Boemo ba hajoale ke bofe ba likhoebo tsa lithium tse bohareng le tse tlase tlasa theko e ntseng e phahama ea thepa e tala?

Ka la 10 HlakubelethKa 2022, theko e tloaelehileng ea betri ea lehae ea lithium carbonate e atlehile ho phunyeletsa 500,000 yuan/ton, ea senya letšoao la 500,000 yuan/ton ka lekhetlo la pele.Metal lithium e matsatsing a mabeli a fetileng a khoebo e ile ea tlola li-yuan tse 100,000/ton, joale theko e tloaelehileng ea matheba e ile ea putlama ho limilione tse 3.1.'Me theko ea betri grade lithium hydroxide e ntse e salla ka morao ho lithium carbonate pele phapang ea morao tjena ea theko pakeng tsa lithium carbonate le lithium hydroxide e boetse e fokotseha haholo, ho ea ka boemo ba hore lithium hydroxide e ntse e haella hona joale, boemo ba nakong e tlang bo ka tsoela pele.

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'Me ho phahama ha morao tjena ha litheko tsa nickel ho kile ha etsa hore indasteri e be likoloi le likoloi tsa motlakase le litšenyehelo tse ling tsa puisano.Joale ka theko e phahameng ea lihlahisoa tse tala li potlakisa ho phahama ha hona joale, ketane ea indasteri ea lithium ea likhoebo tse bohareng le tse tlaase li angoa ke eng?Ho ipapisitsoe le lipatlisiso le mefuta eohle ea litaba 'marakeng, kopanyo ea ho qetela e tjena:

Ho latela litheko tsa SMM, ho tloha kotara ea bone ea 2020, litheko tsa lehae tsa betri tsa lithium carbonate li ile tsa qala ho nyoloha, 'me sena se ke ke sa arohanngoa le khaello ea lisebelisoa tse tala tsa lithium nonferrous metal.China e tla hloka ho kenya liperesente tse 65 tsa thepa e tala ea lithium ka 2021, ho latela Mokhatlo oa China Non-ferrous Metals Industry Association.Ka hona, ka kholo e phatlohang ea likoloi tse ncha tsa lefats'e le polokelo ea matla, joalo ka mohlahisi e moholo ka ho fetisisa lefatšeng oa letsoai la lithium le betri ea lithium, khanyetsano lipakeng tsa phepelo le tlhoko ea lisebelisoa tsa lithium naheng ea China e ntse e eketseha butle-butle.

Tabeng ena, lik'hamphani tse holimo li fetile ka moralo oa merafo ea lithium ho tsitsisa phepelo ea thepa e tala.Nka litaba matsatsing a morao tjena e le mohlala, Zangge Mining e senotse moralo oa leano la nts'etsopele ea lilemo tse hlano, mohato oa pele (2022-2024) ho naha eohle, qarhan Salt Lake lithium carbonate tlhahiso e ntse e tsitsitse;Morero oa Mamicuo Salt Lake Lithium o kentsoe tšebetsong.Khatelo-pele e entsoe mabapi le ho fumana merero e mecha, 'me merero ea 1 kapa 2 e ncha ea letsoai Lake lithium e nang le lithane tse limilione tse 1 tsa mehloli ea lithium carbonate e kentsoe.Mokhahlelo oa bobeli (2025-2027) oa ho ea lefatšeng ka bophara, o tsoelapele ho ntshetsa pele ka botlalo mehloli ea liminerale e teng, matšoao a mantlha a moruo le melemo ea mehato e libilione tse leshome, ha e le hantle e fihla boemong ba sehlopha sa merafo sa boemo ba pele lefatšeng ka bophara;Qarhan Salt Lake tlhahiso ea lithium carbonate e ile ea lula e tsitsitse;Morero oa Lithium oa Mamicuo Salt Lake o tsitsitse tlhahisong le ho atolosoa ka ho khetha menyetla;Moepo o mocha oa letša la letsoai la lithium.

Ganfeng Lithium le eona e boletse pejana hore bokhoni ba projeke ea Mt Marion spodumene bo tla ntlafatsoa le ho atolosoa.Morero oa katoloso o lebelletsoe ho qala ho hlahisoa halofong ea bobeli ea 2022, mme matla a mantlha a lebelletsoe ho eketseha ka 10-15%.Ntle le moo, matla a liminerale a tla eketsoa, ​​​​e lebelletsoeng ho eketseha ka 10-15%.Tekanyo e khethehileng ea ho atolosa e itšetlehile ka liphello tsa ts'ebetso ea ts'ebetso le boemo ba sebele ba ore ea ho kopana.

Ho phaella moo, ho ea ka batho ba ka hare ho k'hamphani, morero oa Argentina oa Cauchari-Olaroz Salt Lake o reretsoe ho beha lithane tse 40,000 tsa lithium carbonate ea betri-grade-grade ho hlahisa halofo ea bobeli ea 2022. Ho sa le joalo, karolo ea bone ea Mahon Plant e ka pele ho nako, kapa e tla kenngoa tlhahisong ka Phupu.Lihlahisoa tse entsoeng li tla kopana haholo le matla a teng a lithium hydroxide.Ntle le moo, projeke ea Marina ea Ganfeng Lithium naheng ea Argentina le projeke ea Sonora naheng ea Mexico le eona e ntse e hahuoa mme e tla hlahisoa ka 2023.

Jiang Weiping, molula-setulo oa Tianqi Lithium le Ganfeng Lithium, e bitsoang "double male lithium", le eena o fane ka litlhahiso tsa ho potlakisa nts'etsopele e tala ea lisebelisoa tsa sichuan lithium likopanong tse peli selemong sena.Jiang Weiping o lumela hore, hajoale, linaha tse kholo tsa lefats'e li hlokometse bohlokoa ba leano la lisebelisoa tsa lithium, Chile, Bolivia, Mexico le linaha tse ling li thathamisitse lisebelisoa tsa lithium e le lisebelisoa tsa maano a naha joalo ka oli, nts'etsopele le ts'ebeliso ea lisebelisoa tsa lithium li ntse li le matla le ho feta. taolo.Ka hona, ho potlakisa nts'etsopele e tala le e sebetsang ea lisebelisoa tsa Lithium naheng ea China ke ea bohlokoa ba maano ho netefatsa phepelo ea phepelo ea nts'etsopele ea indasteri ea lithium.

Hase feela hore, Jiang Weiping hape ka mehloli ea hona joale ea lithium ea sichuan, o ile a re, ho ea ka lipalo-palo tsa Lekala la Natural Resources, Sichuan hard rock lithium ore e ne e le karolo ea 57% ea mehloli ea naha ea lithium, e leng boemo ba pele naheng.E le depositi e kholo ka ho fetisisa ea microcrystalline spodumene Chaena, Jika deposit e Ganzi Prefecture, profinse ea Sichuan e na le sebaka se seholo le se phahameng sa lisebelisoa tsa lithium, tse nang le mehloli ea mehloli ea lithium e netefalitsoeng e fihlang lithane tsa 1.887,700.Libaka tse netefalitsoeng tsa lisebelisoa tsa lithium merafong ea Lijiagou spodumene seterekeng sa Jinchuan, Seterekeng sa Aba, seterekeng sa Sichuan ke lithane tse ka bang 512,100, 'me mehloli ea lithium sebakeng sa Szemuzu e batla e le lithane tse 520,000.

Ka ho phahama ka potlako ha litheko tsa thepa e tala, likhoebo tse ngata tsa lithium li kenelletse meepong e le ho tsitsisa litšenyehelo.Selemong sena feela, lik'hamphani tse 'maloa, ho akarelletsa le BYD, Zijin Mining, China Mineral Resources joalo-joalo, li ile tsa qhekella ho bula mokhoa oa tsona oa lisebelisoa tsa lithium.

Morao tjena, ho ea ka theko ea sebaka sa SMM e bontša hore theko ea morao-rao ea tšepe ea lithium e ile ea tsoela pele ho phahama, ho tloha ka la 15 March, theko e tloaelehileng ea letheba la tšepe ea lithium e nyolohetse ho 3.134 milione yuan / ton, 1,739 limilione tse yuan / tonne ho feta qalong. ea selemo, ho fihla ho 124.66%.

Ho phahama ha theko ea lisebelisoa tse tala tse kang lithium metal ho boetse ho khanna theko ea lihlahisoa tse kang betri-grade lithium carbonate le lithium hydroxide ea betri, thepa e ka sehloohong ea libeteri tsa matla.Ho ne ho bile ho e-na le menyenyetsi ea hore ka morao ho theko ea lithium carbonate e nyolohang ho feta 500.000 yuan / tonne, khatello e bohareng ea betri ea fektheri e theko e boima haholo, lifeme tse ngata tsa malapeng ha li reke thepa, ha li amohele litaelo tsa ho loantša lithium carbonate theko ea holimo.Tabeng ena, Ningde Times, Eva Lithium Energy, Guoxuan High-tech le lik'hamphani tse ling tsa betri li boletse hore ha ho na boemo bo joalo, kemiso ea hona joale ea tlhahiso e tloaelehile, e ka netefatsa phepelo e tlaase.Le lithium etella pele khoebo Ganfeng lithium hape o ile a re ho na le ha ho na fektheri ea betri u se ke ua reka boemo, mohala oa tlhahiso ke tlhahiso e feletseng ea thekiso e tletseng mmuso.

Ntle le lithium carbonate, betri ea motlakase litheko tse ling tse kholo tsa thepa le tsona li holimo.Litheko tsa morao-rao tsa lithium hydroxide li phahame haholo, li lelekisa lithium carbonate haufi-ufi, phapang e 'meli ea theko e fokotsehile le ho feta.Ho ea ka lipatlisiso tsa SMM li bontša hore, ho rua molemo ka ho eketseha ha li-nickel tse phahameng bakeng sa libeteri tse qetellang, tlhokahalo ea theko ea lithium hydroxide e eketsehile, phepelo ea kakaretso le mokhoa oa tlhokahalo e ntse e le ntle ho polokelo, e leng lebaka la ho phahama ka potlako ha lithium hydroxide. litheko.Leha ho le joalo, ha ho nahanoa ka mohato oa hajoale oa lithium hydroxide le lithium carbonate phapano ea theko e fokotsehile butle-butle ho fihla boemong bo lekaneng, 'me morao tjena baetsi ba phethetsoe ho lokisoa, ho latela kapa ho boloka sebaka se senyenyane sa zero,' maraka o lebeletsoe ho ba lithium hydroxide. kapa fokotsa lebelo.

'Me nakong e fetileng, khohlano pakeng tsa Russia le Ukraine e ile ea lebisa ho phahama ho hoholo ha theko ea nickel, e leng se ileng sa etsa hore theko ea nickel sulfate e nyolohe ka potlako, hang ha ho khanna litšenyehelo tsa lintho tse tharo tse tlang pele ho nyoloha ka 12% -16%.Ka nako eo, ho ea ka lipalo tsa SMM, bekeng ea la 8 Hlakubele, keketseho ea theko ea nickel sulfate e lebisitse ho eketseha ha theko ea thepa ea ternary ea 16,000-25,000 yuan/ton, e tsamaellanang le keketseho ea theko ea ternary lithium betri ea 31-47 yuan / KWh, e nka 70KWh. koloi ea motlakase e le mohlala, e lekanang le keketseho ea litšenyehelo tsa betri ea koloi ea motlakase ea 2000-3300 yuan hoo e ka bang matsatsi a mabeli!

'Me ka ho phahama ho hoholo ha litheko tsa nickel, lihlahisoa tse tharo tsa nickel tse phahameng li ile tsa phahama ka ho fetisisa.Ho ea ka lipalo tsa theko ea nickel ea LME ea hajoale, semela sa letsoai ho ea ho litšenyehelo tse mahareng tsa tlhahiso, nickel sulfate e lebelletsoe ho nyolohela ho 80,000 yuan/ton, theko ea betri ea baesekele e tla nyoloha 7000 yuan!

Ke habohlokoa ho bolela hore theko ea nickel, cobalt, lithium le lisebelisoa tse ling e ntse e phahama ka nako eo, ho tsosolosoa ha libeteri tsa litšila le hona ho ntse ho hōla ho ba leoatle le lecha le leputsoa la tekanyo e kholo.Ho latela litlaleho tse amanang le mecha ea litaba, ho felloa ke matla ha betri ea China ka 2020 ho fihlile ho lithane tse ka bang 200,000.Palo eo e lebelletsoe ho nyolohela ho lithane tse ka bang milione e le 'ngoe ka 2025.

Tianfeng Securities e kile ea bonts'a hore betri e ncha ea pele ea matla 'marakeng e se e qalile ho kena nakong ea ho tlohela mosebetsi.Ho hakanngoa hore palo eohle ea matla a matla a betri e tla fihla ho lithane tse limilione tse 1.16 ka 2024. Donghai Securities e boetse e boletse esale pele hore 'maraka oa ho tsosolosa betri o tla fihla ho 107.43 limilione tse likete tse hapuoeng ka 2030.

Ha e le theko e ntseng e eketseha ea lithium le ho se tsitse ha theko ea lithium, ho ea ka phuputso, hona joale, boikutlo ba ho reka ba lik'hamphani tsa ho tsosolosa ke ho reka chelete e nyenyane, ho boloka tlhokahalo ea tlhahiso, le ho boloka thepa e tala bakeng sa halofo ea halofo. khoeli ho isa khoeling.

Mabapi le letsoai la cobalt, ho latela lipatlisiso, cobalt sulfate e 'nile ea e-ba boemong bo holimo morao tjena.Mabapi le letsoai la cobalt sethaleng sa hona joale, bothata bo boholo ka ho fetisisa bo tobaneng le likhoebo tsa ho tsosolosa ke bothata ba phetisetso ea theko.Tabeng ea keketseho ea theko ea lihlahisoa tsa letsoai la cobalt ea likhoebo tse nchafatsang, tlhokahalo ea likhoebo tse tlase tsa ternary precursor bakeng sa cobalt sulfate ha e matla joalo ka lithium carbonate, bahlahisi ba tlase ba amohela theko ea cobalt sulfate ka mor'a hore keketseho e fokotsehe, le ho ea holimo. lik'hamphani tsa ho tsosolosa ha li na tšepo mabapi le phetisetso ea theko ka mor'a ho eketseha ha theko ea letsoai la cobalt.

'Me nakong e fetileng, ho feto-fetoha ho matla ha theko ea nickel ho ile ha boela ha etsa hore likhoebo tse recycleng li emise ho reka li-scrap rhythm, tse bileng le tšusumetso e kholo litjeho tsa likhoebo tsa ho sebelisa hape.E le ho sebetsana ka katleho le ho phahama ho sa tloaelehang ha theko e joalo, likhoebo tsa ho tsosolosa ka nako eo li ile tsa khetha boikutlo ba nakoana ba ho ema le ho bona 'me tsa itokisetsa ho hlophisa moralo oa theko ka mor'a hore theko ea nickel e theohe ho boleng bo tsitsitseng.


Nako ea poso: Apr-18-2022