全球锂矿资源现状及发展趋势

Present Situation and Development Trend of Lithium Resources in The World

锂是市场需求增长最快的“高科技金属”之一,在新兴技术领域中发挥重要作用。全球锂矿资源丰富,但分布不均,近98.43%的锂矿探明储量集中在智利、澳大利亚、阿根廷和中国等少数国家。澳大利亚MRL、美国ALB、智利SQM、中国天齐锂业和美国FMC公司是目前世界锂矿产量最大的矿业公司,一大批新的锂矿项目正在加紧建设,并将陆续进入锂矿供应市场。锂离子电池行业特别是锂离子动力电池行业的快速发展刺激了全球锂矿需求快速增长,但新增产能较多,造成了短期供应过剩。根据各国新能源汽车发展规划,未来十年全球锂矿需求将持续稳定增长。

Lithium is one of the fastest growing high-tech metals and plays an important role in emerging industries.The general situation of global lithium mineral resources and reserves distribution and industrial pattern is introduced comprehensively, and the supply status, demand forecast, new production capacity and price forecast of lithium mineral resources are analyzed.The results show that global lithium resources are rich, but the distribution is not balanced, nearly 98.43% of lithium mines in Chile, Australia, Argentina and China;The rapid development of Battery industry has stimulated the continuous growth of lithium mine demand, but more new production capacity, resulting in a short term oversupply;Future demand depends on the development demand of emerging industries;After the short-term price fluctuation, lithium price rises steadily in the future .