China Giant Ganfeng Says Lithium May Rally to Boom-Time High

Bloomberg2021-06-25

(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 ...

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Bobdog888
2021-06-26
Bobdog888
Gd read
jimmylaw
2021-06-25
jimmylaw
Please like and comment
- dandan_4896:
  I going out hse in 5mins
Elon2
2021-06-25
Elon2
..
TeslaLegend
2021-06-25
TeslaLegend
Please like and comment. Thanks!
HoraceQ
2021-06-25
HoraceQ
Pls like and share
AungKoMin
2021-06-25
AungKoMin
Oops
- TeslaLegend:
  Nice

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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.”","kind":null,"is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":125109691,"gmtCreate":1624662013513,"gmtModify":1633950045112,"author":{"id":"3583205872601596","authorId":"3583205872601596","name":"Bobdog888","avatar":"https://static.tigerbbs.com/f2fe14c859dbca8d44f532f02849f568","vip":1,"crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3583205872601596","idStr":"3583205872601596"},"htmlText":"Gd read","listText":"Gd read","text":"Gd read","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/125109691","repostId":1142508463,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":122122659,"gmtCreate":1624605817971,"gmtModify":1633950613822,"author":{"id":"3570772304712620","authorId":"3570772304712620","name":"jimmylaw","avatar":"https://static.tigerbbs.com/f6c847ae11f03f4682632e6fa4016040","vip":1,"crmLevel":6,"crmLevelSwitch":0,"authorIdStr":"3570772304712620","idStr":"3570772304712620"},"htmlText":"Please like and comment&nbsp;","listText":"Please like and comment&nbsp;","text":"Please like and comment","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/122122659","repostId":1142508463,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5010552,"gmtCreate":1624606513764,"gmtModify":1635246969659,"authorId":3576232257279797,"author":{"id":3576232257279797,"idStr":"3576232257279797","authorId":3576232257279797,"name":"dandan_4896","avatar":"https://static.tigerbbs.com/d8b00e27a4dd6f248e38c3d78f21f188","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":122122659,"type":1,"supId":0,"prevId":0,"content":"I going out hse in 5mins","text":"I going out hse in 5mins","html":"I going out hse in 5mins"}],"langContent":"EN"},{"id":122120702,"gmtCreate":1624605395406,"gmtModify":1633950618280,"author":{"id":"3586922733730917","authorId":"3586922733730917","name":"Elon2","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3586922733730917","idStr":"3586922733730917"},"htmlText":"..","listText":"..","text":"..","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/122120702","repostId":1142508463,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":122167360,"gmtCreate":1624605304150,"gmtModify":1633950619475,"author":{"id":"3572489627147183","authorId":"3572489627147183","name":"TeslaLegend","avatar":"https://static.tigerbbs.com/180ad6f06095bcbf2b6594d26c494752","vip":1,"crmLevel":4,"crmLevelSwitch":0,"authorIdStr":"3572489627147183","idStr":"3572489627147183"},"htmlText":"Please like and comment. 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