{"id":454102,"date":"2026-04-29T12:39:11","date_gmt":"2026-04-29T16:39:11","guid":{"rendered":"https:\/\/autosphere.ca\/?p=454102"},"modified":"2026-04-29T12:40:26","modified_gmt":"2026-04-29T16:40:26","slug":"assemblees-au-canada-fabriquees-en-chine-linquietante-dependance-de-nos-batteries-de-ve","status":"publish","type":"post","link":"https:\/\/autosphere.ca\/fr\/concessionnaires\/2026\/04\/29\/assemblees-au-canada-fabriquees-en-chine-linquietante-dependance-de-nos-batteries-de-ve\/","title":{"rendered":"Assembl\u00e9es au Canada, fabriqu\u00e9es en Chine : l\u2019inqui\u00e9tante d\u00e9pendance de nos batteries de V\u00c9"},"content":{"rendered":"
\n

Nous marchons les yeux ferm\u00e9s vers un avenir o\u00f9 nous ne contr\u00f4lerons plus notre propre mobilit\u00e9<\/span><\/span>.<\/strong><\/p>\n

<\/span><\/span>Voyons ce que les V\u00c9 apportent r\u00e9ellement \u00e0 notre base manufacturi\u00e8re<\/span><\/span><\/span><\/span>. <\/span><\/span><\/span>En Ontario et au Qu\u00e9bec, des sommes consid\u00e9rables ont \u00e9t\u00e9 investies pour d\u00e9velopper la fabrication de batteries pour les V\u00c9<\/span><\/span><\/span><\/span>. <\/span><\/span><\/span>Nous avons assist\u00e9 \u00e0 un \u00e9chec retentissant : Northvolt<\/span><\/span><\/span><\/span>. <\/span><\/span><\/span>Lanc\u00e9e en Europe puis au Canada en grande pompe, et per\u00e7ue comme le grand espoir de l’Occident dans la fabrication de batteries, l’entreprise s’est effondr\u00e9e en quelques ann\u00e9es seulement<\/span><\/span><\/span><\/span>.<\/span><\/p>\n

Changement de cap
\n<\/span><\/b><\/span>En Ontario, NextStar Energy (https:\/\/www.cbc.ca\/news\/canada\/windsor\/province-federal-government-grand-opening-windsor-nextstar-9.7115783<\/a>)<\/u> a commenc\u00e9 \u00e0 produire des cellules de batterie en novembre dernier, mais a subi un revers et un changement de cap<\/span><\/span><\/span><\/span>. <\/span><\/span><\/span>Stellantis a r\u00e9cemment vendu sa participation de 49 % \u00e0 LG, et l’entreprise s’est r\u00e9orient\u00e9e vers les syst\u00e8mes de stockage d’\u00e9nergie en raison d’un ralentissement du march\u00e9 des V\u00c9<\/span><\/span><\/span><\/span>.<\/span><\/p>\n

<\/span><\/span><\/span>L’usine de batteries de V\u00c9 de Volkswagen (https:\/\/www.theguardian.com\/business\/2026\/mar\/10\/vw-cut-jobs-trump-tariffs-chinese-sales-audi-porsche<\/a>) progresse vers son ach\u00e8vement, mais avec les difficult\u00e9s actuelles de Volkswagen, nous ne savons pas si l’usine atteindra sa pleine capacit\u00e9 de production et ses objectifs d’emploi<\/span><\/span><\/span><\/span>.<\/span><\/p>\n

<\/span><\/span>Ces deux usines b\u00e9n\u00e9ficient de milliards de dollars en soutien financier de la part des divers paliers de gouvernement<\/span><\/span><\/span><\/span>. \u00c0 qui profitent toutes ces d\u00e9penses ? <\/span><\/span><\/span>Une seule partie sera le principal b\u00e9n\u00e9ficiaire de nos milliards de dollars d’investissements\u2026 la Chine<\/span><\/span><\/span><\/span>.<\/span><\/p>\n

<\/span><\/span>Pour fabriquer une batterie au lithium-ion, quatre composants essentiels sont requis : une cathode, une anode, un s\u00e9parateur et un \u00e9lectrolyte<\/span><\/span><\/span><\/span>. <\/span><\/span><\/span>La plupart des usines d’assemblage de batteries d\u00e9pendent de fournisseurs d’un seul pays pour ces composants\u2026 la Chine<\/span><\/span><\/span><\/span>. <\/span><\/span><\/span>La Chine domine la production mondiale de cathodes<\/span><\/span><\/span><\/span>. <\/span><\/span><\/span>Elle jouit d’un quasi-monopole sur la production de mat\u00e9riaux de cathode LFP (lithium-fer-phosphate)<\/span><\/span><\/span><\/span>. <\/span><\/span><\/span>Les entreprises chinoises, fortement soutenues par des subventions gouvernementales impossibles \u00e0 \u00e9galer en Occident, dominent le traitement interm\u00e9diaire des mati\u00e8res premi\u00e8res en cathodes, ce qui rend la concurrence quasi impossible pour les entreprises occidentales<\/span><\/span><\/span><\/span>.<\/span><\/p>\n

Un signal dangereux<\/span><\/b>
\n<\/span><\/span><\/span><\/span><\/span><\/span>La Chine domine la production mondiale d’anodes, incluant 99 % de toute la production d’anodes en graphite<\/span><\/span><\/span><\/span>. <\/span><\/span><\/span>Elle a m\u00eame instaur\u00e9 des contr\u00f4les \u00e0 l’exportation pour renforcer sa domination sur le march\u00e9<\/span><\/span><\/span><\/span>. <\/span><\/span><\/span>C\u2019est un signal dangereux pour l\u2019Occident<\/span><\/span><\/span><\/span>.<\/span><\/p>\n

<\/span><\/span>La production de s\u00e9parateurs de batteries est largement contr\u00f4l\u00e9e par des entreprises chinoises, avec plus de 70 % des parts de march\u00e9 mondiales<\/span><\/span><\/span><\/span>. <\/span><\/span><\/span>La Chine domine \u00e9galement la production mondiale d’\u00e9lectrolytes de batteries, produisant plus de 80 % des \u00e9lectrolytes mondiaux et plus de 90 % du sel essentiel utilis\u00e9 dans les \u00e9lectrolytes de batteries au lithium-ion<\/span><\/span><\/span><\/span>.<\/span><\/p>\n

<\/span><\/span>La plupart de ces composants n\u00e9cessitent des quantit\u00e9s massives d’\u00e9lectricit\u00e9 pour leur production<\/span><\/span><\/span><\/span>. <\/span><\/span><\/span>Les nombreuses et vastes centrales au charbon de la Chine sont une source d’\u00e9lectricit\u00e9 bon march\u00e9 que l’Occident ne peut \u00e9galer<\/span><\/span><\/span><\/span>. La fabrication de batteries au Canada ? <\/span><\/span><\/span>Il s’agit en r\u00e9alit\u00e9 de l’assemblage de batteries dont les composants cl\u00e9s sont fabriqu\u00e9s en Chine<\/span><\/span><\/span><\/span>. <\/span><\/span><\/span>Le Canada n’est pas seul dans cette situation ; c’est d\u00e9j\u00e0 la r\u00e9alit\u00e9 en Europe<\/span><\/span><\/span><\/span>.<\/span><\/p>\n

Une dure r\u00e9alit\u00e9<\/span><\/b>
\n<\/span><\/span><\/span><\/span><\/span><\/span>La dure r\u00e9alit\u00e9 est qu’il est impossible de fabriquer des batteries de V\u00c9 \u00e0 grande \u00e9chelle sans une d\u00e9pendance importante envers la Chine<\/span><\/span><\/span><\/span>. <\/span><\/span><\/span>Cette situation ne changera pas de mani\u00e8re significative dans un avenir pr\u00e9visible, et pourrait ne jamais changer suffisamment pour emp\u00eacher la Chine de jouer un r\u00f4le de contr\u00f4le dans un monde qui devient d\u00e9pendant des V\u00c9 pour sa mobilit\u00e9<\/span><\/span><\/span><\/span>.<\/span><\/p>\n

\n

La dure r\u00e9alit\u00e9 est qu’il est impossible de fabriquer des batteries de V\u00c9 \u00e0 grande \u00e9chelle sans une d\u00e9pendance importante envers la Chine.\u00a0 – <\/span>Peter-James Gregory<\/span><\/span><\/p>\n<\/blockquote>\n

<\/span><\/span>Par exemple, la part de march\u00e9 de la Chine dans la production mondiale de cathodes ne devrait diminuer que de 3 % d’ici 2030, alors que de nouvelles options d’approvisionnement \u00e9mergent<\/span><\/span><\/span><\/span>. <\/span><\/span><\/span>La cr\u00e9ation d’une cha\u00eene d’approvisionnement alternative pour ces composants exige des capitaux colossaux, incluant des subventions gouvernementales massives, ainsi qu’un volume \u00e9lev\u00e9 d’\u00e9lectricit\u00e9 fiable et abordable<\/span><\/span><\/span><\/span>. <\/span><\/span><\/span>Il est donc tr\u00e8s difficile pour les nations occidentales de rivaliser, car plusieurs accusent d\u00e9j\u00e0 d’\u00e9normes d\u00e9ficits et les politiques de carboneutralit\u00e9 de l’Occident rendent impossible la fourniture d’\u00e9lectricit\u00e9 bon march\u00e9 n\u00e9cessaire<\/span><\/span><\/span><\/span>.<\/span><\/p>\n

<\/span><\/span>Certains d’entre nous sont assez vieux pour se souvenir du danger que l’Occident a connu lors de la crise p\u00e9troli\u00e8re des ann\u00e9es 1970, d\u00e9clench\u00e9e par l’embargo arabe d’octobre 1973 (https:\/\/www.federalreservehistory.org\/essays\/oil-shock-of-1973-74<\/a>)<\/strong><\/span><\/span><\/span><\/span>. <\/span><\/span><\/span>Pourquoi empruntons-nous une voie menant \u00e0 une crise similaire avec les V\u00c9, face \u00e0 un adversaire bien plus dangereux que l’OPEP<\/span><\/span><\/span><\/span>? <\/span><\/span><\/span>C’est la question que nous devrions nous poser<\/span><\/span><\/span><\/span>. <\/span><\/span><\/span>Nous marchons lentement vers un avenir o\u00f9 la Chine contr\u00f4lera les cl\u00e9s de notre mobilit\u00e9\u2026 et nous payons notre future d\u00e9pendance avec notre propre argent<\/span><\/span><\/span><\/span>.<\/span><\/p>\n

\n
Biographie :<\/strong> Peter-James Gregory<\/a> est un entrepreneur, un passionn\u00e9 d\u2019automobile et un professionnel retrait\u00e9 de l\u2019industrie du pneu, reconnu pour avoir stimul\u00e9 la croissance et cr\u00e9\u00e9 de la valeur dans les secteurs du pneu et de l\u2019automobile<\/span><\/span>. <\/span>Vous pouvez le joindre \u00e0 l’adresse suivante : petergregory.practical@gmail.com<\/a><\/span><\/span><\/div>\n<\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"

Nous marchons les yeux ferm\u00e9s vers un avenir o\u00f9 nous ne contr\u00f4lerons plus notre propre mobilit\u00e9. Voyons ce que les V\u00c9 apportent r\u00e9ellement \u00e0 notre base manufacturi\u00e8re. En Ontario et au Qu\u00e9bec, des sommes consid\u00e9rables ont \u00e9t\u00e9 investies pour d\u00e9velopper la fabrication de batteries pour les V\u00c9. Nous avons assist\u00e9 \u00e0 un \u00e9chec retentissant :…<\/p>\n","protected":false},"author":82,"featured_media":454106,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[646,5599,818],"tags":[8413,10122,6033,10124,7897,10125,10123,3656],"class_list":["post-454102","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-concessionnaires","category-concessionnaires-e-mobilite","category-concessionnaires-editorial","tag-batteries","tag-batteries-ve","tag-canada-fr","tag-chine","tag-fabrication","tag-lithium-ion","tag-production-mondiale","tag-ve"],"acf":[],"yoast_head":"\nBatteries de V\u00c9 : l\u2019impact de la d\u00e9pendance \u00e0 la Chine<\/title>\n<meta name=\"description\" content=\"Les usines de V\u00c9 au Canada assemblent des composants chinois, nous menant vers une crise de mobilit\u00e9 semblable \u00e0 celle des ann\u00e9es 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