Demand continues to climb lithium resource supply tightening

Demand continues to climb lithium resource supply tightening

With the rapid development of the new energy vehicle market, the demand for lithium-ion battery continues to rise.. The agency pointed out that lithium resource supply is in a state of intensity, and the industrial chain company competes for lithium resources.

. At the same time, the upstream company with lithium resources is extended to the downstream industrial chain..

Lithium product prices rise Shanghai colored network data show, November 15th to 19th, the price of lithium carbonate is small. SMM battery-grade carbonate price is 197,000 to 20,000 yuan / ton, the average price increased by 0.2 million yuan / ton from last week.

SMM industrial grade carbonate price is 188,000 -191 million yuan / ton, the average price increased by 0.25 million yuan from last week..

Lithium hydroxide, the mainstream quotation section of the domestic market is concentrated in 190,000-200,000 yuan / ton, and the transaction price is basically around 190,000 yuan / ton.. SMM battery-level lithium hydroxide (coarse particles) price is 185,000 -191 million yuan / ton, SMM battery-level lithium hydroxide (micro plenty) price is 192,000 -199 million yuan / ton, SMM industrial grade lithium hydroxide price is 178,000 -182,000 yuan / ton, the average price is up 0.

15 million yuan per ton of last week. Shanghai Non-color Net pointed out that the recent volume of industrial grade carbonate is more, and the goods are sold by traders..

Battery grade carbonate supply limited supply, recent transaction sparest. From the basic surface, lithium carbonate is nearly two months or 16% supply gap, but the material factory clear storage or alleviate the supply pressure, the price will still be slightly upstream..

Guotai Junan Securities believes that the aging stock will become a catalyst for lithium prices.. The supply of lithium is expected to rise by 33% -35% in 2022, but the downstream positive, the battery company is generally doubled, and the supply increase can be covered by demand.

. The supply and demand relationship is tension and multiplier data shows that the wholesale sales of new energy passengers in October reached 368,000, up 6.3% from the previous month, up 148.

1% year-on-year.. From January to October, the new energy passenger car wholesale sales of 23.

81 million, up 204.3% year-on-year. In October, the retail sales of new energy passengers reached 321,000, up 141.

1% year-on-year, down 3.9% from the previous month..

From January to October, 21.39 million units of new energy vehicles, up 191.9% year-on-year.

. The multiplier pointed out that the epidemic caused the car industrial chain incomplete, and the problem was encountered during the production..

October chip supply rises by 10%, which is expected that there is still a million-magnitude increment in the sales of new energy vehicles in 2022.. my country’s automobile power lithium-ion battery industry innovation alliance data shows that in October 2021, my country’s powered lithium-ion battery production was 25.

1GWh, up 191.6% year-on-year, an increase of 8.4% from the previous month.

. Among them, the output of three-yuan battery is 9.2GWH, accounting for 36.

6% of total production, up 93.5% year-on-year, down 4.5% from the ring.

The lithium iron battery production is 15.9GWh, accounting for 63.3% of total production, up 314.

0% year-on-year, and up 17.6%..

From January to October, my country’s powered lithium-ion battery production is 159.8GWh, a year-on-year increase of 250.0%.

. Among them, the output of three yuan battery is 72.0GWH, accounting for 45.

1% of total production, up 165.0% year-on-year; lysophonicate ion battery production is 87.5Wh, accounting for 54.

8% of total production, 378.2% year-on-year. According to the relevant development, in the first half of 2018, in the first half of 2020, the output of lithium industry has led to accumulation accumulation, and it is expected that the current lithium concentrate inventory has digested more than 50%.

. The actual supply increment will reach 180,000 tons next year..

2022 lithium industry supply tight or higher than 2021. Extended industrial chain upstream lithium mines extend to the middle and downstream to become a trend. MineralResources suggested that the company’s recent shareholders General Assembly showed that the company will recover 100% underwriting rights on the MountMarion project in the MountMarion project.

. my country’s securities reporter learned from the lithium-lithium-lithium industry, and the lithium-life and MineralResources have held 50% of the MountMarion project, and MineralResources plans to extend the business downstream business..

The Humang Lithium Lithium Industry has shown that the company is an important lithium resource for the Australian MountMarion project.. The relevant person in charge of the lithium-leading industry said that the project is relatively large in the company’s raw material supply, but the company layout lithium mine in multiple regions, basically guarantees the company’s raw materials supply.

At present, the lithium-lithium industry holds 28.88% of the equity of Bacanora, 50% of Sonora Lithium Clay Project..

At the same time, the company intends to acquire the remaining shares of Bacanora by the way to offer, further enhance the shareholding ratio. In addition, in order to accelerate the construction of Argentina Cauchari-Olaroz Salt Lake project, the technical experts have been brought to technical experts to support project construction in Argentina to ensure that the project is put into production in 2022..

It is worth noting that the company is still in the African Mali Lithium-mine resources, through the acquisition of 50% of the Netherlands SPV, indirectly holds the rights and interests of goulamina lithium glow mine projects and acquires. Recently, lithium mine resources compete for hot. On November 17th, the American lithium industry announced that it agreed to acquire Millennium Lithiums with $ 400 million.

. The price is approximately 34% from the Ningde Times of Ningde Times..

Disclosed. Pacific Securities said that the upgrading of the Millennium Lithium-Upstall is highlighting the importance of lithium resources, and the industrial chain is actively planning to plan, resources will be the most important ring of the industrial chain.

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