Sichuan Industrial Electric Power is almost fully stopped lithium salt supply and demand relationship or regeneration changes in the industry but not uniform

Sichuan is one of the domestic lithium salt heavy land, and with the "full stop of 6 days", the industry has different opinions on changes in the relationship between lithium salt supply and demand. Yuan Ye, a new energy analyst at SMM cobalt lithium, believes that the supply environment of lithium carbonate that has gradually begun to be tightened has been slightly alleviated. In addition, lithium salt experts calculate a huge amount of -2380.84 tons of LCE.

The reporter of the Financial Association was informed that in order to achieve the power of the people, Sichuan Province plans to be at 00:00 on August 15th to 24:00 from 20:00 (Reporter's Note: 6 days). According to the latest news of Chuanguan News, Sichuan has launched three -level power supply control measures to ensure people's livelihood electricity.

In response to the "full 6 days" of the implementation of Sichuan, reporters of the Financial Association confirmed from 3 local lithium -salt companies, and they should discontinue production of policies. Relevant persons with lithium salt enterprises told the CCP reporter that there was indeed such a matter, which had been discontinued, and said that "this is the whole province", and the specific government notice shall prevail.

Qu Yinfei, a lithium industry analyst from Shanghai Steel Union New Energy Division, told the CCP reporter that according to a trader feedback: "Due to the Sichuan limited film ring, the production of lithium salt factory is affected, and the uncertain factors for shipments increased increased. . "A production enterprise feedback" This time the electricity limit is all enterprises, lithium salt factories, positive poles, and battery factories will be affected. "

Its further analysis, 6 days of stopping work to allow electricity to live in the people, roughly statistics to 6 days affect the supply of lithium carbonate+lithium hydroxide is expected to be around 3,200 tons, but because the previous Sichuan region has received a notice of power restrictions and executed, so in August in August The overall market loss supply is expected to be around 3800 tons.

The statistical caliber of different institutions is different. According to Yuan Ye, an analyst at SMM cobalt lithium new energy analyst, after statistics, this round of electricity limit is expected to cause the industry to reduce the production of lithium carbonate by 1120 tons in August, 1,690 tons of lithium hydroxide, and 3 yuan material 500 Tons, 5,200 tons of iron phosphate, and about 300 tons of graphite.

Its further analysis, in terms of overall, this power restriction involves a large and lithium iron phosphate manufacturers. Considering that three yuan and iron lithium, it still takes a certain time to heat the kiln after the production line is cooled. Some manufacturers will be heated. Some manufacturers Indicates that this round of electricity restrictions actually affects the company's 7-8 days. Although some manufacturers are still negotiating with the government and the affected are still yet to be determined, the total production reduction of the material end of this round of materials is expected to be higher than the salt supply.

"This is a slight relief for some material companies to start the second half of the year's stock preparation and gradually begin to be tight. Slow. "Yuan Ye thought.

Lithium salt experts hold the opposite opinion. It believes that if only the theoretical capacity caliber is statistically statistical, assuming that the province's suspension of work and the utilization rate of capacity is 100%, the supply of lithium salt enterprises in Sichuan in August decreased by 4123.64 tons LCE; the demand for lithium lithium at the same time during the same period Reduced 597.35 tons of LCE and three yuan demand by 1145.45 tons LCE. It believes that the influence of power outages in August was -2380.84 tons LCE. However, due to various factors such as maintenance, lack of ore, and climbing, "we estimate that the capacity utilization rate of lithium-salt enterprises in Sichuan is between 65%-70%, and the lithium price is expected to be slow upward trend."

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