話題討論：韓國(guó)電池制造商對(duì)歐洲過(guò)度依賴中國(guó)電動(dòng)汽車電池發(fā)出警告
Europe over-reliant on Chinese EV batteries, warns South Korea’s SK On
譯文簡(jiǎn)介
網(wǎng)友：韓國(guó)電池制造商SK On是全球第三大非中國(guó)供應(yīng)商。
正文翻譯
South Korean battery maker SK On is the world’s third-largest non-Chinese supplier.
韓國(guó)電池制造商SK On是全球第三大非中國(guó)供應(yīng)商。
With European carmakers set to increase imports of cheap Chinese batteries amid a supply glut in China, analysts at UBS project that Chinese battery companies’ market share in the EU will increase from 30 per cent to 50 per cent between 2023 and 2027, while South Korean companies’ share will fall from 60 per cent to 40 per cent over the same period.
（SK On警告稱）在中國(guó)供應(yīng)過(guò)剩的情況下，歐洲汽車制造商將增加廉價(jià)中國(guó)電池的進(jìn)口。瑞銀分析師預(yù)計(jì)，在2023年至2027年間，中國(guó)電池企業(yè)在歐盟的市場(chǎng)份額將從30%升至50%，而同期韓國(guó)企業(yè)的份額將從60%降至40%。
（SK On警告稱）在中國(guó)供應(yīng)過(guò)剩的情況下，歐洲汽車制造商將增加廉價(jià)中國(guó)電池的進(jìn)口。瑞銀分析師預(yù)計(jì)，在2023年至2027年間，中國(guó)電池企業(yè)在歐盟的市場(chǎng)份額將從30%升至50%，而同期韓國(guó)企業(yè)的份額將從60%降至40%。
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The US does not have enough political stability for the government to fund this type of long term transition. From one administration to the next, subsidies, credits, and mandates can vary, or disappear entirely, at the stroke of a pen.
美國(guó)沒(méi)有足夠的政治穩(wěn)定性，讓政府為這種長(zhǎng)期過(guò)渡提供資金。從一屆政府到下一屆政府，補(bǔ)貼、信貸和授權(quán)可能會(huì)有所不同，甚至大筆一揮就完全消失。
也許是默認(rèn)而不是設(shè)計(jì)，最成功的低碳公路運(yùn)輸形式將不得不由消費(fèi)者決定，而不是政策制定者。
Consumer choice has given us climate change. Blind economic beliefs (from Marxism to Global Capitalism), unsupported by science facts, have done their time. Time to move on.
消費(fèi)者的選擇給我們帶來(lái)了氣候變化。盲目的經(jīng)濟(jì)信仰(從馬克思主義到全球資本主義)，沒(méi)有科學(xué)事實(shí)的支持，已經(jīng)過(guò)時(shí)了。是時(shí)候繼續(xù)前進(jìn)了。
Such as the push to diesel in the 80's-2000's also led by science and then Govt....
比如80年代到2000年代的柴油車也是由科學(xué)和政府主導(dǎo)的……
If Europe wants to have a regional champion in powering electric vehicles, the bloc requires a coherent strategy and agreement on how this will take place, similar to Airbus for example. The current approach is not working, and expecting inexperienced players to somehow gain decades of industrial manufacturing capabilities is neither realistic nor capital efficient.
如果歐洲希望在電動(dòng)汽車領(lǐng)域擁有一個(gè)地區(qū)冠軍，該集團(tuán)就需要一個(gè)連貫的戰(zhàn)略，并就如何將其實(shí)現(xiàn)達(dá)成一致，就像空中客車一樣。目前的方法行不通，指望沒(méi)有經(jīng)驗(yàn)的玩家莫名其妙的獲得幾十年的工業(yè)制造能力，既不現(xiàn)實(shí)，也不符合資本效率。
原創(chuàng)翻譯：龍騰網(wǎng) http://www.top-shui.cn 轉(zhuǎn)載請(qǐng)注明出處
True but you are only saying Europe must do better without any reference to réalisable alternatives. That is exactly where the Commission and many governments stand now. They are drifting without any sense of destination. It is not too late to take a clear infant industry protection policy as the existing BEV battery technology and overall BEV dependability in society are both open to serious shakeup.
沒(méi)錯(cuò)，但你只是說(shuō)歐洲必須做得更好，而沒(méi)有提到任何可行的替代方案。這正是歐盟委員會(huì)和許多國(guó)家政府目前的立場(chǎng)。他們漫無(wú)目的的隨波逐流?，F(xiàn)有的純電動(dòng)汽車電池技術(shù)和社會(huì)上整體的純電動(dòng)汽車可靠性都面臨著嚴(yán)重的變革，采取明確的初期產(chǎn)業(yè)保護(hù)政策還為時(shí)不晚。
Exactly. The battery industry will be worth hundreds of billions in the future thus it's very important that local firms capture some of that value. My hopes aren't very high for Northvolt.
完全正確。未來(lái)電池行業(yè)的價(jià)值將達(dá)到數(shù)千億美元，因此，本土企業(yè)從中獲取一些價(jià)值是非常重要的。但我對(duì)諾斯伏的期望不高。
原創(chuàng)翻譯：龍騰網(wǎng) http://www.top-shui.cn 轉(zhuǎn)載請(qǐng)注明出處
Why does the EU see economic dependence as a "danger"? Wasn't economic dependence, as a peace-inducing mechanism, the idea behind the EU itself?
為什么歐盟將經(jīng)濟(jì)依賴視為一種“危險(xiǎn)”? 將經(jīng)濟(jì)依賴作為一種促進(jìn)和平的機(jī)制，難道不是歐盟本身背后的理念嗎?
Doesn't the last few years mean anything...showing how our reliance on Russian energy backfired?
過(guò)去的幾年難道一點(diǎn)意義都沒(méi)有嗎? ……顯示出我們對(duì)俄羅斯能源的依賴是如何適得其反的?
"Energy" includes fossil and renewable forms. Different from oil and gas, batteries and solar panels become properties of the buyer after a purchase is complete. The same as a pair of shoes for its maker, is the exporter cuts off its buyer, alas, it will have to either keep stocking those products made or switch to another trade.
“能源”包括化石能源和可再生能源。與石油和天然氣不同，電池和太陽(yáng)能電池板在完成購(gòu)買后成為買家的財(cái)產(chǎn)。就像一雙鞋對(duì)于其制造商的意義，出口商切斷了它與買方的聯(lián)系，唉，它要么繼續(xù)存著這些產(chǎn)品，要么轉(zhuǎn)向另一次采購(gòu)。
But it was not the Russians that reduced the flow of gas to the EU.
但并不是俄羅斯人削減了對(duì)歐盟的天然氣供應(yīng)。
what a joke - a company warned the customers not to rely on competitors
真是個(gè)笑話——一家公司警告客戶不要依賴其競(jìng)爭(zhēng)對(duì)手。
I can't blame them for having such mentality. They, along with the other Korean battery suppliers have been limited/banned in the Chinese market. The media and FT never report on these industrial policies of China which actually extended to all foreign firms. I know BASF was forced into many joint ventures in battery materials...
我不怪他們有這樣的心態(tài)。他們和其他韓國(guó)電池供應(yīng)商已經(jīng)被限制或禁止進(jìn)入中國(guó)市場(chǎng)。媒體和英國(guó)《金融時(shí)報(bào)》從未報(bào)道過(guò)中國(guó)的這些產(chǎn)業(yè)政策，這些政策實(shí)際上延伸到了所有外國(guó)公司。我知道巴斯夫被迫在電池材料領(lǐng)域成立了許多合資企業(yè)……
Future looking much rosier for imminent UK battery production plant then?
那么，即將問(wèn)世的英國(guó)電池生產(chǎn)廠的未來(lái)看起來(lái)要樂(lè)觀得多?
The Koreans are envying the dominance of Chinese over green technologies. They wish Chinese dominance shifting to theirs.
韓國(guó)人羨慕中國(guó)在綠色技術(shù)領(lǐng)域的主導(dǎo)地位。他們希望中國(guó)的主導(dǎo)權(quán)轉(zhuǎn)移到他們手中。
The solution to being too dependent on China? Become dependent on Korea as well!
如何解決過(guò)于依賴中國(guó)的問(wèn)題? 那就依賴韓國(guó)吧!
C.... is too risky, unreliable and dangerous. Derisk and decouple from China.
C風(fēng)險(xiǎn)太大，太不可靠，太危險(xiǎn)。規(guī)避風(fēng)險(xiǎn)，與C脫鉤。
Comments made by an executive from a Korean battery company, rather a conflict of interest there, making his comments less than credible.
這是韓國(guó)一家電池公司高管的言論，他在那個(gè)領(lǐng)域存在利益沖突，因此他的言論不太可信。
It's clear from the start who he represents, which is an improvement on some commentators on any story that mentions China.
他代表的是誰(shuí)一開(kāi)始就很清楚，但相比于一些評(píng)論員對(duì)任何提到中國(guó)的故事時(shí)的反應(yīng)，這種做法有所改進(jìn)。
South Korean SK, that want‘s to sell EV batteries on Europe
韓國(guó)希望在歐洲銷售電動(dòng)汽車電池。