No ke aha i piʻi nui ai nā kumukūʻai Lithium?

He Mine Lithium ma ka ʻāina ʻo Sichuan

ʻO ka kaʻa ikehu hou (NEV) a me nā ʻāpana mālama ʻana i ka ikehu e hāʻule i ka ʻōlelo o ka noi mākeke mai Q4 2020, ka hopena o ka ulu ʻana o ka noi no nā mea maka i loko o ke kaulahao ʻoihana pākaukau lithium. ʻO ka Lithium carbonate, ʻo ia kekahi o nā kumu waiwai nui no ka pā lithium ion, ua hoʻopilikia nui ʻia e ka piʻi nui ʻana o ka noi i kēia mau mākeke e kū nei. ʻO ke koi o Kina no ka lithium carbonate i hōʻea i 350,000 mt i 2021, i 60% YoY, e like me ka noiʻi SMM.

Ma ka ʻaoʻao ʻē aʻe, ua kaupalena ʻia ka ulu ʻana o ka paʻakai lithium e ka pōʻai hana lōʻihi o ka hopena mining upstream. I ke kūlana o ka ulu mau a me ka piʻi nui ʻana o ka noi, ke neʻe nei nā kumukūʻai o ka lithium carbonate a me ka lithium hydroxide i ke ala āpau. Ma Pepeluali 2022, ua piʻi ka awelika kumu kūʻai o ka pākaukau a me ka lithium carbonate ʻenehana mai 62,000 yuan/mt a me 59,000 yuan/mt i ka hoʻomaka ʻana o 2021 a 403,000 yuan/mt a me 389,000 yuan/mt, e hoʻopaʻa ana i ka ulu nui. o 544% a me 552% i keia manawa.

No ka lithium carbonate, ʻo ia ka mea waiwai nui no nā mea hana cathode nui ʻehā (CAM), ʻo ka piʻi ʻana o nā kumukūʻai o ka lithium carbonate ua hoʻonui pū i nā kumukūʻai o nā CAM, a ma hope o ka hāpai ʻana i nā kumukūʻai o nā huahana i hoʻopau ʻia.

ua piʻi nui nā kumukūʻai lithium me ka like ʻole o ka noi a me ka lako. A ʻo ka hapa o ka paʻakai lithium i ka huina o nā kumukūʻai o nā CAM e like me kēia Pepeluali ua ulu maikaʻi mai ka hoʻomaka ʻana o 2021, a ua hoʻopaʻa ʻia i kahi loaʻa o kahi kokoke i 10% mai Dekemaba 2021. No laila, ua haʻahaʻa loa ka maikaʻi o ka hoʻohana ʻana i ke kapikala, ʻoi aku ka paʻakikī o kekahi mau ʻoihana liʻiliʻi a me nā ʻoihana liʻiliʻi e ola.

Ua piʻi aʻe nā kumukūʻai paʻakai Lithium i kahi kiʻekiʻe o 450,000 yuan/mt mai ka waena o Pepeluali 2022, a ke piʻi mau nei ma kahi kokoke i 10,000 yuan i kēlā me kēia lā. Ma ka ʻaoʻao hoʻolako, ua hoʻomaka hou kekahi mau hui lithium carbonate i ka hana ʻana mai ka hoʻomaha makahiki hou o Kina, a ʻoi aku ka liʻiliʻi o ka lako. ʻO ka noi, ma ka ʻaoʻao ʻē aʻe, ua manaʻo ʻia e hāʻule i ka 6% i Pepeluali. Eia nō naʻe, ʻo ke koi ʻana mai nā CAM nui ʻehā i kahi kiʻekiʻe, no laila ke manaʻo nei e piʻi hou nā kumukūʻai o ka lithium carbonate.