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2021-12-20
The price of lithium materials is indeed crazy now. This is because the shortage of lithium materials in a short period of time has become the consensus of many companies, so everyone is robbing lithium resources, hoping that it will not affect the future development needs of their companies. So, when some lithium materials are auctioned, many companies will flock to it.
Judging from the situation of Australia's largest lithium ore producer in the previous October, the price has reached US$2,350/ton, which is quite high, a price that has never appeared in history. In other words, companies from all over the world are now robbing lithium resources, and Chinese companies are working very hard to be among them.
Judging from the reality, the demand for lithium batteries continues to rise, and the shortage of lithium battery raw materials is the theme for some time in the future. If this problem is not solved, the subsequent lithium battery production capacity will face a huge bottleneck.
After all, judging from the speeches of famous people such as Musk, the shortage of lithium batteries is indeed not a false proposition, but a problem that will indeed be faced in the future. Industry professionals said that the current price of lithium is unreasonably high and unreasonable. But there is no way, this is the result of the market decision. Of course, the demand for exceeding expectations continues to be strong, and the high price of lithium is inevitable.
It is estimated that for a long period of time, the price of lithium will remain high. If analyzed from an economic point of view, lithium resources will be in a seller's market position in the next one or two years, with a relatively large right to speak, quarterly prices will continue to rise, and the rate of increase is still uncertain. It can be expected that the price of lithium salt has repeatedly hit new highs. At this stage, there is indeed no highest price, only higher prices.
Because many battery companies do not have mines and do not have core competitiveness, they are very worried, so they choose to buy mines, or they are doing some lithium salt lake projects, all of which are preparing for some bidding wars. The lithium industry has relatively large fluctuations. Some have purchased other industries and some have been acquired. In short, relatively large fluctuations are occurring now and there are many market changes. It is estimated that such competition will continue for a long time, and the lithium industry will still be turbulent in the future.
Experts have judged that it is the right behavior for battery companies to sweep mines, and the core strategy must be done. If the stability of the supply chain cannot be ensured, many opportunities will be missed. Only stable and continuous production will have a future. In other words, battery companies must ensure the input of lithium raw materials, no matter what method is used, this must be done, otherwise it will cause instability, and corporate profits and performance will be affected.
Lithium-ion battery (LIB) has become the main energy storage solution in modern social life. Among them, lithium iron phosphate batteries are a perfect substitute for lead-acid batteries, and are the first choice for grid-connected peak shaving, off-grid energy storage, photovoltaic energy storage, UPS, data center and other industries.
Solar power generation system with lithium battery energy storage system is a very promising clean energy.