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2021-06-25
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China Giant Ganfeng Says Lithium May Rally to Boom-Time High<blockquote>中国巨头赣锋表示锂可能会反弹至繁荣时期的高点</blockquote>
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Tks","highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/122134560","repostId":1142508463,"repostType":4,"repost":{"id":"1142508463","kind":"news","pubTimestamp":1624602479,"share":"https://www.laohu8.com/m/news/1142508463?lang=zh_CN&edition=full","pubTime":"2021-06-25 14:27","market":"us","language":"en","title":"China Giant Ganfeng Says Lithium May Rally to Boom-Time High<blockquote>中国巨头赣锋表示锂可能会反弹至繁荣时期的高点</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1142508463","media":"Bloomberg","summary":"(Bloomberg) -- Ganfeng Lithium Co., the lithium supplier that’s extending an acquisition spree, says","content":"<p>(Bloomberg) -- Ganfeng Lithium Co., the lithium supplier that’s extending an acquisition spree, says there’s a chance that a tightening market for the battery metal could push prices back toward a record high.</p><p><blockquote>（彭博社）——正在扩大收购热潮的锂供应商赣锋锂业有限公司表示，电池金属市场收紧可能会将价格推回到历史新高。</blockquote></p><p> The world’s third-largest producer of lithium chemicals, used in batteries for electric vehicles to grid-scale energy storage, is positioning to capitalize as the market extends a rebound from a more than two year slump that ended in September.</p><p><blockquote>全球第三大锂化学品生产商用于电动汽车电池和电网规模储能，随着市场从9月份结束的两年多低迷中反弹，该公司正准备利用这一机会。</blockquote></p><p> “The industry is rapidly growing and we have a very upbeat forecast on lithium consumption,” Vice Chairman Wang Xiaoshen said in an interview. “I can’t rule out the possibility for lithium prices to bounce back to the 2018 level.”</p><p><blockquote>“该行业正在快速增长，我们对锂消费的预测非常乐观，”副董事长王晓申在接受采访时表示。“不排除锂价反弹至2018年水平的可能性。”</blockquote></p><p> Lithium prices surged from 2015 to mid-2018 as rising demand from electric automakers outpaced available supply from a small network of mining and refining companies. A subsequent rush to add new sources of raw materials, chiefly from Australian mines and South American brine operations, then sent the metal tumbling.</p><p><blockquote>从2015年到2018年中期，由于电动汽车制造商不断增长的需求超过了小型采矿和炼油公司网络的可用供应，锂价格飙升。随后，人们急于增加新的原材料来源，主要来自澳大利亚矿山和南美盐水作业，导致金属暴跌。</blockquote></p><p> Moves by the industry to halt development of new projects amid that sell-off has meant a near-term tightening of the lithium market, and Wang said it’ll take time for the revived expansions and new operations to deliver new supply. That could see a deficit late this year or in 2022, he said.</p><p><blockquote>在抛售期间，该行业停止新项目开发的举措意味着锂市场近期将收紧，王表示，恢复扩张和新业务需要时间才能提供新的供应。他表示，今年晚些时候或2022年可能会出现赤字。</blockquote></p><p> At the same time, demand for both battery-powered vehicles and storage systems for renewable energy is building quickly. “We will step up efforts on the exploration of lithium resources to meet the market needs,” Wang said.</p><p><blockquote>与此同时，对电池驱动汽车和可再生能源存储系统的需求正在迅速增长。王说：“我们将加大锂资源勘探力度，满足市场需求。”</blockquote></p><p> Jiangxi-based Ganfeng, which raised $628 million in a share placement this month, has made new investments recently in projects in Mexico and Mali, adding to stakes in mining and brine operations in locations including Argentina, Australia and China.</p><p><blockquote>总部位于江西的赣锋本月通过配股筹集了6.28亿美元，最近对墨西哥和马里的项目进行了新投资，增加了在阿根廷、澳大利亚和中国等地的采矿和盐水业务的股份。</blockquote></p><p> Shares in Hong Kong climbed more than 3% and are up 25% this year.</p><p><blockquote>香港股市上涨超过3%，今年已上涨25%。</blockquote></p><p> Accelerating sales of electric cars and government stimulus programs aimed at encouraging adoption of greener energy are adding to lithium’s positive outlook. Demand for lithium-ion batteries is expected to jump tenfold by 2030, according to BloombergNEF.</p><p><blockquote>电动汽车销售的加速和旨在鼓励采用绿色能源的政府刺激计划正在增加锂的积极前景。据彭博新能源财经报道，到2030年，锂离子电池的需求预计将增长十倍。</blockquote></p><p> “Prices for lithium chemicals will still have room to rise by the end of the year, demand for EV batteries and energy storage is still strong,” said Xiaoyi Liu, an analyst at Shanghai Metals Market.</p><p><blockquote>上海金属市场分析师刘晓义表示：“到年底，锂化学品价格仍有上涨空间，电动汽车电池和储能的需求仍然强劲。”</blockquote></p><p> According to Morgan Stanley, high spot prices in China reflect tight supply, strong demand, and low inventory. Smaller converters are already running out of raw materials and higher prices are likely to lead to gradual mining restarts in Australia in the second half, the bank said in a note.</p><p><blockquote>摩根士丹利表示，中国的高现货价格反映了供应紧张、需求强劲和库存较低。该行在一份报告中表示，较小的转炉已经耗尽了原材料，价格上涨可能会导致澳大利亚下半年逐步重启采矿。</blockquote></p><p> Still, there are risks of a repeat of the sector’s 2018 tumble, according to Wang. Prices could pull-back if miners fire up supply projects too quickly, or if the pace of EV sales slips, he said in the Monday interview.</p><p><blockquote>王表示，尽管如此，该行业仍有重演2018年暴跌的风险。他在周一的采访中表示，如果矿商过快启动供应项目，或者电动汽车销售速度下滑，价格可能会回落。</blockquote></p><p> While the lithium market will remain tight for the next two years, beyond that “lithium producers will need to manage supply growth in a sustainable manner to avoid another crash in prices as occurred in 2018,” BNEF analysts Kwasi Ampofo and Peng Xu said in a note this month.</p><p><blockquote>BNEF分析师Kwasi Ampofo和Peng Xu在一份报告中表示，虽然未来两年锂市场仍将紧张，但除此之外，“锂生产商将需要以可持续的方式管理供应增长，以避免像2018年那样的价格再次暴跌”。本月的笔记。</blockquote></p><p> Over the longer-term, the recovery of metals including lithium through battery recycling will also impact the market. Ganfeng currently has recycling facilities in China capable of handling about 65,000 tons of spent batteries a year, and is considering building overseas plants, according to Wang.</p><p><blockquote>从长远来看，通过电池回收回收包括锂在内的金属也将影响市场。王表示，赣锋目前在中国拥有每年能够处理约65,000吨废电池的回收设施，并正在考虑在海外建设工厂。</blockquote></p><p> Until there’s a more developed electric car industry, and higher volumes of battery packs -- that typically last at least eight years in a vehicle -- it’s likely to remain a small source of supply, and may account only for about 10% to 15% of the lithium market after 2040, he said.</p><p><blockquote>在电动汽车行业更加发达、电池组数量更多（通常可在车辆中使用至少八年）之前，它可能仍然是一个很小的供应来源，可能仅占约10%至15%他表示，2040年后锂市场的份额。</blockquote></p><p> “We have customers and carmakers making queries over the supply of recycled lithium carbonate or hydroxide from retired cells,” said Wang. “It’s just that the batteries available for recycling are still relatively little at the moment.”</p><p><blockquote>“我们有客户和汽车制造商对退役电池回收碳酸锂或氢氧化锂的供应提出疑问，”王说。“只是目前可供回收的电池还比较少。”</blockquote></p><p></p>","source":"lsy1612507957220","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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}\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nChina Giant Ganfeng Says Lithium May Rally to Boom-Time High<blockquote>中国巨头赣锋表示锂可能会反弹至繁荣时期的高点</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Bloomberg</strong><span class=\"h-time small\">2021-06-25 14:27</span>\n</p>\n</h4>\n</header>\n<article>\n<p>(Bloomberg) -- Ganfeng Lithium Co., the lithium supplier that’s extending an acquisition spree, says there’s a chance that a tightening market for the battery metal could push prices back toward a record high.</p><p><blockquote>（彭博社）——正在扩大收购热潮的锂供应商赣锋锂业有限公司表示，电池金属市场收紧可能会将价格推回到历史新高。</blockquote></p><p> The world’s third-largest producer of lithium chemicals, used in batteries for electric vehicles to grid-scale energy storage, is positioning to capitalize as the market extends a rebound from a more than two year slump that ended in September.</p><p><blockquote>全球第三大锂化学品生产商用于电动汽车电池和电网规模储能，随着市场从9月份结束的两年多低迷中反弹，该公司正准备利用这一机会。</blockquote></p><p> “The industry is rapidly growing and we have a very upbeat forecast on lithium consumption,” Vice Chairman Wang Xiaoshen said in an interview. “I can’t rule out the possibility for lithium prices to bounce back to the 2018 level.”</p><p><blockquote>“该行业正在快速增长，我们对锂消费的预测非常乐观，”副董事长王晓申在接受采访时表示。“不排除锂价反弹至2018年水平的可能性。”</blockquote></p><p> Lithium prices surged from 2015 to mid-2018 as rising demand from electric automakers outpaced available supply from a small network of mining and refining companies. A subsequent rush to add new sources of raw materials, chiefly from Australian mines and South American brine operations, then sent the metal tumbling.</p><p><blockquote>从2015年到2018年中期，由于电动汽车制造商不断增长的需求超过了小型采矿和炼油公司网络的可用供应，锂价格飙升。随后，人们急于增加新的原材料来源，主要来自澳大利亚矿山和南美盐水作业，导致金属暴跌。</blockquote></p><p> Moves by the industry to halt development of new projects amid that sell-off has meant a near-term tightening of the lithium market, and Wang said it’ll take time for the revived expansions and new operations to deliver new supply. That could see a deficit late this year or in 2022, he said.</p><p><blockquote>在抛售期间，该行业停止新项目开发的举措意味着锂市场近期将收紧，王表示，恢复扩张和新业务需要时间才能提供新的供应。他表示，今年晚些时候或2022年可能会出现赤字。</blockquote></p><p> At the same time, demand for both battery-powered vehicles and storage systems for renewable energy is building quickly. “We will step up efforts on the exploration of lithium resources to meet the market needs,” Wang said.</p><p><blockquote>与此同时，对电池驱动汽车和可再生能源存储系统的需求正在迅速增长。王说：“我们将加大锂资源勘探力度，满足市场需求。”</blockquote></p><p> Jiangxi-based Ganfeng, which raised $628 million in a share placement this month, has made new investments recently in projects in Mexico and Mali, adding to stakes in mining and brine operations in locations including Argentina, Australia and China.</p><p><blockquote>总部位于江西的赣锋本月通过配股筹集了6.28亿美元，最近对墨西哥和马里的项目进行了新投资，增加了在阿根廷、澳大利亚和中国等地的采矿和盐水业务的股份。</blockquote></p><p> Shares in Hong Kong climbed more than 3% and are up 25% this year.</p><p><blockquote>香港股市上涨超过3%，今年已上涨25%。</blockquote></p><p> Accelerating sales of electric cars and government stimulus programs aimed at encouraging adoption of greener energy are adding to lithium’s positive outlook. Demand for lithium-ion batteries is expected to jump tenfold by 2030, according to BloombergNEF.</p><p><blockquote>电动汽车销售的加速和旨在鼓励采用绿色能源的政府刺激计划正在增加锂的积极前景。据彭博新能源财经报道，到2030年，锂离子电池的需求预计将增长十倍。</blockquote></p><p> “Prices for lithium chemicals will still have room to rise by the end of the year, demand for EV batteries and energy storage is still strong,” said Xiaoyi Liu, an analyst at Shanghai Metals Market.</p><p><blockquote>上海金属市场分析师刘晓义表示：“到年底，锂化学品价格仍有上涨空间，电动汽车电池和储能的需求仍然强劲。”</blockquote></p><p> According to Morgan Stanley, high spot prices in China reflect tight supply, strong demand, and low inventory. Smaller converters are already running out of raw materials and higher prices are likely to lead to gradual mining restarts in Australia in the second half, the bank said in a note.</p><p><blockquote>摩根士丹利表示，中国的高现货价格反映了供应紧张、需求强劲和库存较低。该行在一份报告中表示，较小的转炉已经耗尽了原材料，价格上涨可能会导致澳大利亚下半年逐步重启采矿。</blockquote></p><p> Still, there are risks of a repeat of the sector’s 2018 tumble, according to Wang. Prices could pull-back if miners fire up supply projects too quickly, or if the pace of EV sales slips, he said in the Monday interview.</p><p><blockquote>王表示，尽管如此，该行业仍有重演2018年暴跌的风险。他在周一的采访中表示，如果矿商过快启动供应项目，或者电动汽车销售速度下滑，价格可能会回落。</blockquote></p><p> While the lithium market will remain tight for the next two years, beyond that “lithium producers will need to manage supply growth in a sustainable manner to avoid another crash in prices as occurred in 2018,” BNEF analysts Kwasi Ampofo and Peng Xu said in a note this month.</p><p><blockquote>BNEF分析师Kwasi Ampofo和Peng Xu在一份报告中表示，虽然未来两年锂市场仍将紧张，但除此之外，“锂生产商将需要以可持续的方式管理供应增长，以避免像2018年那样的价格再次暴跌”。本月的笔记。</blockquote></p><p> Over the longer-term, the recovery of metals including lithium through battery recycling will also impact the market. Ganfeng currently has recycling facilities in China capable of handling about 65,000 tons of spent batteries a year, and is considering building overseas plants, according to Wang.</p><p><blockquote>从长远来看，通过电池回收回收包括锂在内的金属也将影响市场。王表示，赣锋目前在中国拥有每年能够处理约65,000吨废电池的回收设施，并正在考虑在海外建设工厂。</blockquote></p><p> Until there’s a more developed electric car industry, and higher volumes of battery packs -- that typically last at least eight years in a vehicle -- it’s likely to remain a small source of supply, and may account only for about 10% to 15% of the lithium market after 2040, he said.</p><p><blockquote>在电动汽车行业更加发达、电池组数量更多（通常可在车辆中使用至少八年）之前，它可能仍然是一个很小的供应来源，可能仅占约10%至15%他表示，2040年后锂市场的份额。</blockquote></p><p> “We have customers and carmakers making queries over the supply of recycled lithium carbonate or hydroxide from retired cells,” said Wang. “It’s just that the batteries available for recycling are still relatively little at the moment.”</p><p><blockquote>“我们有客户和汽车制造商对退役电池回收碳酸锂或氢氧化锂的供应提出疑问，”王说。“只是目前可供回收的电池还比较少。”</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://finance.yahoo.com/news/china-giant-ganfeng-says-lithium-210000456.html\">Bloomberg</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"01772":"赣锋锂业"},"source_url":"https://finance.yahoo.com/news/china-giant-ganfeng-says-lithium-210000456.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1142508463","content_text":"(Bloomberg) -- Ganfeng Lithium Co., the lithium supplier that’s extending an acquisition spree, says there’s a chance that a tightening market for the battery metal could push prices back toward a record high.\nThe world’s third-largest producer of lithium chemicals, used in batteries for electric vehicles to grid-scale energy storage, is positioning to capitalize as the market extends a rebound from a more than two year slump that ended in September.\n“The industry is rapidly growing and we have a very upbeat forecast on lithium consumption,” Vice Chairman Wang Xiaoshen said in an interview. “I can’t rule out the possibility for lithium prices to bounce back to the 2018 level.”\nLithium prices surged from 2015 to mid-2018 as rising demand from electric automakers outpaced available supply from a small network of mining and refining companies. A subsequent rush to add new sources of raw materials, chiefly from Australian mines and South American brine operations, then sent the metal tumbling.\nMoves by the industry to halt development of new projects amid that sell-off has meant a near-term tightening of the lithium market, and Wang said it’ll take time for the revived expansions and new operations to deliver new supply. That could see a deficit late this year or in 2022, he said.\nAt the same time, demand for both battery-powered vehicles and storage systems for renewable energy is building quickly. “We will step up efforts on the exploration of lithium resources to meet the market needs,” Wang said.\nJiangxi-based Ganfeng, which raised $628 million in a share placement this month, has made new investments recently in projects in Mexico and Mali, adding to stakes in mining and brine operations in locations including Argentina, Australia and China.\nShares in Hong Kong climbed more than 3% and are up 25% this year.\nAccelerating sales of electric cars and government stimulus programs aimed at encouraging adoption of greener energy are adding to lithium’s positive outlook. Demand for lithium-ion batteries is expected to jump tenfold by 2030, according to BloombergNEF.\n“Prices for lithium chemicals will still have room to rise by the end of the year, demand for EV batteries and energy storage is still strong,” said Xiaoyi Liu, an analyst at Shanghai Metals Market.\nAccording to Morgan Stanley, high spot prices in China reflect tight supply, strong demand, and low inventory. Smaller converters are already running out of raw materials and higher prices are likely to lead to gradual mining restarts in Australia in the second half, the bank said in a note.\nStill, there are risks of a repeat of the sector’s 2018 tumble, according to Wang. Prices could pull-back if miners fire up supply projects too quickly, or if the pace of EV sales slips, he said in the Monday interview.\nWhile the lithium market will remain tight for the next two years, beyond that “lithium producers will need to manage supply growth in a sustainable manner to avoid another crash in prices as occurred in 2018,” BNEF analysts Kwasi Ampofo and Peng Xu said in a note this month.\nOver the longer-term, the recovery of metals including lithium through battery recycling will also impact the market. Ganfeng currently has recycling facilities in China capable of handling about 65,000 tons of spent batteries a year, and is considering building overseas plants, according to Wang.\nUntil there’s a more developed electric car industry, and higher volumes of battery packs -- that typically last at least eight years in a vehicle -- it’s likely to remain a small source of supply, and may account only for about 10% to 15% of the lithium market after 2040, he said.\n“We have customers and carmakers making queries over the supply of recycled lithium carbonate or hydroxide from retired cells,” said Wang. “It’s just that the batteries available for recycling are still relatively little at the moment.”","news_type":1,"symbols_score_info":{"01772":0.9}},"isVote":1,"tweetType":1,"viewCount":382,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":21,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/122134560"}
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