[11.26Lithium Express] Argentine government: YPF holds talks on lithium with Ningde era | Tibet Mining expects lithium production to further increase.

[Argentine Government: YPF holds talks with Ningde Times on Lithium] according to a statement from the Argentine Government's Ministry of production, Mining Minister Alberto Hensel hosted a meeting between YPF Chairman Pablo Gonzalez and Ningde era representative Chen Junwei in Buenos Aires. According to the statement, Gonzale said YPF's new lithium joint venture YPF Litio and its electric power subsidiary YPF Luz have the opportunity to establish a joint venture with Ningde Times. Chen Junwei said that Ningde Times, which is focused on obtaining resources such as lithium for its batteries, is considering a joint venture with YPF and has visited the lithium-rich salt flats in Argentina. YPF will introduce the deposits it hopes to develop to the Ningde era at a future conference. "View details

[Fengyuan shares: plans to invest no more than 3 billion yuan in lithium-ion battery cathode materials project] Fengyuan shares announcement, the company intends to sign "Investment Cooperation Agreement" with the people's Government of Taierzhuang District for the production base project of cathode materials for lithium-ion batteries, with a total investment of no more than 3 billion yuan, and a project with an annual output of 75000 tons of cathode materials for lithium-ion batteries. In addition, Fengyuan Lithium Energy, a wholly owned subsidiary of the company, signed a cooperation agreement with Penghui Energy to purchase Lithium Iron Phosphate and Lithium Nickel Cobalt manganate (Nickel 5 Series and High Nickel 8 Series) products from Fengyuan Lithium Energy from December 2021 to December 2022, with a total contract value of about 800 million yuan.

[Changhong Energy: the company's lithium battery business demand is full of orders] Changhong Energy announced that the company's lithium battery business demand is strong and orders are full. It is expected that the demand-end orders of the industry will continue to grow significantly next year, and the strategic opportunity window for domestic batteries to replace Samsung SDI and Panasonic still exists; supply-side industrial capital has entered the main circuit of lithium batteries by means of capital mergers and acquisitions, and the competition will gradually intensify. In addition, the company said that the product price increase can not fully cover the increase in the price of raw materials, and some of the price increase orders will be effective in 2022.

[Tibet Mining reply concern letter: from the actual lithium collection situation on the site, the production is expected to further increase] Tibet Mining reply concern letter, as of October, the company has produced a total of 124000 tons of chromite, according to the current production situation, it is certain to achieve the target of 130000 tons, and there should be no problem to increase the output next year by 10-20% on the basis of this year's target. At the same time, in terms of lithium extraction from salt lakes, the company has been actively carrying out lithium collection work. From the on-site situation, due to the comprehensive repair of the leaking salt fields at the beginning of the year, and the adoption of new technologies such as "three-dimensional crystallization" and "disturbed bittern mixing", the output and grade have been significantly improved. From the actual lithium collection situation on the site, the output is expected to further increase, and the target of 7000 tons set at the beginning of the year is determined. At the same time, he also replied that how to implement the strategic cooperation agreement signed between Baowu Group and Ningde era needs to be further communicated and negotiated step by step with Ningde era.

[Shida Shenghua: holding subsidiary 5000 tons / year lithium hexafluorophosphate project (phase I) 2000 tons / year lithium hexafluorophosphate plant has reached production] Shida Shenghua announcement, at present, Shenghua New Energy 5000 tons / year lithium hexafluorophosphate project (phase I) 2000 tons / year lithium hexafluorophosphate plant has reached production, 5000 tons / year lithium hexafluorophosphate project (phase II) 3000 tons / year lithium hexafluorophosphate project starts construction, is carrying on the related pre-construction preparation work. Recently, the company received notice from Wintek New Energy Technology (Dongying) Co., Ltd. that the 5000 t / a power battery additive project (Phase II) has started construction and is carrying out preparatory work before construction.

[saddle heavy shares: intend to invest 51 million yuan to participate in a joint venture company] Saddle heavy shares announcement, the company intends to invest 100 million yuan with Yide Investment and Danchen Lithium Consulting to establish Jiangxi Lineng Lithium Industry Co., Ltd., of which the company subscribes 51 million yuan with its own capital, accounting for 51% of the registered capital of the joint venture company. The business scope of the joint venture company is general projects: non-metallic minerals and products sales, non-metallic mineral products manufacturing, (lithium carbonate production, processing, sales).