Likoloi tsa motlakase tse tlaase li ntse li eketseha, phepelo le tlhokahalo ea lithium li tiisoa hape, 'me ntoa ea "grab lithium" e ntse e tsoela pele.
Mathoasong a Mphalane, mecha ea litaba ea kantle ho naha e tlalehile hore LG New Energy e saenetse tumellano ea ho fumana lithium ore le Brazilian lithium miner Sigma Lithium. Sekala sa tumellano ke lithane tse 60,000 tsa lithium concentrate ka 2023 le lithane tse 100,000 ka selemo ho tloha 2024 ho isa 2027.
Ka la 30 Loetse, Albemarle, moetsi e moholo oa lefats'e oa lithium, o boletse hore e tla reka Guangxi Tianyuan ka chelete e ka bang $200 milione ho eketsa bokhoni ba eona ba ho fetola lithium.
Ka la 28 Loetse, moepo oa lithium oa Canada Millennial Lithium o boletse hore CATL e lumetse ho reka k'hamphani ka lidolara tse limilione tse 377 tsa Canada (hoo e ka bang RMB 1.92 bilione).
Ka September 27, Tianhua Super-Clean e phatlalalitse hore Tianhua Times e tla tsetela liranta tse limilione tse 240 tsa US (hoo e ka bang RMB 1.552 limilione tse likete) ho fumana karolo ea 24% morerong oa Manono spodumene. Ningde Times e tšoere 25% ea Tianhua Times.
Tlas'a semelo sa tlhokahalo e matla ea ho theosa le matla a sa lekaneng a tlhahiso ea indasteri, lik'hamphani tse ngata tse thathamisitsoeng li nkile menyetla ea nts'etsopele ea likoloi tse ncha tsa matla le polokelo ea matla, 'me haufinyane li phatlalalitse ho kena ha moeli merafong ea lithium.
Zijin Mining e lumetse ho fumana likarolo tsohle tse fanoeng tsa Neo Lithium, k'hamphani ea letsoai ea lithium ea Canada, bakeng sa kakaretso ea chelete e ka bang C $ 960 milione (hoo e ka bang RMB 4.96 limilione tse likete). Morero oa morao-rao oa 3Q o na le lithane tse 700 tsa lisebelisoa tsa LCE (lithium carbonate e lekanang) le lithane tse limilione tse 1.3 tsa polokelo ea LCE, 'me matla a nako e tlang a tlhahiso a lebelletsoe ho fihla ho lithane tse 40,000 tsa lithium carbonate tsa betri.
Liabo tsa Jinyuan li phatlalalitse hore lekala la eona le nang le thepa ka botlalo, Jinyuan New Energy, le ikemiselitse ho fumana 60% ea Liyuan Mining ka chelete le ka ho fana ka likarolo tsa lik'hamphani tse thathamisitsoeng. Mekha e 'meli e ile ea lumellana hore tekanyo ea merafo ea merafo ea lithium ha ea lokela ho ba ka tlase ho lithane tse 8,000 / selemo tsa lithium carbonate (e lekanang),' me ha e feta lithane tsa 8,000 / selemo, e tla tsoelapele ho fumana 40% e setseng ea tekano.
Liabo tsa Anzhong li phatlalalitse hore li ikemiselitse ho fumana 51% ea tekano ea Jiangxi Tongan e ts'oaroang ke Qiangqiang Investment ka lichelete tsa eona. Kamora hore thekiso e phetheloe, projeke e lebelletsoe ho rafa lithane tse ka bang limilione tse 1.35 tsa ore e tala le tlhahiso ea selemo ea lithane tse ka bang 300,000 tsa lithium concentrate, tse lekanang le lithium carbonate. E lekanang le eona ke lithane tse ka bang 23,000.
Lebelo la ho tsamaisoa ha lisebelisoa tsa lithium ke lik'hamphani tse ngata li tiisa hape hore phepelo ea lithium e tobane le khaello. Ho romelloa ha lisebelisoa tsa lithium ka ho ba le kabelo, ho fumana, le ho notlela litaelo tsa nako e telele e ntse e le sehlooho se seholo sa 'maraka oa kamoso.
Ho potlaka ha "ho reka" merafo ea lithium ke hore, ka lehlakoreng le leng, ho tobana le mehla ea TWh, phepelo e sebetsang ea phepelo ea phepelo e tla tobana le lekhalo le leholo, 'me lik'hamphani tsa betri li hloka ho thibela kotsi ea ho sitisoa ha lisebelisoa esale pele; Ho tsitsisa ho feto-fetoha ha litheko khoebong ea phepelo le ho fihlela taolo ea litheko tsa mantlha tsa thepa e tala.
Mabapi le litheko, ho fihlela joale, litheko tse tloaelehileng tsa betri-grade lithium carbonate le lithium hydroxide li nyolohetse ho 170,000 ho 180,000 / ton le 160,000 ho 170,000 / ton, ka ho latellana.
Ka lehlakoreng la 'maraka, indasteri ea likoloi tsa motlakase lefatšeng ka bophara e ile ea tsoela pele ka matla a eona a holimo ka Loetse. Kakaretso ea thekiso ea likoloi tse ncha tsa matla linaheng tse robong tsa Europe ka September e ne e le 190,100, keketseho ea selemo le selemo ea 43%; United States e rekisitse likoloi tse ncha tsa 49,900 ka Loetse, keketseho ea selemo le selemo ea 46%.
Har'a bona, Tesla Q3 e ile ea fana ka likoloi tsa 241,300 lefatšeng ka bophara, tlaleho e phahameng ka nako e le 'ngoe, ka keketseho ea selemo le selemo ea 73% le keketseho ea khoeli le khoeli ea 20%; Weilai le Xiaopeng ba rekisitse ho feta 10,000 ka khoeli e le 'ngoe ka lekhetlo la pele, ho kenyelletsa Ideal, Nezha, Zero Run, Sekhahla sa kholo ea selemo le selemo sa thekiso ea Weimar Motors le likoloi tse ling kaofela li fihletse kholo e kholo.
Lintlha li bonts'a hore ka 2025, thekiso ea lefats'e ea likoloi tse ncha tsa bapalami e tla fihla ho limilione tse 18, mme tlhoko ea lefats'e ea libeteri tsa motlakase e tla feta 1TWh. Musk o bile a senola hore Tesla e lebelletsoe ho fihlela thekiso ea selemo le selemo ea likoloi tse ncha tse limilione tse 20 ka 2030.
Ho ea ka likahlolo tsa indasteri, tsoelo-pele ea lefats'e ea ntlafatso ea lisebelisoa tsa lithium e ka 'na ea e-ba thata ho lumellana le lebelo le boholo ba kholo ea tlhokahalo,' me ha ho nahanoa ka ho rarahana ha merero ea lisebelisoa, tsoelo-pele ea sebele ea tsoelo-pele e sa tsitsang haholo. Ho tloha ka 2021 ho isa ho 2025, tlhoko ea phepelo ea Indasteri ea lithium le tlhokahalo e kanna ea haella butle-butle.
Mohloli: Gaogong Lithium Grid
Nako ea poso: Dec-24-2021