Zoletsa za China pa graphite zimawoneka ngati zolimbikitsa mgwirizano pakati pa opikisana nawo

Pamene opanga mabatire agalimoto aku South Korea akukonzekereratu zoletsa kutumizira kunja kwa graphite kuchokera ku China kuti zichitike mwezi wamawa, akatswiri akuti Washington, Seoul ndi Tokyo akuyenera kufulumizitsa mapulogalamu oyendetsa omwe cholinga chake ndi kupanga maunyolo operekera zinthu kukhala olimba.
Daniel Ikenson, mkulu wa zamalonda, ndalama ndi zatsopano ku Asia Public Policy Institute, adauza VOA kuti akukhulupirira kuti United States, South Korea ndi Japan adikirira nthawi yayitali kuti apange dongosolo lochenjeza loyambirira (EWS). .
Ikenson adati kukhazikitsidwa kwa EWS "kuyenera kufulumizitsidwa kale dziko la United States lisanayambe kuganizira zoletsa kutumiza kwa ma semiconductors ndi zinthu zina zamakono ku China."
Pa Okutobala 20, Unduna wa Zamalonda ku China udalengeza zoletsa zaposachedwa za Beijing pa kutumiza zinthu zofunika kwambiri zamabatire agalimoto yamagetsi, patatha masiku atatu Washington idalengeza zoletsa kugulitsa ma semiconductors apamwamba kwambiri ku China, kuphatikiza tchipisi tanzeru zopanga zapamwamba kuchokera ku US chipmaker Nvidia.
Dipatimenti ya Zamalonda idati malondawo adaletsedwa chifukwa China ikhoza kugwiritsa ntchito tchipisi kuti ipititse patsogolo chitukuko chankhondo.
M'mbuyomu, China, kuyambira pa Ogasiti 1, idachepetsa kutumizira kunja kwa gallium ndi germanium, zomwe zimagwiritsidwa ntchito popanga ma semiconductors.
"Zoletsa zatsopanozi zidapangidwa ndi China kuti ziwonetsetse kuti zitha kuchedwetsa kupita patsogolo kwa US pamagalimoto amagetsi oyera," atero a Troy Stangarone, mkulu wa bungwe la Korea Economic Research Institute.
Washington, Seoul ndi Tokyo adagwirizana pa msonkhano wa Camp David mu August kuti adzayambitsa ntchito yoyendetsa ndege ya EWS kuti adziwe kudalira kwambiri dziko limodzi m'mapulojekiti ovuta, kuphatikizapo mchere wovuta kwambiri ndi mabatire, ndikugawana zambiri kuti achepetse kusokonezeka. magulidwe akatundu.
Mayiko atatuwa adagwirizananso kuti apange "njira zothandizira" kudzera mu Indo-Pacific Economic Prosperity Framework (IPEF) kuti apititse patsogolo mphamvu zogulitsira katundu.
Boma la Biden lidakhazikitsa IPEF mu Meyi 2022. Ndondomeko ya mgwirizano ikuwoneka ngati kuyesa kwa mayiko 14 omwe ali mamembala, kuphatikiza US, South Korea ndi Japan, kuthana ndi chikoka chachuma cha China mderali.
Pankhani yowongolera kutumiza kunja, mneneri wa ofesi ya kazembe waku China a Liu Pengyu adati boma la China nthawi zambiri limayang'anira kasamalidwe ka katundu wakunja malinga ndi lamulo ndipo siliyang'ana dziko kapena dera lililonse kapena chochitika chilichonse.
Ananenanso kuti China nthawi zonse imadzipereka kuti iwonetsetse chitetezo ndi kukhazikika kwa mafakitale apadziko lonse lapansi ndi maunyolo ogulitsa komanso kupereka zilolezo zogulitsa kunja zomwe zimagwirizana ndi malamulo oyenera.
Anawonjezeranso kuti "China ndi yomanga, yogwirizanitsa ndi yosamalira mafakitale okhazikika komanso osasokonezeka padziko lonse lapansi" ndipo "ali wokonzeka kugwira ntchito ndi mabwenzi apadziko lonse lapansi kuti agwirizane ndi mayiko ambiri komanso kusunga bata la mafakitale padziko lonse lapansi."
Opanga mabatire aku South Korea amagetsi akhala akuthamangira kuti asunge ma graphite ambiri momwe angathere kuyambira pomwe Beijing idalengeza zoletsa graphite. Zogulitsa padziko lonse lapansi zikuyembekezeka kutsika chifukwa Beijing ikufuna kuti ogulitsa aku China apeze ziphaso kuyambira mu Disembala.
South Korea imadalira kwambiri China popanga ma graphite omwe amagwiritsidwa ntchito mu anode ya batri yamagetsi (gawo loyipa la batire). Kuyambira Januware mpaka Seputembala chaka chino, zoposa 90% za graphite zochokera kunja kwa Korea zaku South Korea zidachokera ku China.
Han Koo Yeo, yemwe adatumikira ngati nduna yazamalonda ku South Korea kuyambira 2021 mpaka 2022 ndipo adatenga nawo gawo koyambirira kwa IPEF, adati njira zaposachedwa za Beijing zitha kukhala "chodzutsa chachikulu" kumayiko monga South Korea, Japan ndi China. South Korea.” United States ndi mayiko ochepa chabe amadalira graphite yochokera ku China.
Panthawiyi, Yang anauza VOA Korea kuti kapu ndi "chitsanzo chabwino" cha chifukwa chake pulogalamu yoyendetsa ndege iyenera kufulumira.
"Chachikulu ndi momwe mungapirire nthawi yamavutoyi." Ngakhale sizinasinthebe chipwirikiti chachikulu, "msika uli wamantha kwambiri, makampani alinso ndi nkhawa, ndipo kusatsimikizika kuli kwakukulu," atero a Yang, yemwe tsopano ndi wamkulu. wofufuza. Peterson Institute for International Economics.
Ananenanso kuti South Korea, Japan ndi United States akuyenera kuzindikira zofooka m'magawo awo ogulitsa ndikulimbikitsa mgwirizano waboma womwe ukufunika kuti zithandizire dongosolo la mayiko atatu lomwe maiko atatuwo adzapange.
Yang adawonjezeranso kuti pansi pa pulogalamuyi, Washington, Seoul ndi Tokyo akuyenera kusinthana zambiri, kufunafuna njira zina zosiyanitsira kudalira dziko limodzi, ndikufulumizitsa chitukuko cha umisiri watsopano.
Ananenanso kuti mayiko 11 otsala a IPEF achitenso chimodzimodzi ndi kugwirizana mkati mwa dongosolo la IPEF.
Njira yolimbikitsira zinthu ikakhazikitsidwa, adati, "ndikofunikira kuti tichitepo kanthu."
Dipatimenti ya US State Lachitatu idalengeza za kukhazikitsidwa kwa Critical Energy Security and Transformational Minerals Investment Network, mgwirizano watsopano wapagulu ndi wabizinesi ndi Office of the Currency Office's Critical Minerals Strategy Center kulimbikitsa mabizinesi mumayendedwe ofunikira a minerals.
SAFE ndi bungwe lopanda tsankho lomwe limalimbikitsa mayankho otetezeka, okhazikika komanso okhazikika.
Lachitatu, akuluakulu a Biden adapemphanso kuti zokambirana zachisanu ndi chiwiri za IPEF zichitike ku San Francisco kuyambira Nov. 5 mpaka 12 pamaso pa msonkhano wa Asia-Pacific Economic Cooperation pa Nov. 14, malinga ndi Office of the US Trade Representative.
"Chigawo chothandizira chuma cha Indo-Pacific chuma chimakwanira kwambiri ndipo mawu ake ayenera kumveka bwino pambuyo pa msonkhano wa APEC ku San Francisco," adatero Ikenson wa Asia Society ku Camp David. “
Ikenson anawonjezera kuti: "China ichita zonse zomwe ingathe kuchepetsa mtengo wa kayendetsedwe ka katundu kunja kwa United States ndi ogwirizana nawo. Koma Beijing ikudziwa kuti m'kupita kwanthawi, Washington, Seoul, Tokyo ndi Brussels idzawonjezera ndalama zambiri pakupanga ndi kuyeretsa padziko lonse lapansi.
Gene Berdichevsky, co-founder ndi CEO wa Alameda, Calif.-based Sila Nanotechnologies, adanena kuti zoletsa za China pa malonda a graphite zikhoza kupititsa patsogolo chitukuko ndi kugwiritsa ntchito silicon m'malo mwa graphite monga chinthu chofunika kwambiri popanga anode ya batri. Ku Moses Lake, Washington.
"Zochita za China zikuwonetsa kufooka kwa njira zomwe zilipo komanso kufunikira kwa njira zina," Berdichevsky adauza mtolankhani waku VOA waku Korea. zizindikiro za msika ndi chithandizo chowonjezera cha ndondomeko. "
Berdichevsky adawonjezeranso kuti opanga ma automaker akusunthira mwachangu ku silicon mumayendedwe awo amagetsi amagetsi amagetsi, mwa zina chifukwa cha magwiridwe antchito apamwamba a silicon anode. Silicon anode amalipira mwachangu.
Stangarone wa ku Korea Economic Research Institute anati: “China ifunika kukhalabe ndi chidaliro chamsika kuti makampani asamafunefune zinthu zina zofunika kuzipeza.


Nthawi yotumiza: Aug-28-2024