Tesla reached an agreement with Australian lithium miners on 110000 tons of lithium ore | the agency says the tight supply of iron phosphate continues.

[Tesla reached a 110000-ton lithium ore agreement with Australian lithium miner Core Lithium] according to foreign media reports, Australian lithium miner Core Lithium announced a supply agreement with Tesla on Wednesday to supply Tesla with up to 110000 tons of spodumene concentrate within four years. The lithium mines are from the Finniss project in northern Australia, and production of the first lithium mines is expected to start in the fourth quarter of 2022 and supply of Tesla in the second half of 2023, Core Lithium said. "View details

[Chuaneng Power: Lijiagou Lithium Mine Mining and Separation Project Mine Road Construction has been completed and other projects are being accelerated in an orderly manner. "Lijiagou Lithium Mine mining and dressing project includes shaft and roadway engineering, tailings reservoir project, mining and separation plant and supporting projects, etc., which can be put into production only after the completion of various projects," Chuaneng Power said on the investor interactive platform. At present, the construction of the project is normal, the construction of mine roads has been completed, and the rest of the projects are being accelerated in an orderly manner.

[divine material: plans to make additional investment in the reconstruction and expansion project of lithium electricity material with an annual output of 150000 tons] Tianci material announcement intends to make an additional investment in the reconstruction and expansion project of lithium electricity material with an annual capacity of 150000 tons, with a total investment of 332 million yuan after the change.

[three-day and two-board Red Star Development: the actual production capacity of battery-grade lithium carbonate in Dalong Manganese Industry is 6000 tons / year.] Hongxing Development issued a stock price change announcement. According to the company's self-examination, the production capacity of battery-grade lithium carbonate produced by wholly-owned subsidiary Dalong Manganese Industry is 6000 tons / year, and the current actual output is 200,300 tons / month. Dalong manganese industry battery-grade lithium carbonate production process is the procurement of industrial-grade lithium carbonate purification production of battery-grade lithium carbonate, January-September 2021 production of battery-grade lithium carbonate 1937 tons, sales of 1423 tons, product gross profit margin of only 11.79%.

Baichuan Co., Ltd.: the current production capacity of sea-based new energy is expected to be completed by the end of 2022 for the 2GWh annual 2GWh lithium-ion battery and battery pack project. Baichuan Co., Ltd. said on the interactive platform that the current production capacity of sea-based new energy is 2GWh. in addition, the construction of the annual 2GWh lithium-ion battery and battery pack project is expected to be completed by the end of 2022.

[Citic Securities: iron phosphate new capacity limited tight supply pattern continues] CITIC Securities Research newspaper pointed out that it should comply with the trend and grasp the high economic cycle of the iron phosphate industry. Enterprises with high certainty, rapid production expansion and rapid product certification in medium-and short-term active layout capacity construction should focus on Xinyangfeng, and should pay attention to Anada, Chuanjinnuo, Yuntianhua, Chuanheng and Xingfa Group. phosphorus chemical enterprises with significant long-term layout cost advantage.

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