I te wā o te "Tesla Investor Day", i kōrero maia anō a Musk, "Homai he $10 trillion, māku e whakaoti te raruraru pūngao ma o te ao." I te hui, i whakapuaki a Musk i tana "Mahere Matua". I te heke mai, ka eke te rokiroki pūngao pākahiko ki te 240 terawatts (TWH), ka eke te hiko whakahou ki te 30 terawatts (TWH), ka heke te utu huihuinga waka o te whakatupuranga e whai ake nei ki te 50%, ka whakakapia katoatia te waro ki te hauwai me te maha o ngā nekehanga nui. I roto i aua mea, ko te mea i puta ai he tautohetohe wera i waenga i ngā kaiwhakamahi ipurangi o te motu ko te kī a Musk ko temotuka aukume tuturukāore he matū oneone onge i roto i ngā waka hiko o te whakatupuranga e whai ake nei.
Ko te kaupapa matua o te tautohetohe wera a ngā kaiwhakamahi ipurangi ko te whenua onge. Nā te mea he rauemi kaweake rautaki nui ngā whenua onge i Haina, ko Haina te kaihokohoko whenua onge nui rawa atu o te ao. I roto i te mākete whenua onge o te ao, ka pāngia te tūranga rautaki o ngā whenua onge e ngā panonitanga o te tono. Kei te āwangawanga ngā kaiwhakamahi ipurangi mō te nui o te pānga o te kereme a Musk e kī ana ko te whakatupuranga o ngā motuka aukume tuturu e kore e whakamahi i ngā whenua onge ki ngā whenua onge.
Hei whakamārama i tēnei, me wehewehe te pātai. Tuatahi, he aha tonu ngā whenua onge e whakamahia ana; tuarua, e hia ngā whenua onge e whakamahia ana i roto ingā motuka aukume tuturuhei ōrau o te rahinga katoa o te tono; ā, tuatoru, e hia te nui o te wāhi ka taea te whakakapi i ngā mea onge.
Tuatahi, me titiro tātou ki te pātai tuatahi, he aha ngā mea e whakamahia ai ngā mea onge?
He rauemi iti noa iho ngā mea onepū, ā, i muri i te kerihanga, ka tukatukahia hei rauemi onepū. Ko te hiahia mō ngā rauemi onepū ka taea te wehewehe ki ngā wāhanga matua e rua: ngā rauemi tuku iho me ngā rauemi hou.
Ko ngā tono tuku iho ko te ahumahi whakarewa, te ahumahi hinu matū, te karāhe me te uku, te ahuwhenua, te kakahu māmā me ngā mara hōia, me ētahi atu. I roto i te mara o ngā rauemi hou, he rerekē ngā rauemi whenua onge e rite ana ki ngā wāhanga rerekē o raro, pērā i ngā rauemi rokiroki hauwai mō ngā pākahiko rokiroki hauwai, ngā rauemi kanapa mō ngā whākawa, ngā rauemi aukume tuturu mō te NdFeB, ngā rauemi whakakanapa mō ngā taputapu whakakanapa, ngā rauemi whakaterenga mō ngā taputapu horoi hau putanga.
Ka taea te kī he whānui rawa te whakamahinga o ngā whenua onge, ā, he rau miriona tana noa iho ngā rahui whenua onge o te ao, ā, tata ki te kotahi hautoru o aua rahui kei Haina. Nā te mea he whai hua, he onge hoki ngā whenua onge, he tino nui te uara rautaki o aua rahui.
Tuarua, me titiro tātou ki te maha o ngā konganuku onge e whakamahia ana i roto ingā motuka aukume tuturuhei tatau i te tapeke o ngā tono
Ina hoki, kāore tēnei kōrero i te tika. Kāore he tikanga o te kōrero mō te maha o ngā whenua onge e whakamahia ana i roto i ngā motuka aukume tuturu. Ka whakamahia ngā whenua onge hei rauemi mata mō ngā motuka PM, ehara i te mea hei wāhanga tāpui. I te mea e kī ana a Musk kāore he whenua onge i roto i te whakatupuranga hou o ngā motuka aukume tuturu, ko te tikanga kua kitea e Musk tētahi hangarau, he rauemi hou rānei ka taea te whakakapi i ngā whenua onge ina tae mai ki ngā rauemi aukume tuturu. Nō reira, kia tika ai, me kōrero tēnei pātai mō te nui o ngā whenua onge e whakamahia ana mō te wāhanga o ngā rauemi aukume tuturu.
E ai ki ngā raraunga a Roskill, i te tau 2020, ko ngā rauemi aukume tūturu whenua onge te wāhanga nui rawa atu o te tono ao mō ngā rauemi whenua onge i roto i ngā tono o raro, tae atu ki te 29%, ko ngā rauemi whakatere whenua onge te 21%, ko ngā rauemi whakakanapa te 13%, ko ngā tono whakarewa te 8%, ko ngā tono karāhe whatu te 8%, ko ngā tono pākahiko te 7%, ko ētahi atu tono te 14% katoa, tae atu ki ngā uku, ngā matū me ētahi atu mara.
He mārama, ko ngā rauemi aukume tuturu te tono i raro iho me te tono nui rawa atu mō ngā mea onge. Mēnā ka whakaarohia te āhua tuturu o te whanaketanga tere o te umanga waka hiko hou i ngā tau e rua kua pahure ake nei, kua neke atu i te 30% te tono mea onge mō ngā rauemi aukume tuturu. (Tuhipoka: I tēnei wā, ko ngā rauemi e whakamahia ana i roto i ngā motuka aukume tuturu o ngā waka hiko hou he rauemi aukume tuturu katoa onge)
Nā tēnei ka hua ake te whakatau he tino teitei te hiahia mō ngā whenua onge i roto i ngā rauemi aukume tuturu.
Kotahi te pātai whakamutunga, e hia te nui o te wāhi ka taea te whakakapi i ngā mea onge?
Ina he hangarau hou, he rauemi hou rānei e taea ai te whakatutuki i ngā hiahia mahi o ngā rauemi aukume tuturu, he mea tika kia whakaarohia ka taea te whakakapi i ngā tono katoa e whakamahi ana i ngā rauemi aukume tuturu whenua onge, engari ko ngā motuka aukume tuturu. Heoi, ko te kaha ki te whakakapi kāore e kī ana ka whakakapia. Nā te mea me whai whakaaro ki te uara arumoni ina tae ki te whakamahinga tuturu. I tetahi taha, te nui o te whakapai ake a te hangarau hou, te rauemi hou rānei i te mahi a te hua, ā, ka huri hei moni whiwhi; i tetahi atu taha, ahakoa he nui, he iti rānei te utu o te hangarau hou, o te rauemi hou rānei ki te whakataurite ki te rauemi aukume tuturu whenua onge taketake. Mēnā he nui ake te uara arumoni o te hangarau hou, o te rauemi hou rānei i te rauemi aukume tuturu whenua onge, ka hangaia he whakakapinga tauine katoa.
Ko te mea tino pono, i roto i te taiao mekameka tuku a Tesla, he nui ake te uara arumoni o tēnei huarahi kē atu i ngā rauemi aukume tūturu whenua onge, ki te kore, kāore he take ki te haumi ki te R&D. Mō te mea he maha ngā whakamahinga o te hangarau hou a Musk, o ngā rauemi hou rānei, mehemea ka taea te tārua me te whakatairanga i tēnei huinga otinga. Ka aromatawaihia tēnei i runga i te wā i tutuki ai i a Musk tana kupu whakaari.
Ki te mea ā muri ake nei ka rite tēnei kaupapa hou a Musk ki ngā ture pakihi (he nui ake te uara arumoni) ā, ka taea te whakatairanga, me whakaiti te hiahia o te ao mō ngā mea onge mā te 30% pea. Ko te tikanga, ka hiahiatia he tukanga mō tēnei whakakapinga, kaua e pēhi noa i te kanohi. Ko te tauhohenga i roto i te mākete he hekenga āta haere o te hiahia o te ao mō ngā mea onge. Ā, ko te hekenga o te hiahia mā te 30% ka pā nui ki te uara rautaki o ngā mea onge.
Kāore te whanaketanga o te taumata hangarau tangata e whakarerekētia ana e ngā kare ā-roto me ngā hiahia whaiaro. Ahakoa e pai ana, e kore rānei e pai, e whakaaetia, e kore rānei, kei te anga whakamua tonu te hangarau. Engari i te ātete i te ahunga whakamua o te hangarau, he pai ake te whakauru atu ki te rōpū whanaketanga hangarau hei ārahi i te ahunga o te wā.
Te wā tuku: Hurae-31-2023
