Ma ke ʻano he "superstar" o ke kaulahao ʻoihana pākahi lithium mai 2021, ua loli nui ke kumukūʻai o ka lithium carbonate i nā makahiki ʻelua i hala.Ua hōʻea ʻo ia i luna a hele i ke kumu kūʻai o 600,000 yuan/ton.ʻO ke koi i ka hapa mua o 2023 ʻo ia hoʻi i ka wā o ka lua, ua hāʻule i 170,000 yuan / ton.I ka manawa like, ʻoiai e hoʻomaka ana ka lithium carbonate futures, e hāʻawi ʻo SMM i ka poʻe heluhelu i ka loiloi piha ʻana i ka nānā ʻana i ke kaulahao ʻoihana lithium, ka hopena waiwai, ka hopena o ka hoʻoheheʻe ʻana, ka hopena koi, ka hoʻolako a me ke ʻano koi, palapala kau inoa kauoha a me ke ʻano kumu kūʻai. ma keia 'atikala.
ʻO ka ʻike o ke kaulahao ʻoihana lithium:
E like me ka mea metala me ka liʻiliʻi loa o ke kaumaha atomika, ʻo ka lithium ka nui o ka hoʻopaʻa ʻana a me ka ʻano helium paʻa pālua electron layer.Loaʻa iā ia ka hana electrochemical ikaika a hiki ke hana me nā mea ʻē aʻe e hana i nā pūhui like ʻole.He mea maikaʻi loa ia no ka hana ʻana i nā pila.ʻO ke koho maikaʻi loa.I loko o ke kaulahao ʻoihana lithium, ʻo ka upstream e loaʻa nā kumuwaiwai lithium e like me spodumene, lepidolite, a me ka wai paʻakai.Ma hope o ka unuhiʻiaʻana o nā kumu waiwai lithium, hiki ke hanaʻia i kēlā me kēia loulou e hana i nā paʻakai lithium mua, nā paʻakai lithium lua / nui, Lithium metala a me nāʻano huahana'ē aʻe.ʻO nā huahana i ka papa hana mua ka nui o nā paʻakai lithium mua e like me ka lithium carbonate, lithium hydroxide, a me ka lithium chloride;Hiki i ka hana hou ke hana i nā huahana lithium lua a nui paha e like me ka lithium iron phosphate, lithium cobalt oxide, lithium hexafluorophosphate, a me ka lithium metallic.Hiki ke hoʻohana nui ʻia nā huahana lithium like ʻole i nā kahua e kū mai ana e like me nā pā lithium, seramics, aniani, alloys, greases, refrigerants, lāʻau lapaʻau, ʻoihana nuklea a me optoelectronics.
Lithium puna hope:
Mai ka hiʻohiʻona o nā ʻano kumu waiwai lithium, hiki ke hoʻokaʻawale ʻia i ʻelua laina nui: nā mea mua a me nā mea hana hou.I waena o lākou, ʻo nā kumuwaiwai lithium o nā mea maka ka mea nui i loko o ka wai paʻakai brine, spodumene a me lepidolite.Loaʻa nā mea hana hou i nā kumuwaiwai lithium ma o nā ʻeke lithium i hoʻomaha ʻia a me ka hana hou ʻana.
E hoʻomaka ana mai ke ala kumu, ʻoi aku ka kiʻekiʻe o ka hāʻawi ʻana i nā waihona waiwai lithium holoʻokoʻa.Wahi a ka ʻikepili hou i hoʻokuʻu ʻia e USGS, mālama ʻia nā kumu waiwai lithium honua he 22 miliona mau toni o ka metala lithium like.Ma waena o lākou, ʻo nā ʻāina ʻelima kiʻekiʻe o ka waiwai lithium o ka honua ʻo Chile, Australia, Argentina, Kina, a me ʻAmelika Hui Pū ʻIa, he 87% ka nui, a ʻo ka mālama ʻana o Kina no 7%.
ʻO ka hoʻokaʻawale hou ʻana i nā ʻano waiwai, ʻo nā loko paʻakai ke kumu nui o nā kumuwaiwai lithium i ka honua, i hoʻolaha nui ʻia ma Chile, Argentina, Kina a me nā wahi ʻē aʻe;Hoʻolaha nui ʻia nā mines spodumene ma Australia, Kanada, ʻAmelika Hui Pū ʻIa, Kina a me nā wahi ʻē aʻe, a ʻo ka hāʻawi ʻana i nā kumuwaiwai he haʻahaʻa ia ma mua o ka loko paʻakai a ʻo ia ke ʻano kumu me ka kiʻekiʻe kiʻekiʻe o ka hoʻoiho lithium pāʻoihana i kēia manawa;liʻiliʻi nā waihona waiwai lepidolite a paʻa i Jiangxi, Kina.
I ka hoʻoholo ʻana mai ka hoʻopuka ʻana o nā kumuwaiwai lithium, ʻo ka huina o nā kumuwaiwai lithium honua ma 2022 he 840,000 tons o LCE.Ua manaʻo ʻia e hoʻokō i ka nui o ka ulu ʻana o ka makahiki o 21% mai 2023 a 2026, a hiki i 2.56 miliona tons o LCE ma 2026. Ma nā ʻōlelo o nā ʻāina, ʻo CR3 ʻo Australia, Chile, a me Kina, e helu ana i ka huina o 86%, e hōʻike ana. kahi kiʻekiʻe o ka hoʻopaʻa ʻana.
Ma ke ʻano o nā ʻano mea maka, ʻo ka pyroxene ke ʻano o ke ʻano kumu waiwai i ka wā e hiki mai ana.ʻO ka loko paʻakai ka lua o nā ʻano mea maka nui loa, a e pāʻani mau ana ka mica i kahi hana hoʻohui.Pono e hoʻomaopopo ʻia e loaʻa kahi nalu o ka ʻoki ʻana ma hope o 2022. ʻO ka ulu wikiwiki ʻana o ka ʻōpala i waena o ka hana a me ka hoʻopau ʻana i ka ʻōpala, a me nā holomua i ka hana hou ʻana i ka ʻenehana hoʻoheheʻe lithium, e hoʻonui i ka ulu wikiwiki o ka recycling lithium extraction volume.Manaʻo ʻia e piʻi nā mea hana hou i ka 8% i 2026. ʻO ka hapa o ka lako waiwai lithium.
E pili ana i ka lithium!ʻO kahi hiʻohiʻona piha o ke kaulahao ʻoihana lithium
Lithium hoohehee hope:
ʻO Kina ka ʻāina me ka kiʻekiʻe loa o ka hoʻoheheʻe lithium i ka honua.Ke nānā nei i nā panalāʻau, ua hoʻokumu nui ʻia nā wahi hana lithium carbonate o Kina i ka hāʻawi ʻana i nā kumuwaiwai a me nā ʻoihana hoʻoheheʻe.ʻO nā panalāʻau hana nui ʻo Jiangxi, Sichuan a me Qinghai.ʻO Jiangxi ka panalāʻau me ka hoʻolaha waiwai lepidolite nui loa ma Kina, a loaʻa iā ia ka mana hana o nā hui hoʻoheheʻe kaulana e like me Ganfeng Lithium Industry, e hana ana i ka lithium carbonate a me ka lithium hydroxide ma o ka spodumene i lawe ʻia mai;ʻO Sichuan ka panalāʻau me ka hāʻawi waiwai pyroxene nui loa ma Kina, a ʻo ia nō ke kuleana no ka hana hydroxide.Ke kikowaena hana lithium.ʻO Qinghai ka mokuʻāina hoʻoheheʻe lithium brine nui loa ma Kina.
E pili ana i ka lithium!ʻO kahi hiʻohiʻona piha o ke kaulahao ʻoihana lithium
I nā ʻōlelo o nā ʻoihana, i ka ʻōlelo o ka lithium carbonate, ʻo ka huina o ka puka ma 2022 he 350,000 tons, kahi o nā hui CR10 i helu ʻia he 69%, a ua paʻa ke ʻano hana.Ma waena o lākou, ʻo Jiangxi Zhicun Lithium Industry ka mea nui loa, e helu ana no 9% o kāna huahana.ʻAʻohe alakaʻi monopoli paʻa i ka ʻoihana.
E pili ana i ka lithium!ʻO kahi hiʻohiʻona piha o ke kaulahao ʻoihana lithium
I ka ʻōlelo o ka lithium hydroxide, ʻo ka huina o ka hoʻopuka ma 2022 he 243,000 tons, kahi o nā hui CR10 i helu ʻia e like me 74%, a ʻoi aku ka nui o ka hoʻolālā hana ma mua o ka lithium carbonate.Ma waena o lākou, ʻo Ganfeng Lithium Industry, ʻo ka hui me ka nui o ka hoʻopuka ʻana, ʻo ia ka 24% o ka nui o ka huahana, a ʻike ʻia ka hopena alakaʻi.
E pili ana i ka lithium!ʻO kahi hiʻohiʻona piha o ke kaulahao ʻoihana lithium
ʻaoʻao koi lithium:
Hiki ke hoʻokaʻawale ʻia ka noi hoʻohana ʻana i ka lithium i ʻelua mau ʻāpana nui: ka ʻoihana pākaukau lithium a me nā ʻoihana kuʻuna.Me ka ulu nui o ka mana a me ka mākeke mālama mālama ikehu ma ka home a ma waho, ke piʻi aʻe nei ka nui o ka noi pākaukau lithium i ka nui o ka hoʻohana lithium i kēlā me kēia makahiki.Wahi a SMM statistics, ma waena o 2016 a me 2022, ua hoʻonui ʻia ka nui o ka hoʻohana ʻana i ka lithium carbonate ma ke kahua pākaukau lithium mai 78% a i 93%, ʻoiai ua lele ka lithium hydroxide mai lalo o 1% a kokoke i 95% +.Mai kahi hiʻohiʻona mākeke, ʻo ka nui o ka noi i ka ʻoihana pākaukau lithium e alakaʻi nui ʻia e nā mākeke nui ʻekolu o ka mana, ka mālama ʻana i ka ikehu a me ka hoʻohana ʻana:
Mākeke mana: Ke alakaʻi ʻia e nā kulekele electrification honua, ka hoʻololi ʻana o ka ʻoihana kaʻa a me ka noi mākeke, e hoʻokō ka manaʻo o ka mākeke i ka ulu pahū i 2021-2022, e helu ana i ka mana nui o ka koi pākahi lithium, a ke manaʻo ʻia e mālama i ka ulu paʻa i ka wā lōʻihi..
Mākeke mālama ikehu: Ma lalo o ka mana o nā mea e like me ka pilikia o ka ikehu a me nā kulekele aupuni, e hana pū nā mākeke nui ʻekolu o Kina, ʻEulopa, a me ʻAmelika Hui Pū ʻIa a lilo i lua ka nui o ka ulu ʻana no ka koi pākaukau lithium.
Mākeke mea kūʻai: Ke ulu nei ka mākeke holoʻokoʻa, a ua manaʻo ʻia ka haʻahaʻa o ka ulu ulu lōʻihi.
E pili ana i ka lithium!ʻO kahi hiʻohiʻona piha o ke kaulahao ʻoihana lithium
Ma ke ʻano holoʻokoʻa, e hoʻonui ʻia ka noi no nā pā lithium e 52% i kēlā me kēia makahiki ma 2022, a e hoʻonui mau ʻia i ka nui o ka ulu ʻana o ka makahiki o 35% mai 2022 a 2026, e hoʻonui hou ai i ka ʻāpana o ka ʻoihana pākaukau lithium o ka noi lithium. .I nā ʻōlelo o nā noi like ʻole, ʻo ka mākeke mālama ikehu ka nui o ka ulu ulu.Ke hoʻomau nei ka mākeke mana i ka ulu ʻana o nā kaʻa ikehu hou honua.Ke hilinaʻi nui nei ka mākeke mea kūʻai aku i ka ulu ʻana o nā kaʻa ʻelua huila uila a me nā huahana mea kūʻai aku hou e like me nā drones, e-cigarettes, a me nā mea hiki ke hoʻohana.ʻO 8% wale nō ka ulu ʻana o ka makahiki.
Mai ka hiʻohiʻona o nā hui kūʻai pololei o nā paʻakai lithium, ma ke ʻano o ka lithium carbonate, ʻo ka nui o ka noi ma 2022 he 510,000 tons.Hoʻopili nui ʻia nā ʻoihana mea kūʻai aku i nā ʻoihana lithium iron phosphate cathode material a me nā ʻoihana cathode cathode nickel haʻahaʻa a me ka haʻahaʻa, a ʻo nā ʻoihana o lalo ke koʻikoʻi i ka ʻai.He haʻahaʻa ka degere, ʻo CR12 ka helu no 44%, nona ka hopena lōʻihi lōʻihi a me kahi ʻano hoʻopuehu.
E pili ana i ka lithium!ʻO kahi hiʻohiʻona piha o ke kaulahao ʻoihana lithium
I ka ʻōlelo o ka lithium hydroxide, ʻo ka nui o ka hoʻohana ʻana ma 2022 he 140,000 tons.ʻOi aku ka kiʻekiʻe o ka neʻe ʻana o nā ʻoihana mea kūʻai aku ma mua o ka lithium carbonate.ʻO CR10 ka helu no 87%.Kūleʻa ke kumu.I ka wā e hiki mai ana, ʻoiai e holomua ana nā ʻoihana ʻoihana cathode ternary Me ka nickelization kiʻekiʻe, manaʻo ʻia e emi ka manaʻo o ka ʻoihana.
E pili ana i ka lithium!ʻO kahi hiʻohiʻona piha o ke kaulahao ʻoihana lithium
Hoʻolako waiwai Lithium a me ka hoʻolālā koi:
Mai kahi hiʻohiʻona piha o ka lako a me ka noi, ua hoʻopau maoli ka lithium i kahi pōʻai ma waena o 2015 a me 2019. Mai ka 2015 a hiki i 2017, ua loaʻa ka koi ikaika hou i ka ulu wikiwiki i hoʻoulu ʻia e nā kōkua aupuni.Eia nō naʻe, ʻaʻole i wikiwiki ka ulu ʻana o nā kumuwaiwai lithium e like me ka noi, e hopena i kahi mismatch ma waena o ka lako a me ka noi.Eia nō naʻe, ma hope o ka emi ʻana o ke kālā o ka mokuʻāina i ka makahiki 2019, ua emi koke ke koi ʻana o ka terminal, akā ua hiki i ka hoʻopukapuka mua ʻana o nā kumu waiwai Lithium i hiki i ka hiki ke hana, a ua komo ka lithium i kahi pōʻai keu.I loko o kēia manawa, nui nā hui mining i haʻi i ka banekorupa, a ua hoʻomaka ka ʻoihana i kahi pōʻai hou.
Hoʻomaka kēia pōʻai ʻoihana i ka hopena o 2020:
2021-2022: Pahū koke ka koi ʻana o ka Terminal, e hana ana i kahi mismatch me ka hoʻolako ʻana i nā kumuwaiwai lithium upstream.Mai 2021 a 2022, e hoʻomaka hou ʻia kekahi mau hana mining lithium i hoʻokuʻu ʻia i ka pōʻai hope loa, akā aia ka hapa nui.I ka manawa like, ʻo kēia manawa kahi manawa i piʻi wikiwiki nā kumukūʻai lithium.
2023-2024: Hoʻomaka hou i nā papahana hana + i kūkulu hou ʻia nā papahana greenfield i manaʻo ʻia e hiki i ka hana i ka holomua ma waena o 2023 a me 2024. ʻAʻole wikiwiki ka ulu ʻana o ka noi ikehu hou e like me ka mea i ka wā mua o ka laha, a me ke degere o E piʻi ana ke koena waiwai i kona kiʻekiʻe ma 2024.
2025-2026: E lohi paha ka ulu ʻana o nā kumuwaiwai lithium ma muli o ka hoʻomau ʻana.E alakaʻi ʻia ka ʻaoʻao koi e ka māla mālama ikehu, a e hoʻopau pono ʻia ke koena.
E pili ana i ka lithium!ʻO kahi hiʻohiʻona piha o ke kaulahao ʻoihana lithium
ʻO ke kūlana hoʻopaʻa inoa paʻakai Lithium a me ka hana hoʻoponopono
ʻO nā ʻano kau inoa kauoha o ka paʻakai lithium ka nui o nā kauoha lōʻihi a me nā kauoha ʻole.Hiki ke ho'ākāka 'ia nā kauoha Zero ma ke 'ano kālepa ma'alahi.ʻAʻole ʻae nā ʻaoʻao kālepa i nā huahana kālepa, nā nui, a me nā ʻano kumu kūʻai i loko o kekahi manawa, a ʻike i nā ʻōlelo kūʻokoʻa;i waena o lākou, hiki ke hoʻokaʻawale ʻia nā kauoha lōʻihi i ʻekolu mau ʻāpana:
ʻO ke ʻano kī kī leo: Ua ʻae ʻia ka nui o ka lako a me ke ʻano kumu kūʻai hoʻoholo.E hoʻokumu ʻia ke kumukūʻai hoʻoholo ma ke kumu kūʻai awelika o kēlā me kēia mahina (SMM) o ka paepae ʻaoʻao ʻekolu, i hoʻohui ʻia e ka coefficient hoʻololi, e hoʻokō i ka hoʻoholo ma ka mākeke me ka maʻalahi.
Laka Volume a me ka laka kumu kūʻai: Ua ʻae mua ʻia ka nui o ka lako a me ke kumukūʻai hoʻoholo, a ua hoʻopaʻa ʻia ke kumukūʻai hoʻoholo i ka pōʻaiapuni o ka wā e hiki mai ana.Ke hoʻopaʻa ʻia ke kumukūʻai, ʻaʻole ia e hoʻololi ʻia i ka wā e hiki mai ana / ma hope o ka hoʻomaka ʻana o ka mīkini hoʻoponopono, e ʻae hou ka mea kūʻai aku a me ka mea kūʻai aku i ke kumukūʻai paʻa, he haʻahaʻa haʻahaʻa.
Ka nui laka wale nō: hana wale i ka ʻaelike waha/kākau no ka nui hoʻolako, akā ʻaʻohe ʻaelike ma mua o ke ʻano hoʻoholo kumu kūʻai o nā waiwai, he mea maʻalahi loa.
Ma waena o 2021 a me 2022, ma muli o ka piʻi ʻana o ke kumukūʻai, ke hoʻololi mālie nei ke ʻano o ke kau inoa ʻana a me ke kumu kūʻai o nā paʻakai lithium.Mai ka hiʻohiʻona o nā kaʻina hana hoʻopaʻa inoa, ma 2022, 40% o nā ʻoihana e hoʻohana i kahi mīkini kumu kūʻai e paʻa wale ana i ka nui, no ka mea paʻa ka lako i ka mākeke lithium a kiʻekiʻe nā kumukūʻai.No ka pale ʻana i ka loaʻa kālā, hoʻohana pinepine nā ʻoihana hoʻoheheʻe i luna i ke ʻano o ka laka ʻana i ka leo akā ʻaʻole ke kumu kūʻai;i ka wā e hiki mai ana, E nānā, e like me ka hoʻolako a me ka noi e hoʻi i ka noʻonoʻo, ua lilo nā mea kūʻai aku a me nā mea kūʻai aku i nā koi nui no ka lako a me ke kumu kūʻai.Manaʻo ʻia e piʻi aʻe ka nui o ka nui o ka laka paʻa lōʻihi a me ka laka formula (pili i ke kumukūʻai o ka paʻakai lithium SMM e hoʻokō ai i ka pilina pili).
Mai ka manaʻo o nā mea kūʻai aku i ka paʻakai lithium, ma waho aʻe o nā kūʻai pololei ʻana e nā ʻoihana waiwai, ʻo ka hoʻonui ʻana o nā mea kūʻai paʻakai lithium mai nā ʻoihana terminal (pāʻani, ʻoihana kaʻa, a me nā ʻoihana mining metala) i hoʻonui i nā ʻano holoʻokoʻa o nā ʻoihana kūʻai.Ke noʻonoʻo nei i nā mea pāʻani hou e noʻonoʻo ʻO ke kūpaʻa lōʻihi o ka ʻoihana a me ka kamaʻāina me ke kumu kūʻai o nā metala makua e manaʻo ʻia e loaʻa kekahi hopena i ka mīkini kumu kūʻai o ka ʻoihana.Ua hoʻonui ʻia ka ʻāpana o ke kumu kumu kūʻai o ka lock-in volume lock formula no nā kauoha lōʻihi.
E pili ana i ka lithium!ʻO kahi hiʻohiʻona piha o ke kaulahao ʻoihana lithium
Mai kahi hiʻohiʻona holoʻokoʻa, no ke kaulahao ʻoihana lithium, ua lilo ke kumu kūʻai o ka paʻakai lithium i kumu kumu kūʻai o ke kaulahao ʻoihana holoʻokoʻa, e hoʻolaha ana i ka hoʻoili maʻalahi o nā kumukūʻai a me nā kumukūʻai ma waena o nā loulou ʻoihana like ʻole.Ke nānā nei iā ia ma nā ʻāpana:
Lithium Ore - Lithium Salt: Ma muli o ke kumukūʻai o ka paʻakai lithium, ua kūʻai ʻia ka lithium ore ma o ka hoʻoili kālā.
Precursor - loulou cathode: Hoʻopaʻa i ke kumukūʻai o ka paʻakai lithium a me nā paʻakai metala ʻē aʻe, a hoʻonui iā ia me ka hoʻohana ʻana a me ka coefficient hoʻemi e hoʻokō ai i nā mea hou pili kumukūʻai.
ʻO ka electrode maikaʻi - ke kelepona pākaukau: heleuma i ke kumukūʻai o ka paʻakai metala a hoʻonui iā ia me ka hoʻohana ʻana o ka ʻāpana a me ka coefficient hoʻemi no ka hoʻokō ʻana i nā loulou pili kumu.
Pūnaehana uila - OEM / hoʻohui: E hoʻokaʻawale i ke kumukūʻai o ka cathode / lithium paʻakai (ʻo ka paʻakai lithium kekahi o nā mea waiwai nui i ka cathode).Hoʻohana nā mea nui ʻē aʻe i ke ʻano kumu kūʻai paʻa.Wahi a ka loli o ke kumukūʻai paʻakai lithium, ua kau inoa ʻia kahi mīkini uku uku., e hoʻokō i ka hoʻoholo pili kumukūʻai.
Ka manawa hoʻouna: Nov-06-2023