Le lithium, une flambée en perspective?

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Re: Le lithium, une flambée en perspective?

par energy_isere » 06 sept. 2020, 10:51

L' UE ajoute le Lithium à sa liste de matériaux critiques.
European Union adds lithium to critical raw materials list

4 sept 2020

The European Union (EU) has added lithium, a key component for batteries in electric vehicles (EVs), to its list of critical raw materials for the first time.

The latest announcement was made by the EU Commission, the 27-nation bloc’s executive, as part of its latest presentation of “2020 List of Critical Raw Materials”.

Helium was dropped from the latest list of 30 materials, Reuters reported.

In a press statement, the EU Commission said that its proposed recovery plan from the Covid-19 pandemic places an emphasis on “building back greener, more digital and more resilient”.
The commission also believes Europe should strive towards the development and diversification of the raw materials supply.

European Commission vice-president Maroš Šefčovič said: “A secure and sustainable supply of raw materials is a prerequisite for a resilient economy. For e-car batteries and energy storage alone, Europe will for instance need up to 18 times more lithium by 2030 and up to 60 times more by 2050.

“As our foresight shows, we cannot allow to replace current reliance on fossil fuels with dependency on critical raw materials. This has been magnified by the coronavirus disruptions in our strategic value chains.

......
https://www.mining-technology.com/news/ ... materials/

Lire aussi
https://www.mining.com/eu-adds-lithium- ... ials-list/

Re: Le lithium, une flambée en perspective?

par mobar » 05 sept. 2020, 18:57

La flambée du cours du Lithium est terminé depuis des années, c'est de la chute des prix dont il faut parler aujourd'hui! :-"
Image
https://www.olenergies.com/le-lithium/a ... u-lithium/

Re: Le lithium, une flambée en perspective?

par energy_isere » 05 sept. 2020, 09:38

Suite de ce post du 11 avril 2020 viewtopic.php?p=2299863#p2299863
Mali : le Chinois Sinohydro aidera Kodal Minerals dans l’exploitation du lithium de Bougouni

Agence Ecofin 2 sept 2020

Kodal Minerals a choisi Sinohydro comme partenaire pour le développement de son projet de lithium Bougouni. La société chinoise doit mener des activités incluant la négociation d’accords de prélèvements et le financement des travaux de construction de la mine qui devraient bientôt démarrer.

Au Mali, le projet de lithium Bougouni se rapproche davantage de l’entrée en production. Son propriétaire, la compagnie minière Kodal Minerals, a en effet conclu un protocole d’accord avec l’entrepreneur chinois Sinohydro pour certains travaux d’ingénierie et l’obtention d’un financement pour les travaux de construction.

Selon les termes de l’accord, Sinohydro dispose d’une période d’exclusivité de six mois pour examiner les besoins de financement du projet et aider la compagnie à obtenir les fonds nécessaires. Durant cette même période, le groupe chinois aura à apporter son expertise sur la meilleure façon de mener les travaux de construction. Sinohydro négociera également des accords de prélèvement de la future production avec des sociétés implantées dans l’empire du Milieu.

« Sinohydro a une solide expérience du développement et du travail sur des projets d’ingénierie au Mali et ailleurs en Afrique, ce qui nous conforte dans le fait que l’équipe est à même d’aider Kodal à finaliser la conception, le financement et le processus de construction de manière efficace et rentable », a commenté Bernard Aylward, PDG de la compagnie.

Pour rappel, l’étude de faisabilité définitive du projet Bougouni publiée en janvier dernier a estimé qu’il pouvait livrer 2 millions de tonnes de concentré de lithium sur une durée de vie minimale de 8,5 ans. Kodal dispose de toutes les autorisations à l’exception d’un permis minier pour lequel une demande a déjà été déposée cette année.
https://www.agenceecofin.com/compagnie/ ... e-bougouni

Re: Le lithium, une flambée en perspective?

par energy_isere » 31 août 2020, 08:13

Le chinois Tianqi Lithium annonce 101 millions de dollars de perte au 1er semestre 2020.
À cause de la baisse des prix du Lithium sur les marchés résultant du Covid19.
China’s Tianqi Lithium posts $101m net loss in H1 as prices plunge

Reuters | August 30, 2020

Tianqi Lithium Corp, one of the world’s top lithium producers, on Sunday posted a hefty half-year loss as the coronavirus outbreak weighed on prices for the commodity used in electric-vehicle batteries.

The Chinese firm, which is struggling to repay a $3.5 billion loan taken out to buy a stake in Chilean miner SQM in 2018, said in a filing to the Shenzhen Stock Exchange it made a 696.57 million yuan ($101.47 million) net loss in January-June.

.......
https://www.mining.com/web/chinas-tianq ... es-plunge/

Re: Le lithium, une flambée en perspective?

par energy_isere » 30 août 2020, 09:18

Lithium : Deuxième producteur mondial, le Chili veut doubler son offre en cinq ans

MIS À JOUR LE 27/08/20

Le pays assure actuellement 29 % de l’offre mondiale, derrière l’Australie qui pèse pour 48 %

Déjà deuxième producteur mondial, le Chili veut encore plus peser sur le marché du Lithium. Pour cela, le pays a l’intention de doubler sa production de ce métal d’importance stratégique dans les cinq prochaines années, a annoncé mercredi le gouvernement.

Une production de 250.000 tonnes par an
Le Chili, qui assure actuellement 29 % de l’offre mondiale de lithium, veut parvenir dans ce délai à une offre annuelle de 250.000 tonnes d’équivalent carbonate de lithium (LCE), a indiqué Baldo Prokurica, ministre chilien des Mines. Il présentait un rapport intitulé « Perspectives du marché du lithium en 2030 » élaboré par la Commission chilienne du cuivre (Cochilco).

Le Chili espère ainsi que dans les prochaines années la valeur de ses exportations « sera semblable à celle de secteurs économiques hautement consolidés comme le secteur vitivinicole », dans lequel il est le quatrième exportateur mondial, a déclaré Baldo Prokurica.

Un marché très concentré
L’offre de Lithium est particulièrement concentrée. L’Australie est actuellement le plus grand producteur mondial avec 48 % de la production mondiale. Le métal est un élément essentiel pour l’industrie des voitures électriques et la fabrication de batteries rechargeables pour les téléphones mobiles, les ordinateurs portables et les tablettes.

Le Chili l’extrait sur le site de Salar de Atacama, dans le Nord, l’un des gisements de lithium les plus riches du monde, où il est exploité par la firme chilienne SQM (Sociedad Quimica y Minera) et par la compagnie américaine Albermarle.
https://www.google.com/amp/s/m.20minute ... /a/2847579

Re: Le lithium, une flambée en perspective?

par energy_isere » 29 août 2020, 08:47

La demande de lithium va augmenter sur la prochaine décennie, portée par le secteur automobile (étude)

Agence Ecofin. 27 août 2020

Selon les prévisions de l’agence chilienne Cochilco, la demande de lithium pourrait atteindre 2 millions de tonnes d’ici 2030 grâce au secteur de l’automobile, entrainant donc une hausse des prix. Des perspectives favorables pour les projets africains au Mali, au Ghana ou en Côte d’Ivoire.

La demande mondiale pour le lithium va sensiblement augmenter sur la prochaine décennie. C’est ce qui ressort d’une étude conduite par l’agence minière nationale chilienne Cochilco, qui prévoit qu’elle devrait atteindre près de 2 millions de tonnes en 2030, dont 79 % proviendraient du secteur automobile.

En effet, alors que la pandémie de Covid-19 a réduit à 75 000 tonnes environ la demande de lithium pour les batteries des véhicules électriques cette année, les experts de l’agence, relayés par Reuters, estiment qu’elle passera à 1,4 million de tonnes en 2030. Dans le même temps, la demande dans les autres secteurs comme l’électronique, les téléphones portables ou la santé sera portée à 377 000 tonnes à la fin de la décennie contre 242 000 t prévues cette année.

Si le prix du lithium a connu une baisse ces dernières années du fait de l’entrée en production de nombreuses mines, la situation devrait également évoluer grâce notamment aux normes de pollution de plus en plus rigides. Cochilco prévoit donc une augmentation des prix d’ici 2025 ou 2026. Cela devrait rassurer les pays africains qui développent des projets miniers comme la Côte d’Ivoire, le Ghana ou encore le Mali et le Zimbabwe.
https://www.agenceecofin.com/etude/2708 ... bile-etude

Re: Le lithium, une flambée en perspective?

par energy_isere » 25 août 2020, 08:32

Les Allemands veulent faire pareil :
German Scientists Find New Way To Extract Lithium

By MINING.com - Aug 24, 2020

Researchers at Germany’s Karlsruhe Institute of Technology have developed an environmentally friendly process to extract lithium from the salty thermal water reservoirs that are located in the Upper Rhine Trench.

Similar to other initiatives that are taking place in the UK, the German scientists want to recover the white metal using minimally invasive processes.

The mechanism they have come up with consists of filtering out lithium ions from the thermal water and then further concentrating them until lithium can be precipitated as a salt.

“As far as we know, there can be up to 200 milligrams per litre,” said in a media statement Jens Grimmer, a geoscientist at KIT who co-developed the method with his colleague Florencia Saravia. “If we consistently use this potential, we could cover a considerable part of the demand in Germany.”

According to Grimmer, compared to traditional methods of lithium production from the South American salt flats and Australian solid rock, the KIT’s process doesn’t need external water inputs as the existing infrastructure of geothermal plants, through which up to two billion litres of thermal water flow every year, can be used.

At the same time, the new process generates hardly any overburden, the land consumption is minimal and since the thermal water is returned to the underground after use, no harmful substances are released and geothermal electricity and heat production are not impaired.

In terms of efficiency, the researcher said that the mechanism he is proposing allows for lithium to be continuously extracted within hours in the thermal water cycle of the geothermal plant, which greatly differs from how things are done at the Lithium Triangle’s deposits where the enrichment process takes several months and is highly weather-dependent.

Since the process can use the technical and energetic infrastructure of a geothermal plant, its CO2 balance also stands out when compared to traditional mining.


“We export many environmental problems to third countries in order to maintain and improve our living standards. With this process, we can assume our responsibility and extract important raw materials for modern technologies in an environmentally friendly way right on our own doorstep,” Florencia Saravia said in the brief. “We can also build up regional value chains, create jobs, and reduce geopolitical dependencies at the same time.”

Currently, Germany is a net importer of lithium from Chile, Argentina and Australia, as many companies use it for the production of battery cells for electric vehicles. Thus, the metal is considered of great importance for the climate protection program of the Federal Government.

By Mining.com
https://oilprice.com/Energy/Energy-Gene ... thium.html

Re: Le lithium, une flambée en perspective?

par energy_isere » 25 août 2020, 08:24

Suite de ce post du 9 août 2020 viewtopic.php?p=2307462#p2307462
Europe’s First Geothermal Lithium Recovery Plant To Be Built In The UK

By MINING.com - Aug 09, 2020

The UK government announced plans to invest, through its Getting Building Fund, in the construction of Europe’s first geothermal lithium recovery pilot plant at a location near Redruth, Cornwall.

The public funds will support a £4-million collaboration between Geothermal Engineering (GEL) and Cornish Lithium at GEL’s deep geothermal project, which aims to demonstrate that lithium can be produced from geothermal waters with a net-zero carbon footprint.


According to Cornish Lithium, the pilot plant will trial environmentally-responsible Direct Lithium Extraction technology, and its suitability to extract lithium from Cornish geothermal waters.


“The optimal DLE technology for Cornish waters is currently being selected, however, the processes being considered utilise technologies such as nanofiltration to selectively remove lithium compounds from the water, rather than relying on evaporation and other less environmentally friendly methods,” the company said in a media statement. “Once the lithium has been extracted, the waters will be returned to depth via injection boreholes.”

Recent tests run by Cornish Lithium and GEL have demonstrated that the geothermal and the lithium resources lying beneath granite rocks in Cornwall are potentially commercially viable, given recent advances in extraction technologies.

“We have made significant strides in establishing the UK’s first deep geothermal power plant. The possibility of developing future sites that include co-production of lithium extraction is very exciting and a great opportunity for both companies and Cornwall as a whole,” Ryan Law, managing director of Geothermal Engineering, said in the press brief.


“We believe Cornwall’s untapped natural resources are significant, and are delighted to be partnering with Cornish Lithium to maximise the synergies between the two technologies in order to unlock this potential.”

The new capital injection comes in addition to the £826,000 that Cornish Lithium recently raised from its shareholders to expand ongoing drilling work.

By Mining.com
https://oilprice.com/Alternative-Energy ... he-UK.html

Re: Le lithium, une flambée en perspective?

par energy_isere » 23 août 2020, 15:15

19.7% de croissance annuelle prevu pour la production de Lithium d'ici 2030 :
Lithium demand growth to remain strong to 2030 – report

MINING.COM Staff Writer | August 17, 2020

A report by Roskill states that, globally, lithium demand growth is forecast to remain strong at over 19.7%py to 2030.

According to the market researcher, this demand is being driven by the manufacture of Li-ion batteries for use in automotive and energy storage system batteries, supplemented by the use of Li-ion batteries in other applications and more industrial uses of lithium products.

“Automotive batteries alone are forecast to see demand growth in excess of 28%py to 2030, accounting for over 75% of total lithium demand by 2030 and heavily influencing the types of lithium compounds required by the market,” the report states.

According to Roskill, in the short-term, continued strong demand growth is expected to form a tight market by the mid-2020s. This state of affairs is expected to support lithium prices and incentivize the commissioning of new lithium production.

“Despite the commissioning of new production, expansions at existing producers and increasing volume of lithium from secondary sources expected over the coming decade, demand growth is forecast to outpace supply increases, and further investment in lithium production will be required throughout the supply chain,” the document reads.

In the firm’s view, miners ought to keep these projections in mind as they weather the current conditions in which prices have subsided and many of them – in both the refined lithium products and lithium mineral concentrates spheres – have been forced to become more cost-efficient or face closure.
https://www.mining.com/lithium-demand-g ... 30-report/

Re: Le lithium, une flambée en perspective?

par energy_isere » 23 août 2020, 14:49

Bon chiffre de production de Lithium de SQM au Chili au T2 malgré le Covid19.

https://www.mining.com/sqm-posts-record ... ak-market/

Image

Brine pools and processing areas at SQM’s lithium mine on the Atacama salt flat. (Image courtesy of SQM)

Re: Le lithium, une flambée en perspective?

par energy_isere » 23 août 2020, 14:46

Production mondiale par pays à gauche, réserves à droite :
Image

Source https://www.mining.com/sqm-posts-record ... ak-market/

Re: Le lithium, une flambée en perspective?

par energy_isere » 09 août 2020, 13:03

Suite de ce post du 12 juillet 2020 viewtopic.php?p=2306707#p2306707

L'état Anglais va subventionner 4 millions de livres pour une ligne pilote de séparation du Lithium d'eaux Geothermales dans le Cornwall.
UK to invest in Europe’s first geothermal lithium recovery plant

MINING.COM Staff Writer | August 6, 2020

The UK government announced plans to invest, through its Getting Building Fund, in the construction of Europe’s first geothermal lithium recovery pilot plant at a location near Redruth, Cornwall.

The public funds will support a £4-million collaboration between Geothermal Engineering (GEL) and Cornish Lithium at GEL’s deep geothermal project, which aims to demonstrate that lithium can be produced from geothermal waters with a net-zero carbon footprint.

According to Cornish Lithium, the pilot plant will trial environmentally-responsible Direct Lithium Extraction technology, and its suitability to extract lithium from Cornish geothermal waters.

“The optimal DLE technology for Cornish waters is currently being selected, however, the processes being considered utilise technologies such as nanofiltration to selectively remove lithium compounds from the water, rather than relying on evaporation and other less environmentally friendly methods,” the company said in a media statement. “Once the lithium has been extracted, the waters will be returned to depth via injection boreholes.”

Recent tests run by Cornish Lithium and GEL have demonstrated that the geothermal and the lithium resources lying beneath granite rocks in Cornwall are potentially commercially viable, given recent advances in extraction technologies.

“We have made significant strides in establishing the UK’s first deep geothermal power plant. The possibility of developing future sites that include co-production of lithium extraction is very exciting and a great opportunity for both companies and Cornwall as a whole,” Ryan Law, managing director of Geothermal Engineering, said in the press brief.

“We believe Cornwall’s untapped natural resources are significant, and are delighted to be partnering with Cornish Lithium to maximise the synergies between the two technologies in order to unlock this potential.”

The new capital injection comes in addition to the £826,000 that Cornish Lithium recently raised from its shareholders to expand ongoing drilling work.
https://www.mining.com/uk-government-to ... ery-plant/

Re: Le lithium, une flambée en perspective?

par energy_isere » 03 août 2020, 21:53

Suite de ce post du 19 mai 2019 viewtopic.php?p=2283932#p2283932
Rio Tinto to invest $200m to progress Jadar lithium project in Serbia

31 juillet 2020

Global mining giant Rio Tinto has announced that it is investing nearly $200m to progress the Jadar lithium-borate project in Serbia to the next phase of development.

Discovered by Rio Tinto in 2004, Jadar is located near Loznica in western Serbia, around 160km from Belgrade.

The funding will primarily cover the feasibility study, detailed engineering designs, permitting, as well as land acquisition, which are set to be complete by the end of next year.

The Jadar deposit comprises high-grade mineralisation of boron and lithium and supports a long-life operation of both the products.
Rio Tinto Energy & Minerals chief executive Bold Baatar said: “Rio Tinto’s lithium project pipeline is an important part of our vision to pursue opportunities which are part of the transition to a low-carbon future.

“We look forward to working closely with the Government of Serbia over the next eighteen months as we develop and validate our understanding of the project to the point when we can seek a final investment decision by the Board of Rio Tinto.”

Simultaneously, the company has also started commissioning its lithium demonstration plant in the US. This plant extracts lithium from waste rock at the company’s boron mine in California.
https://www.mining-technology.com/news/ ... m-project/

Re: Le lithium, une flambée en perspective?

par energy_isere » 19 juil. 2020, 11:19

Suite de ce post du 6 octobre 2019 viewtopic.php?p=2289058#p2289058

Societe Générale va financer le projet de Lithium Grota do Cirilo au Brésil.
Brazil : Sigma’s $45 million project finance beneficial for lithium industry – report

MINING.COM Staff Writer | July 14, 2020

Image
Finished product with 6% Min. Li2O from the Grota do Cirilo project. (Image courtesy of Sigma Lithium Resources).

Market research firm Roskill has published an analysis where it reports that Sigma Lithium Resources’ (TSX-V: SGMA) $45 million finance by Societe Generale for its Grota do Cirilo project in Brazil sent a positive message about the state of the lithium industry.

The announcement was made in late June and it marked a second green funding success in as many weeks for the lithium sector, following on from Livent’s $225 million green debt facility.

“With an interest rate of US LIBOR plus 5%, dropping to LIBOR plus 4.5% after completion of the project, this deal highlights the relatively low-cost access to capital lithium producers can gain, even in a tough market, by leveraging the green credentials of their product (which can be used in the production of rechargeable batteries),” the report reads.

“In the case of Sigma, these green credentials have been bolstered by its access to hydro-power (reducing its scope 2 GHG emissions) and its wider Environmental, Social, and Governance (ESG) focused development of the project, which has helped it meet the EPs.”

Image
Pilot plant at the Grota do Cirilo project. (Image courtesy of Sigma Lithium Resources).

According to Roskill, Sigma’s financing package includes environmental and social covenants following the Equator Principles, which are a set of voluntary guidelines adopted by private financial institutions to ensure that large-scale development or construction projects appropriately consider the associated potential impacts on the natural environment and any affected communities.

The package will be supplemented by a production prepayment facility signed with Mitsui & Co in April 2019 and an approximate $10-million equity contribution, which is required to satisfy the funding package.

Located in Minas Gerais, Brazil, the Grota do Cirilo project is initially expected to produce 220ktpy of 6% Li2O spodumene concentrate from the Xuxa deposit. The construction capital cost for the project is currently estimated at $82 million.
https://www.mining.com/sigma-lithiums-4 ... y-roskill/

Re: Le lithium, une flambée en perspective?

par energy_isere » 12 juil. 2020, 09:51

Suite de ce post du 6 oct 2019 viewtopic.php?p=2289063#p2289063
Cornish Lithium gets over $1m funding boost for UK project

Cecilia Jamasmie | July 7, 2020

Cornish Lithium, a start-up hoping to lead the development of an industry for the battery metal in the UK, has raised £826,000 ($1.03 million) from shareholders, which it says it will use to expand ongoing drilling work.

The miner says recent exploration activity in the ancient mining region of Cornwall, south-west England, has proved “highly encouraging.”

The company will now plan further phases of drilling in both geothermal waters and in hard rock, to begin as soon as “current conditions allow.”
.......
https://www.mining.com/cornish-lithium- ... k-project/

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