã§ããã
äžæã¥ã€è²·ãå§ããŠããããè¯ãã£ããã©ãå€åœã£ãŠäœãèµ·ãããåãããªããªããšãŸãäžã€å匷ã«ãªã£ãã
åœæ°ã®å
±éã®è²¡ç£ã§ããé åå
ã®è³æºãåœæå
ãŸã£ãšããªåœã®æ¿çã§ãã
ãŸã£ãšããªåœã®æ¿çã§ãã
ããªãããªããŠã åœæåã®èšäº
â¶ïžããªã®SQM瀟ã¯30幎ãç±³ã¢ã«ãããŒã«ã¯43幎ãŸã§ããªã§ã®ãªããŠã çç£ãèªããããŠãããããªããæ°ã¯ãããªæ¿åºã¯æ¢åã®å¥çŽãå°éããããšèª¬æããŠããã
è³æºæãåœåŒ·ã
åœæã¯ãããã
ãªããŠã ã
æ¥æ¬ã¯å
¬åå¡ã楜ããããããã
å ¬å ±äºæ¥ã®æ°å¶åãäºæ¥å£²åŽã
å ¬å ±éšéã®æå®ç®¡çè çãžã®å§èšãé²ã
åºå¹¹ç£æ¥ãå€åœè³æ¬ã«ä¹ã£åãããªãããã«ã
åœæåãé²ããåœãããããšãšå¯Ÿç §çã§ãã
å ¬å ±äºæ¥ã®æ°å¶åãäºæ¥å£²åŽã
å ¬å ±éšéã®æå®ç®¡çè çãžã®å§èšãé²ã
åºå¹¹ç£æ¥ãå€åœè³æ¬ã«ä¹ã£åãããªãããã«ã
åœæåãé²ããåœãããããšãšå¯Ÿç §çã§ãã
ãŸããè³æºåœãšããŠã¯ããã ãããªãããããªã£ãæã«BEVã¯ã©ãããïŒNaé»æ± ãšãCATLãåºããŠããã©ããŸã æ¬æ Œçã§ã¯ãªããã
äžçäžã§ä¿è·äž»çŸ©ã匷ãŸã£ãŠããå°è±¡ã ãèªç±è²¿æã®å®è·è
ã ã£ãç±³åœã®ä¿è·è²¿æ転æã®åœ±é¿ã倧ããã«éããªãããã®åŸåãææ¢ã§ããåœã¯èŠåœãããªããïŒ
è³æºåœãšéè³æºåœã®ãã¯ãŒãã©ã³ã¹ã
â
ããªã®ãªããŠã çç£éã¯äžç2äœã§ã·ã§ã¢ã¯25%ããªããŠã ã¯EVåãé»æ± ã®è£œé ã«äžå¯æ¬ ã§ã¡ãã·ã³ã2022幎ã«åœæåãããè³æºä¿æåœã®ä¿è·äž»çŸ©ãEVäŸçµŠç¶²ã®ãªã¹ã¯ã«ãªã£ãŠããã
â
ããªã®ãªããŠã çç£éã¯äžç2äœã§ã·ã§ã¢ã¯25%ããªããŠã ã¯EVåãé»æ± ã®è£œé ã«äžå¯æ¬ ã§ã¡ãã·ã³ã2022幎ã«åœæåãããè³æºä¿æåœã®ä¿è·äž»çŸ©ãEVäŸçµŠç¶²ã®ãªã¹ã¯ã«ãªã£ãŠããã
ãªããŠã ãèªç±ã«äœ¿ããªãEVæ代ãããã¯æç¶å¯èœãã
ãŸããããªãããã俺ã¯EVã£ãŠè³æºçã«ãããªãå³ããæµãã ãšæã£ãŠããã©ã©ãŒããã ãã
EUã¯èªåã®è³æºãªãã§ãã©ããã£ãŠEVåãé²ãã? ç¹ã«ãã©ã³ã¹ã¯æè¡ãè³æºãâŠã
ãã¯ããããããŸãïŒ
ãã€ã«ãŒã«ã§è©äŸ¡æç-5%ã§æåããªã®ã§å·å£ã¯æå°éã«æããããŸãã
ãããåå¥æ ªã®é£ããã§ããããŸãããäžéæãªãã¥ãŒã¹ã§ã¯ãã£ããæ§åèŠã倧åã§ãã
ãã€ã«ãŒã«ã§è©äŸ¡æç-5%ã§æåããªã®ã§å·å£ã¯æå°éã«æããããŸãã
ãããåå¥æ ªã®é£ããã§ããããŸãããäžéæãªãã¥ãŒã¹ã§ã¯ãã£ããæ§åèŠã倧åã§ãã
ãªããŠã ã倩ç¶ã¬ã¹ãã¬ã¢ã¡ã¿ã«...
è³æºãã·ã§ããªãºã ã®å°é ã«å é²ååœã¯ã©ã察åŠãããã
è³æºãã·ã§ããªãºã ã®å°é ã«å é²ååœã¯ã©ã察åŠãããã
ïŒããªã®ãªããŠã çç£éã¯äžç2äœãã·ã§ã¢ã¯25%
ïŒãªããŠã ã¯é»æ°èªåè»ïŒEVïŒåãé»æ± ã®è£œé ã«äžå¯æ¬ ã§ãð²ðœã¡ãã·ã³ã2022幎ã«åœæå
ðšð±