全球最大锂矿商被迫暂停扩张，分析师：碳酸锂减产可能性在增加

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近日，全球最大锂矿商美国雅宝集团（Albemarle）宣布暂停扩张计划，并着手对成本和运营结构进行全面评估，具体包括立即对其位于澳大利亚的Kemerton锂加工厂采取资产保护行动，叫停3号生产线的施工活动以及暂停2号生产线的一系列措施。公开资料显示，作为全球最大锂矿商的美国雅宝集团，掌握着泰利森、格林布什矿、Wodgina等澳大利亚主要锂矿的绝大部分控制权，澳大利亚的Kemerton锂加工厂就是...

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价格持续走低有直接关系。自今年5月以来，碳酸锂价格开启了震荡下跌模式，截至8月初累计跌幅已超过30%；8月2日，碳酸锂期货主力合约、现货价格更是双双跌破8万元/吨大关。对此有市场人士认为，现货和期货价格同步下探，意味着当前供过于求的形势愈发严峻，尽管当前提锂利润已然倒挂，但盐厂并未出现大规模减停产，基本面弱势集中体现在供应上。生意社碳酸锂数据分析师也认为，外采矿和低品位矿提锂企业将随着成本倒挂程度的加深而逐步停产，但对整体供应规模的影响可能有限，产能过剩情况短期难以得到改善，碳酸锂价格仍将进一步下跌。而建信期货则在发布的研报中表示，碳酸锂市场过剩严重，而随着当下碳酸锂价格不断向锂云母一体化成本靠近，且锂盐厂生产亏损逐步加大，盐厂减产可能性在增加。","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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