What Will Be The Impact On New Energy When Lithium Carbonate Quotation Reaches A New High?

Nov 12, 2022

Leave a message

On November 10, according to the data released by Shanghai Steel Federation, the quotation of some lithium battery materials rose, the battery grade lithium carbonate rose by 5000 yuan/ton, the average price was 587500 yuan/ton, the industrial grade lithium carbonate rose by 5000 yuan/ton, the average price was 575000 yuan/ton, creating a new record high; Lithium hydroxide increased by 3000 yuan/ton; Nickel beans rose 4800 yuan/ton.

Relevant media said: Generally speaking, battery factories and car enterprises will sign price agreements. Although the price of battery raw materials has been rising since 2021, battery enterprises did not transmit the cost pressure to vehicle enterprises at that time, and most of them chose to self-digest. However, the price of battery raw materials has risen significantly in the recent period. It is estimated that battery enterprises have no ability to absorb costs alone. They have to negotiate prices with auto enterprises to jointly bear the pressure of rising costs. While the operating pressure of battery plants and automobile enterprises has increased, the profits of lithium mining enterprises have risen sharply.

Lithium carbonate raw material


Lithium resource demand will not decline in the short term

At the beginning of 2020, the price of battery-grade lithium carbonate will be less than 50000 yuan/ton but will have soared to 300000 yuan/ton by the beginning of 2022. Relevant energy analysts said that the imbalance between supply and demand is the main reason for the continuous rise in the price of lithium carbonate and other raw materials. The progress of new projects was less than expected, and the market's concern about insufficient supply contributed to the soaring trend of prices of raw materials such as lithium carbonate.

In order to stabilize the market order, the Ministry of Industry and Information Technology has held several symposiums on lithium resource industry development this year. Although it is helpful to stabilize the expectation of a lithium carbonate price rise, increase the supply of lithium carbonate, improve the medium and long-term supply and demand structure of lithium resources, and thus promote the healthy development of the market. However, the market determines the price, and the global new energy vehicle industry is in a state of the continuous outbreak. Each new energy vehicle enterprise has deployed lithium resources, so price rise is an inevitable trend of market development.

Under this trend, the market demand for lithium resources will not decline in the short term, and the lithium carbonate reserves are extremely uneven, leading to fierce market demand competition. At present, overseas lithium resources account for a relatively high proportion, so technical substitution is a problem facing every lithium resource enterprise. The development of domestic lithium resources is the future development trend. In the Chinese market, we are more optimistic about the development of new technologies and power lithium battery specification recovery and multiple cycles. Only by constantly innovating technologies can we finally solve the resource dilemma. For example, the membrane salt lake lithium extraction technology is mature, the domestic lithium resource supply channel is gradually expanding, the research and development of new technologies such as sodium batteries are reducing the demand for lithium resources, and some electronic industries are increasing the upgrading and technology research and development of lithium batteries.


In addition to lithium batteries, what industry can lithium carbonate be used in?

As we mentioned above, the scarce battery-grade lithium carbonate is mainly used to prepare high-end lithium-ion battery cathode materials and battery-grade lithium fluoride; In terms of photoelectric information, high-purity lithium carbonate is used to prepare lithium tantalate and lithium niobate; At the same time, high-purity lithium carbonate is also used in an optical special glass, magnetic material industry, supercapacitor, pharmaceutical industry, etc.

Lithium carbonate can also be used in the manufacture of lithium compounds, enamel, and glass. It is the raw material for preparing lithium compounds and metallic lithium and can be used as an electrolytic bath additive for aluminum smelting. It is widely used in glass, ceramics, medicine, food, and other industries. It can also be used in synthetic rubber, dyes, semiconductors, military, and national defense industries, televisions, atomic energy, medicine, catalysts, etc. It is used to produce sound-grade single crystal and optical-grade single crystal. It can also be used to treat manic psychosis and make sedatives.


What is the anti-manic principle of this product?

The treatment dose of lithium salt has little effect on the mental activities of normal people, but it has a significant effect on manic patients, making the speech and behavior return to normal. The experiment shows that lithium salt can inhibit the release of NA and DA in the brain, promote their reuptake, reduce the concentration of NA in the synaptic space, and produce an anti-manic effect. Recently, it was found that lithium salt can inhibit inositol phosphatase, which catalyzes the dephosphorylation reaction of inositol triphosphate (IP3) in the phosphatidylinositol (PI) system, thus preventing the formation of inositol. Therefore, lithium salt can inhibit the production of inositol in brain tissue and reduce the content of PIP2. Therefore, it is believed that lithium salt exerts its anti-manic effect by interfering with the metabolism of the second messenger of the PIP2 system in the brain.



This article comes from the network, and the content only represents the author's personal views. This site only provides references and does not constitute any investment or other suggestions. If you are interested in this product or infringe on your rights, please contact us in time, and we will provide a satisfactory reply!