Posts mit dem Label Orocobre werden angezeigt. Alle Posts anzeigen
Posts mit dem Label Orocobre werden angezeigt. Alle Posts anzeigen

Montag, 29. August 2016

Japan, Südkorea: Exporte von Lithium-Ionen-Batterien erreichen neues Rekordhoch

Hierzu ein aktueller Bericht auf Mining.com:

Lithium ion battery exports reach new peak in H1

Benchmark Mineral Intelligence 



Japan and South Korea have both recorded record high levels of lithium-ion battery exports in H1 2016, as auto companies ramp up battery consumption to power new all-electric offerings.

Lithium ion battery shipments from Japan – the world’s leading producer – topped 33,500tonnesthe first half of 2016, up 17% on H2 2015 and over 31% y-o-y.

Similarly, South Korea – a leading exporter to global markets – recorded its largest shipments to date, up 26% on 2015..

Sonntag, 28. August 2016

Lithium: Könnte ein Angebotsdefizit den Elektroauto-Boom gefährden?

Hierzu ein informativer Bericht:

Could a lithium shortage de-rail the electric car boom?

We've gone electric, and there's no going back at this point. Lithium is our new fuel, but like fossil fuels, the reserves we're currently tapping into are finite—and that's what investors can take to the bank..



Quelle: Reuters





Donnerstag, 4. August 2016

Lithium-Markt: Glänzender Nachfrage-Ausblick

Hierzu ein aktueller Bericht auf Mining.com:

Lithium could be the new gasoline as Tesla stokes demand

Struggling with toxic air pollution levels, China is looking to alternative fuels with renewed urgency. Battery grade lithium prices have spiked in the country since 2015, with the domestic rate of electric vehicle production reaching 37,000 units through May; its highest point in the year so far according to the latest reports. The appetite for electric vehicles is one that is being increasingly endorsed by government authorities as subsidies and tax breaks are hastily introduced to offset the more expensive retail prices. Bloomberg estimates that 35% of light vehicles sold will be electric by 2040, generating a battery market worth a projected US$250 billion.

With the swell of recent battery orders, lithium prices climbed another 5.5% through June 2016. Panasonic, a leading provider in the industry, predicts that it will double battery sales by 2020. Data from Benchmark Mineral Intelligence showed a concurrent demand story: Lithium prices are up 43% so far this year, while the cost of intermediate refining product, lithium carbonate, jumped 4.3% through June 2016. Analyst expect prices to continue inflating throughout the rest of the year as industry majors struggle to expand their lithium output and gain access to raw materials.

Tesla has invested heavily in the renewable energy source. Elon Musk’s $5 billion Gigafactory development in Nevada is only 15% completed, but the company estimates it will be able to churn out half a million electric vehicles annually by 2018..


Quelle: mining.com, BMI

Montag, 1. August 2016

Lithium-Markt: Australische Firmen ergattern sich Pole Position

Hierzu ein informativer Artikel - credit to NAR:

Australian lithium miners in pole position as price nears sweet spot

GEOFF HISCOCK, Contributing writer

Haul trucks at Talison Lithium's Greenbushes mine in Western Australia (Courtesy of Talison Lithium)

SYDNEY -- Australia lithium miners are in prime position to benefit from a price surge for the soft light metal this year, as industrial users in China, Japan and South Korea rush to shore up their supply chains for vital materials to make electric vehicle batteries, home energy storage systems and consumer electronic devices such as smartphones.

Benchmark "battery grade" lithium carbonate that was selling for $5,000 to $6,000 a metric ton nine months ago reached $8,500 in June, and Australian producers expect prices to reach as high as $10,000 later this year.

Lithium is sourced either from lithium-bearing minerals such as spodumene -- known as hard-rock mining -- or from brine deposits via evaporation. After concentrating and processing into lithium carbonate or lithium hydroxide, various lithium chemicals are produced for use in batteries, ceramics, glass, lubricating greases, thermoplastics and pharmaceuticals..




Quote:

Quelle: bloomberg.com

Montag, 6. Juni 2016

Big Picture: Förder-Kosten der größten Lithium-Produzenten der Welt

Bei den aktuellen Lithium-Preisen bleibt bei den meisten Produzenten schon ein schöner Gewinn hängen. Die in Chile aktiven SQM und Rockwood gehören zu den Kostenführern unter den größten Lithium-Produzenten und haben wesentlich geringere Kosten als die chinesischen Förderer..

Quelle: Roskill Estimates