Kleines Subportfolio "Lithium" - Produzenten oder nahe Produktion
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6.10.
Chinese Lithium Plunge Has Created Huge Discount to US Prices
https://www.bnnbloomberg.ca/chinese-lithium-plunge-has-creat…
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Lithium prices are plunging around the world, but the slump is particularly glaring in China, where the key battery metal is trading at a big discount versus the US.
After a buying frenzy sent global prices soaring though last year, they’ve since plunged as electric vehicle demand disappoints and supplies are expected to remain ample. Yet despite the broad rout, futures in the crucial Chinese market are about a third cheaper.
The spread offers traders an opportunity to make money, but also highlights just how bearish the outlook is in the top EV producer. The weakness has been especially pronounced there as battery makers tap stockpiles built up during the boom, while demand concerns are being exacerbated by wider fears about the country’s economy.
“Everybody has a lot of inventory,” said Leon Hoffmann, a broker at SCB Environmental Markets in Switzerland. Chinese traders have been “very bearish and they just kept on selling.”
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29.8.
A worldwide lithium shortage could come as soon as 2025
• A worldwide shortage for lithium could be on its way as demand for the metal ramps up.
• “Global lithium supply is expected to enter a deficit relative to demand by 2025,” said BMI, a Fitch Solutions research unit.
https://www.cnbc.com/2023/08/29/a-worldwide-lithium-shortage…
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“We expect an average of 20.4% year-on-year annual growth for China’s lithium demand for EVs alone over 2023-2032,” the report stated.
In contrast, China’s lithium supply will only grow 6% over the same period, BMI said, adding that rate cannot satiate even one third of forecasted demand.
...
Other analysts don’t see a deficit coming so soon, but still predicted a shortfall by the end of the decade.
While more lithium mines and mining exploration projects coming online could support burgeoning demand, that would only extend the runway for a few more years, according to Rystad Energy’s estimates.
According to the energy research firm, hundreds of lithium projects are currently under exploration, but the complexity in geology and time-consuming permitting process still pose challenges.
There are currently only 101 lithium mines in the world, according to Refinitiv data.
Rystad Energy Vice President Susan Zou estimates that total lithium mine supply will increase by 30% and 40% year on year in 2023 and 2024, and that miners would continue to develop both existing and greenfield projects amid a “global push to electrify transportations.”
While that could point to a global lithium surplus next year, shortages could start to plague supply chains in 2028.
...
A worldwide lithium shortage could come as soon as 2025
• A worldwide shortage for lithium could be on its way as demand for the metal ramps up.
• “Global lithium supply is expected to enter a deficit relative to demand by 2025,” said BMI, a Fitch Solutions research unit.
https://www.cnbc.com/2023/08/29/a-worldwide-lithium-shortage…
...
“We expect an average of 20.4% year-on-year annual growth for China’s lithium demand for EVs alone over 2023-2032,” the report stated.
In contrast, China’s lithium supply will only grow 6% over the same period, BMI said, adding that rate cannot satiate even one third of forecasted demand.
...
Other analysts don’t see a deficit coming so soon, but still predicted a shortfall by the end of the decade.
While more lithium mines and mining exploration projects coming online could support burgeoning demand, that would only extend the runway for a few more years, according to Rystad Energy’s estimates.
According to the energy research firm, hundreds of lithium projects are currently under exploration, but the complexity in geology and time-consuming permitting process still pose challenges.
There are currently only 101 lithium mines in the world, according to Refinitiv data.
Rystad Energy Vice President Susan Zou estimates that total lithium mine supply will increase by 30% and 40% year on year in 2023 and 2024, and that miners would continue to develop both existing and greenfield projects amid a “global push to electrify transportations.”
While that could point to a global lithium surplus next year, shortages could start to plague supply chains in 2028.
...
auch hier kehrt mittlerweile die Realität ein: Sayona Mining
Lithium producing countries, tonnes of contained lithium. 2022* - preliminary data. Source: USGS:
https://www.kitco.com/news/2023-02-01/The-world-s-largest-li…
https://www.kitco.com/news/2023-02-01/The-world-s-largest-li…
Trading Spotlight
4.6.
Global lithium production to keep up with demand until 2026 - report
https://www.kitco.com/news/2021-06-04/Global-lithium-product…
According to the Australian Government's Department of Industry, Science, Energy and Resources (DISER), global lithium production was stronger than anticipated in 2020, driven in response to increasing EV demand.
DISER said that global lithium output in 2020 is estimated at 439,000 tonnes of lithium carbonate equivalent (LCE). Production is forecast at 516,000 tonnes LCE in 2021, and projected to be 1,084,000 tonnes by 2026. At this stage, supply may fall short of demand unless significant recycling is undertaken, or mine and brine operations are expanded beyond initial projections, the report indicated.
World demand for lithium is estimated to increase from 305,000 tonnes LCE in 2020 to 426,000 tonnes in 2021. Demand is then forecast to exceed half a million tonnes in 2022, and more than 1.0 million tonnes by 2026 as global electric vehicle uptake rises further.
DISER noted that "Green" stimulus packages and tightening emissions standards in Europe, are changing the nature of a previously oversupplied market. As a result, the gap between supply and demand is narrowing. Stockpiles still exist, but their size is difficult to determine — with some suggestions of 4-8 weeks for spodumene. Additionally, offtake and equity investments continue, suggesting security of supply may be an issue going forward, the report explained.
Meanwhile, according to the report’s findings, Australian production is expected to rise over the outlook period, from 244,000 tonnes LCE in 2020–21 to 571,000 tonnes LCE in 2025–26, maintaining around 50% of world output.
Global lithium production to keep up with demand until 2026 - report
https://www.kitco.com/news/2021-06-04/Global-lithium-product…
According to the Australian Government's Department of Industry, Science, Energy and Resources (DISER), global lithium production was stronger than anticipated in 2020, driven in response to increasing EV demand.
DISER said that global lithium output in 2020 is estimated at 439,000 tonnes of lithium carbonate equivalent (LCE). Production is forecast at 516,000 tonnes LCE in 2021, and projected to be 1,084,000 tonnes by 2026. At this stage, supply may fall short of demand unless significant recycling is undertaken, or mine and brine operations are expanded beyond initial projections, the report indicated.
World demand for lithium is estimated to increase from 305,000 tonnes LCE in 2020 to 426,000 tonnes in 2021. Demand is then forecast to exceed half a million tonnes in 2022, and more than 1.0 million tonnes by 2026 as global electric vehicle uptake rises further.
DISER noted that "Green" stimulus packages and tightening emissions standards in Europe, are changing the nature of a previously oversupplied market. As a result, the gap between supply and demand is narrowing. Stockpiles still exist, but their size is difficult to determine — with some suggestions of 4-8 weeks for spodumene. Additionally, offtake and equity investments continue, suggesting security of supply may be an issue going forward, the report explained.
Meanwhile, according to the report’s findings, Australian production is expected to rise over the outlook period, from 244,000 tonnes LCE in 2020–21 to 571,000 tonnes LCE in 2025–26, maintaining around 50% of world output.
Jetzt kommen die Big Boys bei Lithium rein:
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Oilfield services firm Schlumberger's New Energy division said on Thursday it would launch a lithium extraction plant in Nevada to cash in on the surging demand for the battery metal from electric vehicle makers and technology companies.
The division said it has invested more than $15 million in the direct lithium extraction process and expects the development and operation of the Nevada plant to require similar funding. Schlumberger New Energy said it would extract lithium from brine, which occurs naturally around its proposed project site at Clayton Valley in Nevada, in a way that's more efficient than the industry standard of using evaporation ponds.
This method is also used by privately held Lilac Solutions and Standard Lithium Ltd , which count as competitors for Schlumberger's unit in the direct lithium extraction space.
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18.3.
Schlumberger unit to launch Nevada lithium plant as EV demand rises
https://www.kitco.com/news/2021-03-18/UPDATE-2-Schlumberger-…
...
Oilfield services firm Schlumberger's New Energy division said on Thursday it would launch a lithium extraction plant in Nevada to cash in on the surging demand for the battery metal from electric vehicle makers and technology companies.
The division said it has invested more than $15 million in the direct lithium extraction process and expects the development and operation of the Nevada plant to require similar funding. Schlumberger New Energy said it would extract lithium from brine, which occurs naturally around its proposed project site at Clayton Valley in Nevada, in a way that's more efficient than the industry standard of using evaporation ponds.
This method is also used by privately held Lilac Solutions and Standard Lithium Ltd , which count as competitors for Schlumberger's unit in the direct lithium extraction space.
...
18.3.
Schlumberger unit to launch Nevada lithium plant as EV demand rises
https://www.kitco.com/news/2021-03-18/UPDATE-2-Schlumberger-…
Antwort auf Beitrag Nr.: 65.696.706 von faultcode am 13.11.20 11:29:59
so ist es:
4.3.
Exclusive: Lithium giant Albemarle slams Chile over 'unjust' withholding of Atacama study
https://in.news.yahoo.com/exclusive-lithium-giant-albemarle-…
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Albemarle Corp, the world's top lithium producer, has accused a Chilean regulator of "unjust" discrimination for refusing to make public a key report on the impact of mining on the Atacama salt flat, according to court filings.
U.S.-based Albemarle in July last year asked to see the publicly funded report but regulator Corfo rejected the request after Chilean miner SQM, a top competitor, objected on grounds it contained confidential information. A government watchdog upheld the decision.
Both Albemarle and SQM - the only two lithium miners on the salt flat - contributed data to the report. But while SQM's contract with the government allows it to review and comment on the study, Albemarle's agreement does not.
Albemarle blasted that discrepancy in previously unreported arguments made before a Santiago appeals court in February, saying it resulted in "arbitrary, unjust, illegal, and above all, unconstitutional discrimination." The company is appealing the watchdog's decision and demanding the report be made public immediately.
The spat underscores rising tensions between Albemarle and regulators in the Andean nation over operations in the high-altitude Atacama flat, home to one-quarter of the world's current supply of lithium.
Albemarle has for months also feuded with Corfo over royalty payments, and with another Chilean regulator over data used to determine its production quota.
...
Zitat von faultcode: immer wieder Ärger in Chile bei den Li-Minern. War "früher" nicht so:
...
so ist es:
4.3.
Exclusive: Lithium giant Albemarle slams Chile over 'unjust' withholding of Atacama study
https://in.news.yahoo.com/exclusive-lithium-giant-albemarle-…
...
Albemarle Corp, the world's top lithium producer, has accused a Chilean regulator of "unjust" discrimination for refusing to make public a key report on the impact of mining on the Atacama salt flat, according to court filings.
U.S.-based Albemarle in July last year asked to see the publicly funded report but regulator Corfo rejected the request after Chilean miner SQM, a top competitor, objected on grounds it contained confidential information. A government watchdog upheld the decision.
Both Albemarle and SQM - the only two lithium miners on the salt flat - contributed data to the report. But while SQM's contract with the government allows it to review and comment on the study, Albemarle's agreement does not.
Albemarle blasted that discrepancy in previously unreported arguments made before a Santiago appeals court in February, saying it resulted in "arbitrary, unjust, illegal, and above all, unconstitutional discrimination." The company is appealing the watchdog's decision and demanding the report be made public immediately.
The spat underscores rising tensions between Albemarle and regulators in the Andean nation over operations in the high-altitude Atacama flat, home to one-quarter of the world's current supply of lithium.
Albemarle has for months also feuded with Corfo over royalty payments, and with another Chilean regulator over data used to determine its production quota.
...
Antwort auf Beitrag Nr.: 66.188.320 von faultcode am 24.12.20 12:41:22lithium carbonate
https://news.yahoo.com/demand-cheaper-batteries-china-sends-…
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These lithium-iron-phosphate (LFP) batteries are stealing the limelight in China after reductions to EV subsidies, just as competition intensifies in the automotive sector. Top EV makers including Tesla Inc and BYD Co. are already betting on them.
“Automakers in China have turned back to the more cost-effective LFP cathodes amid a low-subsidy environment,” said Alice Yu, research analyst at S&P Global Market Intelligence.
Lithium carbonate is also thriving because it can be used in a wider range of EV batteries compared to lithium hydroxide, said Sharon Mustri, an analyst at BloombergNEF. Carbonate prices in China jumped 37% in January.
The LFP packs are simpler to manufacture and also use lower-cost materials -- making them about 20% cheaper to build than battery cells that use nickel, cobalt and manganese, according to BloombergNEF. Lithium hydroxide is mainly used in batteries with higher nickel content that power longer-range EV models.
...
https://news.yahoo.com/demand-cheaper-batteries-china-sends-…
...
These lithium-iron-phosphate (LFP) batteries are stealing the limelight in China after reductions to EV subsidies, just as competition intensifies in the automotive sector. Top EV makers including Tesla Inc and BYD Co. are already betting on them.
“Automakers in China have turned back to the more cost-effective LFP cathodes amid a low-subsidy environment,” said Alice Yu, research analyst at S&P Global Market Intelligence.
Lithium carbonate is also thriving because it can be used in a wider range of EV batteries compared to lithium hydroxide, said Sharon Mustri, an analyst at BloombergNEF. Carbonate prices in China jumped 37% in January.
The LFP packs are simpler to manufacture and also use lower-cost materials -- making them about 20% cheaper to build than battery cells that use nickel, cobalt and manganese, according to BloombergNEF. Lithium hydroxide is mainly used in batteries with higher nickel content that power longer-range EV models.
...
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