Tuam Tshoj tseem ua lub luag haujlwm tseem ceeb hauv kev lag luam tshiab-zog: cov kws tshuaj ntsuam
Brine pas dej ntawm cov chaw tsim khoom hauv zos Lithium mine hauv Calama, Antofagasta cheeb tsam, Chile.Photo: VCG
Nyob rau hauv lub ntiaj teb no nrhiav kev tshiab-zog qhov chaw los txo cov pa roj carbon emissions, lithium roj teeb uas tso cai rau kom siv tau zoo ntawm lub zog tau dhau los ua qhov tseem ceeb nyob rau hauv kev lag luam varied los ntawm smartphones mus rau hluav taws xob tsheb (EVs).
Argentina, Bolivia, thiab Chile, South America lub "ABC" lithium-tsim lub teb chaws, tau tshaj tawm tias xav txog kev sib koom ua ke los teeb tsa tus nqi muag ntawm cov ntxhia los ntawm kev koom tes zoo ib yam li Lub Koom Haum Petroleum Exporting Countries (OPEC), xov xwm site cankaoxiaoxi. com tau tshaj tawm rau lub asthiv, hais txog tsab ntawv ceeb toom los ntawm Agencia EFE.
Kev cia siab yog los cuam tshuam cov nqi lithium ib yam li OPEC teeb tsa cov qib tsim khoom los cuam tshuam tus nqi ntawm cov roj crude, tsab ntawv ceeb toom tau hais.
Raws li tib txoj kab, cov thawj coj ntawm peb lub teb chaws xav pom zoo rau tus nqi thiab ua kom muaj kev sib haum xeeb ntawm cov txheej txheem tsim khoom, nrog rau cov txheej txheem rau cov kev coj ua hais txog kev tsim kho kev lag luam, kev tshawb fawb thiab thev naus laus zis, raws li tsab ntawv ceeb toom.
Tus nqi ruaj khov dua
Lub hom phiaj ntawm lub lithium alliance yog kom tsis txhob muaj tus nqi volatility, uas muaj kev cuam tshuam loj rau cov neeg muag khoom lithium, Zhang Xiang, tus kws tshawb fawb ntawm Lub Chaw Tshawb Fawb Kev Lag Luam Kev Lag Luam Kev Lag Luam ntawm North China University of Technology, hais rau Global Times rau hnub Sunday.
Ib lub koom haum OPEC zoo li lithium yuav tuaj yeem ua lub luag haujlwm hauv kev ruaj ntseg lithium cov nqi peev txheej, Chen Jia, tus kws tshawb fawb ywj pheej ntawm cov tswv yim thoob ntiaj teb, hais rau Global Times rau hnub Sunday.
Raws li International Energy Agency (IEA), cov khoom siv hluav taws xob tshiab tuaj yeem muab faib ua tsib ntu: mining, cov khoom siv, cov khoom siv ntawm tes, roj teeb thiab kev tsim khoom xws li kev tsim cov EVs.
Lub koom haum yuav muaj kev cuam tshuam ncaj qha rau ntawm cov dej ntws tshiab-zog kev lag luam - mining, cov kws tshuaj ntsuam tau hais.Argentina, Bolivia, thiab Chile suav txog ze li 65 feem pua ntawm lub ntiaj teb cov pov thawj lithium reserves, nrog rau kev tsim khoom mus txog 29.5 feem pua ntawm lub ntiaj teb tag nrho hauv 2020, raws li xov xwm tshaj tawm.
Tuam Tshoj, txawm li cas los xij, ua tus thawj coj hauv qab ntawm cov khoom siv hluav taws xob tshiab, raws li IEA.Niaj hnub no cov roj teeb thiab cov khoom siv hluav taws xob tau hloov pauv nyob hauv Suav teb.Tuam Tshoj tsim 75 feem pua ntawm tag nrho cov roj teeb lithium-ion hauv ntiaj teb.Thaum Tuam Tshoj yog cov neeg siv khoom loj ntawm lithium ore, nws imports 65 feem pua ntawm nws lithium feedstock.Kwv yees li 6 feem pua ntawm Tuam Tshoj lithium carbonate ntshuam los ntawm Chile thiab 37 feem pua ntawm Argentina, raws li xov xwm tshaj tawm.
Yog li ntawd, cov kws tshuaj ntsuam kuj tau hais tias thaum lub koom haum lithium tuaj yeem pab kom ruaj khov ntawm cov nqi thiab kev tsim khoom, kev koom tes ntau dua thiab kev lag luam kev koom ua ke, tshwj xeeb tshaj yog nrog Tuam Tshoj, yog qhov zoo rau kev ruaj ntseg ntawm cov khoom siv thoob ntiaj teb thiab kev lag luam chains.
Supply saw kev koom tes
Txawm hais tias cov roj teeb lithium yog lub hauv paus tseem ceeb ntawm EV thiab lub tsheb tshiab lub zog (NEV) roj teeb, tus nqi ntawm lithium yuav poob thaum lwm hom roj teeb pib nkag mus rau hauv khw, hais tias Zhang.
"Lub koom haum tuaj yeem koom nrog kev sib tham ncaj qha nrog EV thiab NEV cov tuam txhab, thiab ob tog tuaj yeem sib tham tsis yog tus nqi xwb;tab sis kuj tseem muaj txoj hauv kev txhim kho thiab kev xav tau thev naus laus zis ntawm lithium roj teeb yav tom ntej, "Zhang hais.
Tuam Tshoj, ua tus tsim khoom NEV loj tshaj plaws thiab kev muag khoom lag luam rau xyoo, yuav muab txoj hauv kev sib koom tes loj, cov kws tshuaj ntsuam tau hais.Los ntawm 2025, Tuam Tshoj tau kwv yees muag 7.5 lab NEVs, suav txog 48 feem pua ntawm cov lag luam thoob ntiaj teb, raws li IEA
Cov kws tshuaj ntsuam tau sau tseg tias kev koom tes ntawm Argentina, Bolivia thiab Chile nrog Tuam Tshoj yog qhov tseem ceeb, vim tias peb lub tebchaws suav txog li 30 feem pua ntawm cov lithium hauv ntiaj teb, nrog Australia suav nrog feem ntau ntawm cov khoom seem.
Lithium feem ntau yog muab rho tawm los ntawm South American ntsev flats los ntawm kev siv brine rau hauv lub pas dej thiab tom qab ntawd ua cov lithium, uas crystallizes thaum dej evaporates.Nws yuav siv sij hawm thiab kev nqis peev los tsim kev tsim kho vaj tse, uas Tuam Tshoj tuaj yeem ua tus khub mus sij hawm ntev, cov kws tshuaj ntsuam tau hais.
Lub koom haum lithium, yog tias tsim tau tiav, tuaj yeem thim rov qab kev tswj hwm sab hnub poob thiab kev tawm tsam ntawm lub teb chaws lithium cov peev txheej, muab txoj haujlwm tseem ceeb ntawm peb lub tebchaws nyob rau hauv cia, hais tias Chen.
Tab sis qhov tsis paub tseeb tseem nyob rau kev tsim cov lithium pricing alliance, cov kws tshuaj ntsuam ceeb toom.
"Tam sim no, cov peev txheej lithium tsis tau mus txog qhov hnyav ntawm cov peev txheej roj av.Lub caij no, lub zog hluav taws xob tsis ntev los no tau cuam tshuam lub ntiaj teb kev loj hlob ntawm cov saw hlau tshiab-zog hauv lub sijhawm luv luv, "Chen hais.
Raws li cov kws tshawb fawb, muaj cov tswv yim kev teeb meem kev sib raug zoo rau kev tsim khoom thiab kev lag luam hauv peb lub teb chaws.Nws tsis yog ib qho yooj yim rau kev sib raug zoo ntawm kev tsim cov peev txheej nrog kev ua haujlwm thev naus laus zis, xws li hauv OPEC.
Txawm hais tias lub koom haum lithium tuaj yeem raug tsim los, nws tsis tuaj yeem hais tam sim ntawd tus nqi ntawm lithium ore, muab qhov feem me me hauv lithium tso zis, Bai Wenxi, tus kws tshaj lij nyiaj txiag ntawm IPG Tuam Tshoj, hais rau Global Times rau hnub Sunday.
Ib tus neeg ua haujlwm hauv mines coj cov qauv dej los ntawm lub pas dej brine ntawm lub nroog Lithium mine hauv Calama, Antofagasta cheeb tsam, Chile.Photo: VCG
Post lub sij hawm: Oct-24-2022