Auch andere Lieferanten scheinen Probleme zu haben;
aus der ORE- Webseite:
Lithium Market
It remains the Company’s view that short-term market fundamentals remain strong.
The supply side remains tight with new supply of spodumene concentrate from hard rock producers in Australia being delayed, or in one very recent case, direct shipping ore (DSO) has been supplied. The DSO will require more processing in China in order to produce a suitable spodumene concentrate, and the acceptance of this lower grade form further illustrates the strong demand for lithium and impact of supply delays of high grade concentrate from hard rock operations and lithium carbonate from brine operations.
The Chinese domestic spodumene and lepidolite market was equally tight in recent months as the cold weather hindered production. With a lack of raw material from imported and domestic sources, lithium carbonate producers in the Qinghai province reportedly shut down and/or decided to prolong maintenance periods (Asian Metals, March 2017).
While Chinese domestic spodumene concentrate is expected to become increasingly available as the weather warms up in China, recent annual production has not exceeded 10,000 tpa lithium carbonate equivalent (LCE). China’s minimal domestic supply and the slow ramp up of imported materials, mean any new conversion capacity is unlikely to be well utilized until supply improves. |
Thread abonnieren
