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[upstream limit new production capacity phosphate rock or accelerate price increase in line with international prices]
The investment exceeded 550 billion yuan in the first quarter! Investment enthusiasm of lithium battery industry chain] in 2022, the investment enthusiasm of lithium battery industry chain is still high, and the head battery and material enterprises are still the main force of investment expansion. According to incomplete statistics, in the first quarter of this year, there were 62 large-scale expansion projects in the global lithium battery industry chain, with a total investment of more than 550 billion yuan. Among them, 23 were invested in power and energy storage battery industry, 38 in li...
[traditional phosphorus chemical giants scramble for lithium iron phosphate "big cake"] phosphorus chemical giants are speeding up the layout of lithium iron phosphate. On December 22, Chuanjinnuo announced that it plans to invest 150000 tons / year of battery-grade lithium iron phosphate cathode material precursor iron phosphate and supporting 600000 tons / year sulfur sulphuric acid production project in Guangxi, with a total investment of 1.5 billion yuan; in addition, the total investment of 100000 tons / year battery-grade lithium iron phosphate cathode material project is expec...
[supply shortage market demand strong cathode material manufacturers are busy preparing] as the global lithium price continues to rise, the development of lithium resources in salt lakes in South America is becoming more and more hot. In 2021, the development of lithium resources in South America represented by the Argentine Salt Lake Project accelerated, and domestic enterprises such as Ganfeng Lithium Industry, Mount Qomolangma in Tibet, Shengxin Lithium Energy, Zijin Mining and Ningde era accelerated the distribution of lithium resources in South American Salt Lake.
[it is still debating whether ternary or lithium iron phosphate is better or worse. There are many technical routes for lithium battery cathode materials. At present, ternary and lithium iron phosphate stand in the center of the stage. In terms of performance, price and other aspects, both of them have their own advantages. It will develop in parallel for a long time in the future, and many suppliers have endorsed this point of view with practical actions. After combing the production expansion announcement of the lithium cathode industry chain in the past three months, Science and Technology ...