A ranar 13 ga Disamba, kamfanonin cajin motoci masu amfani da wutar lantarki a Turai da Amurka sun fara fafutukar neman mafi kyawun matsayi a cikin tarin cajin jama'a masu sauri, kuma masu lura da masana'antu sun yi hasashen cewa za a sami sabon zagaye na haɗin gwiwa yayin da manyan masu zuba jari suka shiga gasar.
Kamfanonin caji na EV da yawa a halin yanzu suna samun goyon bayan masu zuba jari na dogon lokaci, kuma ana sa ran wasu za su shiga wannan fanni. Haramcin da ake yi wa motocin mai na burbushin halittu a ƙasashe daban-daban ya sa fannin ya fi jan hankalin masu zuba jari a fannin ababen more rayuwa kamar M&G Infracapital da EQT na Sweden.
Tomi Ristimaki, babbar jami'a a kamfanin kera na'urorin caji na motoci masu amfani da wutar lantarki na ƙasar Finland, ta ce: "Idan ka duba abokan cinikinmu, kamar kwace filaye ne a yanzu. Duk wanda ya sami mafi kyawun wuri zai tabbatar da wutar lantarki tsawon shekaru masu zuwa. Sayarwa."
Wani bincike da kamfanin dillancin labarai na Reuters ya gudanar ya nuna cewa akwai kamfanonin cajin motoci masu amfani da wutar lantarki sama da 900 a duk duniya. Masana'antar ta jawo hankalin jarin kamfanoni sama da dala biliyan 12 tun daga shekarar 2012, a cewar PitchBook.
Michael Hughes, babban jami'in harkokin kuɗi da kasuwanci na ChargePoint, ya ce yayin da manyan masu zuba jari ke ba da kuɗaɗen haɗin gwiwa, "wurin caji mai sauri zai bambanta da yanayin da ake ciki." ChargePoint yana ɗaya daga cikin manyan masu samar da kayan aiki da manhajoji na caji na ababen hawa na lantarki.
Kamfanoni daga Volkswagen zuwa BP da E.ON sun zuba jari sosai a masana'antar, inda aka samu saye-saye guda 85 tun daga shekarar 2017.
A Burtaniya kaɗai, akwai masu gudanar da caji cikin sauri sama da 30. Sabbin asusun guda biyu da aka ƙaddamar a watan da ya gabata sune Jolt, wanda ke samun goyon bayan BlackRock Infrastructure Fund, da kuma Zapgo, wanda ya sami fam miliyan 25 (kimanin dala miliyan 31.4) daga asusun fansho na Kanada OPtrust.
A kasuwar Amurka, Tesla ita ce babbar 'yar wasa, amma shagunan sayar da kayayyaki da tashoshin mai da yawa suna gab da shiga cikin wannan gasa, inda ake sa ran kamfanonin samar da wutar lantarki masu saurin caji a Amurka za su karu nan da shekarar 2030, a cewar Loren McDonald, Shugaba na kamfanin bincike na EVAdoption da ke San Francisco. Adadin zai karu daga 25 a shekarar 2022 zuwa sama da 54.
Da zarar amfani da shi ya kai kusan kashi 15%, yawanci yakan ɗauki shekaru huɗu kafin tashar caji ta EV ta zama mai kyau ta zama mai riba. Kamfanonin kayan caji suna korafin cewa rashin isasshen aiki a Turai yana rage faɗaɗawa. Duk da haka, masu zuba jari na dogon lokaci kamar Infracapital, wanda ke da kamfanin Recharge na Norway kuma yana da jari a Gridserve na Burtaniya, suna ganin ɓangaren a matsayin kyakkyawan fare.
Christophe Bordes, manajan darakta na Infracapital, ya ce: "Ta hanyar zaɓar wurin da ya dace, tabbas mataki ne mai kyau na yin saka hannun jari na dogon lokaci a (kamfanonin caji)."
Hughes na ChargePoint ya yi imanin cewa manyan 'yan wasa za su fara neman sabbin kadarori da aka gina don manyan wurare tare da na'urori 20 ko 30 masu caji cikin sauri, kewaye da dillalai da kayan more rayuwa. "Gasar sararin samaniya ce, amma nemowa, ginawa da kuma ba da damar sabbin wurare don caji cikin sauri na tsara mai zuwa zai ɗauki lokaci fiye da yadda kowa yake tsammani," in ji shi.
Gasar neman wurare mafi kyau ta zama mai zafi, inda masu masaukin yanar gizo ke canzawa tsakanin masu aiki kafin su yanke shawara kan wanda zai yi nasara. "Muna son cewa babu wani abu mara kyau idan ana tattaunawa da masu shafin," in ji Brendan Jones, Shugaba na Blink Charging.
Alamar kasuwanci za ta bambanta
Kamfanoni kuma suna fafatawa don samun kwangiloli na musamman tare da masu shafin.
Misali, kamfanin InstaVolt na Burtaniya (wanda EQT ke da shi) yana da kwangiloli da kamfanoni kamar McDonald's (MCD.N) don gina tashoshin caji a wuraren da yake aiki. "Idan ka ci wannan haɗin gwiwa, naka ne har sai ka lalata shi," in ji shugaban kamfanin InstaVolt, Adrian Keen.
Tare da "zurfafan albarkatun kuɗi" na EQT, InstaVolt yana shirin gina na'urorin caji 10,000 a Burtaniya nan da shekarar 2030, yana da na'urorin caji masu aiki a Iceland kuma yana da ayyuka a Spain da Portugal, in ji Keen. Haɗakarwa na iya farawa a shekara mai zuwa ko makamancin haka. "Wannan na iya buɗe mana damammaki a kasuwannin da muke, amma kuma yana buɗe mana ƙofa ga sabbin kasuwanni," in ji Keen.
Sashen caji na kamfanin makamashi na EnBW yana da tashoshin caji na EV 3,500 a Jamus, wanda ya kai kusan kashi 20% na kasuwa. Sashen yana zuba jarin Yuro miliyan 200 ($21.5 biliyan) a kowace shekara don isa ga tashoshin caji 30,000 nan da shekarar 2030 kuma yana dogara da ma'aikatan gida don hana gasa a wuraren. Sashen ya kuma kafa haɗin gwiwa a Austria, Jamhuriyar Czech da arewacin Italiya, in ji Lars Walch, mataimakin shugaban tallace-tallace. Walch ya ce duk da cewa haɗin gwiwa yana tafe, har yanzu akwai sarari ga masu aiki da yawa.
Kasar Norway, wacce ita ce babbar kasuwar EV, ta sha wahala sakamakon "fiye da man fetur" na ɗan gajeren lokaci a wannan shekarar yayin da kamfanoni ke fafutukar gina tashoshin caji, in ji shugaban kamfanin Recharge Hakon Vist. Kasuwar ta ƙara sabbin tashoshin caji guda 2,000 don jimillar 7,200, amma tallace-tallacen EV sun ragu da kashi 2.7% a wannan shekarar har zuwa watan Oktoba.
Recharge yana da kusan kashi 20% na kasuwa a Norway, na biyu bayan Tesla. "Wasu kamfanoni za su ga sun yi ƙanƙanta da ba za su iya biyan buƙatun abokan ciniki ba kuma su bar ko su sayar," in ji Vist. Wasu kuma za su fara kamfanoni da sanin cewa za su iya mallakar wasu kamfanoni ko kuma a same su.
Sabon shirin Zapgo wanda OPTrust ke marawa baya, wanda aka fi sani da shirin Zapgo, ya mayar da hankali ne kan yankunan da ba a cika samun isasshen kulawa a kudu maso yammacin Ingila ba, yana bai wa masu gidaje kaso na kuɗaɗen da suke kashewa don tabbatar da kyawawan wurare.
Shugaban kamfanin Steve Leighton ya ce kamfanin na shirin gina na'urorin caji guda 4,000 nan da shekarar 2030, yana mai hasashen cewa haɗakar na'urorin a kusa da shekarar 2030 "dukkansu za su dogara ne akan kuɗi."
"Masu ba da kuɗi waɗanda ke da aljihun aljihu mafi zurfi za su ɗauki alhakin wannan haɗin gwiwa," in ji Leighton, yana ƙara da cewa OPTrust "yana da girma sosai, amma manyan kuɗaɗen ababen more rayuwa na iya son mallakar Zapgo a wani lokaci."
Kasuwar Amurka za ta canza, inda kamfanonin shagunan sayar da kayayyaki kamar Circle K da Pilot Company da kuma babban kamfanin dillalan kayayyaki na Walmart za su zuba jari sosai a tashoshin caji, in ji McDonald na EVAdoption.
"Kamar kowace masana'anta da ta fara a matsayin tarin ƙananan kamfanoni masu tasowa, akan lokaci za ka samu manyan kamfanoni su shiga... kuma suna haɗuwa," in ji McDonald. "A kusan shekarar 2030, alamun kasuwanci za su bambanta sosai."
Susie
Kamfanin Sichuan Green Science & Technology Ltd., Co.
0086 19302815938
Lokacin Saƙo: Disamba-21-2023
