Gawaarida korontada ee hoose ayaa kor u kacaya, sahayda iyo baahida lithium-ka ayaa mar kale la adkeeyay, waxaana sii socda dagaalka "lithium-ka qabsashada"
Horraantii Oktoobar, warbaahinta ajnabiga ah ayaa soo warisay in LG New Energy uu la saxeexday heshiis iibsasho macdanta lithium ah oo ay la gashay macdanta Lithium-ka Brazil Sigma Lithium. Miisaanka heshiisku waa 60,000 tan oo lithium-ku- uruursan sanadka 2023 iyo 100,000 oo tan sanadkii 2024 ilaa 2027.
Sebtembar 30keedii, Albemarle, soo saaraha lithium-ka ugu weyn adduunka, ayaa sheegay in ay ku iibsan doonto Guangxi Tianyuan ku dhawaad US$200 milyan si ay u kordhiso awoodeeda beddelka lithium.
Sebtembar 28, macdanta Lithium-ka Canadian Millennial Lithium waxay sheegtay in CATL ay ogolaatay inay ku iibsato shirkadda 377 milyan oo doolarka Kanada ah (qiyaastii RMB 1.92 bilyan).
Sebtembar 27, Tianhua Super-Clean ayaa ku dhawaaqday in Tianhua Times ay gelin doonto 240 milyan oo doolarka Mareykanka ah (qiyaastii RMB 1.552 bilyan) si ay u hesho 24% saamiga mashruuca Manono spodumene. Ningde Times waxa ay haysataa 25% Tianhua Times.
Marka loo eego asalka baahida xoogga leh ee hoose iyo awoodda wax soo saarka warshadaha oo aan ku filnayn, shirkado badan oo liiska ku jira ayaa qabsaday fursadaha horumarinta baabuurta tamarta cusub iyo kaydinta tamarta, waxayna dhawaan ku dhawaaqeen gelitaanka xuduudaha ee macdanta lithium.
Zijin Mining waxay ogolaatay inay hesho dhammaan saamiyada la soo saaray ee Neo Lithium, oo ah shirkad milix lithium ah oo Canadian ah, wadarta guud ee qaddarinta qiyaastii C$960 milyan (qiyaastii RMB 4.96 bilyan). Mashruuca 3Q-da dambe waxa uu leeyahay 700 tan oo LCE ah (lithium carbonate u dhiganta) iyo 1.3 milyan oo tan oo kayd LCE ah, awoodda wax-soo-saarka sannadlaha ah ee mustaqbalka waxa la filayaa in ay gaadho 40,000 tan oo ah lithium carbonate heerka baytari ah.
Saamiyada Jinyuan waxay ku dhawaaqday in shirkaddeeda ay wada leeyihiin, Jinyuan New Energy, ay ku talo jirto inay ku hesho 60% Liyuan Mining lacag caddaan ah iyo iyada oo soo saaraysa saamiyada shirkadaha liiska ku jira. Labada dhinac waxay ku heshiiyeen in miisaanka macdanta ee macdanta lithium uusan ka yarayn 8,000 tons / sannadkii lithium carbonate (oo u dhiganta), iyo marka ay dhaafto 8,000 tan / sannadkii, waxay sii wadi doontaa inay hesho 40% ee soo hadhay ee sinnaanta.
Saamiyada Anzhong ayaa ku dhawaaqay inay ku tala jiraan inay helaan 51% saamiyada Jiangxi Tongan oo ay haysato Maalgashiga Qiangqiang iyada oo wadata lacagteeda. Ka dib marka la dhammeeyo macaamilka, mashruuca ayaa la filayaa inuu soo saaro qiyaastii 1.35 milyan oo tan oo macdanta ceyriin ah iyo wax soo saar sanadle ah oo ku saabsan qiyaastii 300,000 oo tan oo lithium ah, oo u dhiganta lithium carbonate. U dhiganta waa ilaa 23,000 oo tan.
Xawliga keenista kheyraadka lithium ee shirkado badan ayaa sii xaqiijinaya in sahayda lithium ay soo food saartay gabaabsi. Dirista ilaha lithium-ka iyada oo loo marayo saami-qaybsiga, iibsiga, iyo xidhitaanka dalabaadka muddada-dheer wali waa mawduuca ugu muhiimsan ee suuqa mustaqbalka.
Degdegga ah "iibsashada" macdanta lithium waa in, dhinaca kale, oo wajahaya xilliga TWh, sahayda wax ku oolka ah ee silsiladda sahayda waxay la kulmi doontaa farqi weyn, shirkadaha batteriga waxay u baahan yihiin inay ka hortagaan khatarta ka hortagga kheyraadka horay; Deji isbedbedelka qiimaha ee silsiladda sahayda oo gaadh xakamaynta qiimaha alaabta ceeriin ee asaasiga ah.
Dhanka qiimaha, ilaa hadda, celceliska qiimaha lithium carbonate iyo lithium hydroxide waxay kor u kaceen 170,000 ilaa 180,000/ton iyo 160,000 ilaa 170,000/ton, siday u kala horreeyaan.
Dhanka suuqa, warshadaha gawaarida korontada ee caalamiga ah ayaa sii waday kor u kaca sare ee Sebtembar. Wadarta iibka baabuurta tamarta cusub ee sagaalka waddan ee Yurub bishii Sebtembar waxay ahayd 190,100, korodhka sanadlaha ah ee 43%; Maraykanku waxa uu iibiyay 49,900 baabuurta tamarta cusub bishii Sebtembar, korodhka sanadba sanadka ka dambeeya 46%.
Waxaa ka mid ah, Tesla Q3 waxa ay gaarsiisay 241,300 baabuur adduunka oo dhan, waana rikoorkii ugu sarreeyay ee hal xilli gudaheed, iyada oo sanad kasta kororka 73% iyo kororka bil kasta ah 20%; Weilai iyo Xiaopeng waxay iibiyeen in ka badan 10,000 hal bil gudaheed markii ugu horeysay, oo ay ku jiraan Ideal, Nezha, Zero Run, Heerka kobaca sanadka ee iibka Weimar Motors iyo baabuurta kale dhamaantood waxay gaareen kobac weyn.
Xogta ayaa muujineysa in marka la gaaro 2025, iibka caalamiga ah ee baabuurta rakaabka tamarta cusub uu gaari doono 18 milyan, iyadoo baahida caalamiga ah ee baytariyada korontada ay dhaafi doonto 1TWh. Musk ayaa xitaa shaaca ka qaaday in Tesla la filayo inuu gaaro iibka sanadlaha ah ee 20 milyan oo baabuur cusub marka la gaaro 2030.
Marka loo eego go'aannada warshadaha, qorshaha ugu muhiimsan ee horumarinta khayraadka lithium ee adduunka ayaa laga yaabaa inay adagtahay in la waafajiyo xawaaraha iyo baaxadda koritaanka baahida, iyo marka la eego kakanaanta mashaariicda kheyraadka, horumarka dhabta ah ee horumarka waa mid aan la hubin. Laga bilaabo 2021 ilaa 2025, baahida loo qabo sahayda warshadaha lithium iyo baahida ayaa laga yaabaa inay si tartiib tartiib ah u yaraato.
Xigasho: Gaogong Lithium Grid
Waqtiga post: Dec-24-2021