Lithium battery prices remain strong in the first quarter of 2018

After a few years the price of lithium increase, it maintained a strong momentum in the first quarter of 2018 t; Overview what has happened, and promote the firm price.

Although due to worry about the market supply high quality lithium investment stock sell-off, but the price of chemicals did not respond to these concerns.

I believe that the strong lithium price will continue to attract investment in the supply chain.

Due to China's outside of the lithium chemicals prices continue to follow the domestic pricing, all kinds of opportunities are emerging. This is an important opportunity requires a large the battery and materials company to determine and ensure meaningful lithium supply. Many Chinese companies in value chain, from supplier to the automotive battery materials, are very dependent on low cost, high capacity and the battery level quality supply. Lack of white material supply may hinder the industry's production schedule. This problem has particularly serious impact on the automotive industry, this is 2019 necessary to achieve the goal of the Chinese government to implement. In addition to short-term growth battery production, China and the world's new energy vehicle market also is expected to grow in the coming years, to ensure the battery and related materials purchase is still highly dependent on the priority of safety supplies industry. Based on the overall macroeconomic trends, in the next few years lithium price will remain strong, lead to the equity of lithium mining business good investment opportunities. I think energy metals and technology investors should contact well, with emphasis on the advanced stage of lithium explorers and the early production company, because lithium ion battery prices will greatly benefit.

Lithium chemicals business is another important and is the trend of rising Asian capital into lithium exploration and production company. I think this is a clear signal to show that we are leading lithium chemicals needs long-term bullish trend. I think, as the next 12 to 24 months lithium price continue to remain strong, in seeking to increase production or turn to the production of lithium exploration and mining companies will conduct additional investment. Due to the lithium electricity prices remain high for a long time, it will be expensive for battery and material manufacturer, unless they have a direct relationship with large manufacturers. Toyota motor (TM) through Toyota Tsusho is so far the only company in lithium mining and chemical exploration and production assets, development and operations for major investment level of car company. If other auto makers decided to take similar measures to ensure that lithium supply, directly or indirectly, youth and manufacturer's valuation will significantly increase. It is also important to note that most of the lithium by large multivariate chemical manufacturers such as SQM (SQM), FMC (FMC) and Albemarle (propagated), a subsidiary of the production. Jiangxi Feng and li-ion battery (LAC) America off-take agreement, such as the agreement will ensure meaningful new supply directly into the large customers, such as Chinese material and battery manufacturers. Is the influence of this kind of situation, although new production in the next few years will gradually to the market, but the limited supply of many new users will be assigned to chemicals and existing users, leading to a long period of high prices. All of the major new lithium battery users and the existing lithium-ion batteries have a lot of material price reduction.

The page contains the contents of the machine translation.