{"id":63661,"date":"2025-05-26T00:09:02","date_gmt":"2025-05-26T06:09:02","guid":{"rendered":"https:\/\/politicosaldesnudo.com.mx\/?p=63661"},"modified":"2025-05-25T23:15:04","modified_gmt":"2025-05-26T05:15:04","slug":"domina-china-venta-mundial-produccion-e-insumos-para-baterias","status":"publish","type":"post","link":"https:\/\/politicosaldesnudo.com.mx\/index.php\/2025\/05\/26\/domina-china-venta-mundial-produccion-e-insumos-para-baterias\/","title":{"rendered":"Domina China venta mundial, producci\u00f3n e insumos para bater\u00edas"},"content":{"rendered":"

China se ha convertido en una potencia en el mercado energ\u00e9tico, pues el gigante asi\u00e1tico no s\u00f3lo domina las exportaciones de bater\u00edas y sus componentes, sino tambi\u00e9n el comercio de minerales que son necesarios para fabricar estos insumos claves para el almacenamiento de energ\u00eda y los veh\u00edculos el\u00e9ctricos, revela un an\u00e1lisis de la Administraci\u00f3n de Informaci\u00f3n Energ\u00e9tica de Estados Unidos (EIA, por sus siglas en ingl\u00e9s).<\/p>\n

El estudio indica que 74 por ciento de las exportaciones mundiales de bater\u00edas en 2023 fueron originarias del pa\u00eds asi\u00e1tico, dato que se suma a que controlaba en ese a\u00f1o 85 por ciento de la capacidad mundial de producci\u00f3n de celdas en t\u00e9rminos de valor monetario.<\/p>\n

La EIA destaca que China desempe\u00f1a un papel fundamental en cada etapa de la cadena global de suministro de bater\u00edas y domina el comercio de minerales entre regiones.<\/p>\n

En el periodo de referencia import\u00f3 casi 12 millones de toneladas de minerales para bater\u00edas, tanto en bruto como procesados, dato que represent\u00f3 44 por ciento del comercio global.<\/p>\n

Datos del Comtrade de Naciones Unidas, indican que export\u00f3 casi 11 millones de toneladas de materiales, paquetes y componentes para bater\u00edas, lo que represent\u00f3 58 por ciento del comercio entre regiones.<\/p>\n

En el caso del litio, uno de los minerales con mayor importancia para la fabricaci\u00f3n de bater\u00edas, China produjo un nivel nacional aproximadamente 18 por ciento, equivalente a 33 mil toneladas, de este mineral a nivel mundial en 2023. Las empresas chinas controlan 25 por ciento de la capacidad minera mundial.<\/p>\n

Datos del Proyecto Tearline de la Agencia Nacional de Inteligencia Geoespacial (NISA) indican que las empresas chinas tienen inversiones significativas en m\u00faltiples proyectos de miner\u00eda y extracci\u00f3n en Argentina, que le dan acceso al llamado Tri\u00e1ngulo del Litio, una zona en Argentina, Bolivia y Chile que contiene 50 por ciento del litio existente en el planeta.<\/p>\n

En cuanto el grafito, la EIA indic\u00f3 que, a nivel nacional, China produjo 79 por ciento o 1.27 millones de toneladas en 2024, lo que contrasta con el dato de Estados Unidos, que no produjo grafito natural ese a\u00f1o. La naci\u00f3n asi\u00e1tica procesa m\u00e1s de 90 por ciento del grafito a nivel mundial.<\/p>\n

Las empresas chinas poseen 80 por ciento de la producci\u00f3n de cobalto en Congo-Kinshasa, donde se concentra m\u00e1s de la mitad de la producci\u00f3n mundial.<\/p>\n

Hace tres a\u00f1os las firmas chinas representaron m\u00e1s de dos tercios de la capacidad mundial de procesamiento de cobalto y litio.<\/p>\n

Despu\u00e9s de la etapa de producci\u00f3n, los minerales brutos para bater\u00edas se env\u00edan a nivel mundial para su uso como materia prima. Datos de la Comtrade de la ONU dicen que China represent\u00f3 46 por ciento del comercio mundial de importaci\u00f3n de minerales brutos para bater\u00edas.<\/p>\n

En 2023, China import\u00f3 20 por ciento de los minerales procesadores para bater\u00edas, compuestos principalmente de cobalto de \u00c1frica. Ese mismo a\u00f1o, el gigante asi\u00e1tico export\u00f3 58 por ciento de los minerales procesadores para bater\u00edas del mundo, principalmente grafito sint\u00e9tico, al resto de Asia y Ocean\u00eda.<\/p>\n

La EIA record\u00f3 que China comenz\u00f3 a aplicar restricciones a la exportaci\u00f3n de productos de grafito relacionados con la fabricaci\u00f3n de electrodos en 2023, por lo que estima que dichas restricciones resultan en una disminuci\u00f3n de las exportaciones de grafito desde esa naci\u00f3n en 2024 y 2025.<\/p>\n","protected":false},"excerpt":{"rendered":"

China se ha convertido en una potencia en el mercado energ\u00e9tico, pues el gigante asi\u00e1tico no s\u00f3lo domina las exportaciones […]<\/p>\n","protected":false},"author":4,"featured_media":63662,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","ast-disable-related-posts":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"default","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center 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