Tesla tuaj yeem nkag mus rau hauv kev lag luam lithium mining, thiab cov khoom lag luam no tau tawg

Thiab nthuav tawm lub ntsiab tseem ceeb hauv Teb Chaws Asmeskas kev lag luam lithium cov neeg tsim khoom, Piedmont Lithium
PLL,
-1.36%
poob ntau dua 2% tom qab 12% poob rau hnub Friday.

Raws li Bloomberg tsab ntawv ceeb toom lig rau hnub Friday, Tesla tab tom txiav txim siab muaj peev xwm twv rau Canadian miner Sigma Lithium Corp.
SGML,
+ 16.11%.

Sigma Lithium yog ib qho ntawm "ntau txoj kev xaiv mining" tau tshawb nrhiav, tsab ntawv ceeb toom tau hais.

Tesla tau xav ntev los ua kuv tus kheej cov hlau, qhov tseem ceeb hauv cov roj teeb hluav taws xob.

Thaum lub Cuaj Hlis, tus tsim EV tau xa cov ntaub ntawv txuas nrog a npaj lithium refinery hauv Texas, uas yuav ntxiv rau Tesla lub xub ntiag nyob rau hauv lub xeev. Nws kuj tseem yuav ua raws li cov lus qhia ntawm lub tuam txhab tus thawj coj, Elon Musk, uas tau muab piv rau lithium mining rau "kev luam nyiaj."

Lub Sijhawm Nyiaj Txiag tau tshaj tawm thaum Lub Kaum Hli tias Tesla tau sib tham los yuav ib feem ntawm cov khoom lag luam loj Glencore PLC
GLEN,
-3.16%,
tab sis cov lus no fizzled.

Cov nqi lithium tau nce siab txog ib xyoos dhau los thiab txij li ntawd los ntawm cov siab. Benchmark Mineral Intelligence's lithium nqi index poob 1.7% xyoo no tab sis nce 34% xyoo dhau los.

Qhov Performance index yog khi rau qhov hnyav nruab nrab tus nqi rau lithium carbonate thiab hydroxide, ob hom tshuaj lithium.

Tesla qhov kev thov cov khoom siv lithium, nyob ze rau lub nroog chaw nres nkoj Corpus Christi, yuav yog thawj zaug hauv North America, Tesla tau hais.

Kev tsim kho tuaj yeem ncav cuag "kev lag luam ua lag luam" thaum kawg ntawm 2024, Tesla tau hais hauv daim ntawv thov kev txiav se tawm mus rau Texas Lub Chaw Haujlwm Saib Xyuas Haujlwm.

Lub hli tas los, General Motors Co.
gm,
-4.73%
tshaj tawm $ 650 lab peev hauv Canadian miner Lithium Americas Corp.
LAC,
-4.20%.

Tsis tas li qhov hnyav ntawm cov tuam txhab lithium-tsuas yog cov xov xwm hais tias Tuam Tshoj roj teeb tuam txhab Tuam Tshoj Amperex Technology Co.
300750,
-1.30%,
los yog CATL, tau tshaj tawm tias tau muab cov luv nqi feem ntau rau cov neeg tsim hluav taws xob hauv zos EV ntawm nws cov roj teeb "kom yeej ntau xaj raws li cov nqi lithium maj mam txo qis," Emmanuel Rosner ntawm Deutsche Bank tau hais hauv tsab ntawv.

Txawm hais tias tsis ntev los no tau poob lawm, feem ntawm peb lithium miners tau ua tiav qhov kev lag luam dav dav hauv xyoo dhau los thiab xyoo dhau los.

Hauv 12 lub hlis dhau los, Albemarle thiab Piedmont tau nce 30%, thaum Livent tau nce me ntsis ntau dua 3%. Qhov ntawd sib piv nrog kev poob ntawm ib ncig ntawm 8% rau S&P 500
SPX,
-2.00%
nyob rau hauv tib lub sij hawm.

Qhov kev ua tau zoo tshaj yog tuav rau lub xyoo kom deb li deb, nrog Albemarle nce 14%, Livent nce 18% thiab Piedmont nce 43%. Qhov ntawd piv nrog nce txog li 5% rau S&P.