|
|
|
28.12.25 - 03:48
|
Chilean firms partner to form giant company to exploit lithium (Times of India)
|
|
|
Chile's state-owned Codelco, the world's leading copper producer, and private miner SQM, which features Chinese capital, announced Saturday the creation of a giant company to exploit lithium, a lightweight metal used in batteries for electric vehicles. The Chinese firm Tianqi holds a 22 percent stake in SQM. The new company "will carry out lithium exploration, extraction, production, and commercialization activities in the Atacama salt flat until 2060," Codelco said in a statement....
|
|
|
25.12.25 - 09:06
|
CATL poised to bring Yichun lithium output back online after licence lapse (SCMP)
|
|
|
Contemporary Amperex Technology Ltd (CATL), the world's biggest maker of electric-vehicle batteries, is set to restart a major lithium mine in eastern China, in a move that could ease raw material costs for the EV supply chain.
Jiemian News, a Shanghai-based financial outlet, reported that the Yichun mine in Jiangxi province was expected to receive regulatory approval to resume operations shortly before or after the nine-day Lunar New Year break, which begins on February 15. CATL declined to......
|
|
|
|
|
19.12.25 - 00:36
|
Can rising lithium costs save China′s energy storage firms from a brutal price war? (SCMP)
|
|
|
China's energy storage firms, battered by a three-year price war, have been jolted by lithium battery maker Deegares, which has announced plans to raise prices by 15 per cent, a move that is sparking debate over whether the sector could be the first to break free from the “involution” cycle.
Rising lithium costs were the immediate trigger, with at least three other battery makers reported in recent weeks to be planning similar increases. Prices of the metal, crucial to rechargeable batteries,......
|
|
|
|
|
|
|
15.12.25 - 14:48
|
FFB PreFab produziert erste, funktionsfähige Lithium-Ionen-Zelle (Electrive)
|
|
|
Die Fraunhofer-Einrichtung Forschungsfertigung Batteriezelle FFB hat ihre erste elektrisch funktionsfähige Lithium-Ionen-Batteriezelle produziert. Damit wurde erstmals eine durchgängige Prozesskette mit ausschließlich europäischer Anlagentechnik, von der Elektrodenfertigung bis zur geladenen Zelle, realisiert....
|
|
|
|
|
|
|
|
|
12.12.25 - 20:48
|
Wall Street Eyes Lithium As Battery Storage Demand Poised To Spark New Upcycle (ZeroHedge)
|
|
|
Wall Street Eyes Lithium As Battery Storage Demand Poised To Spark New Upcycle
Commodity desks at Goldman Sachs, UBS, Citigroup, and Bernstein all see lithium demand poised to surge after the electric vehicle boom-and-bust cycle. This time, however, the growth engine is not EV batteries. Instead, analysts point to energy transition systems, such as the rapid buildout of energy storage batteries on power grids, as the next pillar of demand for the battery metal.
UBS analyst Josh Reed provided clients with a 2026 outlook this morning, saying that his mining team expects "copper, aluminum, and lithium to outperform, benefiting from supply constraints, energy transition, and AI/defense exposure."
"They remain constructive on gold but see more upside in selected industrial metals, and do not expect a broad-based improvement in industrial metals," Reed noted.
Earlier this week, UBS analyst Marcus Zhang told clients that battery storage system demand is expected "to lift lith...
|
|
|
|
|
|
|
|
|
|
|
|
|
10.12.25 - 13:15
|
Silber auf 700 Dollar? KI-Kaufchancen, Lithium-Comeback (Der Aktionaer)
|
|
|
Silber hat mit Schwung die 60-Dollar-Marke übersprungen. Aber das war noch nicht alles, denn es gibt zahlreiche Gründe für eine Fortsetzung der Aufwärtsbewegung. Sie könnte weit über 100 Dollar hinausgehen. Es gibt sogar eine Indikation für einen Anstieg bis auf 700 Dollar....
|
|
|
10.12.25 - 11:00
|
BNEF-Studie: Lithium-Ionen-Batteriespeicher so billig wie nie (SolarServer)
|
|
|
Obwohl die Preise für Lithium und Kobalt steigen, sind Lithium-Ionen-Akkus auch 2025 wieder billiger geworden. Über verschiedene Anwendungen und Batteriezellentypen gemittelt sank der Preis laut den Marktforschern von BNEF auf 108 US-Dollar pro Kilowattstunde Speicherkapazität. Grafik: BNEF...
|
|
|
|
|
|