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碳酸锂日评:国内碳酸锂4月供给预期偏松,三元材料厂库存量较上周减少-20250430
Hong Yuan Qi Huo· 2025-04-30 12:10
| | | | 碳 锌 8 评20250430:国内碳酸锂4月供给预期偏松,三元材料厂库存量较上周减少 | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | | | 交易日期(日) | 2025-04-29 | 2025-04-28 | 2025-04-23 | 较昨日变化 | 近两周走势 | | | 近月合约 | 收盘价 | 66100.00 | 67100.00 | 69060.00 | -1,000.00 | | | | 连一合约 | 收盘价 | 66240.00 | 66960.00 | 69000.00 | -720.00 | | | | 连二合约 | 收盘价 | 67460.00 | 68100.00 | 68980.00 | -640.00 | | | | 连三合约 | 收盘价 | 67460.00 | 68100.00 | 69920.00 | -640.00 | | | | | 收盘价 | 66260.00 | 66960.00 | 68980.00 | -700.00 | | | 砖酸包期货 | | 成交量(手) | 1 ...
An Opportunity To Buy Albemarle At Pre-EV Boom Price Levels
Seeking Alpha· 2025-04-30 06:29
Group 1 - The core investment thesis highlights a combination of strong mined lithium supply growth, a slowdown in electric vehicle (EV) sales growth in key markets, and broader market turmoil as factors contributing to the decline in Albemarle's stock price [1] Group 2 - The article indicates that Albemarle's stock price has fallen to levels not previously seen, suggesting potential undervaluation in the current market context [1]
Solis Announces Quarterly Activities Report for the Period Ended 28 February 2025
Newsfile· 2025-04-30 00:43
Company Overview - Solis Minerals Limited is focused on advancing its portfolio of high-priority copper-gold targets in the Southern Coastal Belt of Peru, holding 81 exploration concessions covering a total area of 69,200 hectares [3][5][52] - The company has appointed Mitch Thomas as Chief Executive Officer, who brings extensive experience in South America and project development [4][48] Financial Highlights - Solis successfully completed a placement raising A$4.5 million to support drilling activities in Peru [7][42] - The company had a cash balance of A$0.8 million as of February 28, 2025, with additional funds raised post-reporting period [40][42] Project Developments - Significant progress was made in advancing permits and refining high-priority copper targets, with drilling at Chancho al Palo and Ilo Este expected to begin in May 2025 [8][16] - The Chocolate Project has revealed multiple copper-gold targets, with notable geochemical assay results including 0.71% Cu and 0.60 g/t Au for Porphyry Target 1 [27][26] Market Conditions - The copper market is experiencing strong momentum, with prices recently surpassing US$10,000 per tonne due to supply constraints and robust demand, particularly linked to the global energy transition [13][15] - Gold prices have reached record highs above US$3,000 per ounce, driven by geopolitical uncertainty and central bank purchases [14][15] Exploration Activities - Extensive copper porphyry mineralization has been identified at the Cinto Project, with significant channel sampling results indicating 23.4m @ 0.88% Cu [21][23] - The company is planning Induced-Polarisation (IP) surveys to define drill targets at Cinto, with drilling anticipated in the second half of 2025 [25][20] Corporate Strategy - Solis is evaluating options to simplify its listing structure, potentially delisting from the TSXV and establishing the ASX as its primary listing [41] - The company is actively reviewing potential acquisitions in various jurisdictions, focusing on copper and gold projects that are drill-ready [39]
Sokoman Minerals Updates Shareholders on Vinland Shares Spin-Out
Newsfile· 2025-04-28 20:37
St. John's, Newfoundland--(Newsfile Corp. - April 28, 2025) - Sokoman Minerals Corp. (TSXV: SIC) (OTCQB: SICNF) ("Sokoman" or the "Company") further to its April 25, 2025 news release, the Company announces that its planned spin-out of approximately half of its shares of Vinland Lithium Inc. ("Vinland") has been completed. Accounts holding at least 8,000 Sokoman shares will see approximately 50 Vinland shares credited for each 8,000 Sokoman shares owned with the credit effective May 7, 2025. Details of the ...
碳酸锂日评:国内碳酸锂4月供给预期偏松,三元材料厂库存量较上周减少-20250428
Hong Yuan Qi Huo· 2025-04-28 10:12
02020年4月,工信部正式发布GB3001-2015《电动汽车用动力黄电池安全要求》,首次将"不起火、不爆炸"从链荐性标准升级为强制性要求,并设定了2006年7月的实施对同线, ©临沂不查微茫坏保新材料有限公司(以下简称"临沂不善微芒")挑投资.1亿元在临沂经济开发区简环经济园区内建设年处理.0.000吨度旧锂电池回收再利用项目,主要建设内容包括新建3条 度日程电池材料回収生产线; 主要生产规模为年产废旧303年由创造,废日期破铁理电视线, 废电芯浆、废电芯浆、废电芯粉、废电芯券、废负极片粉、废钢、废铝、废铁等合计300.7吨。临沂 不查做赶环保新材料有限公司通过实施年处理10.000吨废旧锂电池回收再利用项目,可减轻困锂电池报废量的不断增加给环境造成的巨大压力,并且实现废弃资源的再生利用,达到节能减税 减轻矿产资源开采强度的目的,提高和扩展产品用途和市场。 0近日,自银时代瑞泰新材料技有限公司每产2万吨磷酸能铁亚波材料项目在甘肃省自俄市高新技术产业开发区正式投产。此次按产的为项目一期,总投资4.6亿元。整个项目总规划产能办 10万吨,是全球单体规模最大的随酸摇抉担中线,分三期建设。该公司由甘肃大象能源料技 ...
高成本锂矿价格松动,锂价反弹支点难寻
高工锂电· 2025-04-03 11:55
摘要 碳酸锂成交价格重心不断下移、持续磨底。 2025 年复工后,在资源端明确供给过剩的情况下,锂价持续弱运行。 价格方面, 4 月 2 日电池级碳酸锂均价 7.41 万元 / 吨。回顾春节复工后价格走势,电池级碳酸锂在波动中持续下行,在 2 月初至 3 月底的这段时 间内,电池级碳酸锂的均价从 7.765 万元 / 吨开始,经历了一段小幅震荡后,逐渐下滑至 7.4 万元 / 吨左右,但相比 2024 年波动幅度显著收窄。 数据来源: smm 碳酸锂期货方面,三月底,碳酸锂主力合约周跌幅扩大至 3% ,击穿前低支撑,创碳酸锂期货上市以来新低,价格探底至 72420 元 / 吨。 供需方面,碳酸锂现货交易供需均走强,但在供大于需的格局下,市场交易清淡,材料企业以刚需补库为主。 尤其供给端的增势愈发增强,进口量与国内产量齐增。值得注意的是,锂矿价格开始松动,而高成本 锂矿 出清被作为锂价触底的明确信号。 进口方面, 2025 年至今国内碳酸锂进口量同比大增, 1-2 月,中国碳酸锂进口总量为 3.25 万吨,同比大幅增长 47.5% ,其 主要来源于智利与 阿根廷。 不过, 澳洲 锂辉石精矿在 3 月底价格下跌, ...
Arcadium Lithium Announces Effective Date of Make-Whole Fundamental Change for Convertible Senior Notes
Prnewswire· 2025-03-06 12:51
PHILADELPHIA and PERTH, Australia, March 6, 2025 /PRNewswire/ -- Arcadium Lithium plc (NYSE: ALTM, ASX: LTM, "Arcadium Lithium"), a leading global lithium chemicals producer, announced that the previously announced acquisition by Rio Tinto has been completed. The completion of the acquisition constitutes a Make-Whole Fundamental Change for the 4.125% Convertible Senior Notes due 2025 issued by Livent Corporation, a wholly owned subsidiary of Arcadium Lithium. The Effective Date of the Make-Whole Fundamental ...