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Post by pling on Jan 29, 2016 17:04:36 GMT
Fra prnewswire.com 26. januar 2016Global and China Lithium Carbonate Industry Report, 2016-2020- Global lithium carbonate output increased by 12.3% year on year to 202,800 tons in 2015 and is expected to arrive at 244,200 tons in 2016, 288,900 tons in 2017, and 341,000 tons in 2018, a rise of 20.4%, 18.3%, and 18.4% from a year ago, respectively. - The booming sales of new energy vehicles worldwide will boost lithium carbonate consumption significantly. According to estimates, every 100,000 new energy vehicles (electric bus (40%), electric sedan (20%), hybrid bus (25%), and hybrid sedan (15%)) will create a demand of 5,000 tons to 8,000 tons of battery-grade lithium carbonate, about a rise of 5%-8% in global demand for battery-grade lithium carbonate. - The price of lithium carbonate in China has been going straight up since Oct 2015 with that of industrial-grade and battery-grade lithium carbonate rising substantially (to RMB120,000/t and RMB150,000/t in Jan 2016, respectively, when battery-grade lithium hydroxide was quoted at RMB140,000/t, compared with the bottom price of lithium carbonate standing at RMB50,000/t). It is expected that global demand for lithium carbonate will outpace supply during 2016-2017, leading to a continued price rise during this period. As new lithium carbonate capacities are gradually released after 2017, the price will tend to stabilize.
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Post by pling on Jan 29, 2016 18:45:05 GMT
Spotprisene for lithium er ca. 3-doblet i løpet av de siste 6 månedene. Oppnår man 50% økning i kontraktsprisene vil inntjeningstiden kortes ned med mer enn 50%. Keliber bør spille kortene riktig, dvs. fort for kineserne alene har planer om å produsere like mange el.biler hvert år, som det finnes totalt i verden pr. idag, dvs. 1 mill. el.biler pr. år frem til 2020. Ser ikke ut til at nedturen kommer med det første
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