LG新能源下发碳酸锂大单！

Core Viewpoint - Anson Resources has signed a battery-grade lithium carbonate purchase agreement with LG Energy Solution, leading to a nearly 25% increase in its stock price [1][2]. Group 1: Agreement Details - The agreement stipulates that Anson Resources will supply 4,000 tons of battery-grade lithium carbonate annually to LG Energy Solution starting in 2028 [1]. - This supply represents approximately 40% of the initial annual production capacity of Anson's Paradox Basin project, which is estimated to be around 10,000 tons [2]. - The initial term of the agreement is five years, with an option to extend for an additional five years [2]. Group 2: Market Impact - Following the announcement, Anson Resources' stock price saw a peak increase of 24.7%, marking the strongest single-day gain in over two months, while the ASX 200 index fell by 0.6% during the same period [2]. - The transaction is expected to support Anson Resources' debt financing efforts during the final investment decision phase [2]. Group 3: Industry Context - Lithium, a key raw material for electric vehicle batteries, has faced a prolonged price slump due to slower-than-expected adoption of electric vehicles [2]. - This agreement underscores the importance of battery technology as a critical component within the new energy industry chain [2].