Ke piʻi nei nā kaʻa uila i lalo, hoʻopaʻa hou ʻia ka lako a me ka koi o ka lithium, a ke hoʻomau nei ke kaua o "grab lithium".
I ka hoʻomaka ʻana o ʻOkakopa, ua hōʻike ʻia ka nūhou haole ua hoʻopaʻa inoa ʻo LG New Energy i kahi kuʻikahi kūʻai lithium ore me Brazilian lithium miner Sigma Lithium.ʻO ka pālākiō ʻaelike he 60,000 tons o ka lithium concentrate ma 2023 a me 100,000 tons i kēlā me kēia makahiki mai 2024 a 2027.
Ma Sepatemaba 30, ua ʻōlelo ʻo Albemarle, ka mea hana lithium nui loa o ka honua, e loaʻa iā ia ʻo Guangxi Tianyuan ma kahi o US $200 miliona e hoʻonui ai i kona hiki ke hoʻololi lithium.
Ma Sepatemaba 28, ua ʻōlelo ʻo Canada miner lithium Millennial Lithium ua ʻae ʻo CATL e kūʻai i ka hui no 377 miliona mau kālā Kanada (ma kahi o RMB 1.92 biliona).
Ma Sepatemaba 27, ua hoʻolaha ʻo Tianhua Super-Clean e hoʻolilo ʻo Tianhua Times i 240 miliona mau kālā ʻAmelika (ma kahi o RMB 1.552 biliona) no ka loaʻa ʻana o kahi 24% kuleana ma ka papahana Manono spodumene.Aia ʻo Ningde Times i 25% o Tianhua Times.
Ma lalo o ke kumu o ka koi ikaika o lalo a me ka lawa ʻole o ka hana hana ʻoihana, ua hopu nā hui i helu ʻia i nā manawa hoʻomohala o nā kaʻa ikehu hou a me ka mālama ʻana i ka ikehu, a ua hoʻolaha hou aku nei i ke komo ʻana i nā palena palena i loko o nā mines lithium.
Ua ʻae ʻo Zijin Mining e loaʻa nā ʻāpana āpau i hoʻopuka ʻia o Neo Lithium, kahi hui paʻakai lithium ma Kanada, no ka nānā ʻana ma kahi o C$960 miliona (ma kahi o RMB 4.96 biliona).He 700 tons o LCE (lithium carbonate equivalent) ko ka papahana 3Q hope loa a me 1.3 miliona tons o nā waihona LCE, a ua manaʻo ʻia ka hiki ʻana o ka mana hana makahiki e hiki mai ana i ka 40,000 tons lithium carbonate.
Ua hoʻolaha ʻo Jinyuan shares e manaʻo ana kāna ʻoihana nona piha, ʻo Jinyuan New Energy, e loaʻa iā 60% o Liyuan Mining ma ke kālā a ma ka hoʻopuka ʻana i nā ʻāpana o nā hui i helu ʻia.Ua ʻae nā ʻaoʻao ʻelua ʻaʻole e emi iho ka nui o ka mining o ka mining source lithium ma mua o 8,000 tons/makahiki o ka lithium carbonate (e like), a i ka wā e ʻoi aku ai ma mua o 8,000 tons/makahiki, e hoʻomau ʻia ka loaʻa ʻana o ke koena 40% o ke kaulike.
Ua hoʻolaha ʻo Anzhong shares i kona manaʻo e loaʻa i ka 51% o ka waiwai o Jiangxi Tongan i mālama ʻia e Qiangqiang Investment me kāna kālā ponoʻī.Ma hope o ka pau ʻana o ke kaʻina hana, manaʻo ʻia ka pāhana e mine ma kahi o 1.35 miliona mau tone o ka ʻoʻa maka a me kahi puka makahiki ma kahi o 300,000 tons o ka lithium concentrate, e like me ka lithium carbonate.ʻO ka mea like ma kahi o 23,000 tons.
ʻO ka wikiwiki o ka hoʻolaha ʻana i nā kumuwaiwai lithium e nā ʻoihana he nui e hōʻoia hou i ka hāʻawi ʻana o ka lithium i kahi hemahema.ʻO ka hoʻolaha ʻana i nā kumuwaiwai lithium ma o ka hoʻopaʻa ʻana, ka loaʻa ʻana, a me ka laka ʻana i nā kauoha lōʻihi ke kumu nui o ka mākeke e hiki mai ana.
ʻO ka wikiwiki o ka "kūʻaiʻana" i nā mines lithium,ʻo ia, ma kekahiʻaoʻao, e kū ana i ka manawa TWh, e kū ana ka lako kūpono o ke kaulahao hoʻolako i kahi ākea nui, a pono i nā hui pākaukau e pale i ka pilikia o ka pilikia o ka waiwai ma mua;E hoʻopaʻa i nā loli kumukūʻai ma ke kaulahao hoʻolako a hoʻokō i ka mana kumu kumu kumu kūʻai kumu.
Ma keʻano o nā kumukūʻai, a hiki i kēia manawa, ua piʻi ka awelika o nā kumukūʻai o ka lithium carbonate a me ka lithium hydroxide i 170,000 a 180,000 / ton a me 160,000 a 170,000 / ton.
Ma ka ʻaoʻao o ka mākeke, ua hoʻomau ka ʻoihana kaʻa uila honua i kona boom kiʻekiʻe i Kepakemapa.ʻO ka nui o nā kūʻai aku o nā kaʻa ikehu hou ma nā ʻāina ʻeiwa ʻEulopa i Sepatemaba he 190,100, he piʻi makahiki o ka makahiki he 43%;Ua kūʻai aku ʻo ʻAmelika Hui Pū ʻIa i 49,900 mau kaʻa ikehu hou i ka mahina ʻo Kepakemapa, kahi hoʻonui makahiki-ma-makahiki o 46%.
Ma waena o lākou, hāʻawi ʻo Tesla Q3 i nā kaʻa 241,300 ma ka honua holoʻokoʻa, kahi moʻolelo kiʻekiʻe i ka manawa hoʻokahi, me ka piʻi ʻana o ka makahiki o 73% a me ka piʻi ʻana o ka mahina o 20%;Ua kūʻai aku ʻo Weilai lāua ʻo Xiaopeng ma mua o 10,000 i ka mahina hoʻokahi no ka manawa mua, ʻo ia hoʻi ʻo Ideal, Nezha, Zero Run, ʻO ka piʻi ʻana o ka ulu ʻana o ke kūʻai aku o Weimar Motors a me nā kaʻa ʻē aʻe i loaʻa i ka ulu nui.
Hōʻike ka ʻikepili i ka makahiki 2025, hiki i ka 18 miliona ke kūʻai aku o ka honua o nā kaʻa kaʻa kaʻa hou, a ʻoi aku ka nui o ke koi honua no nā ʻona uila ma mua o 1TWh.Ua hōʻike ʻo Musk e manaʻo ʻia ʻo Tesla e hoʻokō i nā kūʻai makahiki o 20 miliona mau kaʻa hou e 2030.
Wahi a nā hoʻoholo o ka ʻoihana, paʻakikī paha ka holomua o ka hoʻomohala ʻana i ka waiwai lithium hoʻolālā nui o ka honua i ka wikiwiki a me ka nui o ka ulu ʻana o ka noi, a hāʻawi ʻia i ka paʻakikī o nā papahana waiwai, ʻaʻole maopopo ka holomua maoli.Mai 2021 a 2025, hiki ke liʻiliʻi ka noi no ka lako lithium Industry a me ka noi.
Puna: Gaogong Lithium Grid
Ka manawa hoʻouna: Dec-24-2021