The overseas expansion of Chinese-funded lithium mines is limited, and "lithium extraction from salt lakes" may become the only hope?
Lithium ore, also known as "white oil", is one of the metal mineral resources, and it is not difficult to see from the name that the application of lithium ore is very broad. Lithium series products are widely used in ceramics, welding, medicine, smelting, refrigeration, aerospace and battery industries. However, due to the uneven global distribution of lithium mines, it is relatively difficult to mine, and lithium mines are also very popular.
At present, the world's lithium resources are mainly distributed in the triangle of Australia and South America, accounting for 65% of the world, of which South America alone accounts for 56% of the worldOur country accounts for about 71%。However, due to the difficulty of lithium mining, China's technology in this area is not mature enoughAs a result, 70% of China's lithium mines still have to rely on importsThis is also why the ** of lithium mines has been climbing.
Combined with the development of new energy vehicles, lithium mines have become essential equipment for the development of new energy vehicles, and lithium mines have become more popular.
Canada forced three Chinese-funded lithium companies to divest their operations in Canada, which is undoubtedly a warning to us, lithium ore imports are restricted, why do others not do good business?
High-tech, there are technical components, others have it, you don't have it, that doesn't limit you. The current world environment is not like this, for fear that others will be strong and you will be weak, so you have hidden your housekeeping skills, so that you can't buy them even if you have money, and slowly develop.
Therefore, there are also people who ** Australia and country M are also very likely to use this method to get stuck in our necks in the future, especially old M, who understands why people understand why.
This has to talk about the composition of lithium ore firstThere are three main types of lithium resources: pegmatite-type hard rock lithium deposits, sedimentary rock-type clay lithium mines, and salt lake brine lithium deposits in closed basins. Among them, lithium brine ore accounts for 81 percent of China's lithium resources5%。Seeing this, it should be understandable why lithium extraction from salt lakes may be the only hope.
1. Proportion of lithium extraction from salt lakes:Moreover, the proportion of lithium brine ore in China is much higher than that of South America, although the current technology of lithium extraction from salt lakes is not so mature, after all, we started late, and there are not many countries based on this technology, so the space is also very large.
2. Combination of market and new energy vehiclesAlthough lithium ore is abundant in China, it is still in short supply, otherwise it will not be imported, and China's annual lithium demand is still growing at a rate of 20%, which undoubtedly shows that the lithium market is huge. In addition, the development of new energy vehicles and the use of lithium batteries have increased the market demand for lithium.
3. IndependenceLithium mines do not want to be restricted, or to solve it from themselves, after all, China has such rich lithium resources, what is lacking is mature technology, especially 815% of the lithium resources extracted from salt lakes, once the technology matures in the future, the space may be immeasurable, opening up a new market for lithium mines in China.
"Lithium extraction from salt lakes" may become the only hope, and there are only 4 core income companies?
Its subsidiary, ** Jinzangyuan Lithium Co., Ltd., holds 51% of the shares of Liyuan Mining, and controls the production line of 1,000 tons of high-purity lithium carbonate and 5,000 tons of battery-grade lithium carbonate that has been completed and put into operation in the first phase, and also plans to build a 4,000-ton battery-grade lithium chloride and 5,000-ton battery-grade lithium hydroxide production line in the second phase. Carry out cooperation with Jinzang Film Environmental Protection in salt lake lithium extraction, carry out cooperation in the layout of key technologies for salt lake lithium extraction, and lay out the downstream lithium battery track.
Its original extraction technology, with high technical barriers, is very suitable for carbonate lakes, and in the lithium angle lithium can reach 95%, the rate is extremely high, coupled with the initial equipment investment is relatively small, so the production cost is low. At the same time, it is also entering the lithium industry to seize market opportunities.
It has the best lithium resources in China, and the **Zabuye Salt Lake, which has the exclusive right to mine, is the third largest lithium salt lake in the world and the largest in Asia, with proven lithium reserves of 184100,000 tons.
It owns 41% of the shares of Guoneng Mining, which has a large number of lithium resources, and its Longmucuo Salt Lake and Jieze Chaka Salt Lake have a total of 3.9 million tons of lithium carbonate, with a total lithium carbonate reserve of about 3.9 million tons, ranking among the top in the world.