Chile's Lithium Carbonate Exports Declined Slightly in December 2024 but Rose Sharply YoY

๊ฒŒ์‹œ๋จ: Jan 7, 2025 09:03

[In December 2024, Chile's Lithium Carbonate Exports Reached Approximately 20,000 mt, Down 3% MoM]

According to Chilean customs data, in December 2024, Chile's lithium carbonate exports reached approximately 20,000 mt, down 3% MoM, up 56% YoY. Among them, exports to China were 13,400 mt (down 21% MoM, up 54% YoY); exports to South Korea were 2,655 mt (up 2.5% MoM, up 68% YoY); exports to Japan were 3,000 mt, with significant increases both MoM and YoY. For the full year of 2024, Chile exported a total of 241,000 mt of lithium carbonate, up 23.7% YoY. Among them, exports to China totaled 192,000 mt, up 43.8% YoY.

๋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
ํ•œ์Šค ๋ ˆ์ด์ €, ์ƒ๋ฐ˜๊ธฐ ๋ฆฌํŠฌ ๋ฐฐํ„ฐ๋ฆฌ ์žฅ๋น„ ๋งค์ถœ 45% ์ฆ๊ฐ€ ๋ณด๊ณ 
8์‹œ๊ฐ„ ์ „
ํ•œ์Šค ๋ ˆ์ด์ €, ์ƒ๋ฐ˜๊ธฐ ๋ฆฌํŠฌ ๋ฐฐํ„ฐ๋ฆฌ ์žฅ๋น„ ๋งค์ถœ 45% ์ฆ๊ฐ€ ๋ณด๊ณ 
๋” ๋ณด๊ธฐ
ํ•œ์Šค ๋ ˆ์ด์ €, ์ƒ๋ฐ˜๊ธฐ ๋ฆฌํŠฌ ๋ฐฐํ„ฐ๋ฆฌ ์žฅ๋น„ ๋งค์ถœ 45% ์ฆ๊ฐ€ ๋ณด๊ณ 
ํ•œ์Šค ๋ ˆ์ด์ €, ์ƒ๋ฐ˜๊ธฐ ๋ฆฌํŠฌ ๋ฐฐํ„ฐ๋ฆฌ ์žฅ๋น„ ๋งค์ถœ 45% ์ฆ๊ฐ€ ๋ณด๊ณ 
Han's Laser๋Š” 2026๋…„ ์ƒ๋ฐ˜๊ธฐ ์ˆœ์ด์ต์ด ์ „๋…„ ๋™๊ธฐ ๋Œ€๋น„ 156%~177% ์ฆ๊ฐ€ํ•  ๊ฒƒ์œผ๋กœ ์˜ˆ์ƒํ•œ๋‹ค๊ณ  ๋ฐํ˜”๋‹ค. ํšŒ์‚ฌ ์ธก์€ ์ฃผ์š” ๊ณ ๊ฐ์‚ฌ์˜ ์ƒ์‚ฐ ๋Šฅ๋ ฅ ํ™•๋Œ€์™€ ํ•ด์™ธ ํ˜„์ง€ ์ƒ์‚ฐ ๋ผ์ธ ์ˆ˜์š”์— ํž˜์ž…์–ด ์ƒ๋ฐ˜๊ธฐ ๋ฆฌํŠฌ ๋ฐฐํ„ฐ๋ฆฌ ์žฅ๋น„ ์‚ฌ์—… ๋งค์ถœ์ด ์•ฝ 45% ์ฆ๊ฐ€ํ–ˆ๋‹ค๊ณ  ์ „ํ–ˆ๋‹ค.
8์‹œ๊ฐ„ ์ „
์ฆˆ์ง„ ๋งˆ์ด๋‹, ๋งˆ๋…ธ๋…ธ ๊ด‘์‚ฐ ์˜ˆ์ •๋ณด๋‹ค ์•ž์„œ ๊ฐ€๋™๋˜๋ฉฐ ๋ฆฌํŠฌ ํ”„๋กœ์ ํŠธ ๊ฐ€์†ํ™”
8์‹œ๊ฐ„ ์ „
์ฆˆ์ง„ ๋งˆ์ด๋‹, ๋งˆ๋…ธ๋…ธ ๊ด‘์‚ฐ ์˜ˆ์ •๋ณด๋‹ค ์•ž์„œ ๊ฐ€๋™๋˜๋ฉฐ ๋ฆฌํŠฌ ํ”„๋กœ์ ํŠธ ๊ฐ€์†ํ™”
๋” ๋ณด๊ธฐ
์ฆˆ์ง„ ๋งˆ์ด๋‹, ๋งˆ๋…ธ๋…ธ ๊ด‘์‚ฐ ์˜ˆ์ •๋ณด๋‹ค ์•ž์„œ ๊ฐ€๋™๋˜๋ฉฐ ๋ฆฌํŠฌ ํ”„๋กœ์ ํŠธ ๊ฐ€์†ํ™”
์ฆˆ์ง„ ๋งˆ์ด๋‹, ๋งˆ๋…ธ๋…ธ ๊ด‘์‚ฐ ์˜ˆ์ •๋ณด๋‹ค ์•ž์„œ ๊ฐ€๋™๋˜๋ฉฐ ๋ฆฌํŠฌ ํ”„๋กœ์ ํŠธ ๊ฐ€์†ํ™”
์ฏ”์ง„๊ด‘์—…์€ ๋ฆฌํŠฌ ์‚ฌ์—…์ด ์ˆœ์กฐ๋กญ๊ฒŒ ์ง„ํ–‰๋˜๊ณ  ์žˆ์œผ๋ฉฐ, ์ฝฉ๊ณ ๋ฏผ์ฃผ๊ณตํ™”๊ตญ์˜ ๋งˆ๋…ธ๋…ธ ๋ฆฌํŠฌ ํ”„๋กœ์ ํŠธ๊ฐ€ 2026๋…„ 5์›” ์ค‘์•ก์„ ๋ณ„ ์ž‘์—…์„ ์˜ˆ์ •๋ณด๋‹ค ์•ฝ ํ•œ ๋‹ฌ ์•ž๋‹น๊ฒจ ์‹œ์ž‘ํ•œ๋‹ค๊ณ  ๋ฐํ˜”๋‹ค. 1๋‹จ๊ณ„ ์ •์ œ ํ”„๋กœ์ ํŠธ๋Š” 2026๋…„ 12์›”๊นŒ์ง€ ์™„๋ฃŒ๋  ์˜ˆ์ •์ด๋ฉฐ, 3Q ์—ผํ˜ธ, ๋ผ๊ถˆ์ถฐ ์—ผํ˜ธ, ์ƒน์œ„์•ˆ ๊ฒฝ์•”ํ˜• ๋ฆฌํŠฌ ํ”„๋กœ์ ํŠธ๋“ค์€ ์ƒ์‚ฐ ํ™•๋Œ€๋ฅผ ์ง€์†ํ•˜๊ณ  ์žˆ๋‹ค.
8์‹œ๊ฐ„ ์ „
ํ‹ด์น˜ ๋จธํ‹ฐ๋ฆฌ์–ผ์Šค, ์ „ํ•ด์งˆ ์ถœํ•˜๋Ÿ‰ ๊ธ‰์ฆ์— ํž˜์ž…์–ด ์ƒ๋ฐ˜๊ธฐ ์ด์ต 9๋ฐฐ ์ด์ƒ ์ฆ๊ฐ€ ์ „๋ง
8์‹œ๊ฐ„ ์ „
ํ‹ด์น˜ ๋จธํ‹ฐ๋ฆฌ์–ผ์Šค, ์ „ํ•ด์งˆ ์ถœํ•˜๋Ÿ‰ ๊ธ‰์ฆ์— ํž˜์ž…์–ด ์ƒ๋ฐ˜๊ธฐ ์ด์ต 9๋ฐฐ ์ด์ƒ ์ฆ๊ฐ€ ์ „๋ง
๋” ๋ณด๊ธฐ
ํ‹ด์น˜ ๋จธํ‹ฐ๋ฆฌ์–ผ์Šค, ์ „ํ•ด์งˆ ์ถœํ•˜๋Ÿ‰ ๊ธ‰์ฆ์— ํž˜์ž…์–ด ์ƒ๋ฐ˜๊ธฐ ์ด์ต 9๋ฐฐ ์ด์ƒ ์ฆ๊ฐ€ ์ „๋ง
ํ‹ด์น˜ ๋จธํ‹ฐ๋ฆฌ์–ผ์Šค, ์ „ํ•ด์งˆ ์ถœํ•˜๋Ÿ‰ ๊ธ‰์ฆ์— ํž˜์ž…์–ด ์ƒ๋ฐ˜๊ธฐ ์ด์ต 9๋ฐฐ ์ด์ƒ ์ฆ๊ฐ€ ์ „๋ง
Tinci Materials๋Š” 2026๋…„ ์ƒ๋ฐ˜๊ธฐ ์ˆœ์ด์ต์ด 27์–ต~30์–ต ์œ„์•ˆ์œผ๋กœ ์ „๋…„ ๋Œ€๋น„ 908~1,020% ์ฆ๊ฐ€ํ•  ๊ฒƒ์œผ๋กœ ์˜ˆ์ƒํ•œ๋‹ค. ํšŒ์‚ฌ๋Š” ๋ฐฐํ„ฐ๋ฆฌ ์ „ํ•ด์งˆ ๋ฐ ๋ฆฌํŠฌ ํ—ฅ์‚ฌํ”Œ๋ฃจ์˜ค๋กœ์ธ์‚ฐ์—ผ(LiPFโ‚†)์— ๋Œ€ํ•œ ๊ฐ•ํ•œ ์ˆ˜์š”๊ฐ€ ํŒ๋งค ์„ฑ์žฅ์„ ๊ฒฌ์ธํ–ˆ์œผ๋ฉฐ, ์ˆ˜๊ธ‰ ๊ฐœ์„ ์ด ์ œํ’ˆ ๊ฐ€๊ฒฉ ์ƒ์Šน์„ ๋’ท๋ฐ›์นจํ–ˆ๋‹ค๊ณ  ๋ฐํ˜”๋‹ค. ์ƒ๋ฐ˜๊ธฐ ์ „ํ•ด์งˆ ์ถœํ•˜๋Ÿ‰์€ ์ „๋…„ ๋Œ€๋น„ 40% ์ด์ƒ ์ฆ๊ฐ€ํ–ˆ์œผ๋ฉฐ, ์ „ํ•ด์งˆ๊ณผ LiPFโ‚† ๊ฐ€๋™๋ฅ ์€ ์™„์ „ ๊ฐ€๋™์— ๊ทผ์ ‘ํ–ˆ๋‹ค. ํšŒ์‚ฌ๋Š” ์ฆ๊ฐ€ํ•˜๋Š” ํ•˜๋ฅ˜ ์ˆ˜์š”๋ฅผ ์ถฉ์กฑํ•˜๊ธฐ ์œ„ํ•ด ์ฃผ์žฅ๊ณผ ํ‘ธ๋”ฉ ์ƒ์‚ฐ ๊ธฐ์ง€์—์„œ ์ „ํ•ด์งˆ ์ƒ์‚ฐ ๋Šฅ๋ ฅ์„ ์ง€์† ํ™•๋Œ€ํ•  ์˜ˆ์ •์ด๋‹ค.
8์‹œ๊ฐ„ ์ „