Cov tsheb hluav taws xob qis qis tau nce zuj zus, cov khoom siv thiab kev thov ntawm lithium tau nruj dua, thiab kev sib ntaus sib tua ntawm "lob lithium" txuas ntxiv mus.
Thaum Lub Kaum Hli Ntuj, cov xov xwm txawv teb chaws tau tshaj tawm tias LG Tshiab Zog tau kos npe rau daim ntawv cog lus lithium ore nrog Brazilian lithium miner Sigma Lithium.Daim ntawv cog lus teev yog 60,000 tons ntawm lithium concentrate nyob rau hauv 2023 thiab 100,000 tons ib xyoo los ntawm 2024 txog 2027.
Thaum lub Cuaj Hlis 30, Albemarle, lub ntiaj teb cov neeg tsim khoom loj tshaj plaws lithium, tau hais tias nws yuav tau txais Guangxi Tianyuan rau kwv yees li $ 200 lab txhawm rau nce nws cov peev xwm hloov pauv lithium.
Thaum lub Cuaj Hlis 28, Canadian lithium miner Millennial Lithium tau hais tias CATL tau pom zoo kom tau lub tuam txhab rau 377 lab Canadian las (kwv yees li RMB 1.92 billion).
Thaum lub Cuaj Hlis 27, Tianhua Super-Clean tshaj tawm tias Tianhua Times yuav nqis peev 240 lab US las (kwv yees li RMB 1.552 billion) kom tau txais 24% ceg txheem ntseeg hauv Manono spodumene project.Ningde Times tuav 25% ntawm Tianhua Times.
Raws li keeb kwm yav dhau los ntawm kev xav tau qis qis thiab kev lag luam tsis txaus, ntau lub tuam txhab teev npe tau txeeb txoj hauv kev txhim kho ntawm cov tsheb tshiab thiab lub zog cia, thiab tsis ntev los no tau tshaj tawm hla ciam teb nkag rau hauv lithium mines.
Zijin Mining tau pom zoo kom tau txais tag nrho cov peev txheej ntawm Neo Lithium, lub tuam txhab Canadian lithium ntsev, rau tag nrho cov kev txiav txim siab ntawm kwv yees li $ 960 lab (kwv yees li RMB 4.96 billion).Qhov kawg ntawm 3Q qhov project muaj 700 tons ntawm LCE (lithium carbonate sib npaug) cov peev txheej thiab 1.3 lab tons ntawm LCE reserves, thiab yav tom ntej txhua xyoo muaj peev xwm yuav tsum ncav cuag 40,000 tons ntawm roj teeb-qib lithium carbonate.
Jinyuan shares tshaj tawm tias nws lub tuam txhab ua lag luam tag nrho, Jinyuan Tshiab Zog, npaj siab kom tau 60% ntawm Liyuan Mining hauv cov nyiaj ntsuab thiab los ntawm kev tshaj tawm cov tuam txhab teev npe.Ob tog pom zoo tias qhov mining scale ntawm lithium qhov chaw mining yuav tsum tsis txhob tsawg tshaj li 8,000 tons / xyoo ntawm lithium carbonate (sib npaug), thiab thaum nws tshaj 8,000 tons / xyoo, nws yuav mus txuas ntxiv kom tau qhov seem 40% ntawm qhov ncaj ncees.
Anzhong shares tshaj tawm tias nws npaj siab kom tau 51% ntawm Jiangxi Tongan cov peev txheej tuav los ntawm Qiangqiang Kev nqis peev nrog nws cov peev nyiaj.Tom qab kev sib pauv tiav lawm, qhov project yuav tsum tau mine kwv yees li 1.35 lab tons ntawm cov ore raw thiab ib xyoos ib zaug ntawm kwv yees li 300,000 tons ntawm lithium concentrate, sib npaug lithium carbonate.Qhov sib npaug yog li 23,000 tons.
Qhov nrawm ntawm kev xa tawm cov peev txheej lithium los ntawm ntau lub tuam txhab ntxiv lees paub tias cov khoom siv lithium tab tom ntsib qhov tsis txaus.Kev xa tawm ntawm cov peev txheej lithium los ntawm kev sib koom ua lag luam, kev yuav, thiab kev kaw-hauv kev txiav txim mus sij hawm ntev tseem yog lub ntsiab lus tseem ceeb ntawm kev ua lag luam yav tom ntej.
Qhov ceev ntawm "yuav" lithium mines yog tias, ntawm ib sab, ntsib TWh era, cov khoom siv zoo ntawm cov saw hlau yuav ntsib qhov sib txawv loj, thiab cov tuam txhab roj teeb yuav tsum tiv thaiv kev pheej hmoo ntawm kev cuam tshuam cov peev txheej ua ntej;Stabilize tus nqi hloov pauv hauv cov saw hlau thiab ua tiav cov khoom siv raw khoom tswj tus nqi.
Hais txog tus nqi, txog rau tam sim no, tus nqi nruab nrab ntawm cov roj teeb qib lithium carbonate thiab lithium hydroxide tau nce mus rau 170,000 txog 180,000 / tuj thiab 160,000 txog 170,000 / tuj, feem.
Nyob rau sab kev lag luam, kev lag luam tsheb hluav taws xob thoob ntiaj teb txuas ntxiv nws qhov kev loj hlob hauv lub Cuaj Hli.Tag nrho cov kev muag khoom ntawm lub zog tshiab tsheb nyob rau hauv cuaj lub teb chaws nyob sab Europe nyob rau hauv lub Cuaj Hli Ntuj yog 190,100, ib xyoo-rau-xyoo nce ntawm 43%;Tebchaws Asmeskas tau muag 49,900 lub tsheb tshiab lub zog nyob rau lub Cuaj Hli, ib xyoos ib zaug nce ntawm 46%.
Ntawm lawv, Tesla Q3 xa 241,300 lub tsheb thoob ntiaj teb, cov ntaub ntawv siab nyob rau hauv ib lub caij, nrog rau ib lub xyoo nce ntawm 73% thiab ib hlis-rau-hli nce ntawm 20%;Weilai thiab Xiaopeng muag ntau tshaj 10,000 nyob rau hauv ib lub hlis rau thawj zaug, suav nrog Lub Tswv Yim, Nezha, Zero Run, Kev loj hlob ntawm ib xyoos ntawm kev muag khoom ntawm Weimar Motors thiab lwm lub tsheb tau ua tiav kev loj hlob.
Cov ntaub ntawv qhia tau hais tias los ntawm 2025, lub ntiaj teb no kev muag khoom ntawm lub zog tshiab neeg nrog caij tsheb yuav ncav cuag 18 lab, thiab lub ntiaj teb no thov rau lub hwj chim roj teeb yuav ntau tshaj 1TWh.Musk txawm tshaj tawm tias Tesla yuav tsum ua tiav kev muag khoom txhua xyoo ntawm 20 lab lub tsheb tshiab los ntawm 2030.
Raws li kev txiav txim siab ntawm kev lag luam, lub ntiaj teb kev npaj tseem ceeb ntawm lithium cov peev txheej kev txhim kho kev vam meej yuav nyuaj kom phim qhov nrawm thiab qhov loj ntawm kev thov kev loj hlob, thiab muab qhov nyuaj ntawm cov peev txheej, qhov kev txhim kho tiag tiag yog qhov tsis paub tseeb.Los ntawm 2021 txog 2025, qhov kev thov rau lithium Kev Lag Luam Kev Lag Luam thiab kev thov yuav maj mam dhau los.
Tau qhov twg los: Gaogong Lithium Grid
Post lub sij hawm: Dec-24-2021