Maererano ne Bloomberg Nyowani Nyowani Mari (BNEF), shanduko yakasvibira inogona kuda mari inosvika zviuru zana nemakumi manomwe nematatu emadhora mukudyara muzvivakwa uye mabasa ekupa simba mukati memakumi matatu emakore anotevera. Shanduko ye ecological ine kutarisa kukuru pazvikamu zvina zvakakosha. Izvi zvakakosha zvinosanganisa solar panels, wind turbines, magetsi emagetsi ekuchaja zviteshi, uye lithium-ion mabhatiri. Uye mari yese iyi mumashareti inogona kuunza mabhenefiti makuru kana tikaziva pekuzvimisa isu pachedu ...
Turbines emhepo🌬️
Kunyangwe zvimwe zvinhu zvakaita sefiberglass-yakasimbiswa mapurasitiki anoshandiswa mumhepo turbines, mazhinji anogadzirwa kubva kongiri, simbi, kana zvese zviri zviviri. Uye kudiwa kwezvinhu zviviri izvi kunongokura sezvo maturbine emhepo achireba nekureba, mamwe achisvika pakakwirira zvakafanana neaya ezvivakwa zvine skyscrapers.
Saizi yeaya maturbine emhepo ndiwo anoita kuti musika wemidziyo uwedzere dunhu mune zvakasikwa. Kureva kuti, mugadziri anovaka purazi remhepo muChina angangopinza kongiri nesimbi mukati. Ndokusaka zvakakosha kuti utarise fungidziro yekukura kwemusika wemhepo nedunhu usati waongorora akasiyana simbi uye kongiri vagadziri.
Chinhu chakakosha mukongiri simende, iyo inozosanganiswa nemvura nemimwe mishonga yakaita sejecha nematombo. Mazhinji acho anobva kumakambani makuru ekugadzira simende pasi rose, Holcim (HOLN), iyo inogadzira inenge makumi matatu muzana yemari yayo kubva kune imwe neimwe yematunhu makuru matatu. Kana vari vagadziri vesimbi, makambani akanakisa ekuita mari yedu mumasheya kubva kuAsia, Europe neNorth America Nippon Simbi (5401), ArcelorMittal (MTS) uye Nucor (NUE), zvichiteerana. Asi yambiro: kuisa mari mumatura esimende nesimbi ekugadzira zvinhu kunotiisa pachena kune kukwira nekudzika kweindasitiri yekuvaka kazhinji, saka masheya aya ari kure nekudyara kwakachena muindasitiri yemhepo.
Solar ukomba☀️
Zvinhu zvitatu zvakakosha zvinoshandiswa mumagetsi ezuva isimbi (yatatotaura nezvayo), aluminium uye polysilicon.
Vagadziri vakuru vealuminium pasi rose vanogara muChina (Chalco/601600 y Hongqiao/1378) uye Russia (Rusal/RUAL). Vamwe vagadziri vakuru makambani ekuAmerica Alcoa(AA), Kaiser Aluminium (KALU) uye Century Aluminium (CENX), pamwe chete neFrench Constellium (CSTM).
Vagadziri vepasi rose vepolysilicon vanowanikwawo muChina (hazvishamise kuti nyika inotonga indasitiri yezuva repasi rose). Vamwe vakuru ndivo Tongwei (SSE:600438), GCL-Poly Energy (OTC:GCPEF), Daqo Nyowani Simba (NYSE:DQ) uye Nhoroondo ye Xinte Energy (HKEX:1799). Kunze kweChina, kune muGermany Wacker Chemie (XETR:WCH) uye yeSouth Korea OIC (KRX:010060). Tinofanira kungochengeta chinhu chimwe chete mupfungwa. Kunze kwaizvozvo Daqo Nyowani Simba, hapana yemamwe makambani anogadzira polysilicon chete, zvinoreva kuti kana tikaita mari yedu mumasheya muchikamu ichi tiri kuisa mune zvingangoita (uye njodzi dzinogona kuitika) dzezvimwe zvinhu zvakasiyana-siyana.
Machaja emotokari yemagetsi🔌
Kusimba kwemhangura uye yakanakisa magetsi conductivity inoita mhangura simbi yesarudzo yemagetsi emagetsi ekuchaja zviteshi, izvo zviri kukura zvakaenzana nenhamba yemotokari dzemagetsi dziri kutenderera. Uyezve, motokari dzemagetsi pachadzo dzine katatu kana kashanu mhangura kupfuura motokari yakajairika.
Kuratidzira kumhangura kunogona kuwanikwa nekudyara muzvikamu zvemakambani ekuchera mhangura akadai Freeport-McMoRan (NYSE:FCX), Iyo kambani Southern Copper Corporation (NYSE: SCCO) kana Chekutanga Quantum Minerals (TSX:FM). Imwe nzira yekuita kuti mari yedu mumasheya iwedzere kusiyanisa ingave kuburikidza neETFs dzinotevera mutengo wemhangura, kuve. WisdomTree Mhangura (MIL: CUP) uye United States Copper Index Fund (AMEX:CPER) maviri akanyanya kukosha.
Lithium ion mabhatiri🔋
Pamusoro pemhangura nealuminium, lithium-ion mabhatiri ane yakawanda nickel uye (hongu, iwe wakazvifungidzira😄) lithium. Asi izvo, maererano neBNEF, kudyara mu lithium uye nickel stocks nebhatiri chikamu kuchawedzera zvakapetwa kashanu panosvika 2030.
Inenge 75% yepasi rose yekugadzirwa kwe lithium inodzorwa nemakambani mashanu chete, imwe neimwe yakanyorwa pane stock exchange, iyo inotibvumira kutora mukana wekuita mari muzvikamu. Tinogona kuita mari yedu mu lithium stocks ne Albemarle (NYSE:ALB), SQM (NYSE:SQM), Ganfeng Lithium (SZSE:002460), Tianqi (SZSE:002466) uye Livent (NYSE:LTHM). Nekune rimwe divi, zvingangoita zvese izvi zvakakosha zviri mumaoko e Global X Lithium & Battery Tech ETF (AMEX: LIT), iyo inoita kuti kuenzana kwekudyara kwakasiyana-siyana mumasheya akatarisana ne lithium nemabhatiri.
Kufanana nelithium, kugoverwa kwenickel yemabhatiri kwakanyanyisa, nemakambani manomwe anomiririra anopfuura 80% ekupa.
Aya makambani manomwe akanyorwa pamusika wekutengesa uye zvakakosha kuziva kuti mukuru wavo, weRussia Nornickel, ine hurongwa hwekuda kuwedzera kugadzirwa ne17% pakupera kwemakore gumi. Asi pane musungo mumwechete watakafumura muzviitiko zvakapfuura: hapana kambani inogadzira nickel chete, zvinoreva kuti urikudyara mune zvinogona (uye njodzi dzinogona kuitika) dzemamwe simbi dzakasiyana. Semuenzaniso, Nornickel, iyo kunyangwe zita rayo ringaite kuti titende, yakangoburitsa 20% yemari yayo kubva mukushanda kwayo nickel gore rapfuura.