话题讨论：韩国电池制造商对欧洲过度依赖中国电动汽车电池发出警告
正文翻译
South Korean battery maker SK On is the world’s third-largest non-Chinese supplier.
韩国电池制造商SK On是全球第三大非中国供应商。
原创翻译：龙腾网 https://www.ltaaa.cn 转载请注明出处
South Korean battery maker SK On is the world’s third-largest non-Chinese supplier.
韩国电池制造商SK On是全球第三大非中国供应商。
原创翻译：龙腾网 https://www.ltaaa.cn 转载请注明出处
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警告称）在中国供应过剩的情况下，欧洲汽车制造商将增加廉价中国电池的进口。瑞银分析师预计，在2023年至2027年间，中国电池企业在欧盟的市场份额将从30%升至50%，而同期韩国企业的份额将从60%降至40%。
原创翻译：龙腾网 https://www.ltaaa.cn 转载请注明出处
（SK On警告称）在中国供应过剩的情况下，欧洲汽车制造商将增加廉价中国电池的进口。瑞银分析师预计，在2023年至2027年间，中国电池企业在欧盟的市场份额将从30%升至50%，而同期韩国企业的份额将从60%降至40%。
原创翻译：龙腾网 https://www.ltaaa.cn 转载请注明出处
评论翻译
mrk
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.
美国没有足够的政治稳定性，让政府为这种长期过渡提供资金。从一届政府到下一届政府，补贴、信贷和授权可能会有所不同，甚至大笔一挥就完全消失。
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.
美国没有足够的政治稳定性，让政府为这种长期过渡提供资金。从一届政府到下一届政府，补贴、信贷和授权可能会有所不同，甚至大笔一挥就完全消失。
Perhaps by default rather than design, the winningest low carbon form of road going transport will have to be decided by consumers, rather than policy makers.
也许是默认而不是设计，最成功的低碳公路运输形式将不得不由消费者决定，而不是政策制定者。
原创翻译：龙腾网 https://www.ltaaa.cn 转载请注明出处
也许是默认而不是设计，最成功的低碳公路运输形式将不得不由消费者决定，而不是政策制定者。
原创翻译：龙腾网 https://www.ltaaa.cn 转载请注明出处
Oooh lala
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.
消费者的选择给我们带来了气候变化。盲目的经济信仰(从马克思主义到全球资本主义)，没有科学事实的支持，已经过时了。是时候继续前进了。
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.
消费者的选择给我们带来了气候变化。盲目的经济信仰(从马克思主义到全球资本主义)，没有科学事实的支持，已经过时了。是时候继续前进了。
Begnins
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年代的柴油车也是由科学和政府主导的……
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年代的柴油车也是由科学和政府主导的……
Italo007
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.
如果欧洲希望在电动汽车领域拥有一个地区冠军，该集团就需要一个连贯的战略，并就如何将其实现达成一致，就像空中客车一样。目前的方法行不通，指望没有经验的玩家莫名其妙的获得几十年的工业制造能力，既不现实，也不符合资本效率。
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.
如果欧洲希望在电动汽车领域拥有一个地区冠军，该集团就需要一个连贯的战略，并就如何将其实现达成一致，就像空中客车一样。目前的方法行不通，指望没有经验的玩家莫名其妙的获得几十年的工业制造能力，既不现实，也不符合资本效率。
manhandled
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.
没错，但你只是说欧洲必须做得更好，而没有提到任何可行的替代方案。这正是欧盟委员会和许多国家政府目前的立场。他们漫无目的的随波逐流。现有的纯电动汽车电池技术和社会上整体的纯电动汽车可靠性都面临着严重的变革，采取明确的初期产业保护政策还为时不晚。
原创翻译：龙腾网 https://www.ltaaa.cn 转载请注明出处
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.
没错，但你只是说欧洲必须做得更好，而没有提到任何可行的替代方案。这正是欧盟委员会和许多国家政府目前的立场。他们漫无目的的随波逐流。现有的纯电动汽车电池技术和社会上整体的纯电动汽车可靠性都面临着严重的变革，采取明确的初期产业保护政策还为时不晚。
原创翻译：龙腾网 https://www.ltaaa.cn 转载请注明出处
edr
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.
完全正确。未来电池行业的价值将达到数千亿美元，因此，本土企业从中获取一些价值是非常重要的。但我对诺斯伏的期望不高。
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.
完全正确。未来电池行业的价值将达到数千亿美元，因此，本土企业从中获取一些价值是非常重要的。但我对诺斯伏的期望不高。
Oooh lala
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?
为什么欧盟将经济依赖视为一种“危险”? 将经济依赖作为一种促进和平的机制，难道不是欧盟本身背后的理念吗?
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?
为什么欧盟将经济依赖视为一种“危险”? 将经济依赖作为一种促进和平的机制，难道不是欧盟本身背后的理念吗?
Begnins
Doesn't the last few years mean anything...showing how our reliance on Russian energy backfired?
过去的几年难道一点意义都没有吗? ……显示出我们对俄罗斯能源的依赖是如何适得其反的?
Doesn't the last few years mean anything...showing how our reliance on Russian energy backfired?
过去的几年难道一点意义都没有吗? ……显示出我们对俄罗斯能源的依赖是如何适得其反的?
yayala
"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。与石油和天然气不同，电池和太阳能电池板在完成购买后成为买家的财产。就像一双鞋对于其制造商的意义，出口商切断了它与买方的联系，唉，它要么继续存着这些产品，要么转向另一次采购。
"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。与石油和天然气不同，电池和太阳能电池板在完成购买后成为买家的财产。就像一双鞋对于其制造商的意义，出口商切断了它与买方的联系，唉，它要么继续存着这些产品，要么转向另一次采购。
Philip-SF
But it was not the Russians that reduced the flow of gas to the EU.
但并不是俄罗斯人削减了对欧盟的天然气供应。
But it was not the Russians that reduced the flow of gas to the EU.
但并不是俄罗斯人削减了对欧盟的天然气供应。
A point of view
what a joke - a company warned the customers not to rely on competitors
真是个笑话——一家公司警告客户不要依赖其竞争对手。
what a joke - a company warned the customers not to rely on competitors
真是个笑话——一家公司警告客户不要依赖其竞争对手。
edr
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...
我不怪他们有这样的心态。他们和其他韩国电池供应商已经被限制或禁止进入中国市场。媒体和英国《金融时报》从未报道过中国的这些产业政策，这些政策实际上延伸到了所有外国公司。我知道巴斯夫被迫在电池材料领域成立了许多合资企业……
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...
我不怪他们有这样的心态。他们和其他韩国电池供应商已经被限制或禁止进入中国市场。媒体和英国《金融时报》从未报道过中国的这些产业政策，这些政策实际上延伸到了所有外国公司。我知道巴斯夫被迫在电池材料领域成立了许多合资企业……
Spm
Future looking much rosier for imminent UK battery production plant then?
那么，即将问世的英国电池生产厂的未来看起来要乐观得多?
Future looking much rosier for imminent UK battery production plant then?
那么，即将问世的英国电池生产厂的未来看起来要乐观得多?
Chris W
The Koreans are envying the dominance of Chinese over green technologies. They wish Chinese dominance shifting to theirs.
韩国人羡慕中国在绿色技术领域的主导地位。他们希望中国的主导权转移到他们手中。
The Koreans are envying the dominance of Chinese over green technologies. They wish Chinese dominance shifting to theirs.
韩国人羡慕中国在绿色技术领域的主导地位。他们希望中国的主导权转移到他们手中。
Max Azaria
The solution to being too dependent on China? Become dependent on Korea as well!
如何解决过于依赖中国的问题? 那就依赖韩国吧!
The solution to being too dependent on China? Become dependent on Korea as well!
如何解决过于依赖中国的问题? 那就依赖韩国吧!
Thoughts
C.... is too risky, unreliable and dangerous. Derisk and decouple from China.
C风险太大，太不可靠，太危险。规避风险，与C脱钩。
C.... is too risky, unreliable and dangerous. Derisk and decouple from China.
C风险太大，太不可靠，太危险。规避风险，与C脱钩。
Philip-SF
Comments made by an executive from a Korean battery company, rather a conflict of interest there, making his comments less than credible.
这是韩国一家电池公司高管的言论，他在那个领域存在利益冲突，因此他的言论不太可信。
Comments made by an executive from a Korean battery company, rather a conflict of interest there, making his comments less than credible.
这是韩国一家电池公司高管的言论，他在那个领域存在利益冲突，因此他的言论不太可信。
charles
It's clear from the start who he represents, which is an improvement on some commentators on any story that mentions China.
他代表的是谁一开始就很清楚，但相比于一些评论员对任何提到中国的故事时的反应，这种做法有所改进。
It's clear from the start who he represents, which is an improvement on some commentators on any story that mentions China.
他代表的是谁一开始就很清楚，但相比于一些评论员对任何提到中国的故事时的反应，这种做法有所改进。
GrizzlySin24
South Korean SK, that want‘s to sell EV batteries on Europe
韩国希望在欧洲销售电动汽车电池。
South Korean SK, that want‘s to sell EV batteries on Europe
韩国希望在欧洲销售电动汽车电池。
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