[2.16 Lithium Express] Super large lithium ore resources discovered in the Himalayas | monthly data of power batteries released in January

According to the Institute of Geology and Geophysics of the Chinese Academy of Sciences, the scientific investigation and research team of the Qinghai-Tibet Plateau discovered super-large lithium deposits in the Qiongjiagang area of the Himalayas. The lithium deposit is considered to be "expected to become the third largest lithium deposit in China after Bailongshan in southern Xinjiang and methyl card in western Sichuan", and is "the first pegmatite lithium deposit with industrial value in the Himalayas". The relevant results are published in the Journal of Rock. Qin Kezhang, head of the scientific research team, said that the lithium oxide resources in the orebody can reach 1.0125 million tons, "this value is based on the conservatively estimated orebody volume and lithium oxide resource content." Qiongjiagang Lithium Mine has good mining conditions. " "View details

[Tesla signed a big lithium ore purchase order with Australian lithium miner to purchase 100000 dry metric tons of spodumene concentrate in the first year] Australian lithium miner Liontown Resources announced on Wednesday that it had signed a five-year agreement with Tesla to supply spodumene concentrate to the electric carmaker. Under the agreement, Tesla will purchase 100000 dry metric tons of (DMT) spodumene concentrate in the first year starting in 2024 and increase it to 150000 dry metric tons per year in subsequent years. Liontown will supply lithium ore from its Kathleen Valley lithium project in Western Australia, which is expected to begin commercial production in 2025. The supply to Tesla will account for about 1/3 of the project's annual capacity. A month earlier, Liontown signed a five-year lithium ore supply agreement with South Korea's LG Chem.

[total 16.2GWh of power batteries in China rose 86.9% in January compared with the same period last year] according to the China Automotive Power Battery Industry Innovation Alliance, in January 2022, the total number of power batteries installed in China totaled 16.2 GWH, up 86.9% from the same period last year and down 38.3% from the previous year, achieving a substantial increase over the same period last year. The loading capacity of ternary battery and lithium iron phosphate battery was 7.3GWh and 8.9GWH respectively, up 35.2% and 172.7% respectively from the same period last year, and decreased by 34.0% and 41.0% respectively. "View details

[Yongxing Materials: the proposed joint venture company to build a lithium carbonate project with an annual capacity of 20,000 tons] Yongxing Materials announcement, a wholly-owned subsidiary signed a letter of intent with Jiangxi Tungsten Industry Co., Ltd. to set up a joint venture company to build an annual lithium carbonate project with an annual capacity of 20,000 tons.

[Ningde Times officially released the latest research minutes Chairman Zeng Yuqun responded positively to "20 questions"] on the evening of February 15, Ningde Times released the latest record sheet of investor relations activities. With regard to the distribution of lithium resources upstream of the company, Ningde Times said that the company ensures the supply of lithium resources through long-term cooperation, investment cooperation, recycling, self-exploitation and other ways. Among them, in terms of recovery, the recovery rate of lithium has exceeded 90%, and lithium recovery has played a certain role in supply guarantee; in addition to previous overseas investment and cooperation, the company has also invested in lithium resources in Yichun and other places to mine lithium mines on its own. "View details

[Yahua Group: Lijiagou Lithium Mine equivalent to 510000 tons of lithium oxide reserves is expected to be put into production in the second half of the year] Yahua Group said on the interactive platform that Lijiagou lithium mine equivalent to 510000 tons of lithium oxide reserves, the project is currently under construction on schedule and is expected to be put into production in the second half of the year.