{"id":2303,"date":"2025-02-06T06:10:37","date_gmt":"2025-02-06T06:10:37","guid":{"rendered":"https:\/\/www.liyuebattery.com\/?p=2303"},"modified":"2025-03-13T05:57:59","modified_gmt":"2025-03-13T05:57:59","slug":"how-the-u-s-ira-is-strengthening-chinas-battery-dominance","status":"publish","type":"post","link":"https:\/\/www.liyuebattery.com\/es\/blog\/how-the-u-s-ira-is-strengthening-chinas-battery-dominance\/","title":{"rendered":"C\u00f3mo el IRA estadounidense fortalece el dominio chino en materia de bater\u00edas"},"content":{"rendered":"

Las consecuencias no deseadas del IRA: el fortalecimiento de la industria de bater\u00edas de China<\/strong><\/h2>\n\n\n\n

Cuando el gobierno estadounidense aprob\u00f3 la resoluci\u00f3n de la Ley de Reducci\u00f3n de la Inflaci\u00f3n (IRA) en 2022, su objetivo era simple: fortalecer la cadena de suministro nacional para convertir a Estados Unidos en un l\u00edder en bater\u00edas para veh\u00edculos el\u00e9ctricos (VE) y frenar a las empresas chinas. El plan consist\u00eda en ofrecer enormes subsidios \u2014$45 por cada kilovatio-hora (kWh) de bater\u00eda producida\u2014 para incentivar a las empresas a fabricar bater\u00edas aqu\u00ed en lugar de en China. Pero las cosas no salieron como estaban previstas. En lugar de excluir a las empresas chinas, la IRA las est\u00e1 ayudando a fortalecerse. He aqu\u00ed por qu\u00e9.<\/p>\n\n\n\n

Empecemos con los subsidios. La idea era abaratar la fabricaci\u00f3n de bater\u00edas para que las empresas estadounidenses pudieran competir con China. Pero hay un problema: fabricar bater\u00edas no solo requiere mucho dinero, sino tambi\u00e9n tecnolog\u00eda de vanguardia. Empresas chinas como... CATL <\/a>y BYD <\/a>han pasado m\u00e1s de una d\u00e9cada perfeccionando su tecnolog\u00eda e invirtiendo en investigaci\u00f3n y desarrollo, especialmente bater\u00edas de fosfato de hierro y litio (LFP)<\/a>, que son m\u00e1s baratas y seguras que otros tipos de bater\u00edas.<\/p>\n\n\n\n

Cuando Vado <\/a>El anuncio de un acuerdo de $3.500 millones con CATL para construir una planta de bater\u00edas LFP en Michigan demostr\u00f3 el atraso tecnol\u00f3gico que enfrentan las empresas estadounidenses. En lugar de desarrollar su propia tecnolog\u00eda, Ford licenci\u00f3 las patentes tecnol\u00f3gicas de CATL para producir bater\u00edas. \u00bfPor qu\u00e9? Porque es m\u00e1s r\u00e1pido y econ\u00f3mico que empezar desde cero. Los subsidios del IRA hacen m\u00e1s atractiva esta colaboraci\u00f3n, pero no resuelven el problema fundamental: las empresas estadounidenses dependen m\u00e1s de la tecnolog\u00eda china de lo que creemos.<\/p>\n\n\n\n

\n
\"Pouch<\/figure>\n\n\n\n
\"Lithium-ion<\/figure>\n<\/figure>\n\n\n\n

Aranceles contraproducentes<\/strong><\/h2>\n\n\n\n

Para proteger a las empresas estadounidenses, el gobierno estadounidense no solo pierde dinero al subsidiar a las empresas nacionales, sino que tambi\u00e9n impone aranceles a las empresas extranjeras. Las bater\u00edas producidas en China est\u00e1n sujetas a aranceles de hasta 38.41 TP3T. Sin embargo, los aranceles no han perjudicado a las empresas chinas, sino que las han obligado a ser creativas. Por ejemplo, BYD est\u00e1 construyendo una gran planta de bater\u00edas en M\u00e9xico. Dado que M\u00e9xico forma parte del tratado comercial T-MEC, las bater\u00edas producidas all\u00ed pueden ingresar al mercado estadounidense sin aranceles.<\/p>\n\n\n\n

Otra empresa china, EVE Energ\u00eda<\/a>Tambi\u00e9n se est\u00e1 expandiendo en Malasia. Gracias al acuerdo comercial RCEP, las bater\u00edas producidas en Malasia disfrutan de un descuento arancelario de 10% al enviarse a EE. UU. Estas medidas demuestran que las empresas chinas no solo han sobrevivido a las barreras comerciales estadounidenses, sino que tambi\u00e9n han acelerado su globalizaci\u00f3n y prosperado en todo el mundo.<\/p>\n\n\n\n

El verdadero problema: la tecnolog\u00eda<\/strong><\/h2>\n\n\n\n

El n\u00facleo del problema no es el dinero ni los aranceles, sino la tecnolog\u00eda. Las empresas chinas llevan una gran ventaja. Llevan a\u00f1os mejorando las bater\u00edas LFP, haci\u00e9ndolas m\u00e1s econ\u00f3micas y eficientes. Hoy en d\u00eda, las empresas chinas pueden producir bater\u00edas de $50\/kWh, mientras que las estadounidenses solo pueden producir bater\u00edas de $120\/kWh.<\/p>\n\n\n\n

Los subsidios al IRA podr\u00edan ayudar a reducir esta brecha, pero son solo una soluci\u00f3n temporal. Sin una inversi\u00f3n significativa en investigaci\u00f3n y desarrollo, Estados Unidos seguir\u00e1 rezagado. El acuerdo CATL-Ford es solo el comienzo. A medida que m\u00e1s empresas estadounidenses se den cuenta de que no pueden competir solas, podr\u00edamos ver m\u00e1s empresas conjuntas con empresas chinas.<\/p>\n\n\n\n

La consecuencia imprevista del IRA no solo est\u00e1 impulsando a las empresas chinas a establecerse en lugares como M\u00e9xico y Malasia, sino que Estados Unidos est\u00e1 ayudando a las empresas chinas a construir una cadena de suministro de bater\u00edas m\u00e1s global. Puede que esto no sea lo que pretend\u00edan los legisladores, pero es una buena noticia para el planeta y los consumidores. Una cadena de suministro m\u00e1s diversificada implica precios m\u00e1s estables y menos escasez, y las exportaciones chinas de bater\u00edas est\u00e1n creciendo r\u00e1pidamente: aumentaron 231 TP3T solo el a\u00f1o pasado. China sigue a la cabeza a pesar de los aranceles y subsidios. La verdadera competencia no es qui\u00e9n puede construir m\u00e1s f\u00e1bricas, sino qui\u00e9n puede innovar m\u00e1s r\u00e1pido. Y ahora mismo, China est\u00e1 ganando.<\/p>","protected":false},"excerpt":{"rendered":"

The IRA\u2019s Unintended Consequences: Strengthening China\u2019s Battery Industry When the U.S. government passed the Inflation Reduction Act (IRA) resolution in 2022, the U.S. government\u2019s goal was simple: strengthen the U.S. domestic supply chain to make the United States a leader in electric vehicle (EV) batteries and suppress Chinese companies. The plan was to offer huge […]<\/p>\n","protected":false},"author":1,"featured_media":2040,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_gspb_post_css":"","footnotes":""},"categories":[1],"tags":[],"class_list":["post-2303","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-blog"],"blocksy_meta":[],"yoast_head":"\nHow the U.S. IRA is Strengthening China\u2019s Battery Dominance - Custom Lithium Battery Manufacturer & Supplier - Liyue<\/title>\n<meta name=\"description\" content=\"The U.S. Inflation Reduction Act (IRA) aimed to boost domestic EV battery production but is instead empowering Chinese lithium battery leaders like CATL and BYD. 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