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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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{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":122134747,"tweetId":"122134747","gmtCreate":1624603017189,"gmtModify":1633950638389,"author":{"id":3566524398877459,"idStr":"3566524398877459","authorId":3566524398877459,"authorIdStr":"3566524398877459","name":"angelA","avatar":"https://static.tigerbbs.com/e50185d396d432695a2f2d904ac22dda","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":6,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":28,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"title":"","extraTitle":"","html":"<html><head></head><body>Like n comment pls</body></html>","htmlText":"<html><head></head><body>Like n comment pls</body></html>","text":"Like n comment pls","highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":5,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/122134747","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":"(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.<blockquote>(彭博社）--锂供应商赣锋锂业公司（Ganfeng Lithium Co.）正在扩大收购热潮，该公司表示，电池金属市场的收紧有可能将价格推回历史新高。</blockquote> 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.<blockquote>随着市场从 9 月份结束的两年多低迷中延续反弹，全球第三大锂化学品生产商正准备利用锂化学品，锂化学品用于电动汽车电池和电网规模的储能。</blockquote> “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.”<blockquote>“副董事长王晓申在接受采访时说：”该行业发展迅速，我们对锂的消费量有着非常乐观的预测。“我不能排除锂价反弹至2018年水平的可能性。”</blockquote> 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.<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业务，导致金属价格暴跌。</blockquote> 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.<blockquote>在这种抛售的情况下，业界停止开发新项目，这意味着锂市场在短期内将趋紧，王说，复苏的扩张和新业务需要时间来提供新的供应。他说，这可能会导致今年年底或 2022 年出现赤字。</blockquote> 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.<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。“我们将加大锂资源勘探力度，以满足市场需求，”王说。</blockquote> 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.<blockquote>总部位于江西的赣锋本月通过股票配售筹集了 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> Shares in Hong Kong climbed more than 3% and are up 25% this year.<blockquote>香港股市今年上涨超过 3%，上涨了 25%。</blockquote> 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.<blockquote>电动汽车销售的加速和政府旨在鼓励采用绿色能源的刺激计划都为锂的积极前景增添了光彩。据彭博新能源财经称，到 2030 年，锂离子电池的需求预计将增长十倍。</blockquote> “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.<blockquote>“上海金属市场分析师刘晓义说：”到今年年底，锂化学品的价格仍有上涨空间，电动汽车电池和储能的需求仍然强劲。</blockquote> 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.<blockquote>摩根士丹利表示，中国现货价格高企反映出供应紧张、需求强劲和库存低。该银行在一份报告中表示，小型加工厂的原材料已经耗尽，价格上涨可能会导致澳大利亚下半年逐步重启采矿业。</blockquote> 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.<blockquote>王说，尽管如此，该行业仍有重蹈 2018 年暴跌的风险。他在周一接受采访时表示，如果矿商过快启动供应项目，或者电动汽车销售步伐放缓，价格可能会回落。</blockquote> 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.<blockquote>BNEF分析师夸西-安波福（Kwasi Ampofo）和彭旭（Peng Xu）在本月的一份报告中表示，虽然未来两年锂市场仍将紧张，但除此之外，“锂生产商需要以可持续的方式管理供应增长，以避免再次出现2018年发生的价格暴跌”。</blockquote> 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.<blockquote>从长远来看，通过电池回收回收锂等金属也将影响市场。王表示，赣锋目前在中国拥有每年可处理约6.5万吨废旧电池的回收设施，并正在考虑在海外建设工厂。</blockquote> 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.<blockquote>他说，在电动汽车行业更加发达和电池组数量增加之前（通常一辆汽车至少可以使用八年），它很可能仍然是一个小的供应来源，2040 年后可能只占锂市场的 10% 到 15% 左右。</blockquote> “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.”<blockquote>“我们有客户和汽车制造商询问从退役电池中回收碳酸锂或氢氧化锂的供应情况，”王说。“只是目前可供回收的电池仍然相对较少。”</blockquote>","source":"lsy1612507957220","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>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></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: 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\nBloomberg2021-06-25 14:27\n\n</h4>\n</header>\n<article>\n(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.<blockquote>(彭博社）--锂供应商赣锋锂业公司（Ganfeng Lithium Co.）正在扩大收购热潮，该公司表示，电池金属市场的收紧有可能将价格推回历史新高。</blockquote> 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.<blockquote>随着市场从 9 月份结束的两年多低迷中延续反弹，全球第三大锂化学品生产商正准备利用锂化学品，锂化学品用于电动汽车电池和电网规模的储能。</blockquote> “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.”<blockquote>“副董事长王晓申在接受采访时说：”该行业发展迅速，我们对锂的消费量有着非常乐观的预测。“我不能排除锂价反弹至2018年水平的可能性。”</blockquote> 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.<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业务，导致金属价格暴跌。</blockquote> 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.<blockquote>在这种抛售的情况下，业界停止开发新项目，这意味着锂市场在短期内将趋紧，王说，复苏的扩张和新业务需要时间来提供新的供应。他说，这可能会导致今年年底或 2022 年出现赤字。</blockquote> 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.<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。“我们将加大锂资源勘探力度，以满足市场需求，”王说。</blockquote> 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.<blockquote>总部位于江西的赣锋本月通过股票配售筹集了 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> Shares in Hong Kong climbed more than 3% and are up 25% this year.<blockquote>香港股市今年上涨超过 3%，上涨了 25%。</blockquote> 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.<blockquote>电动汽车销售的加速和政府旨在鼓励采用绿色能源的刺激计划都为锂的积极前景增添了光彩。据彭博新能源财经称，到 2030 年，锂离子电池的需求预计将增长十倍。</blockquote> “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.<blockquote>“上海金属市场分析师刘晓义说：”到今年年底，锂化学品的价格仍有上涨空间，电动汽车电池和储能的需求仍然强劲。</blockquote> 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.<blockquote>摩根士丹利表示，中国现货价格高企反映出供应紧张、需求强劲和库存低。该银行在一份报告中表示，小型加工厂的原材料已经耗尽，价格上涨可能会导致澳大利亚下半年逐步重启采矿业。</blockquote> 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.<blockquote>王说，尽管如此，该行业仍有重蹈 2018 年暴跌的风险。他在周一接受采访时表示，如果矿商过快启动供应项目，或者电动汽车销售步伐放缓，价格可能会回落。</blockquote> 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.<blockquote>BNEF分析师夸西-安波福（Kwasi Ampofo）和彭旭（Peng Xu）在本月的一份报告中表示，虽然未来两年锂市场仍将紧张，但除此之外，“锂生产商需要以可持续的方式管理供应增长，以避免再次出现2018年发生的价格暴跌”。</blockquote> 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.<blockquote>从长远来看，通过电池回收回收锂等金属也将影响市场。王表示，赣锋目前在中国拥有每年可处理约6.5万吨废旧电池的回收设施，并正在考虑在海外建设工厂。</blockquote> 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.<blockquote>他说，在电动汽车行业更加发达和电池组数量增加之前（通常一辆汽车至少可以使用八年），它很可能仍然是一个小的供应来源，2040 年后可能只占锂市场的 10% 到 15% 左右。</blockquote> “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.”<blockquote>“我们有客户和汽车制造商询问从退役电池中回收碳酸锂或氢氧化锂的供应情况，”王说。“只是目前可供回收的电池仍然相对较少。”</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://finance.yahoo.com/news/china-giant-ganfeng-says-lithium-210000456.html\">Bloomberg</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\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":778,"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":15,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/122134747"}