Baua Electric

MARCH 15, 2024

“Parts of our key supply chains, including for clean energy, are currently over-concentrated in China,” US Treasury Secretary Janet Yellen said earlier this month during a visit to Chile, home to the largest lithium reserves. The global lithium industry is so interwoven with Chinese capital now that it’s going to be impossible to unpick.

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China Supplies Auto Chile 52

Baua Electric

MAY 7, 2024

Argentina, located on the so-called “lithium triangle” spanning Bolivia and Chile, is the world’s fourth-largest producer and has been drawing investment from foreign firms as far as Canada and China. Over half the world’s known lithium resources are in South America.

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Bolivia Auto Argentina Chile 52

Baua Electric

JANUARY 7, 2024

The Chinese government’s potential moves, including lowering the Required Reserve Ratio (RRR) for major banks, could further energize metal demand and support copper prices. The report also highlights that global copper supply may face disruptions due to issues in major producing countries like Chile , Peru, and Panama.

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Teslarati

MARCH 23, 2023

Several factors have likely helped push Chinese lithium to its meager price. Foremost, the Chinese government recently ended incentives for electric vehicles, which has slightly slowed their adoption in recent weeks.

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Price Tesla Chinese China 143

Baua Electric

APRIL 28, 2023

2 producer Chile to nationalise its lithium sector may curb long-term supply growth, but it is not expected to have an immediate impact, analysts said. Chinese state-backed research house Antaike expects lithium carbonate prices to average 220,000 yuan a tonne this year, down 54% from 2022, it said at a conference last week.

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Price Auto Chile China 40

Green Car Congress

JULY 20, 2016

While future demand from the automotive industry is significant, the real game changer for the lithium industry may be electrical grid storage. A previously defunct mine, Quebec Lithium, has recently seen interest from a Chinese operator. Southwest is becoming a new hotbed for the lithium industry.

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Price Nevada 2016 Grid 150

Baua Electric

JANUARY 4, 2024

As the United States intensifies its focus on transitioning to electric vehicles (EVs), nations holding free trade agreements (FTAs) with the US are positioned for a trade boost in the battery metal sector, according to insights from analysts and industry observers at S&P Global Commodity Insights.

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