Nyob rau hauv lub xyoo tam sim no, peb tau pom ib tug gravity-defying khoom rally tom qab kaw ntawm Ukrainian chaw nres nkoj, kev rau txim rau Russia thiab cuam tshuam nyob rau hauv Libyan roj ntau lawm xa zog, qoob loo, thiab hlau buyers scrambling rau hloov khoom siv. Cov tus nqi tooj liab ob npaug; nplej ntau dua ob npaug thaum lub ntiaj teb kev ntsuas ntawm cov khoom lag luam yuav luag peb npaug txij lub Plaub Hlis 2020 txog Lub Peb Hlis 2022.
Hmoov tsis, lub tus nqi ntawm ntau yam khoom tumbled lub caij ntuj sov no coj los ntawm cov nqi roj av uas tau poob ze li ntawm 40% los ntawm lawv lub rau hli ntuj.
Ib qho khoom lag luam txawm tias tau raug zam los ntawm cov khoom muag: lithium. Tshaj li 18 lub hlis dhau los, cov nqi lithium tau nce ntau dua 500% ntawm cov khoom lag luam hauv lub cev tsis muaj zog thiab kev xav tau zoo rau lub tsheb fais fab. Txawm hais tias qhov kev sib tw lithium tau poob qee lub sijhawm, muaj ntau qhov laj thawj vim li cas nws tseem tuaj yeem muaj ob txhais ceg los khiav suav nrog tsis muaj mines loj uas yuav tsum tuaj online nyob rau ob peb xyoos tom ntej no thiab EV loj hlob tawg.
Lub caij no, cov khoom lag luam ntawm lithium miners tau txuas ntxiv ua lag luam dav dav, nrog SQM (NYSE: SQM) tau nce 89.7% xyoo-rau-hnub; Livent Corp. (NYSE: LTHM) +23.3% thiab Albemarle Corp. (NYSE: ALB) +16.1%.
Nov yog qee qhov kev txhim kho tseem ceeb ntawm lithium scene.
Tau qhov twg los: Trading Economics
#1. EV thiab Cov Hluav Taws Xob Hluav Taws Xob Tiv Thaiv Cov Khoom Siv Lithium
Ib qho khoom loj nyem yog ib qho laj thawj loj tshaj vim li cas cov nqi lithium tau nce xyoo dhau los lossis yog li ntawd. Goldman Sachs tau sib cav tias qhov "tseem ceeb" tshiab tshaj plaws lithium khoom yuav los ntawm Tuam Tshoj, qhov chaw uas tuam txhab uas muag tau nqis peev nyob rau hauv tshiab hard pob zeb thiab brine tej yaam num. Txawm li cas los xij, Benchmark Mineral Intelligence tau tawm tsam qhov kev pom no los ntawm kev taw qhia tias paub Suav Suav spodumene thiab lwm yam khoom siv pob zeb nyuaj yog qhov tsis zoo, uas yog qhov laj thawj tseem ceeb vim li cas Suav hloov pauv hloov pauv hloov mus rau Australia ntau dua.
Related: Xi tau raug xaiv rov los ua Tuam Tshoj tus thawj coj
Thiab tam sim no EV thiab li-ion roj teeb cov tuam txhab tau hloov mus rau kev ruaj ntseg cov khoom siv lithium yav tom ntej. LG Zog Solution (LGES) tau kos npe rau ob lub MoU nrog Canadian miners kom ruaj ntseg lithium khoom. LGES tau cuam tshuam nrog Electra Battery Materials Corp. (NASDAQ: ELBM), Snow Lake Resources (NASDAQ: LITM) thiab Avalon Advanced Materials Inc. (OTCQX: AVLNF) ntawm ib lub koob tsheej uas muaj nyob rau hauv Toronto hauv kev sib tw los tsim kom muaj lub roj teeb khoom siv hauv North America. LGES yog ib lub ntiaj teb sab saum toj hluav taws xob tsheb roj teeb tsim, muab cov nyiam Tesla Inc. (NASDAQ: TSLA) thiab General cov Motors lwm yam (NYSE: GM).
Meanwhile, Suav EV chaw tsim tshuaj paus NIO Inc. (NASDAQ: NIO) muaj tau txais 12% feem pua ntawm cov tuam txhab lithium Greenwing. Ob lub tuam txhab tau nkag mus rau hauv kev cog lus nyiaj txiag zoo, nrog NIO pom zoo them $ 12M (~ USD7.8M) los sau npe rau ~ 21.82M Greenwing shares. NIO yuav tuav ~ 12.16% ntawm Greenwing thaum ua tiav ntawm kev sib pauv thiab muaj cai raug xaiv tsa rau lub tuam txhab pawg thawj coj saib xyuas ntev npaum li nws tuav tsawg kawg 10% ceg txheem ntseeg.
raws li Stockhead Tus lwm thawj editor Reuben Adams, Lub ntiaj teb muaj ntau dua 300 mines tshiab los pub 500% nce hauv roj teeb xav tau los ntawm 2035. Qhov no txhais tau tias ~ 74 tshiab lithium mines nrog qhov nruab nrab loj ntawm 45,000 tonnes yuav tsum tau tsim nyob rau hauv kaum xyoo tom ntej los yog li ntawd.
Thiab muaj ntau lub tuam txhab roj teeb tuaj txog uas yuav gobble li lithium. Raws li US Department of Energy, 13 tshiab roj teeb cell gigafactories xav tias yuav tuaj online hauv Asmeskas los ntawm 2025.
Sib nrug los ntawm Tesla's tshiab 'Gigafactory Texas' hauv Austin, Ford Motors (NYSE: F) tau lined 3 gigafactories; ib qho hauv Northeast ntawm Memphis, TN, thiab ob qho hauv Central KY, nrog ob lub tom kawg yog kev sib koom ua lag luam ntawm lub tuam txhab thiab South Kauslim lub zog tuav cov koom haum. SK Innovations. General Motors npaj yuav tsim tsis tsawg tshaj li plaub gigafactories, nrog ib tug yog ib tug JV nrog LG Chem (OTCPK: LGCLF) thiab lwm qhov peb yog JVs nrog LG Energy Solution.
#2. Argentine lub xeev-khiav miners tshawb nrhiav lithium
Thawj zaug puas tau, Argentine lub xeev-khiav miners yuav pib prospecting rau lithium. Hauv tsab ntawv tshaj tawm sib koom tshaj tawm hnub Monday, YPF (YPFD.BA) lithium units, YPF Litio thiab Y-TEC yuav pib ua haujlwm ntawm 20,000 hectar cheeb tsam lithium prospecting project hauv Fiambala nyob rau sab hnub poob Catamarca xeev hauv kev koom tes nrog cov tuam txhab mining hauv zos Catamarca Minera thiab Energetica. Lub hom phiaj yog txhawm rau txheeb xyuas cov qib siab tshaj plaws lithium nyob rau hauv Fiambala ntsev flats.
Argentina yog lub ntiaj teb thib plaub loj tshaj plaws lithium cov neeg tsim khoom nrog ib ncig ntawm 20 lwm cov haujlwm lithium tam sim no tab tom txhim kho. Txawm li cas los xij, txhua qhov kev tsim khoom yog ua los ntawm cov neeg txawv teb chaws lossis ntiav ntiav, nrog tsoomfwv tsis koom nrog.
"Tam sim no thawj zaug peb muaj peev xwm ntawm lub tuam txhab lub teb chaws muaj lub xub ntiag nyob rau hauv tau txais cov peev txheej, ” Roberto Salvarezza, tus thawj coj ntawm pawg thawj coj ntawm ob pawg YPF, tau hais rau Reuters.
Argentina tam sim no tsim nyob ib ncig ntawm 8% ntawm lub ntiaj teb lithium, qis dua Chile 22% daim ntawm lub ntiaj teb ua lag luam. Txawm li cas los xij, Argentina muaj peev xwm loj hlob nws lithium ntau lawm xav tias nws yog lub tsev rau lub ntiaj teb thib ob loj tshaj lithium reserves, nrog 19.3 lab tonnes raws li US Geological Survey.
#3. Explosive EV Market Loj hlob
Lub ntiaj teb EV kiv puag ncig tau dhau los ua ib qho kev tsis tuaj yeem thiab ib qho tseem ceeb ua rau muaj zog lithium xav tau.
Raws li kev kwv yees los ntawm Bloomberg NWS, cov neeg caij tsheb EV muag yuav ntaus 21 lab units hauv 2025, sawv cev ze li ntawm 220% dhia piv rau 2021 qib. "EV manufacturers tab tom xav txog kev lag luam rau cov khoom siv roj teeb uas nruj heev rau xyoo tom ntej. Cov khoom siv roj teeb yuav xav tau kev nqis peev tseem ceeb nyob ze kom tsis txhob muaj kev cuam tshuam khoom, ”cov kws tshuaj ntsuam xyuas lub zog huv tau hais.
Lub caij no, cov khoom lag luam tsis muaj zog thiab kev nce nyiaj thoob ntiaj teb uas tau ua rau cov nqi roj teeb rov qab yuav tsum tsuas yog hloov pauv thaum cov nqi roj hluav taws xob txuas ntxiv ua qhov kev txhawb siab hloov mus rau hluav taws xob.
"Qee qhov tseem ceeb uas ua rau cov khoom siv roj teeb siab-kev ua tsov ua rog, kev nce nyiaj txiag, kev sib txhuam ntawm kev lag luam- kuj tseem thawb tus nqi roj av thiab diesel los sau cov nqi siab, uas ua rau cov neeg siv khoom txaus siab rau EVs,"BNEF cov kws tshuaj ntsuam tau hais.
Los ntawm Alex Kimani rau Oilprice.com
Xav paub ntau ntxiv los ntawm Oilprice.com
Tau qhov twg los: https://finance.yahoo.com/news/lithium-220-know-220000079.html