Izimoto zikagesi ezingaphansi komfula ziyakhula, ukunikezwa kanye nokufunwa kwe-lithium kuqiniswa futhi, futhi impi ye-"grab lithium" iyaqhubeka.
Ekuqaleni kuka-Okthoba, abezindaba bangaphandle babike ukuthi i-LG New Energy isayine isivumelwano sokutholwa kwe-lithium ore nomvukuzi waseBrazil we-lithium uSigma Lithium.Isilinganiso sesivumelwano singamathani angama-60,000 we-lithium concentrate ngo-2023 kanye namathani ayi-100,000 ngonyaka ukusuka ku-2024 kuya ku-2027.
NgoSepthemba 30, u-Albemarle, umkhiqizi omkhulu we-lithium emhlabeni, uthe uzothenga i-Guangxi Tianyuan cishe ngezigidi ezingama-US $200 ukuze kwandiswe amandla ayo okuguqula i-lithium.
Ngomhla zingama-28 kuMandulo, umvukuzi waseCanada we-lithium iMillennial Lithium wathi i-CATL ivumile ukuthola inkampani ngamadola aseCanada ayizigidi ezingama-377 (cishe i-RMB 1.92 billion).
Ngo-September 27, i-Tianhua Super-Clean yamemezela ukuthi i-Tianhua Times izotshala izigidi ezingu-240 zamadola ase-US (cishe i-RMB 1.552 billion) ukuze ithole ingxenye engu-24% kuphrojekthi ye-Manono spodumene.I-Ningde Times iphethe ama-25% eTianhua Times.
Ngaphansi kwesizinda sokufunwa okuqinile komfula kanye namandla okukhiqiza embonini anganele, izinkampani eziningi ezisohlwini zibambe amathuba okuthuthukiswa kwezimoto zamandla amasha nokugcinwa kwamandla, futhi muva nje zimemezele ukungena kwemingcele ezimayini ze-lithium.
I-Zijin Mining ivumile ukuthola wonke amasheya akhishiwe e-Neo Lithium, inkampani yaseCanada ye-lithium kasawoti, ukuze kucatshangelwe inani elilinganiselwa ku-C$960 million (cishe ama-RMB 4.96 billion).Iphrojekthi yakamuva ye-3Q inamathani angama-700 wezinsiza ze-LCE (elingana ne-lithium carbonate) kanye namathani ayizigidi eziyi-1.3 ezigciniwe ze-LCE, futhi umthamo wokukhiqiza waminyaka yonke wesikhathi esizayo kulindeleke ukuthi ufinyelele kumathani angama-40,000 we-lithium carbonate esezingeni lebhethri.
Amasheya akwaJinyuan amemezele ukuthi inkampani ephethwe ngokugcwele, i-Jinyuan New Energy, ihlose ukuthola u-60% we-Liyuan Mining ngemali nangokukhipha amasheya ezinkampani ezisohlwini.Amaqembu amabili avumile ukuthi isikali sezimayini sezimayini zomthombo we-lithium akufanele sibe ngaphansi kwamathani angu-8,000 / ngonyaka we-lithium carbonate (okulingana), futhi uma sidlula amathani angu-8,000 / ngonyaka, sizoqhubeka nokuthola i-40% esele ye-equity.
Amasheya e-Anzhong amemezele ukuthi ahlose ukuthola u-51% wemali ye-Jiangxi Tongan ephethwe yi-Qiangqiang Investment ngezimali zayo.Ngemuva kokuthi umsebenzi usuqediwe, iphrojekthi kulindeleke ukuthi imayini cishe amathani ayizigidi eziyi-1.35 ensimbi eluhlaza kanye nokuphuma konyaka okungaba amathani angama-300,000 we-lithium concentrate, okulingana ne-lithium carbonate.Isilinganiso singamathani angama-23,000.
Ijubane lokuthunyelwa kwezinsiza ze-lithium yizinkampani eziningi kuqinisekisa ukuthi ukunikezwa kwe-lithium kubhekene nokushoda.Ukuthunyelwa kwezinsiza ze-lithium ngokuba namasheya, ukutholwa, nokukhiya ama-oda esikhathi eside kuseyindikimba eyinhloko yemakethe yesikhathi esizayo.
Ukuphuthuma "kokuthenga" izimayini ze-lithium ukuthi, ngakolunye uhlangothi, ebhekene nenkathi ye-TWh, ukunikezwa okusebenzayo kochungechunge lokuhlinzeka kuzobhekana negebe elikhulu, futhi izinkampani zebhethri zidinga ukuvimbela ingozi yokuphazamiseka kwezinsiza kusengaphambili;Zinzisa ukuguquguquka kwentengo ochungechungeni lokunikezela futhi uzuze ukulawulwa kwezindleko zempahla eluhlaza.
Ngokwezintengo, kuze kube manje, amanani ajwayelekile webhethri-grade lithium carbonate kanye ne-lithium hydroxide akhuphukele ku-170,000 kuya ku-180,000 / ton kanye ne-160,000 kuya ku-170,000 / ton, ngokulandelana.
Ngasohlangothini lwemakethe, imboni yezimoto zikagesi emhlabeni wonke iqhubekile nokukhula kwayo ngoSepthemba.Isamba sokudayiswa kwezimoto zamandla amasha emazweni ayisishiyagalolunye aseYurophu ngoSepthemba kwaba yi-190,100, okuwukunyuka konyaka ngo-43%;Izwe laseMelika lidayise izimoto ezingu-49,900 ezintsha ezisebenza ngogesi ngoSepthemba, okuwukukhula konyaka ngo-46%.
Phakathi kwazo, iTesla Q3 ilethe izimoto ezingu-241,300 emhlabeni wonke, okuyirekhodi eliphezulu ngesizini eyodwa, nokunyuka konyaka ngo-73% kanye nenyanga nenyanga yokwenyuka ngo-20%;U-Weilai no-Xiaopeng bathengise ngaphezu kuka-10,000 ngenyanga eyodwa okokuqala ngqa, okuhlanganisa i-Ideal, Nezha, Zero Run, Izinga lokukhula konyaka nonyaka lokuthengiswa kwe-Weimar Motors nezinye izimoto konke kufinyelele ukukhula okuphawulekayo.
Idatha ikhombisa ukuthi ngo-2025, ukuthengiswa komhlaba wonke kwezimoto zabagibeli zamandla amasha kuzofinyelela ezigidini eziyi-18, futhi isidingo somhlaba wonke samabhethri kagesi sizodlula i-1TWh.UMusk waze waveza ukuthi uTesla kulindeleke ukuthi azuze ukuthengiswa konyaka kwezimoto ezintsha eziyizigidi ezingama-20 ngo-2030.
Ngokwezahlulelo zemboni, inqubekelaphambili yomhlaba yokuhlela ye-lithium yokuthuthukiswa kwensiza kungase kube nzima ukufanisa isivinini nobukhulu bokukhula kwesidingo, futhi uma kubhekwa inkimbinkimbi yemiklamo yezinsiza, inqubekelaphambili yangempela yentuthuko ayiqiniseki kakhulu.Kusukela ngo-2021 kuya ku-2025, isidingo sokuhlinzekwa kwe-lithium Industry kanye nesidingo singase sibe yindlala.
Umthombo: Igridi ye-Gaogong Lithium
Isikhathi sokuthumela: Dec-24-2021