Tianqi lithium: finish Thales expansion in the first half of 2019, and the raw materials are expected to be guaranteed.

As the lithium battery industry's largest incremental market, new energy vehicles are popular for all fields. Various capital rapidly goes to market.

According to the study, power battery in vehicle costs accounted for up to 30 ~ 40%, and in the new energy automotive product quality has a pivotal position. Thus, lithium battery cathode material (lithium carbonate) core raw materials quality should not be ignored, and industrial enterprises increasingly aware of the importance of upstream resources.

China nonferrous metals industry association Lithium branch of the China lithium industry development report 2017 pointed out that in 2017 the world production of lithium and its derivatives (lithium carbonate equivalent of about 235400 tons, up 21.5% from a year earlier, the output increase mainly from China. At present, China is the world's largest lithium consumer, and countries such as Japan and South Korea's consumption is also increased year by year. Lithium, expects 2017 global consumption amount to about 237000 tons of lithium carbonate, an increase of about 15%.

With China's new energy car sales surged to power lithium battery power for the mainstream of the new energy automotive industry has achieved rapid development. Cake face huge market, will undoubtedly promote the upstream resources and lithium battery key materials demand rapid growth, Tianqi Lithium natural expansion has also desire the opportunity to, to prepare for the future to meet the market demand in advance.

In fact, the Tianqi Lithium plenty of capacity expansion, undoubtedly needs the support of large amounts of lithium concentrate. According to public information, as the world's biggest solid lithium fai quarries holders Taliesin's controlling shareholder, Tianqi Lithium raw material is expected to be fully protected.

(Taliesin)

At present, Taliesin essence of lithium mineral for 740000 tons, in March 2017 days together LiYe had announced that Taliesin will start the green bush lithium concentrate expansion project, project after the completion of the lithium concentrate production capacity increased to 1.34 million tons/year.

Tianqi Wu Wei Lithium President pointed out that as of September 30, 2016, green bush lithium (Taliesin, lithium) the total volume of 165.1 million tons, 8.33 million tons of lithium carbonate or equivalent; Lithium reserves totaled 86.4 million tons, 2.4% average grade lithium oxide, lithium carbonate (equivalent of 5 million tons.

In view of the expansion project, Tianqi Lithium chairman secretary said, establish resplendence ardently Australia a period of 24000 tons of lithium hydroxide battery grade single water project construction, the time for completion is expected by the end of 2018;The second phase of 24000 tons of lithium hydroxide battery grade single water project has started, the completion time is expected at the end of 2019;Taliesin, 600000 tons of chemical grade lithium concentrate expansion plan smoothly, is expected to begin in the second quarter of 2019.Sichuan suins to plans to build 20000 tons of lithium carbonate ore extracting lithium production line project have already signed investment agreements, is expected to start construction in 2018.

Technology is a revolution in the industry. As an important direction of the development of new energy vehicles, hydrogen fuel cell car technology after 20 years of research and development and validation, has begun to enter its commercialization, international various auto enterprises have focused on the hydrogen fuel cell commercial vehicles. Moreover, with the domestic salt lake lithium technology gradually breakthrough, battery grade lithium carbonate capacity or will be released, then may pose certain pressure to lithium price.

Facing the potential competitors and technological innovation, Wu Wei thinks, at present has not been widely used in electric vehicles, fuel cells are expected in a long time lithium power battery the impact is less likely. And domestic salt lake lithium reserves sre bigger, but history as a by-product of other products such as potassium, and different resources endowment, the production scale is relatively small. In recent years, with the strong growth of downstream demand, domestic salt lake project is also struggling to expansion and technical research.

Li Boze pointed out that in the foreseeable future a long period, the Tianqi think lithium electricity new energy vehicles is still the mainstream market. In the future, ore and extracting lithium salt lake lithium dislocation competition, co-existence development situation continues.

Tianqi Lithium, global lithium resources supply will still represented by Australian Greenbush lithium quarries and South America represented by Salarde Atacama salt lake resource for the mainstream market supply, will continue to dominate the global market for a long time, dislocation competition more clear.

The page contains the contents of the machine translation.