{"id":1486,"date":"2019-07-05T13:51:00","date_gmt":"2019-07-05T05:51:00","guid":{"rendered":"https:\/\/www.bosaenergy.cn\/?p=1486"},"modified":"2025-12-23T14:15:49","modified_gmt":"2025-12-23T06:15:49","slug":"explicando-la-creciente-demanda-de-baterias-de-iones-de-litio","status":"publish","type":"post","link":"https:\/\/www.bosaenergy.cn\/es\/explaining-the-surging-demand-for-lithium-ion-batteries\/","title":{"rendered":"Explicaci\u00f3n del aumento vertiginoso de la demanda de bater\u00edas de iones de litio"},"content":{"rendered":"

La serie "Bater\u00edas" es una serie de infograf\u00edas de cinco partes que explora lo que los inversores necesitan saber sobre la tecnolog\u00eda moderna de bater\u00edas, incluyendo la oferta y la demanda de materias primas, as\u00ed como las aplicaciones futuras.<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

Explicaci\u00f3n del aumento vertiginoso de la demanda de bater\u00edas de iones de litio<\/h1>\n\n\n\n

En las partes 1 y 2, examinamos el evoluci\u00f3n de la tecnolog\u00eda de bater\u00edas<\/a> as\u00ed como qu\u00e9 Las bater\u00edas pueden y no pueden hacerlo<\/a>. En esta secci\u00f3n, abordaremos la demanda en el mercado de bater\u00edas recargables, con especial atenci\u00f3n al segmento de iones de litio, que experimenta un r\u00e1pido crecimiento.<\/p>\n\n\n\n

Durante muchas d\u00e9cadas, las bater\u00edas de plomo-\u00e1cido han sido las bater\u00edas recargables m\u00e1s importantes en nuestras vidas.<\/p>\n\n\n\n

Incluso en 2014, alrededor del 64,51% de los ingresos totales del mercado de bater\u00edas recargables proced\u00edan de las ventas de bater\u00edas de plomo-\u00e1cido, destinadas principalmente a los motores de arranque de los autom\u00f3viles.<\/p>\n\n\n\n

\u00bfPor qu\u00e9?<\/p>\n\n\n\n

Aunque no son las bater\u00edas con mayor densidad energ\u00e9tica, las de plomo-\u00e1cido son de eficacia probada y pueden suministrar altas corrientes de pico. Adem\u00e1s, su fabricaci\u00f3n es extremadamente econ\u00f3mica, con un coste aproximado de $150 por kWh de capacidad energ\u00e9tica.<\/p>\n\n\n\n

INGRESE EL ION DE LITIO<\/h2>\n\n\n\n

Las primeras bater\u00edas de iones de litio no eran baratas. De hecho, las primeras bater\u00edas producidas comercialmente a mediados de los 90 sol\u00edan costar m\u00e1s de 1400 yuanes por kWh de energ\u00eda.<\/p>\n\n\n\n

Por suerte, el coste de las bater\u00edas de iones de litio ha disminuido dr\u00e1sticamente, convirti\u00e9ndolas en la opci\u00f3n preferida para la electr\u00f3nica de consumo durante la d\u00e9cada de 2000. Y recientemente, los cient\u00edficos han logrado a\u00fan m\u00e1s avances, abriendo las puertas a muchas m\u00e1s aplicaciones de las bater\u00edas de iones de litio, especialmente en veh\u00edculos el\u00e9ctricos.<\/p>\n\n\n\n

En 2008, los analistas estimaron que las bater\u00edas de iones de litio costaban entre 1.600 y 1.200 T por kWh, pero este rango se reducir\u00eda a entre 500 y 800 T por kWh en los cuatro a\u00f1os siguientes. Actualmente, Tesla afirma que el coste de una bater\u00eda para el Tesla Model S es de 240 T por kWh y que el coste previsto para un Model 3 es de 190 T por kWh.<\/p>\n\n\n\n

Con $240 kWh, las bater\u00edas de iones de litio se vuelven competitivas con $3\/gal\u00f3n de gasolina. Con $150, incluso compiten con $2 de gasolina.<\/p>\n\n\n\n

Megaf\u00e1bricas gigantes como Gigaf\u00e1brica 1 de Tesla<\/a> Esto tambi\u00e9n contribuir\u00e1 a lograr econom\u00edas de escala en la producci\u00f3n de iones de litio, lo que las har\u00e1 a\u00fan menos prohibitivas en cuanto a costos. Pronto, las bater\u00edas costar\u00e1n cerca de 1 TP4T100 por kWh, lo que las har\u00e1 esencialmente m\u00e1s baratas que todos los veh\u00edculos a gasolina.<\/p>\n\n\n\n

DEMANDA DE BATER\u00cdAS DE IONES DE LITIO<\/h2>\n\n\n\n

Los importantes avances en la tecnolog\u00eda de bater\u00edas de iones de litio han supuesto un cambio radical. Las bater\u00edas de iones de litio, m\u00e1s baratas y eficientes, est\u00e1n dominando el mercado.<\/p>\n\n\n\n

En 2014, las bater\u00edas de iones de litio representaban 33,41 TP3T del mercado mundial de bater\u00edas recargables, valorado en 1 TP4T49 mil millones. Bernstein estima que para 2025, el mercado de bater\u00edas recargables se duplicar\u00e1 con creces, alcanzando los 1 TP4T112 mil millones, mientras que la cuota de mercado de las bater\u00edas de iones de litio tambi\u00e9n se duplicar\u00e1 con creces, llegando a 70,01 TP3T.<\/p>\n\n\n\n

\u00bfEl factor clave? El sector automovil\u00edstico.<\/p>\n\n\n\n

En 2010, el sector automotriz representaba una peque\u00f1a parte de las ventas de bater\u00edas de iones de litio. Cinco a\u00f1os despu\u00e9s, el sector automotriz gener\u00f3 m\u00e1s de 14.000 millones de d\u00f3lares en ventas, dentro de un sector valorado en casi 16.000 millones de d\u00f3lares.<\/p>\n\n\n\n

EL VEH\u00cdCULO EL\u00c9CTRICO SE DOMINA<\/h2>\n\n\n\n

En 2015, se vendieron en Estados Unidos casi medio mill\u00f3n de coches con un componente de propulsi\u00f3n el\u00e9ctrica.<\/p>\n\n\n\n

14% de estas ventas fueron veh\u00edculos el\u00e9ctricos de bater\u00eda (BEV):<\/p>\n\n\n\n

    \n
  • 71.000 veh\u00edculos el\u00e9ctricos de bater\u00eda (14%)<\/li>\n\n\n\n
  • 43.000 h\u00edbridos enchufables (9%)<\/li>\n\n\n\n
  • 384.000 h\u00edbridos (77%)<\/li>\n<\/ul>\n\n\n\n

    = 498.000 veh\u00edculos de propulsi\u00f3n el\u00e9ctrica<\/p>\n\n\n\n

    Pero como parte de las ventas totales de autom\u00f3viles en EE. UU., los veh\u00edculos el\u00e9ctricos de bater\u00eda (BEV) a\u00fan representaron menos de 11 TP3T de las ventas:<\/p>\n\n\n\n

      \n
    • 71.000 veh\u00edculos el\u00e9ctricos de bater\u00eda (0,4%)<\/li>\n\n\n\n
    • 43.000 h\u00edbridos enchufables (0,3%)<\/li>\n\n\n\n
    • 384.000 h\u00edbridos (2,3%)<\/li>\n\n\n\n
    • 16.900.000 ventas de gasolina\/di\u00e9sel (97%)<\/li>\n<\/ul>\n\n\n\n

      Sin embargo, se espera que esto cambie r\u00e1pidamente en un futuro pr\u00f3ximo. Para 2040, aproximadamente 351 toneladas de las ventas mundiales totales corresponder\u00e1n a veh\u00edculos el\u00e9ctricos de bater\u00eda (VEB).<\/p>\n\n\n\n

      Esto elevar\u00e1 las ventas de veh\u00edculos el\u00e9ctricos a cerca de 40 millones al a\u00f1o a nivel mundial, lo que significa que se necesitar\u00e1 almacenar mucha energ\u00eda en bater\u00edas. Bloomberg New Energy Finance prev\u00e9 que, llegado este punto, los veh\u00edculos el\u00e9ctricos consumir\u00e1n m\u00e1s de 1900 TWh de la red el\u00e9ctrica cada a\u00f1o.<\/p>\n\n\n\n

      \u00bfCu\u00e1nto son 1900 TWh? Es suficiente para abastecer de energ\u00eda a todo Estados Unidos durante 160 d\u00edas.<\/p>\n\n\n\n

      Para satisfacer esta demanda de veh\u00edculos con bater\u00edas de iones de litio, ser\u00e1 necesario fabricar una cantidad ingente de paquetes de bater\u00edas.<\/p>\n\n\n\n

      <\/p>","protected":false},"excerpt":{"rendered":"

      The Battery Series is a five-part infographic series that explores what investors need to know about modern battery technology, including raw material supply, demand, and future applications. Explaining the Surging Demand for Lithium-Ion Batteries In Parts 1 and 2, we examined the evolution of battery technology as well as what batteries can and cannot do. In this part, […]<\/p>\n","protected":false},"author":1,"featured_media":1493,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[],"class_list":["post-1486","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-news"],"yoast_head":"\nExplaining the Surging Demand for Lithium-Ion Batteries - BOSA lithium battery<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.bosaenergy.cn\/es\/explicando-la-creciente-demanda-de-baterias-de-iones-de-litio\/\" \/>\n<meta property=\"og:locale\" content=\"es_ES\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Explaining the Surging Demand for Lithium-Ion Batteries - BOSA lithium battery\" \/>\n<meta property=\"og:description\" content=\"The Battery Series is a five-part infographic series that explores what investors need to know about modern battery technology, including raw material supply, demand, and future applications. 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Explaining the Surging Demand for Lithium-Ion Batteries In Parts 1 and 2, we examined the evolution of battery technology as well as what batteries can and cannot do. 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