Tesla-as-miner tau mus txog qhov cuam tshuam rau kev lag luam EV. Puas yuav kaw cov khoom siv lithium mus sij hawm ntev dhau los ua qhov tseem ceeb rau kev lag luam? Yuav lwm lub tuam txhab tsheb yuav saib rov qab ua ke rau hauv EV roj teeb mov saw? Cov no yog cov lus nug ntev dua rau cov tub ua lag luam los xav txog. Ntau tam sim ntawd, lithium mining stocks - feem ntau yuav yog cov me me - tuaj yeem hnov mob wildly hauv hnub Monday trading.
Qhov loj dua, tsim dua tshiab, cov players suav nrog
Albemarle
(ticker: ALB),
Ciaj
t (LTHM) thiab
SQM
(SQM). (
Ciaj
tseem tsim nyog raws li cov peev txheej me me.)
Peb tus me me players suav nrog
Piedmont Lithium roj teeb
(PLL),
Lithium Asmeskas
(LAC) thiab
Sigma Lithium roj teeb
(SGML.Canada).
Peb tus neeg ua si loj muaj kev lag luam ua lag luam ua ke ntawm ntau dua $ 50 nphom. Peb tus neeg ua si me me, uas nyob hauv ntau theem ntawm kev txhim kho cov haujlwm tshiab, muaj kev sib koom ua lag luam ntawm tsawg dua $ 10 nphom.
"Tus nqi ntawm lithium tau mus rau qib insane!" tweeted Musk rau lub Plaub Hlis 8.
Nws muaj qhov taw tes. Benchmark lithium tus nqi yog kwv yees li $ 78,000 ib metric ton, nce yuav luag 80% xyoo-rau-hnub. Tus nqi rau lub pob tawb ntawm cov khoom siv roj teeb Barron tus lem yog nce txog 60% xyoo-rau-hnub, theoretically ntxiv kwv yees li $ 2,000 rau tus nqi ntawm EV.
Feem ntau cov khoom siv roj teeb, txawm li cas los xij, yog yuav los ntawm daim ntawv cog lus. Feem ntau ntawm cov khoom lag luam tus nqi hais yog tus nqi muag khoom. Thaum qhov chaw ntau dua li daim ntawv cog lus, nws yog ib qho kos npe tias cov nqi cog lus yuav nce siab dua.
Musk hais tias, "Tesla tej zaum yuav tsum tau nkag mus rau hauv kev mining [thiab] refining ncaj qha ntawm nplai," said Musk, ntxiv rau tom qab tweet "peb muaj qee cov tswv yim zoo rau kev tshem tawm lithium kom ruaj khov [thiab] kho kom zoo."
Scale tsis zoo li qhov teeb meem loj. Muaj cov miners loj xws li Albemarle uas tsim cov lithium kom tsawg dua $ 10,000 ib metric ton, raws li cov ntaub ntawv tuam txhab thiab Barron tus suav. Dab tsi ntxiv, txhua tus hauv kev lag luam lithium yog nqis peev rau kev loj hlob. Phab ntsa Street cia siab tias Albemarle cov peev nyiaj siv yuav yog li ntawm $ 1.4 nphom hauv 2022, ntau dua ob theem los ntawm ob peb xyoos dhau los.
Cov nqi chaw tam sim no yog qhov zoo txaus rau cov miners los tso peev rau hauv av. Hloov chaw, cov teeb meem tshwm sim yog EV xav tau kev loj hlob, uas tau tshwm sim sai dua li tib neeg, thiab lub sijhawm nws yuav siv rau kev lag luam mining los txhim kho lub peev xwm tshiab.
Lithium miners, zoo li, yog me ntsis tom qab txoj kev loj hlob nkhaus.
Tesla (TSLA) twb tau nqis tes rau hauv kev lag luam, ua haujlwm nrog Piedmont. Tesla tau pom zoo coj kev tsim khoom los ntawm kev pib ua haujlwm rov qab nyob rau hauv 2020. Qhov kev cog lus ntawd tau xa Piedmont Tshuag ntau dua 230% hnub nws tau tshaj tawm.
Txawm li cas los xij, hauv qhov kev pom zoo, Piedmont yuav ua qhov mining. Musk yog tej zaum zoo siab coj lub tuam txhab lithium. Nws tsuas xav tau ntau dua.
Peb qhov me me lithium miners tau nce txog 33% xyoo-rau-hnub nruab nrab, txhawb nqa los ntawm cov khoom lag luam ntau dua. Tag nrho peb cov khoom lag luam poob rau hnub Friday nrog rau
S&P 500.
Shares nyob rau hauv peb tus tsim miners ntxiv yog nce txog 20% xyoo rau hnub tim nyob rau nruab nrab. Tag nrho peb ntawm cov shares tau poob rau hnub Friday ib yam.
Sau ntawv rau Al hauv paus ntawm [email tiv thaiv]
