据油价网4月21日消息称,智利本周表示,全球第二大锂生产国智利计划将锂开采行业国有化,并补充称,未来的合同将只授予由国家控制的公私合作伙伴关系。
这一消息导致全球最大的锂生产商Albemarle Corporation和SQM的股价在周四和周五早些时候暴跌。
智利用卤水生产锂,与阿根廷生产方式类似。世界上最大的锂供应商澳大利亚则从硬岩矿中生产锂。
智利总统周四在电视讲话中表示,智利将其庞大的锂开采行业国有化的举措旨在保护环境和促进经济增长,这是电池生产供应链中至关重要的第一步。
据路透社报道,智利总统表示:“这是我们向可持续和发达经济转型的最佳机会。我们不能浪费它。”
他将在今年下半年寻求智利国会对国有化的支持。目前还不确定国会是否会批准总统关于锂产业国有化计划中的所有提议。
根据该计划,智利不会撤销与私营公司的现有合同,但不会签发新的合同,除非许可证持有人包括国有公私合营实体。
目前,锂生产巨头SQM和Albemarle在智利的合同分别将于2030年和2043年到期。
虽然不会终止合同,但他表示,智利政府希望这些公司能够在合同到期前将国家作为参与者纳入其中。
智利总统表示,全球最大的铜生产商智利国家铜业公司(Codelco)将受命寻找创建一家国有锂公司的最佳方式。
曹海斌 摘译自 油价网
原文如下:
Chile Plans To Nationalize Lithium Extraction Industry
The world's second-largest lithium producer, Chile, plans to nationalize the lithium extraction industry, Chilean President Gabriel Boric said this week, adding that future contracts would be given only to public-private partnerships with state control.
The announcement sent shares in the world's biggest lithium producers, Albemarle Corporation and SQM, tumbling on Thursday and early Friday.
Chile produces lithium from brine, similar to the production in Argentina. The world's top lithium supplier, Australia, produces lithium from hard rock mines.
The Chilean move to nationalize its huge lithium extraction industry, the crucial first step in the battery production supply chain, is aimed at protecting the environment and boosting economic growth, President Boric said in a televised address on Thursday.
"This is the best chance we have at transitioning to a sustainable and developed economy. We can't afford to waste it," Boric said, as carried by Reuters.
Boric will look to receive support from Chile's Congress for the nationalization in the second half of this year. It is not certain whether Congress will approve all proposals in the president's plans for the nationalization of the lithium industry.
Under the plan, Chile will not rescind existing contracts with private companies but will not issue new ones unless the license holder includes a state-controlled public-private entity.
The current contracts in Chile of lithium-producing giants SQM and Albemarle expire in 2030 and in 2043, respectively.
While there will not be contract terminations, Boric said the Chilean government hopes that the companies could be open to including the state as a participant before the contract expiration.
The world's top copper producer, Chile's state-owned Codelco, will be tasked to find the best way to create a state-owned lithium company, the Chilean president said.
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