限制吸附剂出口，影响阿根廷锂盐生产？

Core Viewpoint - Recent rumors suggest that Chinese lithium extraction technology suppliers may suspend the export of adsorbents, potentially impacting the lithium salt supply chain in response to the Ministry of Commerce's new export restrictions [1][2]. Group 1: Export Restrictions and Impact - The Ministry of Commerce has added "direct lithium extraction technology from brine" to the export restriction list, which includes adsorbent material synthesis technologies and related equipment [1]. - Analysts believe that China's lithium extraction technology, particularly from salt lakes, is more advanced compared to spodumene extraction, with Argentina being a key target for development [1]. - Argentina currently has over 60 lithium projects, with more than 20 in advanced development stages, making it the most densely populated region for lithium brine projects globally [1]. Group 2: Export Trends and Market Response - Despite the potential restrictions, data shows that China's aluminum salt adsorbent exports to Argentina have been declining, with a projected export volume of only 0.54 million tons in 2024, down 3.06% year-on-year [2]. - The application of aluminum salt adsorbents in Argentina is limited due to environmental assessments, with most projects using sedimentation methods rather than adsorption techniques [4]. - Some Argentine lithium companies believe that the recent legislative proposals may face disputes and are unlikely to be implemented immediately, indicating that Chinese suppliers will not completely abandon overseas markets [4].