파스트마켓(FastMarks) 리포트에 의하면 타이트한 공급과 과수요의 의한 리튬가격 상방향 예상.

 

Fastmarkets’ price assessment

중국내 탄산리튬가격 99.5% Li2CO# 배터리급 현물가 400,000-430,000 위안 7천500~8천만원 per tonne 톤당

수산화 리튬 Hydroxide monohydrate 배터리급 340,000-360,000  50,000위안 상승.

 

중국은 춘절이전 대부분의 리튬 정제소들이 보수와 정비 (Maintenance) 를 했었고,

현재 다시 가동중이지만, 현재 리튬공급이 굉장히 타이트한 상태이기 때문에 

Full capacity로 운영되지 못하는 상황이다.

 

중국내의 인산철 (Lithium-iron-phosphate) LFP 배터리 수요 폭등으로인해

탄산리튬가격을 폭등시켰고 현재 수산화리튬가격 또한 폭등중이다.

이러한 이유는 탄산리튬가격 폭등으로 인해 수산화리튬으로 대처하려는 움직임이있는데

이또한 다른 리튬가격 폭등을 야기를.

 

 

 

 

 

 

 

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테슬라와 광펑 리튬 (Ganfeng Lithium Co) 세계 최대 배터리급 리튬 생산회사와 구매계약을 맺었다.

 

3년 구매 계약을 맺었고, 2022년부터 시작될 예정이다.

 

최근 테슬라는 배터리에 필요한 원자재 구매계약을 하는 모습이 포착된다.

니켈 코발트 BHP 리튬 PLL 피드몬트 리튬 

https://electrek.co/2021/08/02/teslas-lithium-supply-delayed-north-carolina-project-falls-behind/

 

Tesla's lithium supply delayed as North Carolina project falls behind schedule

Tesla is seeing a delay in its lithium supply for next year as a North Carolina mining project from a new supplier is falling behind schedule. In order to help accelerate the transition to electric transportation, Tesla has become increasingly involved in

electrek.co

테슬라뿐만 아니라 앞으로 Automaker들도 원자재를 직접 구매하는 수직계열화를 할것으로 예측되어진다.

 

https://electrek.co/2021/11/01/tesla-secures-lithium-supply-contract-ganfeng-lithium/ 출처

 

 

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겨울을 대비해서 중국에서 재고를 다시 쌓고있다.

레이크에서 착취되는 리튬은 계절적인 영향때문에 생산량 증가에 차질이 생기고 운송에도 문제가 생긴다.

 

중국정부에서 새로운 Recommenations 발표

NCM 니켈 코발트 망간 배터리에 대한 추가적인 서포팅도 지속될것이다.

 

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테슬라 기가 팩토리를 독일로 선전한 이유는 멀까?

 

독일의 글로벌 자동차 부품 공급처라는 강점, High-Qulity 엔진니어링.

높은 인권비는 스마트 팩토리.

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The Calix calcination process is particularly well suited to fine spodumene feeds and provides excellent temperature control, allowing lower grade concentrates to be successfully treated, and can be renewably powered.

CXL사의 칼신네이션 정제 프로세스는 spod 중에서도 grade가 낮은 광석의 프로세스에 적합하고

온도 컨트롤이 용이하고 신재생에너지를 사용한다.

 

The scoping study will run until late 2021. If positive, Pilbara Minerals and Calix intend to form a Joint Venture to build a demonstration facility, starting with a Definitive Feasibility Study (DFS). Are the parties ahead or on Schedule wrt to the study, also likely ties in with recent appointment of Miriam Stanborough, to the Board as a non-executive Director, effective 2 October, 2021. Ms Stanborough is a chemical engineer with more than 20 years’ experience in the mineral processing industry across various commodities including copper, uranium, gold, silver, alumina and mineral sands Are we

 


The contemplated facility will be capable of up to several thousand tonnes of lithium salt annual production capacity, and the JV will also market and export the product from the facility, “on-shoring” significant value into Australia and avoiding the international shipment of thousands of tonnes of waste material (>90% of current spodumene exports) overseas.

The development could cornerstone a full battery production supply chain in Australia. To achieve this, Pilbara Minerals and Calix have agreed that once the demonstration facility has established the process and the market, the process will be marketed by the JV to Pilbara Minerals and other spodumene producers under licensing arrangements.

The proposed demonstration process will take fine, lower-grade spodumene concentrate and further process it on site utilizing renewable energy to create a low carbon, concentrated lithium salt, which can be further refined by others into lithium battery materials, or may potentially be used as direct feedstock for Lithium Iron Phosphate (LFP) cathode manufacture(I wonder if they are talking with Li-S Energy Limited (Australia) to supply their commercialization of Lithium Sulphur batteries) – LFP batteries being a key subset of China’s lithium ion battery supply and the battery of choice for the Tesla Model 3 in China.

The project is in strong alignment with Government strategies to on-shore processing and manufacturing, more sustainable mining and processing, and critical minerals strategies for battery materials. Spodumene-derived lithium salts from Australian producers could hit 500kT by 2030, and with current lithium carbonate prices well in excess of US$10,000 per tonne (now >US26,000 per tonne) – this represents a considerable licensing opportunity for the JV and multi-billion-dollar export value opportunity for Australia.

Pilbara Minerals and Calix commenced work on the project after being brought together under the Future Battery Industries Co-operative Research Centre (“FBI-CRC”). The overall benefits of developing the process include:

• A higher recovery is obtained from the ore body = less mine wastage
• A higher value product is produced in Australia = more value kept on-shore
• Significant waste is not shipped overseas, by shipping a much higher lithium concentrate = far less transportation cost / wastage
• By using an electric calciner, the project can connect to renewable power = materially lower CO2 footprint in the envisaged novel lithium raw materials supply chain, becoming very important for Australian exports.

Ken Brinsden, Managing Director of Pilbara Minerals said there are several significant problems experienced with existing rotary kiln technology when treating fine concentrates. “Firstly, the conventional calcination of fine ore incurs increased losses via dust. Secondly, legacy calcination
techniques are very energy and carbon intensive, using fossil fuels in an environment of significant heat losses. And lastly, the lack of uniform temperature control can lead to either incomplete phase change or partial melting of the concentrate impurities, both of which hinder the recovery of lithium in subsequent extraction processes.

“Calix and Pilbara Minerals have conducted calcination trials of Pilgangoora spodumene in its electrically fired BATMn reactor, at Calix’s Bacchus Marsh facility, and it successfully demonstrated high conversion rates, zero dust emissions and avoided any partial melting concerns.

“With these promising results, we will now move to a scoping study phase to investigate installing a calciner and downstream demonstration processing plant at Pilgangoora to allow the processing of fine, low grade ore to produce lithium salt material for export overseas.”

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