Lithium Carbonate Prices May Rise as Demand-Driven Supply Deficit Extends in August

๊ฒŒ์‹œ๋จ: Aug 11, 2022 16:48
์ถœ์ฒ˜: SMM
SHANGHAI, Aug 11 (SMM) - Lithium carbonate supply deficit recorded 1,361 mt in July compared with a supply surplus in June. Domestic lithium carbonate output stood at 30,319 mt in July, down 4% MoM.

๋ฐ์ดํ„ฐ ์ถœ์ฒ˜ ์„ค๋ช…: ๊ณต๊ฐœ ์ •๋ณด๋ฅผ ์ œ์™ธํ•œ ๋ชจ๋“  ๋ฐ์ดํ„ฐ๋Š” SMM์ด ๊ณต๊ฐœ ์ •๋ณด, ์‹œ์žฅ ์ปค๋ฎค๋‹ˆ์ผ€์ด์…˜ ๋ฐ SMM ๋‚ด๋ถ€ ๋ฐ์ดํ„ฐ๋ฒ ์ด์Šค ๋ชจ๋ธ์„ ๊ธฐ๋ฐ˜์œผ๋กœ ๊ฐ€๊ณตํ•œ ๊ฒƒ์ž…๋‹ˆ๋‹ค. ๋ณธ ์ž๋ฃŒ๋Š” ์ฐธ๊ณ ์šฉ์ด๋ฉฐ ์˜์‚ฌ๊ฒฐ์ • ๊ถŒ๊ณ ๋ฅผ ๊ตฌ์„ฑํ•˜์ง€ ์•Š์Šต๋‹ˆ๋‹ค.

๋ฌธ์˜ ์‚ฌํ•ญ์ด ์žˆ๊ฑฐ๋‚˜ ์ž์„ธํ•œ ์ •๋ณด๋ฅผ ์›ํ•˜์‹œ๋ฉด ์•„๋ž˜๋กœ ์—ฐ๋ฝํ•ด ์ฃผ์‹œ๊ธฐ ๋ฐ”๋ž๋‹ˆ๋‹ค: lemonzhao@smm.cn
๋ฆฌ์„œ์น˜ ๋ณด๊ณ ์„œ ์—ด๋žŒ ๋ฐฉ๋ฒ•์— ๋Œ€ํ•œ ์ž์„ธํ•œ ๋‚ด์šฉ์€ ์•„๋ž˜๋กœ ๋ฌธ์˜ํ•˜์‹œ๊ธฐ ๋ฐ”๋ž๋‹ˆ๋‹ค:service.en@smm.cn
๊ด€๋ จ ๋‰ด์Šค
ใ€SMM Analysisใ€‘Payables for Some Metals in NCM Settlements Adjusted Upward
1๋ถ„ ์ „
ใ€SMM Analysisใ€‘Payables for Some Metals in NCM Settlements Adjusted Upward
๋” ๋ณด๊ธฐ
ใ€SMM Analysisใ€‘Payables for Some Metals in NCM Settlements Adjusted Upward
ใ€SMM Analysisใ€‘Payables for Some Metals in NCM Settlements Adjusted Upward
1๋ถ„ ์ „
LG์—๋„ˆ์ง€์†”๋ฃจ์…˜, ๊ตฌ๊ธ€ ๋Œ€๊ทœ๋ชจ ํƒœ์–‘๊ด‘ยทESS ํ”„๋กœ์ ํŠธ์— ๋ฐฐํ„ฐ๋ฆฌ ๊ณต๊ธ‰
2์‹œ๊ฐ„ ์ „
LG์—๋„ˆ์ง€์†”๋ฃจ์…˜, ๊ตฌ๊ธ€ ๋Œ€๊ทœ๋ชจ ํƒœ์–‘๊ด‘ยทESS ํ”„๋กœ์ ํŠธ์— ๋ฐฐํ„ฐ๋ฆฌ ๊ณต๊ธ‰
๋” ๋ณด๊ธฐ
LG์—๋„ˆ์ง€์†”๋ฃจ์…˜, ๊ตฌ๊ธ€ ๋Œ€๊ทœ๋ชจ ํƒœ์–‘๊ด‘ยทESS ํ”„๋กœ์ ํŠธ์— ๋ฐฐํ„ฐ๋ฆฌ ๊ณต๊ธ‰
LG์—๋„ˆ์ง€์†”๋ฃจ์…˜, ๊ตฌ๊ธ€ ๋Œ€๊ทœ๋ชจ ํƒœ์–‘๊ด‘ยทESS ํ”„๋กœ์ ํŠธ์— ๋ฐฐํ„ฐ๋ฆฌ ๊ณต๊ธ‰
14์ผ ์—…๊ณ„์— ๋”ฐ๋ฅด๋ฉด ๊ตฌ๊ธ€๊ณผ ๋ฏธ๊ตญ ์žฌ์ƒ์—๋„ˆ์ง€ ๋…๋ฆฝ๋ฐœ์ „์‚ฌ์—…์ž ์‚ฌ์ดํ”„๋Ÿฌ์Šค ํฌ๋ฆญ ์—๋„ˆ์ง€(CCE)๋Š” 14์ผ(ํ˜„์ง€์‹œ๊ฐ„) ๋ฏธ๊ตญ์—์„œ ์Šคํ‹ธ๋ฆฌ๋ฒ„์—๋„ˆ์ง€์„ผํ„ฐ ํ”„๋กœ์ ํŠธ๋ฅผ ๊ฐœ๋ฐœํ•œ๋‹ค๊ณ  ๋ฐœํ‘œํ–ˆ๋‹ค. ์–‘์‚ฌ๋Š” 2029๋…„๊นŒ์ง€ ์ดˆ๊ธฐ 2GWh ๊ทœ๋ชจ์˜ ESS ์‹œ์Šคํ…œ์„ ๊ตฌ์ถ•ํ•˜๊ณ  ์ดํ›„ ์šฉ๋Ÿ‰์„ 2.9GWh๋กœ ํ™•์žฅํ•  ๊ณ„ํš์ด๋‹ค. ์ด ํ”„๋กœ์ ํŠธ์—๋Š” LG์—๋„ˆ์ง€์†”๋ฃจ์…˜์˜ ๋ฐฐํ„ฐ๋ฆฌ๊ฐ€ ์‚ฌ์šฉ๋  ์˜ˆ์ •์ด๋ฉฐ ์ˆ˜์ฃผ ๊ธˆ์•ก์€ ์ˆ˜์ฒœ์–ต ์›๋Œ€๋กœ ์ถ”์ •๋œ๋‹ค. LG์—๋„ˆ์ง€์†”๋ฃจ์…˜์€ ๋ถ๋ฏธ์—์„œ ์ƒ์‚ฐํ•œ LFP ๊ธฐ๋ฐ˜ ESS ์ œํ’ˆ์ธ JF2 DC Link๋ฅผ ๊ณต๊ธ‰ํ•œ๋‹ค.
2์‹œ๊ฐ„ ์ „
LGํ™”ํ•™, ํ† ์š”ํƒ€์— ์ง์ ‘ ์–‘๊ทน์žฌ ๊ณต๊ธ‰ ์‹œ์ž‘
2์‹œ๊ฐ„ ์ „
LGํ™”ํ•™, ํ† ์š”ํƒ€์— ์ง์ ‘ ์–‘๊ทน์žฌ ๊ณต๊ธ‰ ์‹œ์ž‘
๋” ๋ณด๊ธฐ
LGํ™”ํ•™, ํ† ์š”ํƒ€์— ์ง์ ‘ ์–‘๊ทน์žฌ ๊ณต๊ธ‰ ์‹œ์ž‘
LGํ™”ํ•™, ํ† ์š”ํƒ€์— ์ง์ ‘ ์–‘๊ทน์žฌ ๊ณต๊ธ‰ ์‹œ์ž‘
14์ผ ์—…๊ณ„ ์†Œ์‹ํ†ต์— ๋”ฐ๋ฅด๋ฉด LGํ™”ํ•™์€ 2๋ถ„๊ธฐ๋ถ€ํ„ฐ ๋„์š”ํƒ€ ์ž๋™์ฐจ ์—”์ง€๋‹ˆ์–ด๋ง ๋ฐ ์ œ์กฐ ๋ถ๋ฏธ๋ฒ•์ธ(TEMA)์— ๋ฐฐํ„ฐ๋ฆฌ ์–‘๊ทน์žฌ๋ฅผ ๊ณต๊ธ‰ํ•ด ์™”๋‹ค. ๊ณต๊ธ‰ ๋ฌผ๋Ÿ‰๋„ ์ ์ฐจ ๋Š˜๊ณ  ์žˆ๋‹ค. ์–‘์‚ฌ๋Š” 2023๋…„ 10์›” 2์กฐ 8600์–ต ์› ๊ทœ๋ชจ์˜ ์–‘๊ทน์žฌ ๊ณต๊ธ‰ ๊ณ„์•ฝ์„ ์ฒด๊ฒฐํ–ˆ์œผ๋ฉฐ, ๊ณ„์•ฝ ๊ธฐ๊ฐ„์€ 2030๋…„ 12์›”๊นŒ์ง€๋‹ค.
2์‹œ๊ฐ„ ์ „