Magalimoto amagetsi akumunsi akukwera, kupezeka ndi kufunikira kwa lithiamu kumalimbikitsidwanso, ndipo nkhondo ya "grab lithium" ikupitiriza.
Kumayambiriro kwa Okutobala, atolankhani akunja adanenanso kuti LG New Energy idasaina mgwirizano wogula lithiamu ore ndi waku Brazil lithiamu mgodi Sigma Lithium.Mgwirizanowu ndi matani 60,000 a lithiamu mu 2023 ndi matani 100,000 pachaka kuyambira 2024 mpaka 2027.
Pa Seputembara 30, Albemarle, wopanga lifiyamu wamkulu kwambiri padziko lonse lapansi, adati apeza Guangxi Tianyuan pafupifupi US $ 200 miliyoni kuti awonjezere kutembenuka kwa lithiamu.
Pa Seputembala 28, wochita mgodi wa lifiyamu waku Canada Millennial Lithium adanena kuti CATL idavomera kugula kampaniyo pamtengo wa $ 377 miliyoni waku Canada (pafupifupi RMB 1.92 biliyoni).
Pa September 27, Tianhua Super-Clean adalengeza kuti Tianhua Times idzagulitsa madola 240 miliyoni a US (pafupifupi RMB 1.552 biliyoni) kuti apeze gawo la 24% mu polojekiti ya Manono spodumene.Ningde Times ili ndi 25% ya Tianhua Times.
Pansi pa kufunikira kwamphamvu kunsi kwa mitsinje komanso kuchuluka kwamakampani osakwanira, makampani ambiri omwe adatchulidwa adagwiritsa ntchito mwayi wopititsa patsogolo magalimoto amagetsi atsopano ndi kusungirako mphamvu, ndipo posachedwapa adalengeza kulowa m'malire mumigodi ya lithiamu.
Zijin Mining wavomereza kupeza magawo onse anapereka Neo Lithium, ndi Canada lifiyamu mchere kampani, chifukwa okwana kuganizira pafupifupi C $960 miliyoni (pafupifupi RMB 4.96 biliyoni).Ntchito yomalizayi ya 3Q ili ndi matani 700 a LCE (lithium carbonate yofanana) ndi matani 1.3 miliyoni a malo osungira a LCE, ndipo tsogolo lapachaka lopanga likuyembekezeka kufika matani 40,000 a lithiamu carbonate ya batri.
Magawo a Jinyuan adalengeza kuti kampani yake yocheperapo, Jinyuan New Energy, ikufuna kupeza 60% ya Liyuan Mining ndi ndalama ndikutulutsa magawo amakampani omwe adatchulidwa.Maphwando awiriwa adagwirizana kuti migodi ya migodi ya migodi ya lithiamu sayenera kukhala yosachepera matani 8,000 / chaka cha lithiamu carbonate (yofanana), ndipo ikadutsa matani 8,000 / chaka, idzapitiriza kupeza 40% yotsalayo.
Magawo a Anzhong adalengeza kuti akufuna kupeza 51% yachuma cha Jiangxi Tongan chomwe chili ndi Qiangqiang Investment ndi ndalama zake.Ntchitoyi ikamalizidwa, ntchitoyi ikuyembekezeka kukumba matani pafupifupi 1.35 miliyoni a miyala yaiwisi yaiwisi ndi kutulutsa kwapachaka kwa matani pafupifupi 300,000 a lithiamu concentrate, yofanana ndi lithiamu carbonate.Zofanana ndi matani 23,000.
Kuthamanga kwa kutumizidwa kwa zinthu za lithiamu ndi makampani ambiri kumatsimikiziranso kuti kutulutsa kwa lithiamu kukukumana ndi kusowa.Kutumizidwa kwa zinthu za lithiamu kudzera mu kugawana, kupeza, ndi kutseka madongosolo a nthawi yayitali akadali mutu waukulu wamsika wamtsogolo.
Kufulumira kwa "kugula" migodi ya lifiyamu ndikuti, kumbali imodzi, kuyang'anizana ndi nthawi ya TWh, kuperekera kwachangu kwazitsulo kudzayang'anizana ndi kusiyana kwakukulu, ndipo makampani a batri ayenera kuteteza kuopsa kwa kusokonezeka kwazinthu pasadakhale;Khazikitsani kusinthasintha kwamitengo mu chain chain ndikukwaniritsa kuwongolera mtengo wazinthu zopangira.
Pamitengo, mpaka pano, mitengo yapakati ya batri ya lithiamu carbonate ndi lithiamu hydroxide yakwera mpaka 170,000 mpaka 180,000/ton ndi 160,000 mpaka 170,000/ton, motero.
Pamsika, msika wamagalimoto amagetsi padziko lonse lapansi udapitilira kukula mu Seputembala.Kugulitsa kwathunthu kwa magalimoto atsopano amphamvu m'mayiko asanu ndi anayi a ku Ulaya mu September kunali 190,100, kuwonjezeka kwa chaka ndi 43%;United States idagulitsa magalimoto amagetsi atsopano a 49,900 mu Seputembala, kuwonjezeka kwa chaka ndi 46%.
Pakati pawo, Tesla Q3 inapereka magalimoto a 241,300 padziko lonse lapansi, mbiri yakale mu nyengo imodzi, ndi kuwonjezeka kwa chaka ndi chaka cha 73% ndi mwezi ndi mwezi wa 20%;Weilai ndi Xiaopeng anagulitsa zoposa 10,000 m'mwezi umodzi kwa nthawi yoyamba, kuphatikizapo Ideal, Nezha, Zero Run, Kukula kwa chaka ndi chaka kwa malonda a Weimar Motors ndi magalimoto ena onse adakula kwambiri.
Deta ikuwonetsa kuti pofika 2025, kugulitsa kwapadziko lonse kwa magalimoto onyamula mphamvu zatsopano kudzafika 18 miliyoni, ndipo kufunikira kwa mabatire amagetsi padziko lonse lapansi kudzapitilira 1TWh.Musk adawululanso kuti Tesla akuyembekezeka kukwaniritsa malonda apachaka a magalimoto atsopano 20 miliyoni pofika 2030.
Malinga ndi zigamulo zamakampani, dziko lokonzekera bwino kwambiri padziko lonse lapansi la lifiyamu gwero lachitukuko lingakhale lovuta kuti lifanane ndi liwiro ndi kukula kwa kukula kwakufunika, ndikupatsidwa zovuta zamapulojekiti, chitukuko chenichenicho ndi chosatsimikizika kwambiri.Kuyambira 2021 mpaka 2025, kufunikira kwa mafakitale a lithiamu ndi kufunikira kumatha kuchepa pang'onopang'ono.
Gwero: Gaogong Lithium Grid
Nthawi yotumiza: Dec-24-2021