Imodoka zo mumashanyarazi zimanuka ziratera imbere, itangwa nibisabwa bya lithium byongeye gukaza umurego, kandi intambara ya "grab lithium" irakomeza.
Mu ntangiriro z'Ukwakira, ibitangazamakuru byo mu mahanga byatangaje ko LG New Energy yasinyanye amasezerano yo kugura amabuye ya lithium na Sigma Lithium yo muri Berezile.Igipimo cyamasezerano ni toni 60.000 za lithium yibanze muri 2023 na toni 100.000 kumwaka kuva 2024 kugeza 2027.
Ku ya 30 Nzeri, Albemarle, uruganda runini rwa lithium ku isi, yavuze ko ruzagura Guangxi Tianyuan amafaranga agera kuri miliyoni 200 z'amadolari y'Amerika kugira ngo yongere ubushobozi bwo guhindura litiro.
Ku ya 28 Nzeri, Umucukuzi wa Lithium wo muri Kanada Millennial Lithium yavuze ko CATL yemeye kugura iyi sosiyete miliyoni 377 z'amadolari y'Abanyamerika (hafi miliyari 1.92).
Ku ya 27 Nzeri, Tianhua Super-Clean yatangaje ko Tianhua Times izashora miliyoni 240 z'amadolari y'Amerika (hafi miliyari 1.552) kugira ngo ibone imigabane 24% mu mushinga wa spodumene wa Manono.Ningde Times ifite 25% ya Tianhua Times.
Mu rwego rwo gukenera cyane ibicuruzwa biva mu mahanga ndetse n’ubushobozi budahagije bw’inganda, ibigo byinshi byashyizwe ku rutonde byafashe amahirwe yo guteza imbere ibinyabiziga bishya by’ingufu no kubika ingufu, kandi biherutse gutangaza ko byambukiranya imipaka mu birombe bya lithium.
Ubucukuzi bwa Zijin bwemeye kugura imigabane yose yatanzwe na Neo Lithium, isosiyete ikora umunyu wa Lithium yo muri Kanada, kugira ngo harebwe hafi miliyoni 960 $ (hafi miliyari 4.96).Umushinga wa 3Q wanyuma ufite toni 700 zubutunzi bwa LCE (lithium carbone ihwanye) na toni miliyoni 1,3 zububiko bwa LCE, kandi biteganijwe ko umusaruro wumwaka utaha uzagera kuri toni 40.000 za litiro karubone yo mu rwego rwa batiri.
Imigabane ya Jinyuan yatangaje ko ishami ryayo rifite amashanyarazi yose, Jinyuan New Energy, riteganya kugura 60% ya Mining Mining mu mafaranga no gutanga imigabane y’amasosiyete yashyizwe ku rutonde.Impande zombi zemeje ko ubucukuzi bw'amabuye y'agaciro ya lithium butagomba kuba munsi ya toni 8000 / umwaka wa karubone ya lithium (bihwanye), kandi iyo irenze toni 8000 / umwaka, izakomeza kubona 40% isigaye.
Imigabane ya Anzhong yatangaje ko ishaka kugura 51% by’imigabane ya Jiangxi Tongan ifitwe n’ishoramari rya Qiangqiang n’amafaranga yayo.Nyuma y’ubucuruzi bumaze kurangira, biteganijwe ko umushinga uzacukura toni zigera kuri miliyoni 1.35 z’amabuye y’ibanze kandi buri mwaka umusaruro wa toni zigera ku 300.000 za litiro ya litiro, uhwanye na karubone ya lithium.Ibingana na toni zigera ku 23.000.
Umuvuduko wo kohereza umutungo wa lithium namasosiyete menshi aremeza ko itangwa rya lithium rihura n’ibura.Kohereza ibikoresho bya lithium binyuze mu kugabana, kugura, no gufunga ibicuruzwa byigihe kirekire biracyari insanganyamatsiko nyamukuru yisoko ryigihe kizaza.
Icyihutirwa cyo "kugura" ibirombe bya lithium ni uko, kuruhande rumwe, guhangana nigihe cya TWh, itangwa ryiza ryogutanga amasoko rizahura nicyuho kinini, kandi ibigo bya batiri bigomba gukumira ibyago byo guhagarika umutungo hakiri kare;Hindura ihindagurika ryibiciro murwego rwo gutanga kandi ugere kubintu byingenzi bigenzura ibiciro.
Ku bijyanye n’ibiciro, kugeza ubu, impuzandengo y’ibiciro bya litiro karubone yo mu rwego rwa batiri na hydroxide ya lithium yazamutse igera ku 170.000 igera ku 180.000 / toni na 160.000 kugeza 170.000 / toni.
Ku ruhande rw'isoko, inganda zikoresha amashanyarazi ku isi zakomeje kwiyongera muri Nzeri.Igurishwa rusange ry’imodoka nshya z’ingufu mu bihugu icyenda by’Uburayi muri Nzeri ryari 190.100, umwaka ushize wiyongereyeho 43%;Amerika yagurishije imodoka nshya 49.900 muri Nzeri, umwaka ushize wiyongereyeho 46%.
Muri byo, Tesla Q3 yatanze imodoka 241.300 ku isi yose, ikaba yaranditse cyane mu gihe kimwe, aho umwaka ushize wiyongereyeho 73% naho ukwezi ku kwezi kwiyongera 20%;Weilai na Xiaopeng bagurishije abarenga 10,000 mu kwezi kumwe ku nshuro yabo ya mbere, harimo Ideal, Nezha, Zero Run, Ubwiyongere bw'umwaka ku mwaka bwo kugurisha kwa Weimar Motors hamwe n'ibindi binyabiziga byose byageze ku iterambere rikomeye.
Amakuru yerekana ko mu 2025, kugurisha ku isi imodoka nshya zitwara abagenzi zizagera kuri miliyoni 18, naho isi yose ikenera bateri y’amashanyarazi izarenga 1TWh.Musk ndetse yatangaje ko biteganijwe ko Tesla izagera ku mwaka kugurisha imodoka nshya miliyoni 20 mu 2030.
Dukurikije imyanzuro y’inganda, gahunda nyamukuru y’iterambere ry’iterambere rya lithium ku isi irashobora kugorana guhuza umuvuduko n’ubunini bwiyongera ry’ibisabwa, kandi urebye imishinga itoroshye, iterambere ry’iterambere ntirizwi neza.Kuva 2021 kugeza 2025, icyifuzo cya lithium Inganda zitangwa nibisabwa birashobora kuba bike.
Inkomoko: Umuyoboro wa Gaogong
Igihe cyo kohereza: Ukuboza-24-2021