{"id":55434,"date":"2022-10-23T10:00:00","date_gmt":"2022-10-23T10:00:00","guid":{"rendered":"https:\/\/www.takomabattery.com\/?p=55434"},"modified":"2023-11-27T08:02:12","modified_gmt":"2023-11-27T08:02:12","slug":"lithium-supply","status":"publish","type":"post","link":"https:\/\/www.takomabattery.com\/es\/lithium-supply\/","title":{"rendered":"An\u00e1lisis de la oferta y la demanda de litio y previsi\u00f3n de su precio futuro"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-post\" data-elementor-id=\"55434\" class=\"elementor elementor-55434\" data-elementor-post-type=\"post\">\n\t\t\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-189ae16 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"189ae16\" data-element_type=\"section\" data-e-type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-5b91071\" data-id=\"5b91071\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-44ef273 elementor-widget elementor-widget-woocommerce-breadcrumb\" data-id=\"44ef273\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"woocommerce-breadcrumb.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<nav class=\"woocommerce-breadcrumb\" aria-label=\"Breadcrumb\">Inicio<\/nav>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-e4d5a59 elementor-widget elementor-widget-heading\" data-id=\"e4d5a59\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h1 class=\"elementor-heading-title elementor-size-default\">Analysis of lithium supply, demand and future price forecast<\/h1>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-806fce8 elementor-widget elementor-widget-text-editor\" data-id=\"806fce8\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<div style=\"line-height: 40px\">Since August 2020, under the background of relatively rigid supply, the rapid and large-scale demand for power batteries has driven the price of lithium salt to keep soaring.<\/div><div>\u00a0<\/div><div style=\"line-height: 40px\">At present, the price of electric carbon has exceeded 480000 RMB\/ton, more than doubling compared with the high lithium price in 2018. In this article, we will analyze <b>lithium supply<\/b>, demand and future lithium price rhythm.<\/div>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-5a7d6de elementor-toc--minimized-on-tablet elementor-widget elementor-widget-table-of-contents\" data-id=\"5a7d6de\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;exclude_headings_by_selector&quot;:&quot;.paichu_post&quot;,&quot;headings_by_tags&quot;:[&quot;h2&quot;,&quot;h3&quot;,&quot;h4&quot;,&quot;h5&quot;,&quot;h6&quot;],&quot;marker_view&quot;:&quot;numbers&quot;,&quot;no_headings_message&quot;:&quot;No headings were found on this page.&quot;,&quot;minimize_box&quot;:&quot;yes&quot;,&quot;minimized_on&quot;:&quot;tablet&quot;,&quot;hierarchical_view&quot;:&quot;yes&quot;,&quot;min_height&quot;:{&quot;unit&quot;:&quot;px&quot;,&quot;size&quot;:&quot;&quot;,&quot;sizes&quot;:[]},&quot;min_height_tablet&quot;:{&quot;unit&quot;:&quot;px&quot;,&quot;size&quot;:&quot;&quot;,&quot;sizes&quot;:[]},&quot;min_height_mobile&quot;:{&quot;unit&quot;:&quot;px&quot;,&quot;size&quot;:&quot;&quot;,&quot;sizes&quot;:[]}}\" data-widget_type=\"table-of-contents.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<div class=\"elementor-toc__header\">\n\t\t\t\t\t\t<div class=\"elementor-toc__header-title\">\n\t\t\t\tTable of Contents\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t\t<div class=\"elementor-toc__toggle-button elementor-toc__toggle-button--expand\" role=\"button\" tabindex=\"0\" aria-controls=\"elementor-toc__5a7d6de\" aria-expanded=\"true\" aria-label=\"Open table of contents\"><i aria-hidden=\"true\" class=\"fas fa-chevron-down\"><\/i><\/div>\n\t\t\t\t<div class=\"elementor-toc__toggle-button elementor-toc__toggle-button--collapse\" role=\"button\" tabindex=\"0\" aria-controls=\"elementor-toc__5a7d6de\" aria-expanded=\"true\" aria-label=\"Close table of contents\"><i aria-hidden=\"true\" class=\"fas fa-chevron-up\"><\/i><\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<div id=\"elementor-toc__5a7d6de\" class=\"elementor-toc__body\">\n\t\t\t<div class=\"elementor-toc__spinner-container\">\n\t\t\t\t<i class=\"elementor-toc__spinner eicon-animation-spin eicon-loading\" aria-hidden=\"true\"><\/i>\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-5c6048b uael-aspect-ratio-16_9 uael-youtube-subscribe-no elementor-widget elementor-widget-uael-video\" data-id=\"5c6048b\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"uael-video.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<div class=\"uael-video__outer-wrap  uael-video-type-youtube\" data-device=\"false\" data-vsticky=\"no\" data-hidedesktop=\"\" data-hidetablet=\"\" data-hidemobile=\"\" data-vsticky-viewport=\"0\" data-autoplay=\"0\">\n\t\t\t\t\t\t<div class=\"uael-video-inner-wrap\">\n\t\t\t\t<div class=\"uael-video__play\" data-src=\"https:\/\/www.youtube.com\/embed\/OkCWqzBdtYw?rel=0&amp;start&amp;end&amp;controls=1&amp;mute=0&amp;modestbranding=0&amp;autoplay=1\">\n\t\t\t\t\t<img decoding=\"async\" class=\"uael-video__thumb\" src=\"https:\/\/i.ytimg.com\/vi\/OkCWqzBdtYw\/hqdefault.jpg\" alt=\"\"><\/img>\n\t\t\t\t\t<div class=\"uael-video__play-icon uael-animation-\">\n\t\t\t\t\t\t<img decoding=\"async\" src=\"https:\/\/www.takomabattery.com\/wp-content\/uploads\/2023\/07\/YouTube_play_button_icon_2013\u20132017.svg-21.webp\" alt=\"youtube play button\" \/>\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-2d97655 elementor-widget elementor-widget-text-editor\" data-id=\"2d97655\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<div style=\"line-height: 40px\"><h2 id=\"Distribution-and-supply-of-global-lithium-resources\">Distribution and supply of global lithium resources<\/h2><p>The global lithium supply sources mainly include Australia, South America, China and Africa. Among them, the lithium supply and development systems in Australia, South America and China are mature, with stable output contribution every year.<\/p><p>Africa is rich in lithium resources, but most of the projects are still in the early stage of development, and the lithium supply contributes less to the output.<\/p><p>According to statistics, in the distribution of global lithium resource output in 2021, lithium supply in Australia accounts for the highest proportion, 43%; It is followed by South America and China, with the supply and output of lithium accounting for 32% and 24% respectively; Other regions accounted for the remaining 1%.<\/p><p>In addition to the mine end and salt lake end, the future global lithium supply sources also include lithium battery recycling. With the rapid increase in the number of new energy vehicles, the scale of recycling of waste batteries will be considerable in the future.<\/p><h3 id=\"Lithium-supply-in-Australia\">Lithium supply in Australia<\/h3><p>The increase of lithium supply in Australia is dominated by the increase of production of mines in production and the resumption of production of mines out of production.<\/p><p>Among the seven mines built in Western Australia, Greenbushes, Mt Marion, Pilgangoora-Pilbara and Mt Cattlin mines have been in production.<\/p><p>In addition to Mt Cattlin, the other three mines in production have clear plans for expansion for lithium supply. Among the closed mines, the two production lines of Wodgina will resume production in May and July 2022 respectively.<\/p><p>Mt Finniss is expected to resume production in the fourth quarter of 2022 for lithium supply. Bald Hill has no clear plan for resumption of production at present.<\/p><p>The release of new capacity of these mines has limited effect on easing the tension of lithium supply. At the same time, lithium production in Western Australia is often interfered by factors such as labor shortage and repeated epidemics, and lithium supply is uncertain.<\/p><p><img fetchpriority=\"high\" decoding=\"async\" class=\"aligncenter size-full wp-image-55435\" src=\"https:\/\/www.takomabattery.com\/wp-content\/uploads\/2022\/10\/Africa-is-expected-to-contribute-lithium-resource-supply-increment.jpg\" alt=\"Africa is expected to contribute lithium resource supply increment\" width=\"1000\" height=\"724\" srcset=\"https:\/\/www.takomabattery.com\/wp-content\/uploads\/2022\/10\/Africa-is-expected-to-contribute-lithium-resource-supply-increment.jpg 1000w, https:\/\/www.takomabattery.com\/wp-content\/uploads\/2022\/10\/Africa-is-expected-to-contribute-lithium-resource-supply-increment-300x217.jpg 300w, https:\/\/www.takomabattery.com\/wp-content\/uploads\/2022\/10\/Africa-is-expected-to-contribute-lithium-resource-supply-increment-768x556.jpg 768w, https:\/\/www.takomabattery.com\/wp-content\/uploads\/2022\/10\/Africa-is-expected-to-contribute-lithium-resource-supply-increment-600x434.jpg 600w\" sizes=\"(max-width: 1000px) 100vw, 1000px\" \/><\/p><h3 id=\"Lithium-supply-in-South-America\">Lithium supply in South America<\/h3><p>There are many expansion projects in South America&#8217;s salt lakes, and the progress of lithium supply is questionable. At present, there are 4 salt lake projects in South America, including\uff1a<\/p><p><span style=\"color: #808000\">\u25cf <\/span>Salar de Atacama\uff08SQM\uff09<br \/><span style=\"color: #808000\">\u25cf <\/span>Salar de Atacama\uff08ALB\uff09<br \/><span style=\"color: #808000\">\u25cf <\/span>Salar de Olaroz<br \/><span style=\"color: #808000\">\u25cf <\/span>Salar del Hombre Muerto<\/p><p>Salar de Atacama completed the construction of LeNegra Phase III and Phase IV projects at the end of 2021 for lithium supply, which is now in the creeping production period.<\/p><p>The other three salt lake projects are also in the process of clear expansion plans, and the new capacity will be released in 2022-2024.<\/p><p>Among the new salt lake projects in lithium supply, the current construction progress of Cauchari Olaroz, Sal de Vida and Marina is relatively clear, but the construction progress of these salt lakes is still unclear, and it is difficult to release effective lithium supply in the short term.<\/p><p>There are many South American salt lake expansion projects for lithium supply, but according to historical experience, the progress of capacity release is often less than expected.<\/p><p>In addition to the long construction period of the salt lake itself, the local infrastructure in South America is backward, policy changes and other factors also affect the release of lithium supply of new capacity to a certain extent.<\/p><h3 id=\"Lithium-supply-in-China\">Lithium supply in China<\/h3><p>In China, lithium extraction from mica and production expansion at the salt lake end are rapid, and the new capacity of spodumene mines is limited.<\/p><p>Chinese manufacturers in the mica lithium extraction industry mainly include YXSS, JSMC, Nanshi Lithium, Jiuling Lithium, Gotion High Tech and CATL.<\/p><p>Among the spodumene mines in China, only the Yilonggou mine of Chengxin Lithium and the methylka mine of Youngy are in production.<\/p><p>Among them, methylka mine has an existing raw ore capacity of 450000 tons\/year, and the corresponding lithium concentrate capacity is about 80000 tons\/year.<\/p><p>China&#8217;s salt lake development projects for lithium supply are mainly located around the Qarhan Salt Lake, East Taijinar Salt Lake, West Taijinar Salt Lake and Zabuye Salt Lake in the Qinghai Tibet region.<\/p><p>Zangger Mining, Tibet Mineral, Salt Lake Industry and Minmetals Salt Lake have established mature production lines for lithium extraction from salt lakes.<\/p><p><img decoding=\"async\" class=\"aligncenter size-full wp-image-55440\" src=\"https:\/\/www.takomabattery.com\/wp-content\/uploads\/2022\/10\/The-scale-of-lithium-extraction-capacity-under-construction-in-South-American-salt-lakes-is-huge.jpg\" alt=\"The scale of lithium extraction capacity under construction in South American salt lakes is huge\" width=\"1000\" height=\"546\" srcset=\"https:\/\/www.takomabattery.com\/wp-content\/uploads\/2022\/10\/The-scale-of-lithium-extraction-capacity-under-construction-in-South-American-salt-lakes-is-huge.jpg 1000w, https:\/\/www.takomabattery.com\/wp-content\/uploads\/2022\/10\/The-scale-of-lithium-extraction-capacity-under-construction-in-South-American-salt-lakes-is-huge-300x164.jpg 300w, https:\/\/www.takomabattery.com\/wp-content\/uploads\/2022\/10\/The-scale-of-lithium-extraction-capacity-under-construction-in-South-American-salt-lakes-is-huge-768x419.jpg 768w, https:\/\/www.takomabattery.com\/wp-content\/uploads\/2022\/10\/The-scale-of-lithium-extraction-capacity-under-construction-in-South-American-salt-lakes-is-huge-600x328.jpg 600w\" sizes=\"(max-width: 1000px) 100vw, 1000px\" \/><\/p><p>In the recent salt lake expansion projects, the Dachaidan Salt Lake Project invested by EVE and the Eight Thousand Cuo Salt Lake Project invested by Jinyuan EP are expected to be put into production by the end of 2022 for lithium supply, contributing 10000 tons of lithium carbonate capacity each.<\/p><p>The 30000t\/a lithium carbonate project for lithium supply jointly constructed by BYD and Salt Lake is currently in the pilot stage.<\/p><h3 id=\"Lithium-supply-in-Africa\">Lithium supply in Africa<\/h3><p>Africa is expected to become a new pole of global lithium supply. Lithium mines in Africa are the focus in lithium supply for Chinese companies to reserve mineral resources in other countries.<\/p><p>Bikita mine acquired by Sinomine Resources and Sabicin lithium tantalum mine acquired by Huayou Cobalt are relatively mature lithium mines at present. The 1.2 million t\/a reconstruction and expansion project of Bikita mine is expected to be completed by the end of 2022.<\/p><h2 id=\"Power-battery-recycling-enhances-the-capacity-of-global-lithium-supply\">Power battery recycling enhances the capacity of global lithium supply<\/h2><p>Power battery recycling has enhanced the capacity of global lithium supply. Here are the top 10 <a href=\"https:\/\/www.takomabattery.com\/top10-lithium-iron-phosphate-power-battery-manufacturers-in-china\/\" target=\"_blank\" rel=\"noopener\"><span style=\"text-decoration: underline\"><span style=\"color: #000080;text-decoration: underline\">lithium Iron phosphate power battery manufacturers<\/span><\/span><\/a> in China.<\/p><p>With the continuous increase in the shipment of new energy vehicles, the installed capacity of power batteries is increasing year by year, and the potential lithium salt recovery volume formed after the scrapping of in-service power batteries is considerable.<\/p><p>The life cycle of power batteries is about 5-8 years. The new energy vehicle batteries sold in 2017-2019 will gradually reach the end of life. The recycling end of used lithium batteries will initially contribute to the lithium supply.<\/p><p>In the future, with the increase of the number of new energy vehicles, the lithium salt output contributed by the recycling field of waste lithium batteries will increase rapidly.<\/p><p>It is predicted that the global lithium resource recovery will be about 33000 tons of LCE in 2022 and 91000 tons of LCE in 2025, with an average annual CAGR of about 40.23%.<\/p><p><img decoding=\"async\" class=\"aligncenter size-full wp-image-55437\" src=\"https:\/\/www.takomabattery.com\/wp-content\/uploads\/2022\/10\/New-capacity-of-Chinas-salt-lakes-will-be-released-in-2023.jpg\" alt=\"New capacity of China's salt lakes will be released in 2023\" width=\"1000\" height=\"490\" srcset=\"https:\/\/www.takomabattery.com\/wp-content\/uploads\/2022\/10\/New-capacity-of-Chinas-salt-lakes-will-be-released-in-2023.jpg 1000w, https:\/\/www.takomabattery.com\/wp-content\/uploads\/2022\/10\/New-capacity-of-Chinas-salt-lakes-will-be-released-in-2023-300x147.jpg 300w, https:\/\/www.takomabattery.com\/wp-content\/uploads\/2022\/10\/New-capacity-of-Chinas-salt-lakes-will-be-released-in-2023-768x376.jpg 768w, https:\/\/www.takomabattery.com\/wp-content\/uploads\/2022\/10\/New-capacity-of-Chinas-salt-lakes-will-be-released-in-2023-600x294.jpg 600w\" sizes=\"(max-width: 1000px) 100vw, 1000px\" \/><\/p><p>According to the forecast, the effective capacity of global lithium resources will increase by 50.71% year on year in 2023, with the fastest growth in lithium supply.<\/p><p>In addition to some incremental contributions from traditional lithium resource producing areas such as South America, Australia and China, the production of new mines in Africa and the development of lithium battery recycling also released some lithium supply.<\/p><h2 id=\"Quarterly-analysis-of-global-lithium-supply\">Quarterly analysis of global lithium supply<\/h2><p>In 2022Q4, the new capacity of global lithium resources will be centralized. In terms of time dimension, in 2022Q1-Q3, the new capacity of global lithium supply is relatively small.<\/p><p>Most of the new lithium supply capacity will be put into operation in 2022Q4, and the corresponding effective capacity will be formed in 2023. Therefore, in 2023, the effective capacity of lithium supply in the world will grow fastest.<\/p><p>In terms of regional structure, Australian mines and South American salt lakes contribute most of the world&#8217;s new capacity in lithium supply, while China&#8217;s new capacity is dominated by salt lake capacity and lithium mica capacity.<\/p><p>In 2023Q1, there will be more new capacity and less effective capacity in lithium supply. It is predicted that most of the new capacity of global lithium resources will be released in 2022Q4, but the effective capacity will be released in 2023Q2.<\/p><h2 id=\"The-proportion-of-battery-industry-in-lithium-downstream-demand-structure-will-gradually-increase\">The proportion of battery industry in lithium downstream demand structure will gradually increase<\/h2><p>In the global lithium resource demand structure in 2017, the battery industry accounted for 46%; In 2021, the battery industry will contribute 74% of the global demand for lithium resources, and the downstream demand structure of lithium resources will be further optimized.<\/p><p>According to the forecast, from 2022 to 2025, the total global shipments of power batteries, consumer batteries and energy storage batteries will be 701.54, 1055.35, 1497.81 and 2035.51 GWh, respectively, and the corresponding lithium carbonate demand will be 47.76, 71.19, 100.42 and 1353100 tons of LCE respectively.<\/p><p>With the development of new energy vehicles and energy storage industry, the proportion of battery industry in the downstream demand structure of lithium will gradually increase. Here are the top 5 <a href=\"https:\/\/www.takomabattery.com\/top-5-energy-storage-battery-companies-in-2022\/\" target=\"_blank\" rel=\"noopener\"><span style=\"text-decoration: underline\"><span style=\"color: #000080;text-decoration: underline\">energy storage battery companies<\/span><\/span><\/a> in 2022.<\/p><p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-55438\" src=\"https:\/\/www.takomabattery.com\/wp-content\/uploads\/2022\/10\/The-battery-industry-accounted-for-74-of-the-lithium-resource-demand-structure-in-2021.jpg\" alt=\"The battery industry accounted for 74% of the lithium resource demand structure in 2021\" width=\"1000\" height=\"775\" srcset=\"https:\/\/www.takomabattery.com\/wp-content\/uploads\/2022\/10\/The-battery-industry-accounted-for-74-of-the-lithium-resource-demand-structure-in-2021.jpg 1000w, https:\/\/www.takomabattery.com\/wp-content\/uploads\/2022\/10\/The-battery-industry-accounted-for-74-of-the-lithium-resource-demand-structure-in-2021-300x233.jpg 300w, https:\/\/www.takomabattery.com\/wp-content\/uploads\/2022\/10\/The-battery-industry-accounted-for-74-of-the-lithium-resource-demand-structure-in-2021-768x595.jpg 768w, https:\/\/www.takomabattery.com\/wp-content\/uploads\/2022\/10\/The-battery-industry-accounted-for-74-of-the-lithium-resource-demand-structure-in-2021-600x465.jpg 600w\" sizes=\"(max-width: 1000px) 100vw, 1000px\" \/><\/p><p>Suppose that from 2022 to 2025, the share of power battery industry in the downstream demand structure of lithium will be 70%, 77%, 81% and 84% respectively, and the inventory demand will be 1.5 months. From 2022 to 2025, the global lithium salt demand will be 76.76, 104.01, 139.48 and 1812200 tons of LCE.<\/p><h2 id=\"Lithium-supply-will-be-relatively-loose-after-2023\">Lithium supply will be relatively loose after 2023<\/h2><p>In 2022, the industry of lithium supply and demand will be tight, and the lithium price is expected to continue to operate at a high level.<\/p><p>It is expected that after 2023, the new lithium salt capacity will be gradually implemented, and the output of lithium battery recycling terminal will be gradually released. The lithium supply will be relatively loose, and the lithium price will fluctuate downward.<\/p><p>From the perspective of the annual supply and demand gap, the global lithium supply and demand pattern will tend to be loose in 2023, and there is a risk that the lithium price will fall back at a high level.<\/p><p>By quarter, the overall lithium supply and demand of the industry will be further tightened in 2022Q4 as the new capacity still needs to climb.<\/p><p>In 2023Q1, due to holidays in China, the accumulation of lithium will become normal. However, since this accumulation is more seasonal, the reference to 2022Q1 will not have a direct impact on lithium prices. The pressure on lithium price mainly comes from 2023Q2.<\/p><p>Although the demand gradually returns to normal after the Spring Festival, the newly added capacity in the early stage has gradually completed climbing, the pressure on lithium supply release is increasingly evident, and the downward pressure on lithium price increases.<\/p><p>Therefore, to measure lithium price fluctuation from the perspective of lithium supply and demand, the key variable is that there will be a large number of new capacity at the end of 2022, corresponding to the relatively loose lithium supply in 2023Q2, and the downward risk of lithium price will increase.<\/p><p>However, looking back on history, it can be found that the transformation of new capacity from landing to effective capacity in lithium supply is still subject to multiple factors.<\/p><p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-55439\" src=\"https:\/\/www.takomabattery.com\/wp-content\/uploads\/2022\/10\/The-lithium-supply-will-be-relatively-loose-after-2023.jpg\" alt=\"The lithium supply will be relatively loose after 2023\" width=\"1000\" height=\"500\" srcset=\"https:\/\/www.takomabattery.com\/wp-content\/uploads\/2022\/10\/The-lithium-supply-will-be-relatively-loose-after-2023.jpg 1000w, https:\/\/www.takomabattery.com\/wp-content\/uploads\/2022\/10\/The-lithium-supply-will-be-relatively-loose-after-2023-300x150.jpg 300w, https:\/\/www.takomabattery.com\/wp-content\/uploads\/2022\/10\/The-lithium-supply-will-be-relatively-loose-after-2023-768x384.jpg 768w, https:\/\/www.takomabattery.com\/wp-content\/uploads\/2022\/10\/The-lithium-supply-will-be-relatively-loose-after-2023-600x300.jpg 600w\" sizes=\"(max-width: 1000px) 100vw, 1000px\" \/><\/p><h2 id=\"Unexpected-possibility-of-lithium-supply\">Unexpected possibility of lithium supply<\/h2><h3 id=\"Factors-causing-delay-in-production-of-lithium-supply-project\">Factors causing delay in production of lithium supply project<\/h3><p>The factors that may cause the lithium mine project to be delayed in production and thus affect the lithium supply are mainly divided into three categories:<\/p><p><span style=\"color: #808000\">\u25cf <\/span>The publicity schedule is optimistic<br \/><span style=\"color: #808000\">\u25cf <\/span>Impact of government approval such as environmental impact assessment<br \/><span style=\"color: #808000\">\u25cf <\/span>Epidemic impact<\/p><p>To sum up, although many projects will be put into production at the end of 2022 and the beginning of 2023 according to the announcement plan, considering the above factors, the progress of capacity construction may not be as expected.<\/p><h3 id=\"Lithium-supply-faces-multiple-factors\">Lithium supply faces multiple factors<\/h3><p>According to previous production experience, no matter the newly established capacity or the mature capacity, its production process may be affected by various accidental factors. In the lithium supply , the output is often difficult to meet the guidance requirements:<\/p><p><strong><span style=\"color: #808000\">\u25cf <\/span>Extreme weather impact<\/strong><br \/>The capacity of salt lakes in South America is mostly concentrated in the lithium triangle area. The infrastructure in this area is relatively backward, and the ability to withstand natural disasters is poor.<\/p><p>The lithium supply is obviously affected by extreme weather. For example, in March 2015, heavy rain in Chile and northern Argentina caused floods, SQM&#8217;s Atacama project stopped production, and FMC products were blocked.<\/p><p><strong><span style=\"color: #808000\">\u25cf <\/span>Impact of government policies<\/strong><br \/>Changes in the policies of the South American governments on foreign investment and product prices may also have a negative impact on the global lithium supply. For example, the Argentine customs established the lowest reference price for lithium exports in June 2022, which will disturb the global lithium salt price market.<\/p><p><strong><span style=\"color: #808000\">\u25cf <\/span>Lack of skilled labor<\/strong><br \/>Australia is a sparsely populated country. In the process of lithium resource development in Western Australia, there is often a shortage of skilled workers, and the output is not as expected.<\/p><p><strong><span style=\"color: #808000\">\u25cf <\/span>Epidemic impact<\/strong><br \/>Australia and other places face the repeated impact of the epidemic. When the epidemic is serious, normal mine development activities are forced to slow down or even stop.<\/p><p><span style=\"color: var( --e-global-color-text );font-family: var( --e-global-typography-text-font-family ), Sans-serif;font-weight: var( --e-global-typography-text-font-weight );letter-spacing: 0px\">In 2023, due to the centralized release of a large number of new capacity, there will be some downward pressure on lithium prices. However, in the process of lithium resource capacity construction and output in lithium supply release, there are multiple adverse factors such as epidemic impact and labor shortage.\u00a0<\/span><\/p><p><span style=\"color: var( --e-global-color-text );font-family: var( --e-global-typography-text-font-family ), Sans-serif;font-weight: var( --e-global-typography-text-font-weight );letter-spacing: 0px\">If these adverse factors have a substantial impact on the lithium resource capacity release in 2023, the lithium supply in that year will be lower than expected, and the lithium price may remain high.<\/span><\/p><\/div>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-22e0c39 elementor-widget elementor-widget-heading\" data-id=\"22e0c39\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<div class=\"elementor-heading-title 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6, 2022\t\t<\/span>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/article>\n\t\t\t\t<\/div>\n\t\t\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>An\u00e1lisis de la oferta y la demanda de litio y previsi\u00f3n de precios futuros Desde agosto de 2020, en un contexto de oferta relativamente r\u00edgida, la demanda r\u00e1pida y a gran escala de bater\u00edas el\u00e9ctricas ha hecho que el precio de la sal de litio siga dispar\u00e1ndose. En la actualidad, el precio del carb\u00f3n el\u00e9ctrico ha superado los 480000 RMB\/tonelada, m\u00e1s del doble en comparaci\u00f3n con el alto precio del litio.<\/p>","protected":false},"author":4,"featured_media":55436,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_lmt_disableupdate":"","_lmt_disable":"","site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","ast-disable-related-posts":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"default","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"footnotes":""},"categories":[210,1,209,168],"tags":[7,8,130,153],"class_list":["post-55434","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-battery-industry","category-battery-materials","category-lithium-battery-market","category-lithium-ion-battery-industry","tag-battery","tag-energy","tag-lithium-battery","tag-lithium-ion-battery"],"modified_by":"tycorun666","_links":{"self":[{"href":"https:\/\/www.takomabattery.com\/es\/wp-json\/wp\/v2\/posts\/55434","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.takomabattery.com\/es\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.takomabattery.com\/es\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.takomabattery.com\/es\/wp-json\/wp\/v2\/users\/4"}],"replies":[{"embeddable":true,"href":"https:\/\/www.takomabattery.com\/es\/wp-json\/wp\/v2\/comments?post=55434"}],"version-history":[{"count":0,"href":"https:\/\/www.takomabattery.com\/es\/wp-json\/wp\/v2\/posts\/55434\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.takomabattery.com\/es\/wp-json\/wp\/v2\/media\/55436"}],"wp:attachment":[{"href":"https:\/\/www.takomabattery.com\/es\/wp-json\/wp\/v2\/media?parent=55434"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.takomabattery.com\/es\/wp-json\/wp\/v2\/categories?post=55434"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.takomabattery.com\/es\/wp-json\/wp\/v2\/tags?post=55434"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}