The future price of battery grade lithium carbonate probability of maintaining stability, the biggest variable is the growth of the downstream electric vehicles as well as China lithium carbonate purification technology progress.
Purification technology to be a breakthrough
With the electric car the dawn of industrial production is becoming as essential for production of battery material, lithium carbonate and more attention.
“The current low-end industrial grade lithium carbonate in a slight surplus, while the high battery level carbonated slightly nervous. If the technique can not successfully break through, and the promotion of electric vehicles smoothly, then the battery grade lithium carbonate will be a shortage situation.” Guotai Junan analyst told reporter.
Extraction of lithium carbonate ore extraction and salt into brine extraction. Currently, 80% of global production of lithium carbonate for the extraction of salt lake brine. As the immature technology of extraction of lithium salt lake in China, compared with 80% ore extraction.
“Preparation of high purity lithium carbonate of lithium carbonate industry in China and the world of a technical bottleneck.” Sang Yong Liang, currently the production of battery grade lithium carbonate, or rely on high-quality salt. Up to now, the direct extraction of lithium from salt lake brine produced lithium carbonate can only reach the industrial level (99.5%, magnesium, sodium and chloride content of substandard root), production of battery grade lithium carbonate need to be further purified further processing hp 346970-001 battery hp 367759-001 battery .
He analyzes the difficulties faced by domestic enterprises in general is verified through laboratory parameters can not be used in industrial production output is always the ideal product, one of the reasons for this may include: large-scale industrialization, the introduction of precise doses degree Bugou; introduced the production of other impurities; response to unevenness.
“Ganfeng Lithium as a few domestic battery grade lithium carbonate from brine through the enterprise, if the business cooperation with upstream resources, China will become an important force in lithium carbonate industry.” Sang Yong Liang said.
Battery grade lithium carbonate will be slightly tight
It is understood that the purity of lithium carbonate and lithium material quality (such as the charge capacity of the size of the discharge rate of speed, etc.) is closely related to good or bad. Relative to the industrial grade lithium carbonate materials, battery grade lithium carbonate material requirements more stringent, the price is also higher.
As with other raw materials, lithium carbonate price from 2005 to 2008, has experienced a rise, but after the price of different grades of lithium carbonate showed different trends. Low-end industrial grade lithium carbonate as the main application in the traditional industrial sector, prices fell sharply, from 60,000 yuan / ton down to 35,000 -4.0 10,000 yuan / ton. High-grade lithium batteries (99.9%) lithium battery due to the rise and supply tight, prices fell slightly, after they had been kept at 50,000 yuan / ton high hp F2024A battery hp F2024B battery .
Sang Yong Liang in the view, as a non-lithium metal futures market, tight supply and demand balance and high industry concentration will support the future high price of lithium carbonate.
“Development of electric vehicles in 2009 as the starting year, the main international and domestic automobile manufacturers have begun to set foot in lithium battery automotive industry. Lithium battery industry, the rapid growth, particularly in mass production electric car needs a huge upgrade to the lithium carbonate is the carbonate the next few years Lithium downstream the main engine of demand growth. “Sang Yong Liang think.
According to his speculation, only electric cars by 2015 the demand for lithium carbonate industry will reach 70 thousand tons / year, if coupled with the needs of traditional industries, is expected to total global lithium carbonate demand will exceed 200,000 tons / year. However, the current situation is a slight excess of low-end industrial grade lithium carbonate, and high-tension battery level is slightly carbonated. He believes that the next few years, industrial grade lithium carbonate may be over-supply of battery grade lithium carbonate is in short supply.
At present, the lithium market is highly concentrated industries, the world’s top three companies hold a total of more than 65% market share. But with the development of other lithium carbonate manufacturers, especially Chinese companies gradually increase production, which will put pressure on product prices.
Sang Yong Liang believes that the future price of battery grade lithium carbonate probability of maintaining stability, the biggest variable is the growth of the downstream electric vehicles as well as China lithium carbonate purification technology progress. The industrial grade lithium carbonate is already the pattern of supply exceeding demand, due to technical content is not high, this part of the domestic production grew rapidly, expected future prices will be suppressed and slightly down hp F4486B battery hp F4809A battery .