Yibin Tianyi Lithium Science and Technology Co., Ltd., a holding subsidiary of Suzhou Tianhua Chaojing Technology Co., Ltd., signed an off-take agreement with Dathcom and AVZ. Tianyi Lithium intends to purchase spodumene concentrate from Dathcom, and Dathcom appoints AVZ as the sales agent for Dathcom to exercise the seller's rights and perform the seller's obligations under the agreement.
It is reported that the initial purchase period of this agreement is 3 years, and the buyer can choose to extend it for another 2 years after it expires. At present, Tianyi Lithium Industry has agreed to buy 200000 (±12.5%) dry metric tons of spodumene concentrate each year.
According to public data, Tianyi Lithium Industry was founded in 2018 by three listed companies, Ningde Times, Tianhua Chaojing and Tianyuan Group. The company is mainly engaged in the production and sales of battery-grade lithium hydroxide, as well as the processing, production and sales of other lithium products such as battery-grade lithium carbonate and industrial-grade lithium carbonate.
The purpose of this procurement is to ensure the long-term and stable supply of upstream high-quality lithium concentrate resources to meet the later production expansion demand of Tianyi lithium industry.
Recently, with the rapid development of the lithium industry, a number of large enterprises have focused on the layout of lithium plate business. On March 26, Azure Lithium Core plans to invest in Tianpeng Lithium Energy industrialization Project in Huaian Qinghe Economic Development Zone to build a high-efficiency new lithium-ion battery industrialization project. Penghui Energy plans to jointly fund the R & D, production and sales of Sichuan Yingda's main lithium iron phosphate precursor with Sichuan Lithium Source. Lanke Lithium announced on March 29 that its expansion of 20,000 tons of battery-grade lithium carbonate project has completed 85% formal test run in April 2021. All these are enough to show the vigorous and upward development trend of the lithium plate today.
SMM's previous research data show that the recent prices of lithium carbonate and lithium hydroxide have gone up. As for lithium carbonate, the external quotation of large smelters is about 9-93000 yuan / ton, and the output at the supply side has increased, but it is partial to the increment of industrial carbon, and the electric carbon market is still tight. At present, 90% of the output of large-scale smelters is export-oriented, some superimposed manufacturers are short of ore, there are fewer enterprises supplying electricity and hydrogen in the spot market, and the quotations of a large number of enterprises for coarse-grained battery-grade lithium hydroxide have risen to 80,000 yuan per ton, and the actual transaction price has increased. "View details
For the future trend of lithium prices, SMM predicts: due to the shortage of spodumene concentrate from manufacturers in Sichuan, some production is reduced, the supply of electric carbon is relatively reduced, downstream procurement is still difficult, the price is slightly upward. "View details
SMM data show that as of March 29th, battery-grade lithium hydroxide was quoted at 71000,73000 yuan / ton, with an average price of 72000 yuan / ton, up 1000 yuan / ton from yesterday.
"Click to view the spot price of SMM metal
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