(Bloomberg) - Hauv cov suab puam pob zeb ntawm Western Australia, ib qho me me ntawm cov neeg ua haujlwm tsis paub thiab ib zaug raug tshem tawm yog tam sim ntawd nyob rau hauv vogue raws li kev lag luam tsheb hluav taws xob clamors rau hlau nws ua tsis tau yam tsis muaj.
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Cov thawj coj los ntawm Australia txoj kev lag luam lithium raug dej nyab los ntawm cov tuam txhab nyiaj txiag thiab cov neeg ua lag luam ntawm Diggers & Dealers Mining Forum nyob rau sab nraum lub nroog Kalgoorlie lub lim tiam no, tham txog kev sib cog lus kom tau txais qee qhov kwv yees li $ 42 nphom ntawm kev nqis peev uas xav tau rau cov neeg tsim khoom hlau kom ua tau raws li lawv lub hom phiaj. Ntiaj teb no automakers tau snapped cov neeg tsim khoom 'shares ntawm qhib kev ua lag luam, tshem tawm cov khoom cog lus thiab txawm muab nyiaj ntsuab rau kuv expansions.
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"Lub qab los noj mov yog insatiable," Dale Henderson, tus thawj coj ntawm Pilbara Minerals Ltd., tau hais hauv kev xam phaj. "Txhua tus tsim tawm hauv lithium yog nrov heev tam sim no."
Nrog rau tag nrho cov kev loj hlob ntawm kev muag tsheb xyoo tas los los ntawm EVs, kev thov rau cov khoom siv raw hauv cov roj teeb tau nce sai sai. Tuam Tshoj dominates cov khoom siv lithium, yog li cov tebchaws sab hnub poob tau nrhiav kev tsim lawv tus kheej ntau lawm. Cov neeg ua haujlwm mining hauv Australia - lub tsev muaj txog li ib nrab ntawm lub ntiaj teb cov khoom, raws li US Geological Survey - tam sim no raug saib xyuas los ntawm cov kws tsim tsheb waving cov ntawv txheeb xyuas.
Liontown Resources Ltd. CEO Tony Ottaviano ceev faj tsis txhob khav txog nws txoj kev pom.
"Kuv tsis xav kom peb dhau los ua nws tus kheej vim tias peb muaj kev hwm ntau rau peb cov neeg siv khoom, tab sis qhov tseeb yooj yim yog nws yuav siv sij hawm tsib mus rau yim xyoo los nqa Greenfield muab khoom online hauv tier-ib txoj cai," nws hais.
Thaum lub tuam txhab thawj zaug mus rau carmakers thiab lwm yam manufacturers rau nws thawj offtake, "nws muaj kev ruaj ntseg hais tias paj yog tsawg." Ottaviano hais tias. Feem ntau tsis paub meej tias lawv yuav tsum tau koom nrog hauv cov txheej txheem kev muab hlau, nws piav qhia.
Nws tau hais tias "Yuav lub moos rau pem hauv ntej thiab peb tab tom pom kev lag luam sib txawv kiag li," nws hais.
Thaum Lub Xya Hli, Ford Motor Co. tau tshaj tawm qhov kev pom zoo nrog Liontown rau ze li ib feem peb ntawm cov miner qhov kev xav tau ntau lawm nyob rau xyoo tom ntej, ntawm tus nqi tsis tau tshaj tawm. Qhov kev pom zoo kuj pom Ford muab A $ 300 lab ($ 210 lab) cov nuj nqis rau Liontown kom nthuav dav nws qhov chaw Kathleen Valley.
Qhov kev sib pauv ntawd tau ua raws li Liontown qhov kev txiav txim siab ua ntej nrog Tesla Inc. thiab South Kauslim lub tuam txhab roj teeb LG Chem Ltd.
Liontown shares tau nce ntau npaum li 5% rau hnub Friday hauv Sydney, kov lawv cov qib siab tshaj plaws hauv nruab hnub txij li lub Tsib Hlis. Pilbara nce mus txog 3.3%, thaum Vulcan Zog nce ntau li 3.9%. Cov kwv tij Australian miner Core Lithium Ltd. dhia ntau li 6.6%.
Creative Deals
Raws li tsis ntev los no xyoo 2020, ob peb tus neeg saib xyuas cov yam ntxwv ntawm Pilgangoora, thaj chaw deb Pilbara Minerals qhov chaw uas muaj paj liab hu ua Sturt's Desert Pea thiab ob peb tus nyuj zaum saum ib qho ntawm cov pob zeb loj tshaj plaws lithium ore deposits hauv ntiaj teb.
Pilbara cov shares pauv ntawm 13 Australian xees tom qab ntawd, thiab txij li ntawd tau nce mus rau ntau dua A $ 2.85, muab nws cov nqi lag luam txog $ 5.8 billion. Shares hauv Liontown tau nce txog 76 zaug txij li thaum ntxov 2019, mus rau tus nqi ntawm ib ncig ntawm $ 2.2 billion.
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Qhov nce yog mirrored nyob rau hauv tus nqi ntawm lithium nws tus kheej, uas tau txais ze li ntawm 500% nyob rau hauv lub xyoo dhau los. Kev ua lag luam lithium yuav nruj thiab cov nqi yuav zoo li nce siab rau lub xyoo tas los, raws li BloombergNEF. Tesla CEO Elon Musk tau cem tus nqi nce siab ntawm Twitter, qhia tias tus tsim tsheb yuav tsum tau nkag mus rau hauv kev ua haujlwm mining thiab kho kom zoo.
Thoob plaws ntiaj teb, kev lag luam yuav xav tau ntau npaum li $ 42 nphom kev nqis peev los ntawm qhov kawg ntawm kaum xyoo thiaj li ua tau raws li qhov xav tau, raws li Benchmark Mineral Intelligence.
Campbell Cooper ntawm peev nyiaj hauv txhab nyiaj Greenhill & Co., uas tau qhia Liontown ntawm nws qhov kev pom zoo tsis ntev los no nrog Ford.
"Raws li kev sib tw dynamic, deals yuav tsum yoog raws thiab muaj tswv yim kom ua tiav."
(Hloov kho nrog lithium miner qhia tus nqi hauv nqe 11.)
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