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专家预测2030年阿根廷锂产量将超过智利
Shang Wu Bu Wang Zhan· 2025-12-05 16:15
(原标题:专家预测2030年阿根廷锂产量将超过智利) 智利《金融日报》12月3日报道,智利普拉斯矿业(Plusmining)公司的高级分析师冈 萨雷斯表示,预计在2030年阿根廷将超越智利成为世界第二大锂生产国。尽管智利总 统博里奇实施了国家锂战略,但距离他任期结束仅剩几个月,提高锂产量的承诺远未 兑现。目前阿根廷有24个先进的采矿项目,总投资额达148.47亿美元,其中至少有12个 项目将于2025年至2032年间投产。冈萨雷斯表示,智利和阿根廷在锂矿监管框架上存 在截然相反的立场:阿根廷将与其他矿产一样对待,而在智利,锂矿开采不在特许经 营权的范围内,导致智利的项目进展速度明显较慢。相比之下,阿根廷近期实施的"大 型投资激励"(RIGI)制度,提供税收优惠及30年税负不变等优惠措施,促进了该国的 矿业投资。 ...
德国锂矿大发现引发智利矿界高度关注
Shang Wu Bu Wang Zhan· 2025-10-07 16:03
Core Viewpoint - The recent significant lithium resource discovery in Germany has raised alarms in the Chilean mining sector, prompting calls for a more strategic approach to lithium production and innovation in Chile [1] Group 1: Strategic Implications - The discovery serves as a warning for Chile, emphasizing the need for careful consideration and the implementation of specific plans to accelerate the national lithium strategy, focusing on technological innovation and increasing product value [1] - Chile faces challenges not from Germany's lithium discovery but from its ability to rapidly advance new production plans, despite having undeniable advantages such as high-quality salt flats and low extraction costs [1] Group 2: Competitive Landscape - Chile remains one of the top three lithium producers globally, and Germany lacks a mining production tradition, indicating that Germany will not pose a short-term competitive threat to Chile [1] - The lithium resources discovered in Germany, approximately 43 million tons, are comparable to the total proven lithium reserves of Argentina, Bolivia, and Chile, which stand at 50 million tons [1] Group 3: Collaborative Efforts - Chile's national copper company, Codelco, has formed a joint venture with SQM, the largest private lithium company in Chile, to jointly extract lithium from the Atacama salt flat by 2060, with over 80 private companies expressing interest in collaboration [1]