[4.22Lithium Express] it is reported that Tesla's German factory will not be able to start production on schedule in July * it is reported that the Biden government is preparing for stricter regulation of the automobile industry.

Telah Terbit: Apr 22, 2021 10:17

[new Zeus: plans to invest in Tianjin New Zebang Semiconductor Chemicals and Lithium Battery Materials Project] New Zebang announcement that the company intends to invest in Tianjin New Zebang Semiconductor Chemicals and Lithium Battery Materials Project in Tianjin Nangang Industrial Park with a wholly-owned subsidiary Tianjin New Zebang New Materials Co., Ltd. (tentative name, subject to industrial and commercial registration, "Tianjin New Zebang") as the main body of the project. The total investment of the project is expected to be about 650 million yuan, which is divided into two phases, with an investment of about 450 million yuan in the first phase and a construction period of 2.5 years. The investment of the second phase is about 200 million yuan, and the second phase of the project will be launched in time according to the market demand.

[Citic Securities: looking at the application of hydrogen storage energy in the medium to long term, it is expected to accelerate and improve the supply chain of hydrogen energy utilization equipment such as fuel cells] CITIC Securities pointed out that the National Development and Reform Commission and the Energy Administration issued the "guidance on accelerating the Development of New Energy Storage (draft for soliciting opinions)", defining the installation target and main position, which is expected to solve the lack of market position and supporting policies of the main body of energy storage, and open a new stage of marketization. Energy storage equipment suppliers (lithium batteries, inverters, etc.) and integrated energy service providers are the first to benefit. In the medium and long term, the application of hydrogen energy storage is expected to accelerate, and the cost of green hydrogen is expected to decrease, which is beneficial to the supply chain of hydrogen energy utilization equipment such as fuel cells.

[it is reported that Tesla's German factory will not be able to start production on schedule in July] it is reported that the start-up date of Tesla's German factory may be greatly delayed. Tesla announced plans to build a new plant in Glenn Hyde in Brandenburg, eastern Germany, in November to meet the fast-growing demand for electric cars in Europe. According to Tesla's plan, the plant will be operational by July 1 this year and start producing ModelY, a cross-border electric car. However, due to environmental protection and other problems, Tesla's factory construction process is very slow. According to the latest news, Tesla also needs to release more documents related to the construction of the factory and wait for the approval of the relevant departments. To this end, Tesla's German factory may not be able to start production before July as expected.

Daimler will cut more than 18000 working hours due to global chip shortages. Daimler will cut as many as 18500 employees' working hours as semiconductor chip shortages hit global car production, Daimler said on Wednesday local time. and temporarily suspend production at two factories in Germany.

[it is reported that the Biden administration is preparing for stricter regulation of the auto industry.] the Biden administration is taking action to end a legal battle with California over the state's power to regulate vehicle emissions, according to people familiar with the plans. prepare for stricter regulation of the auto industry. Us government officials could announce their first step as early as Friday, according to people familiar with the matter.

[Australian lithium miner Pilbara Minerals: lithium concentrate spodumene will be in a "relative shortage". Australian lithium miner Pilbara Minerals said on April 21 that lithium concentrate spodumene is in a "relative shortage" with the increase of raw materials used in electric car batteries.

Pernyataan Sumber Data: Kecuali informasi yang tersedia untuk publik, semua data lainnya diproses oleh SMM berdasarkan informasi publik, komunikasi pasar, dan mengandalkan model database internal SMM. Hanya untuk referensi dan tidak menjadi rekomendasi pengambilan keputusan.

Untuk pertanyaan atau informasi lebih lanjut, silakan hubungi: lemonzhao@smm.cn
Untuk informasi lebih lanjut tentang cara mengakses laporan penelitian kami, hubungi:service.en@smm.cn
Berita Terkait
[SMM Analysis] Europe Seeks Lithium Supply Chain Independence, Yet Its Projects Attract Asian Investors
4 menit yang lalu
[SMM Analysis] Europe Seeks Lithium Supply Chain Independence, Yet Its Projects Attract Asian Investors
Baca Selengkapnya
[SMM Analysis] Europe Seeks Lithium Supply Chain Independence, Yet Its Projects Attract Asian Investors
[SMM Analysis] Europe Seeks Lithium Supply Chain Independence, Yet Its Projects Attract Asian Investors
4 menit yang lalu
Proyek Tembaga-Emas-Kobalt Farellon di Chili Menyelesaikan Pengiriman Bijih Pertama, Memulai Produksi Skala Kecil
1 jam yang lalu
Proyek Tembaga-Emas-Kobalt Farellon di Chili Menyelesaikan Pengiriman Bijih Pertama, Memulai Produksi Skala Kecil
Baca Selengkapnya
Proyek Tembaga-Emas-Kobalt Farellon di Chili Menyelesaikan Pengiriman Bijih Pertama, Memulai Produksi Skala Kecil
Proyek Tembaga-Emas-Kobalt Farellon di Chili Menyelesaikan Pengiriman Bijih Pertama, Memulai Produksi Skala Kecil
Menurut Red Metal Resources pada 3 September, proyek Farellon, bagian dari properti tembaga-emas-kobalt Carrizal milik perusahaan di dekat Vallenar, Chili, telah menyelesaikan pengiriman pertama bijih tembaga sulfida, menandai transisi proyek dari tahap pengembangan ke penjualan bijih aktual dan produksi skala kecil. Penyewa dan operator proyek, Minera KMT, mengangkut batch bijih pertama ke fasilitas pemrosesan Vallenar yang dioperasikan oleh perusahaan pertambangan milik negara Chili, ENAMI, pada 20 dan 21 Agustus. Tonggak ini tercapai hanya sekitar tiga bulan setelah para pihak menandatangani perjanjian pertambangan pada bulan Mei, sekitar empat bulan lebih cepat dari jadwal pengembangan awal tujuh bulan. Farellon adalah bagian penting dari properti tembaga-emas-kobalt Carrizal. Pengiriman bijih pertama diharapkan menghasilkan pendapatan royalti bagi Red Metal dan menjadi dasar untuk perluasan lebih lanjut aktivitas penambangan dan pemrosesan. Perusahaan belum mengungkapkan kadar kobalt spesifik, output kobalt, atau tingkat pemulihan untuk bijih yang dikirim. Namun, langkah proyek menuju produksi dan penjualan aktual merupakan perkembangan baru dalam jalur sumber daya kobalt Chili di luar Afrika.
1 jam yang lalu
[SMM Ringkasan Rapat Pagi Kobalt-Litium] Bahan Kimia Litium Konsolidasi dan Divergen, Tarik-Menarik Pasokan-Permintaan Rantai Industri Meningkat
1 jam yang lalu
[SMM Ringkasan Rapat Pagi Kobalt-Litium] Bahan Kimia Litium Konsolidasi dan Divergen, Tarik-Menarik Pasokan-Permintaan Rantai Industri Meningkat
Baca Selengkapnya
[SMM Ringkasan Rapat Pagi Kobalt-Litium] Bahan Kimia Litium Konsolidasi dan Divergen, Tarik-Menarik Pasokan-Permintaan Rantai Industri Meningkat
[SMM Ringkasan Rapat Pagi Kobalt-Litium] Bahan Kimia Litium Konsolidasi dan Divergen, Tarik-Menarik Pasokan-Permintaan Rantai Industri Meningkat
Rantai industri baterai litium melanjutkan tren divergennya minggu ini. Bijih litium spot kadar tinggi yang tersedia di pasar dan pengiriman bulan dekat tetap ketat, dengan lelang harga tinggi dan penimbunan oleh pedagang memperkuat dukungan di sisi pertambangan. Litium karbonat spot naik sebelum terkoreksi, dengan kontrak 2701 mundur dari di atas 160.000 yuan/mt ke sekitar 150.000 yuan/mt. Pasokan September diperkirakan naik sekitar 11% MoM, dengan pembelian saat harga turun oleh hilir aktif tetapi mengejar harga tinggi secara hati-hati. Perdagangan litium hidroksida tipis, dengan harga berada dalam kebuntuan di dekat 142.000 yuan/mt. Harga garam nikel dan prekursor katoda terner berada di bawah tekanan, dan jadwal produksi bahan katoda terner Tiongkok untuk September direvisi turun, meskipun pesanan nikel tinggi luar negeri tetap kuat. LFP didukung oleh kenaikan biaya bahan baku dan pesanan yang kuat, dengan harga rata-rata naik ke 58.355 yuan/mt; besi fosfat terus naik tipis. Pasokan anoda dan separator ketat, dengan biaya dan jadwal produksi musim puncak memberikan dukungan; harga elektrolit naik tipis karena biaya pelarut dan lainnya yang lebih tinggi. Katoda baterai ion natrium mengalami kekurangan pasokan, sementara karbon keras mencatat volume lebih tinggi dan harga lebih rendah. Rantai industri secara keseluruhan telah memasuki fase tarik-menarik antara realisasi permintaan musim puncak dan pelepasan kapasitas baru.
1 jam yang lalu
[4.22Lithium Express] it is reported that Tesla's German factory will not be able to start production on schedule in July * it is reported that the Biden government is preparing for stricter regulation of the automobile industry. - Shanghai Metals Market (SMM)