Izithuthi zombane ezisezantsi zinyuka, ukunikezelwa kunye nokufunwa kwe-lithium kuqiniswa kwakhona, kwaye imfazwe ye "grab lithium" iyaqhubeka.
Ekuqaleni kuka-Oktobha, amajelo angaphandle achaza ukuba i-LG New Energy isayine isivumelwano sokufumana i-lithium ore kunye ne-Brazilian lithium miner Sigma Lithium.Isikali sesivumelwano yi-60,000 yeetoni ze-lithium concentrate ngo-2023 kunye ne-100,000 yeetoni ngonyaka ukusuka kwi-2024 ukuya kwi-2027.
Nge-30 kaSeptemba, u-Albemarle, umvelisi omkhulu we-lithium kwihlabathi, wathi uza kufumana i-Guangxi Tianyuan malunga ne-US $ 200 yezigidi zokwandisa amandla okuguqula i-lithium.
NgoSeptemba 28, umgodi we-lithium waseCanada iMillennial Lithium yathi i-CATL ivumile ukufumana inkampani ye-377 yezigidi zeedola zaseCanada (malunga ne-RMB 1.92 billion).
NgoSeptemba 27, i-Tianhua Super-Clean yazisa ukuba iTianhua Times iya kutyala i-240 yezigidi zeedola zase-US (malunga ne-RMB 1.552 billion) ukufumana i-24% ye-stake kwiprojekthi ye-Manono spodumene.I-Ningde Times ibamba i-25% yeTianhua Times.
Ngaphantsi kwemvelaphi yemfuno emandla esezantsi kunye nomthamo ongonelanga wokuvelisa imveliso, iinkampani ezininzi ezidweliswe zibambe amathuba ophuhliso lwezithuthi zamandla amatsha kunye nokugcinwa kwamandla, kwaye kutshanje zibhengeze ukungena komda kwimigodi ye-lithium.
I-Zijin Mining ivumile ukufumana zonke izabelo ezikhutshiweyo ze-Neo Lithium, inkampani yaseCanada ye-lithium yetyuwa, ukuqwalaselwa ngokupheleleyo malunga ne-C $ 960 yezigidi (malunga ne-RMB 4.96 yezigidigidi).Iprojekthi yokugqibela ye-3Q ineetoni ezingama-700 zezibonelelo ze-LCE (i-lithium carbonate elinganayo) kunye ne-1.3 yezigidi zeetoni zokugcinwa kwe-LCE, kunye nomthamo wemveliso wonyaka wexesha elizayo kulindeleke ukuba ufikelele kwiitoni ezingama-40,000 ze-lithium carbonate ye-battery-grade.
Izabelo zeJinyuan zibhengeze ukuba inkampani ephantsi kwayo, iJinyuan New Energy, ijonge ukufumana i-60% yeLiyuan Mining ngemali nangokukhupha izabelo zeenkampani ezidwelisiweyo.Amaqela amabini avumile ukuba umlinganiselo weemayini we-lithium source mining akufanele ube ngaphantsi kweetoni ze-8,000 / ngonyaka we-lithium carbonate (elinganayo), kwaye xa idlula iitoni ze-8,000 / ngonyaka, iya kuqhubeka ifumana i-40% esele ye-equity.
Izabelo ze-Anzhong zibhengeze ukuba zijonge ukufumana i-51% ye-equity ye-Jiangxi Tongan ebanjwe yi-Qiangqiang Investment ngemali yayo.Emva kokuba intengiselwano igqityiwe, iprojekthi kulindeleke ukuba imbe malunga ne-1.35 yezigidi zeetoni zentsimbi ekrwada kunye nemveliso yonyaka malunga neetoni ezingama-300,000 ze-lithium concentrate, elingana ne-lithium carbonate.Ukulingana malunga neetoni ezingama-23,000.
Isantya sokuthunyelwa kwezixhobo ze-lithium ngeenkampani ezininzi ziqinisekisa ngakumbi ukuba ukunikezelwa kwe-lithium kujongene nokunqongophala.Ukuthunyelwa kwezibonelelo ze-lithium ngokuba nesabelo, ukufumana, kunye nokutshixa ii-odolo zexesha elide kusengumxholo oyintloko wemarike yexesha elizayo.
Ukungxamiseka "kokuthenga" imigodi ye-lithium kukuba, kwelinye icala, ejongene nexesha le-TWh, ukunikezelwa okusebenzayo kwe-chain chain kuya kujongana ne-gap enkulu, kwaye iinkampani zebhetri kufuneka zithintele umngcipheko wokuphazamiseka kwezixhobo kwangaphambili;Zinzisa ukuguquguquka kwexabiso kwikhonkco lonikezelo kunye nokufikelela kulawulo lweendleko zemathiriyeli ekrwada.
Ngokubhekiselele kumaxabiso, ukuza kuthi ga ngoku, ixabiso eliqhelekileyo le-battery-grade lithium carbonate kunye ne-lithium hydroxide liye lanyuka ukuya kwi-170,000 ukuya kwi-180,000 / ton kunye ne-160,000 ukuya kwi-170,000 / ton, ngokulandelanayo.
Kwicala lemarike, imboni yezithuthi zombane zehlabathi iqhubekile nokukhula kwayo ngoSeptemba.Ukuthengiswa okupheleleyo kwezithuthi zamandla amatsha kumazwe alithoba aseYurophu ngoSeptemba kwakuyi-190,100, ukunyuka konyaka-ngonyaka we-43%;iUnited States ithengise i-49,900 yeenqwelo zamandla amatsha ngoSeptemba, ukunyuka konyaka-ngonyaka kwe-46%.
Phakathi kwabo, i-Tesla Q3 yahambisa izithuthi ze-241,300 emhlabeni jikelele, irekhodi eliphezulu kwixesha elilodwa, ngokunyuka konyaka-ngonyaka we-73% kunye nokunyuka kwenyanga-ngenyanga ye-20%;U-Weilai kunye no-Xiaopeng bathengise ngaphezu kwe-10,000 ngenyanga enye okokuqala, kuquka i-Ideal, i-Nezha, i-Zero Run, Izinga lokukhula konyaka-ngonyaka lokuthengiswa kwe-Weimar Motors kunye nezinye izithuthi zonke zifezekise ukukhula okukhulu.
Idatha ibonisa ukuba ngo-2025, ukuthengiswa kwehlabathi jikelele kwezithuthi zabagibeli zamandla amatsha kuya kufikelela kwi-18 yezigidi, kwaye imfuno yehlabathi jikelele yeebhetri zamandla iya kudlula i-1TWh.UMusk wada watyhila ukuba uTesla kulindeleke ukuba afezekise intengiso yonyaka ye-20 yezigidi zeemoto ezintsha nge-2030.
Ngokwezigwebo zoshishino, ucwangciso oluphambili lwehlabathi lwe-lithium yophuhliso lwenkqubela phambili kunokuba nzima ukuhambelana nesantya kunye nobukhulu bokukhula kwemfuno, kwaye kunikwe ubunzima beeprojekthi zezibonelelo, eyona nkqubela phambili yophuhliso ayiqinisekanga kakhulu.Ukusukela ngo-2021 ukuya ku-2025, imfuno yobonelelo lweLithium Industry kunye nemfuno inokunqongophala kancinci.
Umthombo: Gaogong Lithium Grid
Ixesha lokuposa: Dec-24-2021