Motocin lantarki da ke ƙasa suna haɓaka, ana ƙara ƙarfafa wadata da buƙatun lithium, kuma ana ci gaba da yaƙin na "camu lithium".
A farkon watan Oktoba, kafofin watsa labaru na kasashen waje sun ba da rahoton cewa LG New Energy ya sanya hannu kan yarjejeniyar sayan ma'adinan lithium tare da Sigma Lithium mai hakar lithium na Brazil. Ma'aunin yarjejeniyar shine ton 60,000 na maida hankali na lithium a cikin 2023 da ton 100,000 a kowace shekara daga 2024 zuwa 2027.
A ranar 30 ga Satumba, Albemarle, babban kamfanin kera lithium a duniya, ya ce zai sayi Guangxi Tianyuan kan kusan dalar Amurka miliyan 200 don kara karfin jujjuyawar lithium.
A ranar 28 ga Satumba, kamfanin hakar lithium na Kanada Millennial Lithium ya bayyana cewa CATL ta amince ta sayi kamfanin akan dalar Kanada miliyan 377 (kimanin RMB 1.92 biliyan).
A ranar 27 ga watan Satumba, Tianhua Super-Clean ta sanar da cewa, Tianhua Times za ta zuba jarin dalar Amurka miliyan 240 (kimanin RMB biliyan 1.552) don samun hannun jarin kashi 24% na aikin Manono spodumene. Ningde Times tana rike da kashi 25% na Tianhua Times.
Ƙarƙashin ƙaƙƙarfan buƙatu na ƙasa da ƙarancin ƙarfin samar da masana'antu, kamfanoni da yawa da aka jera sun ƙwace damar haɓaka sabbin motocin makamashi da ajiyar makamashi, kuma kwanan nan sun ba da sanarwar shiga kan iyaka zuwa ma'adinan lithium.
Zijin Mining ya amince ya mallaki dukkan hannun jarin Neo Lithium, wani kamfanin gishirin lithium na Kanada, don jimlar kusan dalar Amurka miliyan 960 (kimanin RMB 4.96 biliyan). Aikin 3Q na ƙarshen yana da ton 700 na albarkatun LCE (daidai da lithium carbonate) da tan miliyan 1.3 na ajiyar LCE, kuma ana sa ran ƙarfin samarwa na shekara-shekara zai kai tan 40,000 na lithium carbonate na baturi.
Hannun jari na Jinyuan ya sanar da cewa, reshensa na gaba daya, Jinyuan New Energy, yana da niyyar samun kashi 60% na ma'adinan Liyuan a cikin tsabar kudi tare da ba da hannun jari na kamfanoni. Bangarorin biyu sun amince cewa ma'aunin hakar ma'adinai na tushen lithium kada ya kasance kasa da tan 8,000 na lithium carbonate (daidai), kuma idan ya wuce tan 8,000 / shekara, zai ci gaba da samun ragowar kashi 40% na daidaiton.
Hannun jarin Anzhong ya sanar da cewa, yana da niyyar samun kashi 51% na hannun jarin Jiangxi Tongan wanda Qiangqiang Investment ke da shi da kudaden sa. Bayan kammala cinikin, ana sa ran aikin zai hako kusan tan miliyan 1.35 na danyen tama da kuma fitar da kusan tan 300,000 na sinadarin lithium a duk shekara, daidai da lithium carbonate. Kwatankwacin kusan ton 23,000 ne.
Hanyoyin tura albarkatun lithium da kamfanoni da yawa ke yi na kara tabbatar da cewa samar da lithium na fuskantar karanci. Aiwatar da albarkatun lithium ta hanyar hannun jari, saye, da kulle umarni na dogon lokaci har yanzu shine babban jigon kasuwa na gaba.
Gaggawar "siyan" ma'adinan lithium shine, a gefe guda, fuskantar zamanin TWh, ingantaccen samar da kayan aiki zai fuskanci babban gibi, kuma kamfanonin batir suna buƙatar hana haɗarin katsewar albarkatu a gaba; Tabbatar da sauye-sauyen farashi a cikin sarkar samarwa da cimma ainihin sarrafa farashin albarkatun ƙasa.
Dangane da farashi, har ya zuwa yanzu, matsakaicin farashin lithium carbonate na baturi da lithium hydroxide sun tashi zuwa 170,000 zuwa 180,000/ton da 160,000 zuwa 170,000/ton, bi da bi.
A bangaren kasuwa, masana'antar kera motocin lantarki ta duniya ta ci gaba da bunkasa a watan Satumba. Jimlar tallace-tallacen sabbin motocin makamashi a cikin ƙasashen Turai tara a watan Satumba ya kai 190,100, haɓakar shekara-shekara na 43%; Amurka ta sayar da sabbin motocin makamashi 49,900 a cikin watan Satumba, karuwa a kowace shekara da kashi 46%.
Daga cikin su, Tesla Q3 ya ba da motoci 241,300 a duk duniya, wanda ya kasance mafi girma a cikin kakar wasa guda, tare da karuwa a kowace shekara na 73% da karuwa a wata-wata na 20%; Weilai da Xiaopeng sun sayar da fiye da 10,000 a cikin wata guda a karon farko, da suka hada da Ideal, Nezha, Zero Run, Haɓaka haɓakar siyar da motocin Weimar da sauran ababen hawa a duk shekara.
Bayanai sun nuna cewa nan da shekarar 2025, siyar da sabbin motocin fasinja masu amfani da makamashi a duniya zai kai miliyan 18, kuma bukatar batirin wutar lantarki a duniya zai wuce 1TWh. Musk har ma ya bayyana cewa ana sa ran Tesla zai cimma siyar da sabbin motoci miliyan 20 a shekara ta 2030.
Dangane da hukunce-hukuncen masana'antu, babban shirin duniya na ci gaban bunƙasa albarkatun lithium na iya zama da wahala ya dace da sauri da girman buƙatun, kuma idan aka yi la'akari da sarƙaƙƙiyar ayyukan albarkatu, ainihin ci gaban ci gaban ba shi da tabbas. Daga 2021 zuwa 2025, buƙatun wadatar masana'antar lithium da buƙata na iya yin ƙaranci a hankali.
Tushen: Gaogong Lithium Grid
Lokacin aikawa: Dec-24-2021