Motokari dzemagetsi dziri pasi dziri kuwedzera, kupa uye kudiwa kwe lithium kunosimbiswa zvakare, uye hondo ye "grab lithium" inoenderera mberi.
Mukutanga kwaGumiguru, vezvenhau vekunze vakashuma kuti LG New Energy yakasaina chibvumirano chekuwana lithium ore neBrazilian lithium miner Sigma Lithium.Chiyero chechibvumirano i60,000 matani e lithium concentrate muna 2023 uye zviuru zana pagore kubva 2024 kusvika 2027.
Musi wa30 Gunyana, Albemarle, mugadziri mukuru welithium pasi rose, akataura kuti ichatenga Guangxi Tianyuan nemari inosvika US$200 miriyoni kuti iwedzere kugona kwayo kutendeuka.
Musi waGunyana 28, Canadian lithium miner Millennial Lithium yakataura kuti CATL yakanga yabvuma kutenga kambani iyi ne377 miriyoni emadhora ekuCanada (inenge RMB 1.92 bhiriyoni).
Musi waSeptember 27, Tianhua Super-Clean yakazivisa kuti Tianhua Times ichaisa mamiriyoni e240 emadhora emadhora (inenge RMB 1.552 bhiriyoni) kuti iwane chikamu che24% muManono spodumene project.Ningde Times inobata 25% yeTianhua Times.
Pasi pemamiriro ekuda kwakasimba ekudzika kwemvura uye kusakwana kwekugadzirwa kweindasitiri, makambani mazhinji akanyorwa akabata mikana yekuvandudza yemotokari dzemagetsi matsva uye kuchengetedza simba, uye nguva pfupi yadarika yakazivisa kupinda mumuganhu mumigodhi yelithium.
Zijin Mining yakabvuma kuwana migove yese yakapihwa yeNeo Lithium, kambani yeCanadian lithium munyu, kuti iongororwe inosvika C$960 miriyoni (inenge RMB 4.96 bhiriyoni).Iyo yekupedzisira 3Q purojekiti ine mazana manomwe ematoni eLCE (lithium carbonate yakaenzana) zviwanikwa uye 1.3 miriyoni matani eLCE reserves, uye remangwana regore rekugadzira simba rinotarisirwa kusvika zviuru makumi mana zvematani ebhatiri-giredhi lithium carbonate.
Masheya eJinyuan akazivisa kuti rimwe divi rayo, Jinyuan New Energy, inotarisira kuwana 60% yeLiyuan Mining mumari uye nekupa zvikamu zvemakambani akanyorwa.Mapato maviri aya akabvumirana kuti migodhi yemigodhi yelithium source mining haifaniri kunge iri pasi pe8,000 tons / gore ye lithium carbonate (yakaenzana), uye kana inopfuura 8,000 tani / gore, icharamba ichiwana 40% yakasara yehutano.
Anzhong shares yakazivisa kuti inotarisira kuwana makumi mashanu nerimwe muzana eJiangxi Tongan's equity inobatwa neQiangqiang Investment nemari yayo.Mushure mekunge kutengeserana kwapera, chirongwa chinotarisirwa kuchera matani anosvika miriyoni 1.35 ematombo akasvibira uye kuburitswa kwepagore kweanosvika mazana matatu ezviuru zvematani e lithium concentrate, yakaenzana nelithium carbonate.Iyo yakaenzana ndeye 23,000 matani.
Kumhanya kwekuendeswa kwerithium zviwanikwa nemakambani mazhinji kunosimbisazve kuti lithium supply yakatarisana nekushomeka.Kuendeswa kweiyo lithium zviwanikwa kuburikidza nekugovana, kutora, uye kukiya-mukati kwemirairo yenguva refu ichiri dingindira remusika weramangwana.
Kukurumidzira kwe "kutenga" migodhi yelithium ndeyokuti, kune rumwe rutivi, kutarisana nenguva ye TWh, kushandiswa kunobudirira kwechikwata chekutengesa kuchatarisana nehombe huru, uye makambani ebheteri anofanirwa kudzivirira njodzi yekukanganiswa kwezviwanikwa mberi;Gadzirisa kushanduka kwemitengo mucheni yekugovera uye uwane core raw material cost control.
Maererano nemitengo, kusvika ikozvino, mavhareji emitengo yebhatiri-giredhi lithium carbonate uye lithium hydroxide yakakwira kusvika ku170,000 kusvika 180,000/ton uye 160,000 kusvika 170,000/ton, maererano.
Padivi remusika, indasitiri yemotokari yemagetsi yepasi rose yakaenderera mberi nekukwira kwayo munaGunyana.Kutengeswa kwese kwemotokari itsva dzemagetsi munyika pfumbamwe dzeEurope munaSeptember yaiva 190,100, gore negore kuwedzera kwe43%;United States yakatengesa 49,900 itsva simba motokari munaSeptember, gore-pa-gore kuwedzera kwe46%.
Pakati pavo, Tesla Q3 yakapa 241,300 motokari munyika yose, rekodhi yakakwirira mumwaka mumwe chete, nekuwedzera kwegore negore kwe73% uye mwedzi nemwedzi kuwedzera kwe20%;Weilai naXiaopeng vakatengesa zvinopfuura zviuru gumi mumwedzi mumwechete kekutanga, kusanganisira Ideal, Nezha, Zero Run, Kukura kwegore-pagore kwekutengesa kweWeimar Motors nedzimwe mota dzakawana kukura kwakakosha.
Dhata inoratidza kuti panosvika 2025, kutengesa kwepasirese kwemotokari nyowani dzevatyairi kuchasvika mamirioni gumi nemasere, uye kudiwa kwepasi rose kwemabhatiri emagetsi kuchapfuura 1TWh.Musk akatoratidza kuti Tesla inotarisirwa kuwana kutengeswa kwegore negore kwemamiriyoni makumi maviri emotokari itsva ne2030.
Zvinoenderana nekutonga kwemaindasitiri, kufambira mberi kwepasi rose kwelithium resource kusimudzira kungave kwakaoma kuenzanisa kukurumidza uye ukuru hwekukura kwekuda, uye nekupa kuoma kwemapurojekiti ezviwanikwa, kufambira mberi chaiko hakuna chokwadi.Kubva 2021 kusvika 2025, kudiwa kweLithium Indasitiri yekupa uye kudiwa kunogona zvishoma nezvishoma kushomeka.
Kunobva: Gaogong Lithium Grid
Nguva yekutumira: Zvita-24-2021