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锂电池价格剧涨

锂电池价格剧涨 Shanghai London Connect沪伦通
2022-04-22
1
导读:Tesla或将开始采锂计划

世界上最大的电池储能系统之一,由特斯拉的公用事业规模的 Megapack 电池供电,去年在澳大利亚维多利亚州开始运行。基于锂离子电池的大型储能系统有可能防止停电,并让公用事业公司存储和使用更多来自可再生间歇性能源(如太阳能或风能)产生的能源。除了避免停电的情况再一次在澳洲发生,让国家更多地利用可再生能源。

One of the world’s largest battery-based energy storage systems, powered by Tesla’s utility-scale Megapack batteries, began operating in the Australian state of Victoria last year. Large energy storage systems based on lithium-ion batteries have the potential to prevent blackouts and let utilities store and use more energy generated from renewable but intermittent sources, like solar or wind. This act can be avoiding blackouts and make greater use of renewable energy.

 图片来源:InsideEVs

俄罗斯乌克兰的战争开始之后,锂也成为了动荡的商品市场的其中一个商品。甚至在战前,大流行疫情引发的供应链困境,原材料价格随着需求激增而上涨,供应也已经受阻。Benchmark Mineral Intelligence 调研得出全球锂价格指数在过去一年飙升了近 490%。中国对锂价格的升高也深深担忧,尽力阻止其价格暴涨。

Lithium has joined the turmoil gripping commodities in the wake of Russia’s war on Ukraine. Even before the war, prices of raw materials rallied with demand surging and supplies choked up due to pandemic-triggered supply chain woes. An index of global lithium prices compiled by Benchmark Mineral Intelligence has surged almost 490% in the past year. 

 图片来源:Not a Tesla app

锂是电动汽车电池的关键组成部分,因此汽车制造商正在竞相确保供应,预计在全球推动交通电气化的过程中需求会激增。在特斯拉公司提出开采锂的计划近两年后,其首席执行官埃隆马斯克暗示,由于电池技术关键金属的成本飙升,他们可能将会正式开始这个计划。Tesla也警告美国政府,他们将很快面临这个战略性矿产的短缺。

Lithium is a key component in electric vehicle batteries and so automakers are racing to secure supplies, expecting a surge in demand amid a global push for the electrification of transportation. Nearly two years after Tesla Inc. outlined a plan to dig for lithium, its chief Elon Musk signaled that the electric car giant might start doing so, due to skyrocketing cost of the metal key to battery technology.

Elon Musk上周在twitter表示:锂元素本身并不缺乏,地球上几乎无处不在,但提炼的速度很慢。

- Elon Musk (@elonmusk)  2022 年 4 月 8 日
There is no shortage of the element itself, as lithium is almost everywhere on Earth, but pace of extraction/refinement is slow.— Elon Musk (@elonmusk) April 8, 2022




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