Brine pas dej ntawm Albemarle Corp. Lithium mine hauv Calama, Antofagasta cheeb tsam, Chile, hnub Tuesday, Lub Xya Hli 20, 2021.
Cristobal Olivares | Bloomberg | Cov duab Getty
General cov Motors lwm yam' tshaj tawm rau hnub Tuesday tias nws npaj yuav nqis peev $ 650 lab rau hauv Lithium Asmeskas kom ruaj ntseg nkag mus rau lithium yog tej zaum thawj ntawm ntau yam xws li deals, raws li Simon Moores, CEO ntawm Benchmark Mineral Txawj Ntse, lub tuam txhab kev lag luam txawj ntse uas taug qab cov khoom siv ntawm lithium-ion roj teeb rau lub tsheb hluav taws xob.
"Muaj ntau qhov kev lag luam no yuav tsum tau tsim los ntawm kos, muaj tseeb lithium ion roj teeb thiab lub tsheb hluav taws xob, tag nrho cov phiaj xwm, tag nrho cov kev tsim kho vaj tse tau tsim, lus, los ntawm kos," Moores hais rau CNBC.
Automakers tab tom pib paub tias tib txoj hauv kev los lav cov khoom siv lithium yog tus tswv lossis muaj peev txheej tswj hwm hauv qhov chaw.
Moores hais rau CNBC tias "Nws yog tib txoj kev uas koj yuav muaj ntug thiab lav tias tuaj yeem ua EVs nyob rau 20 xyoo tom ntej," Moores hais rau CNBC.
"Cov tuam txhab EV, tshwj xeeb tshaj yog cov tuam txhab tsheb loj tau kawm txoj hauv kev nyuaj hauv tsib lub xyoos dhau los, qhov kev ntsuas roj teeb, gigafactories, yog qhov yooj yim dua thiab nrawm dua li qhov ntsuas mining," Moores tau hais.
Nws yuav siv sij hawm ib ncig ntawm ob xyoos ntxiv rau tsim ib lub gigafactory thiab kaum xyoo los yog ntau tshaj rau nyiaj txiag thiab tsim ib lub lithium mine, Moores tau hais. Mus rau pem hauv ntej, automakers yuav xav tau kev nqis peev ntau dua hauv kev tsuas, raws li Moores.
"Lub $ 650 lab no yog kev nqis peev tseem ceeb," tab sis "qhov kev lag luam xav tau dab tsi" yog cov tshev nyiaj ntau txhiab daus las, Moores tau hais tias, "tsis li ntawd cov hom phiaj EV no yuav tsis ua tiav." GM txoj kev nqis peev hauv Lithium America "tsuas yog ib qho ntawm qhov kev sib tw loj hlob zuj zus," Moores tau hais.
Nickel tseem yuav yog ib qho tseem ceeb rau cov neeg tsim tsheb, ntxiv rau lithium, Moores hais rau CNBC.
Moores hais rau CNBC tias "Lithium thiab npib tsib xee yog qhov txaus ntshai rau cov neeg tsim khoom EV," "Koj yuav tsum tau ntsuas qhov tseem ceeb."
Tshaj li kev noj cov lithium tawm hauv av, EV cov neeg tsim khoom yuav tsum tau nce qib ntawm cov khoom siv tshuaj lom neeg ntawm cov zaub mov, xws li lithium hydroxide carbonate thiab npib tsib xee sulfate, uas ua rau cov txheej txheem xa khoom scaling "tsuas yog qhov nyuaj me ntsis thiab lub sijhawm ntev dua. ” Moores hais.
Tus nqi rau lithium carbonate tau dhau los ua kua muag lig. Cov nqi tau hovering ntawm $5,000 thiab $8,000 ib tonne nyob rau hauv 2020, thiab mus txog siab li $27,000 ib tonne nyob rau hauv 2021and $68,366 ib tonne nyob rau lub Kaum Ob Hlis, raws li cov ntaub ntawv los ntawm Benchmark rau lub ntiaj teb no weighted nruab nrab.
"Kev maj nrawm rau lithium nyuam qhuav pib. Nws yog kev txeeb av, "Mores hais rau CNBC. “Qhov kev txeeb av no yuav kav mus rau kaum xyoo tom ntej. Kuv tsis xav tias qhov no yog ob lossis peb xyoos. Kuv xav tias qhov no yog qhov txheej txheem ntev kaum xyoo. "
Tau qhov twg los: https://www.cnbc.com/2023/01/31/land-grab-for-lithium-is-just-getting-started-with-gm-expert-says.html