{"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\/ja\/blog\/how-the-u-s-ira-is-strengthening-chinas-battery-dominance\/","title":{"rendered":"\u7c73\u56fdIRA\u304c\u4e2d\u56fd\u306e\u30d0\u30c3\u30c6\u30ea\u30fc\u512a\u4f4d\u6027\u3092\u5f37\u5316\u3059\u308b\u65b9\u6cd5"},"content":{"rendered":"<h2 class=\"wp-block-heading\" id=\"the-ira-s-unintended-consequences-strengthening-china-s-battery-industry\"><strong>IRA\u306e\u4e88\u671f\u305b\u306c\u7d50\u679c\uff1a\u4e2d\u56fd\u306e\u30d0\u30c3\u30c6\u30ea\u30fc\u7523\u696d\u306e\u5f37\u5316<\/strong><\/h2>\n\n\n\n<p>\u7c73\u56fd\u653f\u5e9c\u304c2022\u5e74\u306b\u30a4\u30f3\u30d5\u30ec\u6291\u5236\u6cd5\uff08IRA\uff09\u6c7a\u8b70\u3092\u53ef\u6c7a\u3057\u305f\u969b\u3001\u305d\u306e\u76ee\u6a19\u306f\u30b7\u30f3\u30d7\u30eb\u3060\u3063\u305f\u3002\u7c73\u56fd\u56fd\u5185\u306e\u30b5\u30d7\u30e9\u30a4\u30c1\u30a7\u30fc\u30f3\u3092\u5f37\u5316\u3057\u3001\u96fb\u6c17\u81ea\u52d5\u8eca\uff08EV\uff09\u7528\u30d0\u30c3\u30c6\u30ea\u30fc\u5206\u91ce\u3067\u7c73\u56fd\u3092\u30ea\u30fc\u30c9\u3057\u3001\u4e2d\u56fd\u4f01\u696d\u3092\u6291\u5236\u3059\u308b\u3053\u3068\u3060\u3063\u305f\u3002\u8a08\u753b\u3067\u306f\u3001\u30d0\u30c3\u30c6\u30ea\u30fc\u751f\u7523\u91cf1\u30ad\u30ed\u30ef\u30c3\u30c8\u6642\uff08kWh\uff09\u3042\u305f\u308a$45\u3068\u3044\u3046\u5de8\u984d\u306e\u88dc\u52a9\u91d1\u3092\u652f\u7d66\u3057\u3001\u4f01\u696d\u304c\u4e2d\u56fd\u3067\u306f\u306a\u304f\u7c73\u56fd\u3067\u30d0\u30c3\u30c6\u30ea\u30fc\u3092\u751f\u7523\u3059\u308b\u3088\u3046\u4fc3\u3059\u4e88\u5b9a\u3060\u3063\u305f\u3002\u3057\u304b\u3057\u3001\u4e8b\u614b\u306f\u8a08\u753b\u901a\u308a\u306b\u306f\u9032\u307e\u306a\u304b\u3063\u305f\u3002IRA\u306f\u4e2d\u56fd\u4f01\u696d\u3092\u7de0\u3081\u51fa\u3059\u3069\u3053\u308d\u304b\u3001\u3080\u3057\u308d\u5f7c\u3089\u306e\u529b\u3092\u5f37\u5316\u3059\u308b\u3053\u3068\u306b\u3064\u306a\u304c\u3063\u3066\u3044\u308b\u3002\u305d\u306e\u7406\u7531\u3092\u4ee5\u4e0b\u306b\u8aac\u660e\u3059\u308b\u3002.<\/p>\n\n\n\n<p>\u307e\u305a\u88dc\u52a9\u91d1\u306b\u3064\u3044\u3066\u898b\u3066\u307f\u307e\u3057\u3087\u3046\u3002\u88dc\u52a9\u91d1\u306e\u76ee\u7684\u306f\u3001\u7c73\u56fd\u4f01\u696d\u304c\u4e2d\u56fd\u3068\u7af6\u4e89\u3067\u304d\u308b\u3088\u3046\u3001\u30d0\u30c3\u30c6\u30ea\u30fc\u88fd\u9020\u30b3\u30b9\u30c8\u3092\u524a\u6e1b\u3059\u308b\u3053\u3068\u3067\u3057\u305f\u3002\u3057\u304b\u3057\u3001\u554f\u984c\u304c\u3042\u308a\u307e\u3059\u3002\u30d0\u30c3\u30c6\u30ea\u30fc\u88fd\u9020\u306b\u306f\u591a\u984d\u306e\u8cc7\u91d1\u3060\u3051\u3067\u306a\u304f\u3001\u4e16\u754c\u3092\u30ea\u30fc\u30c9\u3059\u308b\u6280\u8853\u3082\u5fc5\u8981\u3067\u3059\u3002\u4f8b\u3048\u3070\u4e2d\u56fd\u4f01\u696d\u306f <a href=\"https:\/\/www.catl.com\/\">CATL <\/a>\u305d\u3057\u3066 <a href=\"https:\/\/www.byd.com\/\">BYD <\/a>10\u5e74\u4ee5\u4e0a\u306b\u308f\u305f\u308a\u3001\u6280\u8853\u306e\u5b8c\u6210\u3068\u7814\u7a76\u958b\u767a\u3078\u306e\u6295\u8cc7\u3092\u884c\u3063\u3066\u304d\u307e\u3057\u305f\u3002 <a href=\"https:\/\/www.liyuebattery.com\/ja\/products\/battery-cell\/\">\u30ea\u30f3\u9178\u9244\u30ea\u30c1\u30a6\u30e0\uff08LFP\uff09\u96fb\u6c60<\/a>, \u4ed6\u306e\u7a2e\u985e\u306e\u30d0\u30c3\u30c6\u30ea\u30fc\u3088\u308a\u3082\u5b89\u4fa1\u3067\u5b89\u5168\u3067\u3059\u3002.<\/p>\n\n\n\n<p>\u3044\u3064 <a href=\"https:\/\/www.ford.com\/\">\u30d5\u30a9\u30fc\u30c9 <\/a>\u30d5\u30a9\u30fc\u30c9\u304cCATL\u30681\u51464\u51463500\u5104\u30c9\u30eb\u898f\u6a21\u306eLFP\u30d0\u30c3\u30c6\u30ea\u30fc\u5de5\u5834\u5efa\u8a2d\u5951\u7d04\u3092\u7de0\u7d50\u3057\u305f\u3053\u3068\u306f\u3001\u30a2\u30e1\u30ea\u30ab\u4f01\u696d\u304c\u6280\u8853\u7684\u306b\u3069\u308c\u307b\u3069\u9045\u308c\u3092\u3068\u3063\u3066\u3044\u308b\u304b\u3092\u793a\u3059\u3082\u306e\u3067\u3057\u305f\u3002\u30d5\u30a9\u30fc\u30c9\u306f\u81ea\u793e\u6280\u8853\u3092\u958b\u767a\u3059\u308b\u4ee3\u308f\u308a\u306b\u3001CATL\u306e\u6280\u8853\u7279\u8a31\u3092\u30e9\u30a4\u30bb\u30f3\u30b9\u4f9b\u4e0e\u3057\u3066\u30d0\u30c3\u30c6\u30ea\u30fc\u3092\u751f\u7523\u3057\u307e\u3057\u305f\u3002\u306a\u305c\u3067\u3057\u3087\u3046\u304b\uff1f\u30bc\u30ed\u304b\u3089\u958b\u767a\u3059\u308b\u3088\u308a\u3082\u8fc5\u901f\u304b\u3064\u5b89\u4fa1\u3060\u304b\u3089\u3067\u3059\u3002IRA\u88dc\u52a9\u91d1\u306f\u3053\u306e\u63d0\u643a\u306e\u9b45\u529b\u3092\u9ad8\u3081\u3066\u3044\u307e\u3059\u304c\u3001\u6700\u3082\u6839\u672c\u7684\u306a\u554f\u984c\u306f\u89e3\u6c7a\u3057\u3066\u3044\u307e\u305b\u3093\u3002\u30a2\u30e1\u30ea\u30ab\u4f01\u696d\u306f\u5b9f\u969b\u306b\u306f\u79c1\u305f\u3061\u304c\u601d\u3063\u3066\u3044\u308b\u4ee5\u4e0a\u306b\u4e2d\u56fd\u306e\u6280\u8853\u306b\u4f9d\u5b58\u3057\u3066\u3044\u308b\u306e\u3067\u3059\u3002<\/p>\n\n\n\n<figure class=\"wp-block-gallery aligncenter has-nested-images columns-default is-cropped wp-block-gallery-1 is-layout-flex wp-block-gallery-is-layout-flex\">\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1920\" height=\"1080\" data-id=\"2041\" src=\"https:\/\/www.liyuebattery.com\/wp-content\/uploads\/2024\/09\/production-workshop-12.webp\" alt=\"Pouch cell lamination production workshop\" class=\"wp-image-2041\" srcset=\"https:\/\/www.liyuebattery.com\/wp-content\/uploads\/2024\/09\/production-workshop-12.webp 1920w, https:\/\/www.liyuebattery.com\/wp-content\/uploads\/2024\/09\/production-workshop-12-300x169.webp 300w, https:\/\/www.liyuebattery.com\/wp-content\/uploads\/2024\/09\/production-workshop-12-1024x576.webp 1024w, https:\/\/www.liyuebattery.com\/wp-content\/uploads\/2024\/09\/production-workshop-12-768x432.webp 768w, https:\/\/www.liyuebattery.com\/wp-content\/uploads\/2024\/09\/production-workshop-12-18x10.webp 18w\" sizes=\"auto, (max-width: 1920px) 100vw, 1920px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1920\" height=\"1080\" data-id=\"2040\" src=\"https:\/\/www.liyuebattery.com\/wp-content\/uploads\/2024\/09\/production-workshop-9.webp\" alt=\"Lithium-ion battery formation testing process\" class=\"wp-image-2040\" srcset=\"https:\/\/www.liyuebattery.com\/wp-content\/uploads\/2024\/09\/production-workshop-9.webp 1920w, https:\/\/www.liyuebattery.com\/wp-content\/uploads\/2024\/09\/production-workshop-9-300x169.webp 300w, https:\/\/www.liyuebattery.com\/wp-content\/uploads\/2024\/09\/production-workshop-9-1024x576.webp 1024w, https:\/\/www.liyuebattery.com\/wp-content\/uploads\/2024\/09\/production-workshop-9-768x432.webp 768w, https:\/\/www.liyuebattery.com\/wp-content\/uploads\/2024\/09\/production-workshop-9-18x10.webp 18w\" sizes=\"auto, (max-width: 1920px) 100vw, 1920px\" \/><\/figure>\n<\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"counterproductive-tariffs\"><strong>\u9006\u52b9\u679c\u306e\u95a2\u7a0e<\/strong><\/h2>\n\n\n\n<p>\u30a2\u30e1\u30ea\u30ab\u653f\u5e9c\u306f\u30a2\u30e1\u30ea\u30ab\u4f01\u696d\u3092\u5b88\u308b\u305f\u3081\u3001\u56fd\u5185\u4f01\u696d\u3078\u306e\u88dc\u52a9\u91d1\u652f\u7d66\u3067\u8d64\u5b57\u3092\u51fa\u3059\u3060\u3051\u3067\u306a\u304f\u3001\u5916\u56fd\u4f01\u696d\u306b\u3082\u95a2\u7a0e\u3092\u8ab2\u3057\u3066\u3044\u307e\u3059\u3002\u4e2d\u56fd\u3067\u751f\u7523\u3055\u308c\u305f\u30d0\u30c3\u30c6\u30ea\u30fc\u3060\u3051\u3067\u3082\u300138.4%\u3068\u3044\u3046\u9ad8\u984d\u306a\u95a2\u7a0e\u304c\u8ab2\u305b\u3089\u308c\u3066\u3044\u307e\u3059\u3002\u3057\u304b\u3057\u3001\u95a2\u7a0e\u306f\u4e2d\u56fd\u4f01\u696d\u306b\u6253\u6483\u3092\u4e0e\u3048\u3066\u3044\u308b\u306e\u3067\u306f\u306a\u304f\u3001\u3080\u3057\u308d\u5275\u610f\u5de5\u592b\u3092\u8feb\u3063\u3066\u3044\u308b\u306e\u3067\u3059\u3002\u4f8b\u3048\u3070\u3001BYD\u306f\u30e1\u30ad\u30b7\u30b3\u306b\u5927\u898f\u6a21\u306a\u30d0\u30c3\u30c6\u30ea\u30fc\u5de5\u5834\u3092\u5efa\u8a2d\u3057\u3066\u3044\u307e\u3059\u3002\u30e1\u30ad\u30b7\u30b3\u306fUSMCA\uff08\u7c73\u56fd\u30e1\u30ad\u30b7\u30b3\u30fb\u30ab\u30ca\u30c0\u5354\u5b9a\uff09\u306b\u52a0\u76df\u3057\u3066\u3044\u308b\u305f\u3081\u3001\u305d\u3053\u3067\u751f\u7523\u3055\u308c\u305f\u30d0\u30c3\u30c6\u30ea\u30fc\u306f\u95a2\u7a0e\u306a\u3057\u3067\u7c73\u56fd\u5e02\u5834\u306b\u53c2\u5165\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<p>\u3082\u3046\u4e00\u3064\u306e\u4e2d\u56fd\u4f01\u696d\u306f\u3001, <a href=\"https:\/\/www.evebattery.com\/en\">EVE\u30a8\u30cd\u30eb\u30ae\u30fc<\/a>, \u306f\u30de\u30ec\u30fc\u30b7\u30a2\u3067\u3082\u4e8b\u696d\u3092\u62e1\u5927\u3057\u3066\u3044\u307e\u3059\u3002RCEP\u3068\u547c\u3070\u308c\u308b\u8cbf\u6613\u5354\u5b9a\u306b\u3088\u308a\u3001\u30de\u30ec\u30fc\u30b7\u30a2\u3067\u751f\u7523\u3055\u308c\u305f\u30d0\u30c3\u30c6\u30ea\u30fc\u306f\u7c73\u56fd\u3078\u306e\u8f38\u51fa\u6642\u306b10%\u306e\u95a2\u7a0e\u5272\u5f15\u3092\u53d7\u3051\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u3053\u308c\u3089\u306e\u52d5\u304d\u306f\u3001\u4e2d\u56fd\u4f01\u696d\u304c\u7c73\u56fd\u306e\u8cbf\u6613\u969c\u58c1\u3092\u4e57\u308a\u8d8a\u3048\u305f\u3060\u3051\u3067\u306a\u304f\u3001\u30b0\u30ed\u30fc\u30d0\u30eb\u5316\u3092\u52a0\u901f\u3055\u305b\u3001\u4e16\u754c\u4e2d\u3067\u7e41\u6804\u3057\u3066\u3044\u308b\u3053\u3068\u3092\u793a\u3057\u3066\u3044\u307e\u3059\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"the-real-issue-technology\"><strong>\u771f\u306e\u554f\u984c\uff1a\u30c6\u30af\u30ce\u30ed\u30b8\u30fc<\/strong><\/h2>\n\n\n\n<p>\u554f\u984c\u306e\u6838\u5fc3\u306f\u91d1\u92ad\u3084\u95a2\u7a0e\u3067\u306f\u306a\u304f\u3001\u6280\u8853\u306b\u3042\u308a\u307e\u3059\u3002\u4e2d\u56fd\u4f01\u696d\u306f\u5927\u304d\u306a\u5148\u884c\u8005\u5229\u76ca\u3092\u5f97\u3066\u3044\u307e\u3059\u3002\u5f7c\u3089\u306f\u9577\u5e74\u306b\u308f\u305f\u308aLFP\u30d0\u30c3\u30c6\u30ea\u30fc\u306e\u6539\u826f\u306b\u53d6\u308a\u7d44\u307f\u3001\u3088\u308a\u5b89\u4fa1\u3067\u52b9\u7387\u7684\u306a\u30d0\u30c3\u30c6\u30ea\u30fc\u3092\u5b9f\u73fe\u3057\u3066\u304d\u307e\u3057\u305f\u3002\u73fe\u5728\u3001\u4e2d\u56fd\u4f01\u696d\u306f$50\/kWh\u3067\u30d0\u30c3\u30c6\u30ea\u30fc\u3092\u751f\u7523\u3067\u304d\u308b\u306e\u306b\u5bfe\u3057\u3001\u7c73\u56fd\u4f01\u696d\u306f$120\/kWh\u3067\u3057\u304b\u30d0\u30c3\u30c6\u30ea\u30fc\u3092\u751f\u7523\u3067\u304d\u307e\u305b\u3093\u3002.<\/p>\n\n\n\n<p>IRA\u88dc\u52a9\u91d1\u306f\u3053\u306e\u5dee\u3092\u7e2e\u3081\u308b\u306e\u306b\u5f79\u7acb\u3064\u304b\u3082\u3057\u308c\u307e\u305b\u3093\u304c\u3001\u4e00\u6642\u7684\u306a\u89e3\u6c7a\u7b56\u306b\u904e\u304e\u307e\u305b\u3093\u3002\u7814\u7a76\u958b\u767a\u3078\u306e\u672c\u683c\u7684\u306a\u6295\u8cc7\u304c\u306a\u3051\u308c\u3070\u3001\u7c73\u56fd\u306f\u5f15\u304d\u7d9a\u304d\u5f8c\u308c\u3092\u53d6\u308b\u3053\u3068\u306b\u306a\u308a\u307e\u3059\u3002CATL\u3068\u30d5\u30a9\u30fc\u30c9\u306e\u63d0\u643a\u306f\u307b\u3093\u306e\u59cb\u307e\u308a\u306b\u904e\u304e\u307e\u305b\u3093\u3002\u3088\u308a\u591a\u304f\u306e\u7c73\u56fd\u4f01\u696d\u304c\u5358\u72ec\u3067\u306f\u7af6\u4e89\u3067\u304d\u306a\u3044\u3053\u3068\u306b\u6c17\u3065\u3051\u3070\u3001\u4e2d\u56fd\u4f01\u696d\u3068\u306e\u5408\u5f01\u4e8b\u696d\u304c\u5897\u3048\u308b\u304b\u3082\u3057\u308c\u307e\u305b\u3093\u3002.<\/p>\n\n\n\n<p>IRA\u306e\u4e88\u671f\u305b\u306c\u7d50\u679c\u306f\u3001\u4e2d\u56fd\u4f01\u696d\u304c\u30e1\u30ad\u30b7\u30b3\u3084\u30de\u30ec\u30fc\u30b7\u30a2\u3068\u3044\u3063\u305f\u5730\u57df\u306b\u62e0\u70b9\u3092\u8a2d\u7acb\u3059\u308b\u306e\u3092\u4fc3\u3057\u305f\u3060\u3051\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002\u7c73\u56fd\u306f\u5b9f\u969b\u306b\u3001\u4e2d\u56fd\u4f01\u696d\u304c\u3088\u308a\u30b0\u30ed\u30fc\u30d0\u30eb\u306a\u30d0\u30c3\u30c6\u30ea\u30fc\u30b5\u30d7\u30e9\u30a4\u30c1\u30a7\u30fc\u30f3\u3092\u69cb\u7bc9\u3059\u308b\u306e\u3092\u652f\u63f4\u3057\u3066\u3044\u308b\u306e\u3067\u3059\u3002\u3053\u308c\u306f\u8b70\u54e1\u305f\u3061\u306e\u610f\u56f3\u3068\u306f\u7570\u306a\u308b\u304b\u3082\u3057\u308c\u307e\u305b\u3093\u304c\u3001\u5730\u7403\u3068\u6d88\u8cbb\u8005\u306b\u3068\u3063\u3066\u6717\u5831\u3067\u3059\u3002\u30b5\u30d7\u30e9\u30a4\u30c1\u30a7\u30fc\u30f3\u306e\u591a\u69d8\u5316\u306f\u4fa1\u683c\u306e\u5b89\u5b9a\u3068\u4e0d\u8db3\u306e\u6e1b\u5c11\u3092\u610f\u5473\u3057\u3001\u4e2d\u56fd\u306e\u30d0\u30c3\u30c6\u30ea\u30fc\u8f38\u51fa\u306f\u6025\u901f\u306b\u5897\u52a0\u3057\u3066\u304a\u308a\u3001\u6628\u5e74\u3060\u3051\u3067\u30822\u51043\u5343\u4e07\u30c8\u30f3\u5897\u52a0\u3057\u307e\u3057\u305f\u3002\u95a2\u7a0e\u3084\u88dc\u52a9\u91d1\u306b\u3082\u304b\u304b\u308f\u3089\u305a\u3001\u4e2d\u56fd\u306f\u4f9d\u7136\u3068\u3057\u3066\u512a\u4f4d\u306b\u7acb\u3063\u3066\u3044\u307e\u3059\u3002\u771f\u306e\u7af6\u4e89\u306f\u3001\u8ab0\u304c\u6700\u3082\u591a\u304f\u306e\u5de5\u5834\u3092\u5efa\u8a2d\u3067\u304d\u308b\u304b\u3067\u306f\u306a\u304f\u3001\u8ab0\u304c\u6700\u3082\u901f\u304f\u30a4\u30ce\u30d9\u30fc\u30b7\u30e7\u30f3\u3092\u8d77\u3053\u3059\u304b\u3067\u3059\u3002\u305d\u3057\u3066\u4eca\u3001\u4e2d\u56fd\u304c\u52dd\u5229\u3092\u53ce\u3081\u3066\u3044\u307e\u3059\u3002.<\/p>","protected":false},"excerpt":{"rendered":"<p>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 subsidies\u2014$45 for every kilowatt-hour (kWh) of battery produced\u2014to encourage companies to make batteries here instead of in China. But things didn\u2019t go as planned. Instead of shutting out Chinese companies, the IRA is actually helping them get stronger. Here\u2019s why. Let\u2019s start with the subsidies. The idea was to make it cheaper for U.S. companies [&hellip;]<\/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":"<!-- This site is optimized with the Yoast SEO plugin v27.5 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>How the U.S. IRA is Strengthening China\u2019s Battery Dominance - Custom Lithium Battery Manufacturer &amp; 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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