全球市场锂价格将持续保持历史高位

   2022-01-12 互联网综合消息

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核心提示:据今日油价网站1月10日消息,随着主要汽车制造商汽车电气化的抛物线式增长增加了需求,锂价格正创下历史新

据今日油价网站1月10日消息,随着主要汽车制造商汽车电气化的抛物线式增长增加了需求,锂价格正创下历史新高。

世界各地的矿业公司都在争先恐后地增加产量,开发世界上最轻金属的新来源。

全球最大的电池生产国上周报告称,碳酸锂的基准价格约为300000元(刚刚超过每吨47美元),比2021年1月增长了约六倍。随着特斯拉等电动汽车制造商报告美国、欧洲和该国的汽车价格呈指数级增长,汽车价格飙升。

锂是电池技术中的基本元素之一,为稳步取代内燃机的电动汽车提供动力。随着电动汽车份额的增加,对锂的需求将增加。因此,传统观点认为,在电池行业开发新的采矿项目以扩大产量之前,锂价格将保持高位。

据彭博社NEF统计,2021年度全球电动汽车销量约为560万辆,高于2020年的310万辆。销售额的大幅增长主要因全球最大电池生产国的需求飙升。2022年电动汽车的进一步销售只会表明锂的需求将超过产量并耗尽库存,从而有助于保持价格居高不下。

伍德麦肯兹电池原材料研究主管加文·蒙哥马利表示,锂价格今年不会像往年那样暴跌。

蒙哥马利表示:“未来几年,我们将进入一个锂定价的新时代,因为增长将非常强劲。”

好消息是,在过去十年中,锂离子电池组变得更加廉价。2010年,电池组每千瓦时为1200美元,但自那时以来已降至2021年的132美元。然而,今天不断飙升的价格可能会在2022年将电池组增加到每千瓦时135美元。

因此,电池行业面临的压力是确保新的锂供应,以保持电池组价格低廉,同时让电动汽车变得更便宜,从而推进绿色能源革命。

王磊 摘译自 今日油价

原文如下:

Record High Lithium Prices Are Here To Stay

The price for lithium is hitting fresh record highs as the parabolic growth in the electrification of vehicles by major automakers increases demand.

Mining companies worldwide are scrambling to increase production and develop new sources of the world's lightest metal.

The largest battery-producing country, reported last week that the benchmark price of lithium carbonate was about 300,000 yuan (just over $47k per ton), an increase of about six times from January 2021. Soaring prices come as electric-car makers, such as Tesla, report exponential growth in the US, Europe, and this country. 

Lithium is one of the essential elements in battery technology powering electric vehicles that steadily replace combustion engines. As the share of electric cars increases, demand for lithium will increase; thus, conventional wisdom would suggest lithium prices will remain elevated until the battery industry develops new mining projects to expand output. 

According to Bloomberg NEF, global electric car sales were about 5.6 million in 2021, up from 3.1 million in 2020. The significant increase in sales is due to soaring the largest battery-producing country's demand (as shown in the chart above). Further electric car sales in 2022 will only suggest the demand for lithium will outstrip production and deplete stockpiles, helping to keep prices high. 

Gavin Montgomery, research director for battery raw materials at Wood Mackenzie, said lithium prices would not crash this year as they've done in previous years. 

"We're entering a sort of new era in terms of lithium pricing over the next few years because the growth will be so strong," Montgomery said.  

The good news is that lithium-ion battery packs have become more affordable over the last decade. In 2010, battery packs were $1,200 per kilowatt-hour but had since plummeted to $132 by 2021. However, today's soaring prices could increase battery packs to 135 per kilowatt-hour in 2022. 

So the pressure is on for the battery industry to secure new lithium supplies to keep battery pack prices low while allowing electric cars to become more affordable for widespread adoption of the green energy revolution.




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