IEA: there will be a 50% lithium demand gap in the world by 2030 | the "core shortage" affects Tesla's production.

[Tianqi Lithium Industry: the first phase of the 24000 tons of battery-grade lithium hydroxide project is in the commissioning stage] Tianqi Lithium Industry issued a stock price change announcement. The first phase of the company's "24000 tons of battery-grade lithium hydroxide project" built in Quinana, Australia, is stepping up the progress of commissioning as planned. At present, public works, rotary kilns and acidizing kilns in the fire zone have been completed. The commissioning of the pressing section, purification and impurity removal and evaporation crystallization process section in the wet zone aims to achieve full completion and operation of the project by the end of 2021, enter the production capacity climbing stage, and strive to reach the design capacity by the fourth quarter of 2022. At present, the project is still in the commissioning stage, and the time when the project will be put into production is still uncertain. after reaching the relevant standards, the company will fulfill the obligation of information disclosure in time in accordance with the relevant provisions.

[nearly 60% of the global lithium resources will have a 50% lithium demand gap in the lithium triangle] at present, the biggest application scenario of lithium is the power battery of new energy vehicles, which is one of the core resources of the global carbon neutral layout. The huge market prospect makes lithium resources become the goal of fierce pursuit by all parties of interest. Data show that by 2020, nearly 60% of the world's proven lithium reserves are in Argentina, Chile and Bolivia, so these areas are called the "lithium triangle". The latest data from the International Energy Agency show that by 2030, only relying on existing and under construction lithium production projects, there will be a global lithium demand gap of about 50%.

[CICC: lithium supply and demand is expected to gradually become tense in 2021-2025] China International Capital Corporation pointed out that under the trend of global automobile electrification, we expect global lithium demand to increase from 430000 tons in 2021 to 1.54 million tons in 2025. LCE,CAGR is 38% LCE,CAGR 2021-2025 lithium supply and demand is expected to gradually become tight. Salt lake resources have the advantages of large reserves and low cost of lithium extraction, which is of great significance to ensure the global supply of lithium resources. For China, the degree of external dependence on domestic lithium resources reached 74% in 2020, while salt lake lithium reserves accounted for 79% of domestic lithium resources. Under the background of countries around the world building a closed loop of lithium power industry, the development of salt lakes is of high strategic significance to ensure the safety of domestic lithium resources supply.

[Bo Liwei: plans to invest 3 billion yuan to expand the capacity of lithium battery and energy storage battery] Boliwei announcement that in order to further expand the production capacity of lithium cell and energy storage battery, the company plans to sign an investment agreement with the people's Government of Wangniudun Town, Dongguan City. the total investment is about 3 billion yuan, and the annual output value is not less than 20 million yuan per mu (annual output value is about 2.4 billion yuan). The name of the investment target is "Bolie Lithium Battery and Energy Storage Battery R & D and production headquarters Project".

[Skyline shares: subsidiary signs investment letter of intent to expand the production capacity of new energy materials] announcement of Skyline shares on August 20, wholly-owned subsidiary Jiangsu Xintai Materials Technology Co., Ltd. (referred to as "Xintai Materials") recently signed a "letter of intent for Project Investment" with Jiangsu Changshu New Materials Industry Park and Jiangsu Ruitai New Energy Materials Co., Ltd. (referred to as "Ruitai New Materials"). Xintai Materials and Ruitai New Materials plan to jointly invest in setting up a new company in the industrial park to invest in the production and sales project of lithium salt materials such as lithium hexafluorophosphate and calcium chloride with an annual output of 30000 tons, with an estimated total investment of 3 billion yuan and a total planned land of about 203mu.

[the "core shortage" affects Tesla's production] Tesla CEO Musk said that Tesla's production was affected by the supply of Renesas and Bosch's two automotive chip suppliers. Data released by the bus Association recently show.