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Kleines Subportfolio "Lithium" - Produzenten oder nahe Produktion

eröffnet am 30.05.17 17:40:26 von
neuester Beitrag 26.08.21 20:58:01 von

ISIN: US37954Y8553 | WKN: A143H3
78,39
25.10.21
Lang & Schwarz
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+2,83 EUR
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26.08.21 20:58:01
Beitrag Nr. 94 ()
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07.06.21 15:10:47
Beitrag Nr. 93 ()
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.
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18.03.21 21:04:45
Beitrag Nr. 92 ()
Jetzt kommen die Big Boys bei Lithium rein:

...
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-…
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13.03.21 19:59:02
Beitrag Nr. 91 ()
Antwort auf Beitrag Nr.: 65.696.706 von faultcode am 13.11.20 11:29:59
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.

...
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08.02.21 12:12:59
Beitrag Nr. 90 ()
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-…

...
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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24.12.20 12:41:22
Beitrag Nr. 89 ()
Uuuups!

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13.11.20 11:29:59
Beitrag Nr. 88 ()
Antwort auf Beitrag Nr.: 56.759.379 von faultcode am 18.01.18 18:43:43immer wieder Ärger in Chile bei den Li-Minern. War "früher" nicht so:

12.11.
Chile vows to take lithium giant Albemarle to arbitration over royalty spat
https://uk.reuters.com/article/chile-lithium-albemarle/chile…
...
Chilean regulators have accused Albemarle, the world’s largest lithium producer, of underpaying royalties by $11 million and vowed to take the U.S.-based miner to international arbitration over what they called a breach of its contract with the government.

Corfo, which oversees Albemarle’s contract for lithium mining in Chile’s Salar de Atacama, told lawmakers the miner had misinterpreted the part of their agreement that outlines the basis for royalty payments, favoring a too-low commission on its sales.

“For (Corfo) it is unacceptable that Albemarle pretends to alter what was negotiated and agreed upon by the two parties,” said Corfo vice-president Pablo Terrazas in an Oct. 14 letter to lawmakers viewed by Reuters. He said the disagreement represented a “breach” of the 2016 contract that increased Albemarle’s quota to extract lithium.

Albemarle rejected those claims in a statement to Reuters on Wednesday, saying Corfo’s call for arbitration was unnecessary. Albemarle said it has met its royalty obligations and the contract makes clear such disputes can be settled without arbitration.

“We do not understand Corfo’s insistence on international arbitration, which is a process that will take years and will mean an enormous expense...for the State,” Albemarle said.

The latest spat comes two months after Albemarle locked horns with Chilean nuclear agency CCHEN over reserves data. CCHEN has demanded additional information on reserves held by Albemarle at Atacama, details regulators say they need to assure the miner can sustain increased output. The two are still discussing the matter, Albemarle told Reuters.

Albemarle has been pushing to expand its production in Chile. Marketwatchers expect demand for the white metal to triple by 2025 as automakers produce more electric vehicles (EVs).

The coronavirus pandemic and falling prices, however, have set many producers back, forcing them to shelve projects, cut costs and temporarily tamp down output.

...

___
Die Chilenen sind auch nicht doof. Die bekommen auch mit, was für ein klima-aktivistischer Affentanz in Europa wegen der BEV's etc. aufgeführt wird
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09.11.20 22:37:28
Beitrag Nr. 87 ()
Antwort auf Beitrag Nr.: 65.639.130 von faultcode am 09.11.20 12:44:58Trotzdem: Sub-Portfolio mit beiden Rest-Komponenten heute aufgelöst:
• Livent im Tesla-Hype #2
• Neometals auch, weil sehr klein mit ~20 MA's und einer Unternehmens-Politik, die ich bis heute für recht riskant halte.
Die beiden JV's (SMS + SSAB) kosten viel Geld und das ist in wenigen Jahren weg, wenn die damit verbundenen Anlagen nicht gleich zu einem positiven, oper. Cash flow beitragen (Positiv-Szenario).
Und diese Wahrscheinlichkeit halte ich für hoch, weil immer mehr große Player den Li battery recycling-Markt für sich entdecken werden (oft auch nur, weil sie es irgendwie müssen, so wie z.B. VW).

11.06.18
Zitat von faultcode: ...=> Neometals zahlte Dividende von AUD0.01 per Share (Extag : 31.05.2018)

=> man fragt sich: von was denn? :confused: :eek:

Schliesslich sind sie mitten drin, die Kalgoorlie lithium hydroxide facility zu entwickeln...
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09.11.20 12:44:58
Beitrag Nr. 86 ()
Antwort auf Beitrag Nr.: 65.624.489 von faultcode am 07.11.20 01:00:19Livent ist demnach noch immer erhöht geshortet:


https://twitter.com/IotraderScans/status/1325543707249139712
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07.11.20 01:00:19
Beitrag Nr. 85 ()
Antwort auf Beitrag Nr.: 64.719.616 von faultcode am 11.08.20 13:29:42Livent wieder im Tesla-Hype (*):


-->
6.11.
Tesla verlängert Lithium-Liefervertrag mit Livent
https://www.electrive.net/2020/11/06/tesla-verlaengert-lithi…
...


(*)



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Kleines Subportfolio "Lithium" - Produzenten oder nahe Produktion