Raws li "superstar" ntawm lithium roj teeb kev lag luam saw txij li xyoo 2021, tus nqi ntawm lithium carbonate tau hloov pauv ntau hauv ob xyoos dhau los.Nws ib zaug mus txog rau sab saum toj thiab mus rau tus nqi ntawm 600,000 yuan / tuj.Qhov kev thov nyob rau hauv thawj ib nrab ntawm 2023 kuj yog thaum lub sij hawm trough lub sij hawm, nws poob rau 170,000 yuan / ton.Nyob rau tib lub sijhawm, raws li lithium carbonate yav tom ntej tab tom yuav tsim tawm, SMM yuav muab cov neeg nyeem nrog kev tshuaj xyuas tag nrho ntawm lithium kev lag luam saw txheej txheem, cov peev txheej kawg, smelting kawg, thov kawg, muab khoom thiab xav tau qauv, xaj daim ntawv kos npe thiab tus nqi mechanism. nyob rau hauv tsab xov xwm no.
Txheej txheem cej luam ntawm lithium kev lag luam saw:
Raws li cov khoom siv hlau nrog qhov tsawg tshaj plaws atomic qhov hnyav, lithium muaj cov nqi loj thiab ruaj khov helium-hom ob txheej electron.Nws muaj zog heev electrochemical kev ua si thiab tuaj yeem hnov mob nrog lwm cov ntaub ntawv los ua ntau yam sib txuas.Nws yog ib qho khoom siv zoo heev rau kev tsim cov roj teeb.Qhov kev xaiv zoo tshaj plaws.Hauv kev lag luam lithium cov saw hlau, cov dej ntws tawm suav nrog cov peev txheej lithium xws li spodumene, lepidolite, thiab ntsev pas dej brine.Tom qab cov peev txheej lithium raug rho tawm, lawv tuaj yeem ua tiav hauv txhua qhov txuas los tsim cov roj lithium ntsev, theem nrab / ntau lithium ntsev, hlau lithium thiab lwm yam khoom.Cov khoom hauv thawj theem ua haujlwm feem ntau suav nrog cov roj lithium ntsev xws li lithium carbonate, lithium hydroxide, thiab lithium chloride;Kev ua haujlwm ntxiv tuaj yeem tsim cov khoom lag luam theem nrab lossis ntau yam lithium xws li lithium hlau phosphate, lithium cobalt oxide, lithium hexafluorophosphate, thiab hlau lithium.Ntau yam khoom siv lithium tuaj yeem siv dav hauv thaj chaw tshiab xws li lithium roj teeb, ceramics, iav, alloys, roj, tub yees, tshuaj, kev lag luam nuclear thiab optoelectronics.
Lithium cov ntaub ntawv kawg:
Los ntawm kev xav ntawm lithium cov peev txheej, nws tuaj yeem muab faib ua ob txoj kab tseem ceeb: cov ntaub ntawv tseem ceeb thiab cov khoom siv rov ua dua tshiab.Ntawm lawv, cov khoom siv lithium ntawm cov khoom siv raw feem ntau muaj nyob rau hauv ntsev pas dej brine, spodumene thiab lepidolite.Cov khoom siv rov ua dua feem ntau tau txais cov peev txheej lithium los ntawm cov roj teeb lithium so thiab rov ua dua tshiab.
Pib los ntawm txoj kev raw khoom, qhov kev faib tawm ntawm tag nrho cov peev txheej lithium yog qhov siab.Raws li cov ntaub ntawv tshiab tshaj tawm los ntawm USGS, thoob ntiaj teb lithium cov peev txheej khaws cia tag nrho 22 lab tons ntawm lithium hlau sib npaug.Ntawm lawv, tsib lub teb chaws saum toj kawg nkaus hauv ntiaj teb cov peev txheej lithium yog Chile, Australia, Argentina, Tuam Tshoj, thiab Tebchaws Meskas, suav txog 87% ntawm tag nrho, thiab Tuam Tshoj cov nyiaj khaws cia rau 7%.
Ntxiv segmenting cov peev txheej, cov pas dej ntsev yog tam sim no lub ntsiab ntawm lithium cov peev txheej hauv ntiaj teb, feem ntau faib hauv Chile, Argentina, Tuam Tshoj thiab lwm qhov chaw;spodumene mines feem ntau yog muab faib rau hauv Australia, Canada, Tebchaws Asmeskas, Tuam Tshoj thiab lwm qhov chaw, thiab cov peev txheej kev faib tawm yog qis dua lub pas dej ntsev thiab yog cov khoom siv nrog qib siab tshaj plaws ntawm kev lag luam lithium extraction tam sim no;lepidolite resource reserves yog me me thiab concentrated nyob rau hauv Jiangxi, Tuam Tshoj.
Kev txiav txim los ntawm cov khoom siv lithium, tag nrho cov khoom siv lithium thoob ntiaj teb hauv 2022 yuav yog 840,000 tons ntawm LCE.Nws xav kom ua tiav qhov kev loj hlob txhua xyoo ntawm 21% los ntawm 2023 txog 2026, nce mus txog 2.56 lab tons ntawm LCE hauv 2026. Hais txog lub teb chaws, CR3 yog Australia, Chile, thiab Tuam Tshoj, suav txog tag nrho ntawm 86%, qhia. high degree ntawm concentration.
Nyob rau hauv cov nqe lus ntawm raw cov ntaub ntawv hom, pyroxene tseem yuav yog hom raw khoom tseem ceeb yav tom ntej.Lub pas dej ntsev yog qhov thib ob loj tshaj plaws raw khoom, thiab mica tseem yuav ua lub luag haujlwm ntxiv.Nws yog tsim nyog sau cia tias yuav muaj nthwv dej ntawm scrapping tom qab xyoo 2022. Kev loj hlob sai ntawm kev tsim cov khoom pov tseg thiab decommissioning pov tseg, nrog rau kev ua tiav hauv kev rov ua dua lithium extraction thev naus laus zis, yuav txhawb kev loj hlob sai ntawm kev rov ua dua lithium extraction ntim.Nws cia siab tias cov khoom siv rov ua dua tshiab yuav ncav cuag 8% hauv 2026. Qhov feem ntawm cov khoom siv lithium.
Txhua yam txog lithium!Tag nrho cov ntsiab lus ntawm lithium kev lag luam saw
Lithium smelting kawg:
Tuam Tshoj yog lub teb chaws uas muaj lithium smelting ntau tshaj plaws nyob rau hauv lub ntiaj teb no.Saib ntawm cov xeev, Tuam Tshoj cov chaw tsim khoom lithium carbonate feem ntau yog los ntawm kev faib cov peev txheej thiab cov lag luam smelting.Lub nroog loj tshaj plaws yog Jiangxi, Sichuan thiab Qinghai.Jiangxi yog lub xeev uas muaj cov khoom siv lepidolite loj tshaj plaws hauv Suav teb, thiab muaj peev xwm tsim tau cov tuam txhab smelting zoo xws li Ganfeng Lithium Kev Lag Luam, uas tsim cov lithium carbonate thiab lithium hydroxide los ntawm spodumene imported;Sichuan yog lub xeev nrog cov khoom siv pyroxene loj tshaj plaws hauv Suav teb, thiab tseem yog lub luag haujlwm rau kev tsim cov hydroxide.Lithium ntau lawm Center.Qinghai yog Tuam Tshoj qhov loj tshaj plaws ntsev pas dej brine lithium extraction xeev.
Txhua yam txog lithium!Tag nrho cov ntsiab lus ntawm lithium kev lag luam saw
Hais txog cov tuam txhab, hais txog lithium carbonate, tag nrho cov khoom tsim tawm hauv 2022 yuav yog 350,000 tons, ntawm cov tuam txhab CR10 suav nrog tag nrho 69%, thiab cov qauv tsim tawm kuj tseem muaj zog.Ntawm lawv, Jiangxi Zhicun Lithium Kev Lag Luam muaj qhov tso zis ntau tshaj plaws, suav txog 9% ntawm nws cov zis.Tsis muaj tus thawj coj monopoly hauv kev lag luam.
Txhua yam txog lithium!Tag nrho cov ntsiab lus ntawm lithium kev lag luam saw
Hais txog lithium hydroxide, tag nrho cov khoom tsim tawm hauv xyoo 2022 yuav yog 243,000 tons, ntawm cov tuam txhab CR10 suav txog ntau npaum li 74%, thiab cov qauv tsim muaj ntau dua li cov lithium carbonate.Ntawm lawv, Ganfeng Lithium Kev Lag Luam, lub tuam txhab nrog cov txiaj ntsig loj tshaj plaws, suav txog 24% ntawm tag nrho cov khoom tsim tawm, thiab cov txiaj ntsig ua tau pom tseeb.
Txhua yam txog lithium!Tag nrho cov ntsiab lus ntawm lithium kev lag luam saw
Lithium xav tau sab:
Lithium kev thov tuaj yeem muab faib ua ob qhov loj: kev lag luam roj teeb lithium thiab kev lag luam tsoos.Nrog rau kev loj hlob tawg ntawm lub zog thiab lub zog cia kev lag luam xav tau hauv tsev thiab txawv teb chaws, qhov feem pua ntawm lithium roj teeb xav tau nyob rau hauv tag nrho lithium noj yog nce txhua xyoo.Raws li SMM cov txheeb cais, nyob nruab nrab ntawm 2016 thiab 2022, qhov kev faib ua feem ntawm lithium carbonate noj nyob rau hauv lithium roj teeb teb tau nce los ntawm 78% mus rau 93%, thaum lithium hydroxide dhia los ntawm tsawg dua 1% mus rau ze li ntawm 95% +.Los ntawm kev lag luam kev xav, tag nrho cov kev xav tau hauv kev lag luam roj teeb lithium feem ntau yog tsav los ntawm peb lub lag luam loj ntawm lub zog, lub zog cia thiab kev siv:
Kev lag luam hluav taws xob: Tsav los ntawm cov cai tswj hwm hluav taws xob thoob ntiaj teb, lub tuam txhab hloov tsheb thiab kev lag luam xav tau, kev lag luam hluav taws xob xav tau yuav ua tiav kev loj hlob tawg hauv 2021-2022, suav txog qhov tseem ceeb ntawm lithium roj teeb xav tau, thiab xav kom muaj kev loj hlob ruaj khov nyob rau lub sijhawm ntev..
Kev lag luam cia hluav taws xob: Raws li kev cuam tshuam ntawm cov teeb meem xws li hluav taws xob hluav taws xob thiab lub teb chaws txoj cai, peb lub lag luam loj ntawm Tuam Tshoj, Tebchaws Europe, thiab Tebchaws Meskas yuav ua haujlwm ua ke thiab yuav dhau los ua qhov loj tshaj plaws thib ob rau lithium roj teeb xav tau.
Consumer market: Tag nrho cov lag luam tau dhau los ua saturated, thiab kev loj hlob mus sij hawm ntev yuav tsum tau qis.
Txhua yam txog lithium!Tag nrho cov ntsiab lus ntawm lithium kev lag luam saw
Zuag qhia tag nrho, qhov kev thov rau cov roj teeb lithium yuav nce 52% xyoo-rau-xyoo hauv 2022, thiab yuav nce tsis tu ncua ntawm kev loj hlob txhua xyoo ntawm 35% los ntawm 2022 txog 2026, uas yuav ntxiv dag zog rau lithium roj teeb kev lag luam feem ntawm lithium xav tau. .Nyob rau hauv cov nqe lus ntawm kev siv sib txawv, lub zog cia kev lag luam muaj kev loj hlob siab tshaj plaws.Kev lag luam fais fab txuas ntxiv txhim kho raws li lub ntiaj teb tshiab lub zog tsheb txuas ntxiv txhim kho.Cov neeg siv khoom lag luam feem ntau yog nyob ntawm kev loj hlob ntawm lub tsheb hluav taws xob ob lub log thiab cov khoom siv tshiab xws li drones, e-luam yeeb, thiab cov khoom siv hnav.Qhov sib xyaw ua ke txhua xyoo kev loj hlob tsuas yog 8%.
Los ntawm qhov kev xav ntawm cov tuam txhab cov neeg siv khoom ncaj qha ntawm lithium ntsev, hais txog lithium carbonate, tag nrho qhov kev thov hauv 2022 yuav yog 510,000 tons.Cov tuam txhab neeg siv khoom feem ntau yog tsom rau hauv cov tuam txhab lithium hlau phosphate cathode cov khoom lag luam thiab cov tuam txhab nruab nrab thiab qis nickel ternary cathode cov khoom lag luam, thiab cov tuam txhab downstream yog concentrated hauv kev noj.Cov qib qis qis, ntawm cov CR12 suav nrog 44%, uas muaj cov nyhuv ntev-ntev thiab cov qauv sib txawv.
Txhua yam txog lithium!Tag nrho cov ntsiab lus ntawm lithium kev lag luam saw
Hais txog lithium hydroxide, tag nrho cov kev siv hauv 2022 yuav yog 140,000 tons.Qhov concentration ntawm cov neeg siv khoom lag luam hauv qab yog qhov siab dua li ntawm lithium carbonate.CR10 suav txog 87%.Cov qauv no kuj yog concentrated.Nyob rau hauv lub neej yav tom ntej, raws li ntau yam ternary cathode khoom tuam txhab uas muag yuav nce mus nrog siab nickelization, kev lag luam concentration yuav tsum poob.
Txhua yam txog lithium!Tag nrho cov ntsiab lus ntawm lithium kev lag luam saw
Lithium cov khoom siv thiab kev xav tau qauv:
Los ntawm kev xav txog kev xa khoom thiab kev xav tau, lithium tau ua tiav ib lub voj voog ntawm 2015 thiab 2019. Los ntawm 2015 txog 2017, lub zog tshiab xav tau kev loj hlob sai los ntawm lub xeev cov nyiaj pab.Txawm li cas los xij, qhov kev loj hlob ntawm lithium cov peev txheej tsis tau nrawm npaum li qhov xav tau, ua rau muaj kev tsis sib haum xeeb ntawm cov khoom siv thiab kev xav tau.Txawm li cas los xij, tom qab lub xeev cov nyiaj pab poob qis hauv 2019, qhov kev thov davhlau ya nyob twg poob sai sai, tab sis kev nqis peev thaum ntxov Lithium cov peev txheej tau maj mam mus txog lub peev xwm tsim khoom, thiab lithium tau nkag mus rau lub voj voog ntau ntxiv.Lub sijhawm no, ntau lub tuam txhab mining tshaj tawm tias kev lag luam poob qis, thiab kev lag luam tau hloov pauv hloov pauv.
Lub voj voog kev lag luam no pib thaum kawg ntawm 2020:
2021-2022: Terminal xav tau tawg sai heev, tsim kev tsis sib haum xeeb nrog cov khoom siv lithium lithium.Los ntawm 2021 txog 2022, qee qhov haujlwm lithium mining uas tau raug tshem tawm hauv lub voj voog dhau los yuav rov pib dua ib zaug, tab sis tseem muaj qhov tsis txaus loj.Nyob rau tib lub sijhawm, lub sijhawm no kuj yog theem thaum cov nqi lithium tau nce sai.
2023-2024: Rov pib dua ntawm cov phiaj xwm tsim khoom + cov phiaj xwm tshiab cog qoob loo yuav tsum ncav cuag kev tsim khoom txuas ntxiv ntawm 2023 thiab 2024. Qhov kev loj hlob ntawm cov kev xav tau ntawm lub zog tshiab tsis nrawm npaum li qhov pib ntawm qhov tshwm sim, thiab qib ntawm Cov peev txheej nyiaj txiag yuav ncav cuag nws qhov siab tshaj plaws hauv 2024.
2025-2026: Qhov kev loj hlob ntawm cov khoom siv lithium sab saud tuaj yeem ua rau qeeb vim muaj qhov seem ntxiv.Qhov kev thov sab yuav raug tsav los ntawm lub zog khaws cia, thiab cov nyiaj seem yuav raug txo kom zoo.
Txhua yam txog lithium!Tag nrho cov ntsiab lus ntawm lithium kev lag luam saw
Lithium ntsev kos npe qhov xwm txheej thiab kev daws teeb meem mechanism
Qhov kev txiav txim kos npe hom ntawm lithium ntsev feem ntau suav nrog kev txiav txim mus sij hawm ntev thiab xoom xaj.Xoom xaj tuaj yeem txhais tau tias yog kev lag luam hloov pauv.Cov tog neeg ua lag luam tsis pom zoo rau cov khoom lag luam, qhov ntau, thiab cov txheej txheem nqi hauv ib lub sijhawm, thiab paub txog cov lus hais ywj pheej;ntawm lawv, kev txiav txim mus sij hawm ntev tuaj yeem muab faib ua peb pawg:
Volume lock formula: Cov khoom ntim thiab cov nqi sib cog lus tau pom zoo ua ntej.Tus nqi sib hais haum yuav yog raws li (SMM) tus nqi nruab nrab txhua hli ntawm lub platform thib peb, ntxiv los ntawm kev hloov pauv coefficient, kom ua tiav kev lag luam kev sib hais haum nrog nruab nrab yooj.
Volume lock and price lock: Cov khoom ntim thiab tus nqi sib hais haum tau pom zoo ua ntej, thiab tus nqi sib hais haum nyob rau yav tom ntej kev sib hais haum.Thaum tus nqi raug kaw, nws yuav tsis raug hloov kho yav tom ntej / tom qab qhov kev hloov kho tau tshwm sim, tus neeg yuav khoom thiab tus neeg muag khoom yuav rov pom zoo rau tus nqi ruaj khov, uas muaj qhov hloov pauv tsawg.
Xauv kom muaj nuj nqis nkaus xwb: tsuas yog tsim daim ntawv cog lus / sau ntawv rau ntawm cov khoom ntim, tab sis tsis muaj kev pom zoo ua ntej ntawm tus nqi sib hais ntawm cov khoom, uas yog hloov tau yooj yim.
Nyob nruab nrab ntawm 2021 thiab 2022, vim muaj kev hloov pauv ntawm tus nqi ntse, tus qauv kos npe thiab tus nqi ntawm cov roj lithium ntsev kuj tau hloov ntsiag to.Los ntawm qhov kev xav ntawm kev kos npe rau daim ntawv cog lus, xyoo 2022, 40% ntawm cov tuam txhab yuav siv cov txheej txheem nqi uas tsuas yog kaw hauv ntim, feem ntau vim tias cov khoom siv hauv khw lithium nruj thiab cov nqi siab.Txhawm rau tiv thaiv cov txiaj ntsig, cov tuam txhab smelting sab saud feem ntau yuav siv txoj hauv kev kaw lub ntim tab sis tsis yog nqi;Nyob rau hauv lub neej yav tom ntej, Saib, raws li kev muab khoom thiab kev thov rov qab mus rau qhov kev xav tau, cov neeg yuav khoom thiab cov neeg muag khoom tau dhau los ua qhov kev xav tau tseem ceeb rau cov khoom siv thiab cov nqi ruaj khov.Nws xav tias qhov kev faib ua feem ntawm lub sij hawm ntev kaw-hauv ntim thiab cov qauv ntsuas phoo (txuas mus rau tus nqi ntawm SMM lithium ntsev kom ua tiav cov qauv sib txuas) yuav nce.
Los ntawm kev xav ntawm lithium ntsev cov neeg yuav khoom, ntxiv rau kev yuav khoom ncaj qha los ntawm cov tuam txhab khoom siv, qhov nce ntawm lithium ntsev cov neeg yuav khoom los ntawm cov tuam txhab davhlau ya nyob twg ( roj teeb, tuam txhab tsheb, thiab lwm cov tuam txhab hlau mining) tau txhawb nqa tag nrho cov tuam txhab yuav khoom.Kev txiav txim siab tias cov neeg ua si tshiab yuav tsum tau xav txog Kev ruaj ntseg ntev ntawm kev lag luam thiab kev paub txog tus nqi ntawm cov hlau uas paub tab yuav tsum muaj qee yam cuam tshuam rau kev lag luam tus nqi mechanism.Qhov kev faib ua feem ntawm tus nqi qauv ntawm qhov ntsuas qhov ntsuas qhov ntsuas qhov ntsuas qhov ntsuas rau kev txiav txim mus ntev tau nce.
Txhua yam txog lithium!Tag nrho cov ntsiab lus ntawm lithium kev lag luam saw
Los ntawm tag nrho cov kev xav, rau lub lithium kev lag luam saw, tus nqi ntawm lithium ntsev tau dhau los ua tus nqi hub ntawm tag nrho cov kev lag luam saw, txhawb kev sib kis tus nqi thiab cov nqi ntawm ntau yam kev sib txuas.Saib nws hauv ntu:
Lithium Ore - Lithium ntsev: Raws li tus nqi ntawm lithium ntsev, lithium ore yog luv nqi los ntawm kev sib faib nyiaj.
Precursor - cathode txuas: Anchoring tus nqi ntawm lithium ntsev thiab lwm yam hlau ntsev, thiab muab nws nrog rau chav tsev noj thiab txo coefficient kom ua tiav cov nqi txuas tshiab
Qhov zoo electrode - roj teeb ntawm tes: anchors tus nqi ntawm cov hlau ntsev thiab multiplies nrog cov chav tsev noj thiab luv nqi coefficient kom ua tiav cov nqi txuas tshiab
Roj teeb ntawm tes - OEM / integrator: cais tus nqi ntawm cathode / lithium ntsev (lithium ntsev yog ib qho ntawm cov khoom tseem ceeb hauv cathode).Lwm cov ntaub ntawv tseem ceeb txais yuav tus nqi ruaj khov.Raws li qhov hloov pauv ntawm lithium ntsev tus nqi, tus nqi them nyiaj tau kos npe., kom ua tiav tus nqi txuas kev sib hais haum.
Post lub sij hawm: Nov-06-2023