(Bloomberg) - Lub tuam txhab lithium rau cov tuam txhab tsheb suav nrog BMW AG thiab Tesla Inc. tab tom pib ua haujlwm los ntsuas cov roj teeb hlau hauv Xinjiang, sib sib zog nqus kev sib txuas ntawm cov tsheb fais fab thiab ib cheeb tsam ntawm lub plawv ntawm tib neeg txoj cai foob rau Tuam Tshoj.
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Ganfeng Lithium Co., Tuam Tshoj tus tsim khoom loj tshaj plaws ntawm cov khoom siv, yog koom tes los ntawm ib lub chaw muag khoom nrog lub koom haum txhawb nqa los txhawb kev tshawb nrhiav thiab muaj peev xwm tsim cov lithium, npib tsib xee thiab lwm yam khoom siv hlau tseem ceeb hauv cheeb tsam. Ganfeng tus Thawj Kav Tebchaws Li Liangbin ua ntej lub xyoo no tau mus xyuas Xinjiang - qhov chaw cov neeg tawm tsam thiab tsoomfwv sab hnub poob hais tias Uyghurs thiab lwm tus neeg Muslim tau raug yuam ua haujlwm - los tham txog kev koom tes nrog tsoomfwv hauv nroog ntawm cov phiaj xwm.
Cov neeg tsim tsheb hluav taws xob tau ntsib kev thuam txog kev txhawj xeeb txog kev ua haujlwm thiab kev puas tsuaj ib puag ncig cuam tshuam rau kev rho tawm cov hlau siv hauv lawv cov khoom. Txoj kev sib sib zog nqus ntawm Ganfeng thiab Xinjiang tau teeb tsa los tshawb xyuas ntau ntxiv los ntawm cov tub ua lag luam thiab cov neeg siv khoom. Ganfeng tau hais thaum lub Kaum Ib Hlis nws tau yeej qhov kev cog lus tshiab peb xyoos los muab cov khoom lag luam roj teeb lithium hydroxide rau Tesla, thiab yav dhau los tau tshaj tawm lwm daim ntawv cog lus nrog cov tuam txhab suav nrog BMW.
Xinyu, Jiangxi-based Ganfeng ua ntej "qhov tseem ceeb ntawm kev tiv thaiv ib puag ncig, lub luag haujlwm hauv zej zog thiab kev tswj hwm kev lag luam," uas suav nrog kev tiv thaiv cov neeg ua haujlwm txoj cai, lub tuam txhab tau hais hauv nqe lus.
Hauv Xinjiang, "cov peev txheej yog nyob rau theem pib ntawm kev tshawb nrhiav thiab tam sim no tsis paub meej tias puas muaj cov haujlwm tsim nyog rau kev txhim kho yav tom ntej," Ganfeng tau hais. Lub tuam txhab nrhiav lub tswv yim ntawm kev muaj cov haujlwm hauv ntau lub tebchaws los pab txo qhov cuam tshuam ntawm kev rho tawm lithium ntau dhau hauv ib qho chaw, nws hais.
Cov neeg sawv cev rau Tesla hauv Suav teb tsis kam tawm tswv yim. Ganfeng muab BMW nrog lithium los ntawm cov mines hauv Australia thiab tsis tau qhia rau lub tuam txhab txog nws txoj haujlwm Xinjiang, German automaker tau hais hauv nqe lus.
Tebchaws Asmeskas thiab nws cov phoojywg tau tso cai rau cov tib neeg thiab cov koom haum nrog kev sib raug zoo rau Xinjiang thiab txwv qee qhov kev xa tawm los ntawm thaj av vim muaj kev txhawj xeeb txog kev ua txhaum cai ntawm tib neeg txoj cai thiab kev iab liam siv yuam kev. Tuam Tshoj tau rov tsis kam lees qhov kev iab liam no, nrog Tus Thawj Fwm Tsav Tebchaws Txawv Tebchaws Zhao Lijian yav dhau los tau piav qhia txog qhov kev iab liam no yog "kev dag ntawm lub xyoo pua."
Vim li cas Tuam Tshoj thiab Asmeskas Tsis Pom Zoo rau Kev Ua Haujlwm Hauv Xinjiang: QuickTake
Kev sib raug zoo rau Xinjiang-tshaj tawm cov khoom lag luam tau dhau los ua teeb meem rau kev lag luam swathe. Txoj Cai Uyghur Forced Labor Prevention Act, uas tau pib siv rau hauv Asmeskas thaum Lub Rau Hli, yuav txwv kev xa khoom tshwj tsis yog cov tuam txhab tuaj yeem ua pov thawj tias lawv tsis tau ua nrog kev quab yuam. Twb tau, qee cov khoom siv hnub ci tau raug tso tseg los ntawm cov lus nug txog qhov chaw ntawm lawv cov khoom siv raw.
Ganfeng cov phiaj xwm nthuav dav hauv Xinjiang yuav ua rau Tesla los ze zog rau qhov kev tsis sib haum xeeb txog tib neeg txoj cai hauv cheeb tsam. Lawv kuj tseem hem ua rau nws nyuaj rau nws lub tswv yim hauv Suav teb, qhov chaw Shanghai Hoobkas tsim tsheb rau lub ntiaj teb sab saum toj EV kev lag luam thiab tseem xa tawm mus rau Tebchaws Europe thiab lwm qhov hauv Asia.
Lub tuam txhab automaker nyob rau hauv tsab ntawv ceeb toom lub Tsib Hlis tau tshaj tawm cov npe ntawm 12 lub tuam txhab mining thiab refining tuam txhab uas muag yog cov neeg muag khoom ncaj qha, nrog Ganfeng suav nrog plaub tus neeg tsim khoom lithium. Tesla, uas tau nqis peev ntau hauv Suav lag luam thiab yav dhau los tau qhib chav ua yeeb yam hauv Xinjiang, tau hais hauv daim ntawv tshaj tawm tias nws tsis pom muaj cov xwm txheej ntawm kev ua haujlwm menyuam yaus, raug yuam ua haujlwm lossis kev kho neeg tsis zoo hauv kev tshuaj xyuas ntawm nws cov neeg muag khoom.
Tesla yuav ua kom xaus kev sib raug zoo nrog cov neeg muag khoom uas tsis ua raws li cov qauv, lossis tsis kho cov teeb meem kev txhawj xeeb hauv lub sijhawm tsim nyog, raws li tsab ntawv ceeb toom.
Emily de La Bruyere, tus tsim ntawm Horizon Advisory, tus kws pab tswv yim hauv Teb Chaws Asmeskas tau hais tias "Qhov kev pheej hmoo rau EV cov khoom lag luam tawm los ntawm Xinjiang yog qhov loj," "Nws ua rau tag nrho Tuam Tshoj cov roj teeb tsim muaj kev pheej hmoo ntawm kev ua txhaum US txoj cai lij choj thiab thoob ntiaj teb cov cai nyob ib puag ncig tib neeg txoj cai, thiab qhov kev pheej hmoo tsuas yog yuav loj hlob raws li Tuam Tshoj txuas ntxiv txhim kho EV-txog kev lag luam hauv Xinjiang."
Kev sib koom ua lag luam ntawm Ganfeng chav tsev thiab Xinjiang Geology thiab Mineral Investment (Group) Co. lub hom phiaj kom tau txais cov peev txheej zoo lithium, Ganfeng tau hais hauv kev tshaj tawm ntawm lub rooj sib tham hauv online hauv lub Rau Hli. Lub tuam txhab tshiab tau sau npe nyob rau lub Tsib Hlis hauv cheeb tsam lub peev Urumqi nrog peev ntawm 90 lab yuan ($ 13.3 lab). Cov neeg koom tes yuav tsom mus ua kom zoo dua ntawm cov peev txheej lithium hauv zos thiab pab txhawb kev txhim kho kev lag luam hauv cheeb tsam, raws li tsab ntawv tshaj tawm rau WeChat.
Lub tuam txhab tshiab yog 49% muaj los ntawm Ganfeng Zhongkai Mining Technology - nws tus kheej yog kev sib koom ua lag luam ntawm Ganfeng Lithium thiab Jiangsu Nonghua Intelligent Agriculture Technology Co. - nrog lub xeev txhawb nqa Xinjiang Geology thiab Mineral Investment tuav cov seem, raws li Tuam Tshoj National Enterprise Credit Informational Publicity Qhov system.
Nyeem ntxiv: Lub Roj Teeb Boom Tsim Ib Lub Lithium Superpower tshiab hauv Suav teb
Cov tuam txhab tau pom lawv tus kheej raug ntes ntawm Asmeskas thiab Tuam Tshoj txog qhov teeb meem ntawm Xinjiang. Cov neeg tawm tsam thiab cov koom haum sab hnub poob tau hais kom lawv txiav kev sib raug zoo tag nrho, tab sis ib qho kev txav mus deb lawv tus kheej los ntawm thaj av yuav ua rau muaj kev npau taws ntawm tsoomfwv Suav. Tesla tau tshaj tawm tias nws tab tom qhib chav ua yeeb yam muaj kev thuam los ntawm cov pab pawg suav nrog Alliance for American Manufacturing.
Volkswagen AG kuj tau ntsib kev nyuaj siab dhau qhov chaw tsim khoom hauv Urumqi, ua rau Tus Thawj Coj Tus Thawj Coj Herbert Diess los tawm tsam tus kws tsim tsheb muaj nyob hauv Xinjiang tuaj yeem yog lub zog rau qhov zoo. Txawm hais tias VW thiab Ganfeng tshaj tawm cov phiaj xwm hauv 2019 rau 10-xyoo kev cog lus, cov tuam txhab tam sim no tsis muaj "kev sib raug zoo ntawm kev lag luam ncaj qha," tus tsim tsheb tau hais hauv nqe lus.
Hauv txoj kev xav, Tesla thiab lwm tus kws tsim tsheb tuaj yeem nrhiav txoj hauv kev kom lawv txoj kev sib raug zoo nrog Ganfeng mus thaum zam txhua yam hlau uas tuaj ntawm Xinjiang.
Ganfeng muaj kev lag luam loj thiab cov haujlwm uas hla Australia mus rau Argentina, uas tuaj yeem muab cov neeg siv khoom xaiv kom tsis txhob siv cov khoom siv raw uas tsim los ntawm cov chaw hauv Xinjiang yav tom ntej, raws li Seth Goldstein, Chicago-based Equity Strategist ntawm Morningstar Research Services, uas suav nrog. Tesla thiab roj teeb muab cov tuam txhab lag luam. "Tus neeg siv khoom tuaj yeem thov yuav lithium los ntawm Ganfeng lwm txoj haujlwm," nws hais. "Hais txog Tesla, Kuv tsis pom muaj teeb meem."
Tab sis kev sib cais cov ntaub ntawv yuav tsis yog qhov yooj yim rau txhua tus neeg siv khoom muab qhov nyuaj ntawm EV cov khoom siv sib txuas uas koom nrog ntau theem ntawm kev tsuas, kev ua kom zoo, cov khoom tsim thiab kev sib dhos - feem ntau kis thoob plaws ntau qhov chaw - thiab qhov kev phom sij ntawm qhov tsis pom qhov qub ntawm cov khoom nyoos. cov ntaub ntawv.
Richard Clayton, tus thawj coj tshawb fawb ntawm SOC Investment Group, tau hais tias "Txhua qhov qhia tau tias Tesla, lossis lwm lub tuam txhab EV lossis roj teeb, yog qhov tseeb koom tes nrog cov lag luam uas zoo li siv zog ua haujlwm yuav cuam tshuam rau cov tub ua lag luam," said Richard Clayton, tus thawj coj tshawb fawb ntawm SOC Investment Group, uas ua haujlwm nrog koom haum. nyiaj laus nyiaj laus uas tswj cov cuab tam muaj nqis tshaj $ 250 nphom thiab tuav Tesla shares.
Cov tuam txhab lag luam hauv kev lag luam ntsib "qhov tseem ceeb muaj koob npe nrov, kev tswj hwm, thiab muaj peev xwm raug cai raug cai los ntawm kev coj ua ib puag ncig thiab tib neeg txoj cai" cuam tshuam nrog roj teeb hlau mining, nws hais.
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