“所以锂实际上是。._老虎社区_美港股上老虎

2022-09-09

“所以锂实际上是。..非常常见...几乎无处不在，但你必须将锂提炼成电池级碳酸锂和氢氧化锂，这必须是非常高的纯度，” 特斯拉进入锂精炼行业，将对现有的锂企是一种降维打击，留给其它锂企的时间不多了。‌$智利矿业化工(SQM)$‌

Tesla's Planning a New Business. It's a License to Print Money, Says Musk. -- Barrons.com

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It's a License to Print Money, Says Musk. -- Barrons.com","url":"https://stock-news.laohu8.com/highlight/detail?id=2266736058","media":"Dow Jones","summary":"Al Root \n\n\n     Auto makers around the world are scrambling to secure raw materials to expand batter","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<pre>\nAl Root \n</pre>\n<p>\n     Auto makers around the world are scrambling to secure raw materials to expand battery capacity for electric vehicles. \n</p>\n<p>\n     Tesla has its own EV battery supply chain plans. It's getting into a new part of the battery supply chain that is a license to print money, according to CEO Elon Musk. \n</p>\n<p>\n     Tesla's potential new business is lithium refining. The company is proposing a new facility in Texas to produce lithium hydroxide, a key component in higher performing lithium-ion batteries, according to a permitting application recently made available, reported by Bloomberg. \n</p>\n<p>\n     The refining facility is \"the first of its kind in North America,\" reads the application. Most lithium ore comes from Australia and South America and ends up being refined in China. \n</p>\n<p>\n     Refined lithium prices have gone from a low of less than $6,000 a metric ton to more than $71,000 a metric ton over the past few years. The increase in lithium prices has added very roughly $2,000 to the price of an average EV over that span. The lack of refining capacity, and local refining capacity, is the reason Tesla is considering the move. \n</p>\n<p>\n     Tesla (ticker: TSLA) didn't respond to a request for comment about the project. It's application says construction could begin in 2022 with production beginning in 2024. \n</p>\n<p>\n     The project looks like a sound decision given how Musk feels about refining. \"So lithium is actually . . . very common...pretty much everywhere, but you have to refine the lithium into battery-grade lithium carbonate and lithium hydroxide, which has to be extremely high purity,\" explained Musk on the company's second quarter earnings conference call. \"There's like software margins in lithium processing right now. So I would really like to encourage, once again, entrepreneurs to enter the lithium refining business. You can't lose. It's a license to print money.\" \n</p>\n<p>\n     Traditional auto makers want to make a lot more EVs too. Both Ford Motor <a href=\"https://laohu8.com/S/F\">$(F)$</a> and General Motors <a href=\"https://laohu8.com/S/GM\">$(GM)$</a> want to be selling roughly 2 million EVs a year each by 2025 or 2026. Both GM and Ford are investing billions in domestic battery capacity. GM has also partnered with POSCO Chemical (003670.Korea) to build what amounts to a battery parts plant in the U.S. The entire auto industry is vertically integrating into battery supply. \n</p>\n<p>\n     Tesla looks to be the first to get into lithium refining. It probably won't be the last. \n</p>\n<p>\n     Investors look intrigued. Tesla stock is up 1.3% in premarket trading Friday. It's a significant jump, but the entire market is higher. S&amp;P 500 and Dow Jones Industrial Average futures are up 0.9% and 0.8%, respectively. \n</p>\n<p>\n     Write to Al Root at allen.root@dowjones.com \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  September 09, 2022 07:57 ET (11:57 GMT)\n</p>\n<p>\n  Copyright (c) 2022 Dow Jones &amp; Company, Inc.\n</p>\n</font>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Tesla's Planning a New Business. It's a License to Print Money, Says Musk. -- Barrons.com</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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\">\nTesla's Planning a New Business. It's a License to Print Money, Says Musk. -- Barrons.com\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2022-09-09 19:57</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<pre>\nAl Root \n</pre>\n<p>\n     Auto makers around the world are scrambling to secure raw materials to expand battery capacity for electric vehicles. \n</p>\n<p>\n     Tesla has its own EV battery supply chain plans. It's getting into a new part of the battery supply chain that is a license to print money, according to CEO Elon Musk. \n</p>\n<p>\n     Tesla's potential new business is lithium refining. The company is proposing a new facility in Texas to produce lithium hydroxide, a key component in higher performing lithium-ion batteries, according to a permitting application recently made available, reported by Bloomberg. \n</p>\n<p>\n     The refining facility is \"the first of its kind in North America,\" reads the application. Most lithium ore comes from Australia and South America and ends up being refined in China. \n</p>\n<p>\n     Refined lithium prices have gone from a low of less than $6,000 a metric ton to more than $71,000 a metric ton over the past few years. The increase in lithium prices has added very roughly $2,000 to the price of an average EV over that span. The lack of refining capacity, and local refining capacity, is the reason Tesla is considering the move. \n</p>\n<p>\n     Tesla (ticker: TSLA) didn't respond to a request for comment about the project. It's application says construction could begin in 2022 with production beginning in 2024. \n</p>\n<p>\n     The project looks like a sound decision given how Musk feels about refining. \"So lithium is actually . . . very common...pretty much everywhere, but you have to refine the lithium into battery-grade lithium carbonate and lithium hydroxide, which has to be extremely high purity,\" explained Musk on the company's second quarter earnings conference call. \"There's like software margins in lithium processing right now. So I would really like to encourage, once again, entrepreneurs to enter the lithium refining business. You can't lose. It's a license to print money.\" \n</p>\n<p>\n     Traditional auto makers want to make a lot more EVs too. Both Ford Motor <a href=\"https://laohu8.com/S/F\">$(F)$</a> and General Motors <a href=\"https://laohu8.com/S/GM\">$(GM)$</a> want to be selling roughly 2 million EVs a year each by 2025 or 2026. Both GM and Ford are investing billions in domestic battery capacity. GM has also partnered with POSCO Chemical (003670.Korea) to build what amounts to a battery parts plant in the U.S. The entire auto industry is vertically integrating into battery supply. \n</p>\n<p>\n     Tesla looks to be the first to get into lithium refining. It probably won't be the last. \n</p>\n<p>\n     Investors look intrigued. Tesla stock is up 1.3% in premarket trading Friday. It's a significant jump, but the entire market is higher. S&amp;P 500 and Dow Jones Industrial Average futures are up 0.9% and 0.8%, respectively. \n</p>\n<p>\n     Write to Al Root at allen.root@dowjones.com \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  September 09, 2022 07:57 ET (11:57 GMT)\n</p>\n<p>\n  Copyright (c) 2022 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4099":"汽车制造商","BK4511":"特斯拉概念","NGD":"New Gold","BK4548":"巴美列捷福持仓","BK4570":"地缘局势概念股","BK4574":"无人驾驶","BK4551":"寇图资本持仓","BK4017":"黄金","BK4527":"明星科技股","BK4534":"瑞士信贷持仓","BK4550":"红杉资本持仓","BK4555":"新能源车","BK4581":"高盛持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","TSLA":"特斯拉"},"source_url":"http://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2266736058","content_text":"Al Root \n\n\n     Auto makers around the world are scrambling to secure raw materials to expand battery capacity for electric vehicles. \n\n\n     Tesla has its own EV battery supply chain plans. It's getting into a new part of the battery supply chain that is a license to print money, according to CEO Elon Musk. \n\n\n     Tesla's potential new business is lithium refining. The company is proposing a new facility in Texas to produce lithium hydroxide, a key component in higher performing lithium-ion batteries, according to a permitting application recently made available, reported by Bloomberg. \n\n\n     The refining facility is \"the first of its kind in North America,\" reads the application. Most lithium ore comes from Australia and South America and ends up being refined in China. \n\n\n     Refined lithium prices have gone from a low of less than $6,000 a metric ton to more than $71,000 a metric ton over the past few years. The increase in lithium prices has added very roughly $2,000 to the price of an average EV over that span. The lack of refining capacity, and local refining capacity, is the reason Tesla is considering the move. \n\n\n     Tesla (ticker: TSLA) didn't respond to a request for comment about the project. It's application says construction could begin in 2022 with production beginning in 2024. \n\n\n     The project looks like a sound decision given how Musk feels about refining. \"So lithium is actually . . . very common...pretty much everywhere, but you have to refine the lithium into battery-grade lithium carbonate and lithium hydroxide, which has to be extremely high purity,\" explained Musk on the company's second quarter earnings conference call. \"There's like software margins in lithium processing right now. So I would really like to encourage, once again, entrepreneurs to enter the lithium refining business. You can't lose. It's a license to print money.\" \n\n\n     Traditional auto makers want to make a lot more EVs too. Both Ford Motor $(F)$ and General Motors $(GM)$ want to be selling roughly 2 million EVs a year each by 2025 or 2026. Both GM and Ford are investing billions in domestic battery capacity. GM has also partnered with POSCO Chemical (003670.Korea) to build what amounts to a battery parts plant in the U.S. The entire auto industry is vertically integrating into battery supply. \n\n\n     Tesla looks to be the first to get into lithium refining. It probably won't be the last. \n\n\n     Investors look intrigued. Tesla stock is up 1.3% in premarket trading Friday. It's a significant jump, but the entire market is higher. S&P 500 and Dow Jones Industrial Average futures are up 0.9% and 0.8%, respectively. \n\n\n     Write to Al Root at allen.root@dowjones.com \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  September 09, 2022 07:57 ET (11:57 GMT)\n\n\n  Copyright (c) 2022 Dow Jones & Company, Inc.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1594,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["SQM"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":201,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/663980965"}