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Pay attention to the safety of lithium raw material supply

Views: 1     Author: Site Editor     Publish Time: 2022-09-21      Origin: Site

Pay attention to the safety of lithium raw material supply

Lithium, as a key supporting material for the development of new energy industry, has attracted much attention in recent years. Recently, the reporter interviewed Zhao Jiasheng, chairman of the Lithium Branch of China Nonferrous Metals Industry Association. He believed that after years of development, China's lithium industry has entered a period of rapid development and has formed a relatively complete industrial chain, which has a certain influence in the world. At the same time, China's lithium industry is also facing multiple challenges. He suggested that China should strive to ensure the safety of the lithium industry chain supply chain under the open conditions; The lithium industry should accelerate green transformation, strengthen technological innovation and continue to make contributions to the realization of the "dual carbon" goal.

China's lithium industry presents three characteristics

First, the scale is relatively large in the world. This feature can be seen from the proportion of the output of each link of China's lithium industry in the global total output. In the lithium salt sector, in 2021, China's lithium salt output will be about 480000 tons (equivalent to lithium carbonate equivalent), accounting for 73% of the global total output. In terms of cathode materials, in 2021, the output of cathode materials for lithium batteries in China will be about 1.1117 million tons, accounting for about 75% of the world's total. In the lithium battery sector, in 2021, the cumulative output of power batteries in China will be about 220GWh, accounting for about 59% of the world's total.China's import and export trade in raw materials is very active. In 2021, China's lithium carbonate import will increase by 61.69% year on year. In the first half of this year, China's lithium carbonate imports totaled 71326 tons, up 67% year on year. Due to the rapid rise of lithium salt price, the total import and export trade has also increased significantly. In 2021, the total import and export trade of lithium nickel cobalt manganese oxide in China will reach 19.034 billion yuan.Chinese litium - YuanfarChemicals

Second, the industrial chain has been continuously improved. "At present, China has formed a modern lithium industrial production system based on the extraction of lithium from ores, brines and lithium mica, covering lithium carbonate, lithium hydroxide, lithium chloride, lithium metal and other products, and formed a complete industrial chain including lithium resource development, lithium salt extraction, lithium and lithium alloys, lithium electrical materials, lithium batteries, new energy vehicles, waste lithium battery recycling, etc." Zhao Jiasheng said that some places with resource and technology advantages will promote the concentrated development of lithium battery industry through the layout of lithium battery industrial parks.

The third is to take the lead in lithium technology. Zhao Jiasheng introduced that, in terms of lithium extraction from spodumene, after years of development, China has a global leader in lithium extraction technology and has advantages in production capacity; In terms of lithium extraction from salt lakes, China has developed adsorption, membrane separation, extraction and other technologies for different types of salt lake lithium resources, which have been successfully applied in production practice; In recent years, the lithium extraction process of lithium mica in Jiangxi Province has been continuously optimized, and lithium carbonate, lithium hydroxide and other products can be directly used in the production of lithium battery cathode materials.

Urgent attention should be paid to ensuring the safe supply of raw materials

Zhao Jiasheng said that although China is rich in lithium resources, the release of lithium production capacity is facing many constraints, which is far from matching the speed of downstream expansion. At present, China's lithium resources are highly dependent on foreign countries, and it is the world's largest importer of lithium raw materials. In 2021, China will import about 2 million tons of lithium concentrate and 73000 tons of lithium carbonate products. From January to June this year, China imported more than 110 tons of spodumene concentrate. What is more noteworthy is that countries all over the world have realized the importance of lithium as a strategic resource, and the development, utilization and control of lithium resources are becoming more and more strict. Therefore, the safety supply of raw materials for China's lithium industry needs to be paid more attention.

Since this year, dozens of enterprises have announced the lithium battery industry chain investment plan, and many newly registered enterprises have entered the recycling track. In order to compete for lithium resources, disorderly competition among enterprises also happens from time to time.Lithium is known as a high-energy metal in the 21st century. Zhao Jiasheng said that accelerating the construction of a "double cycle" development pattern, promoting the development of domestic lithium resources, improving the strategic support for lithium resources, and ensuring the safety of the supply chain value chain of the lithium battery industry chain are of great significance for the healthy development of China's lithium battery new energy industry and national economy.

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