Le lithium, une flambée en perspective?

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Re: Le lithium, une flambée en perspective?

Message par energy_isere » 06 avr. 2019, 11:09

Namibie : le plus grand groupe de chimie au monde veut acheter le lithium de Desert Lion

Image

Agence Ecofin. 3 avril 2019

La compagnie Desert Lion Energy a conclu un accord de prélèvement non contraignant pour vendre à BASF SE de l’hydroxyde de lithium provenant d’une installation de production en Namibie. BASF est un groupe chimique allemand créé en 1865, le plus grand groupe de chimie au monde.

Les deux partis travailleront à la conclusion d’un accord définitif d’ici le 31 décembre 2019.

Pour soutenir la production d’hydroxyde de lithium, Desert Lion réalisera d’abord une étude de préfaisabilité pour une production annuelle de 10 000 tonnes. L’étude devrait être publiée d’ici le dernier trimestre de l’année.

« Cet accord d'enlèvement représente une autre étape importante pour la société. Nous sommes très heureux de pouvoir nous associer à BASF pour la fourniture de produits chimiques à base de lithium à l'industrie des batteries », a déclaré Tim Johnston, DG de Desert Lion Energy.

Le projet Desert Lion Energy sera développé en trois phases dont la première porte sur le traitement de minerais provenant des stocks historiques tout-venant des mines Rubicon et Helikon. Quant à la dernière phase, elle verra la société produire à Walvis Bay 25 000 tonnes/an de carbonate de lithium.
https://www.agenceecofin.com/metaux/030 ... esert-lion

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Re: Le lithium, une flambée en perspective?

Message par energy_isere » 07 avr. 2019, 10:10

Du Lithium au Brésil, à partir de spodumene.Dans le Minas Gerais. Le Japonais Mitsui investi 30 millions se dollars.
Japan’s Mitsui injects $30m into Sigma’s lithium project in Brazil

April 5 2019

Image
Production Plant at Grota do Cirilo. (Image courtesy of Sigma Lithium.)

Japan’s Mitsui & Co. will invest $30 million in Sigma Lithium Resources’
project in Brazil, as demand for the metal used in the batteries that power electric vehicles is set to continue growing, keeping the market tight.

The funds, together with a $40 million debt offering Mitsui granted Sigma, will allow the Canadian miner to begin building a processing plant at its Grota do Cirilo asset, a hard rock lithium project in the south-eastern Brazilian province of Minas Gerais.

The trading house is pre-paying Sigma $30 million for up to 55,000 annual tonnes of future battery-grade spodumene concentrate, over six years. The off-take deal can be extended for five years and gives the Japanese firm the right to buy a supplementary amount of 25,000 tonnes a year over 72 months, which can also be renewed for five years.

“We are very pleased to welcome Mitsui as our new strategic offtake and funding partner,” Sigma chairman and chief executive officer, Calvyn Gardner, said in the statement. “Both of our companies share the same vision regarding the growth in the battery metals value chain as well as commitment to supply the world with clean energy.”

Grota do Cirilo is expected to produce 240,000 tonnes of battery-grade spodumene concentrate per year, beginning in 2020. The output will be shipped to China, where it will be converted into lithium hydroxide, the type of lithium used by Tesla in its car batteries.

If Sigma goes ahead with an expansion project that would increase output to 440,000 tonnes a year, Mitsui could buy more material, but it would have to provide extra funding.

That level of output would place Sigma among the largest lithium suppliers in the Americas.

Prices for the white battery metal have largely stabilized this year, following the extended slide seen in 20‌18. According to Roskill’s outlook released this week, prices have held up thanks to a mix of growing demand and disruptions that have impacted additional supply.
http://www.mining.com/japans-mitsui-inj ... ct-brazil/

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Re: Le lithium, une flambée en perspective?

Message par energy_isere » 14 avr. 2019, 11:42

Suite de ce post du 24 fev 2019 http://www.oleocene.org/phpBB3/viewtopi ... 6#p2281216

Toyota et Orocobre annoncent le feu vert pour le projet de raffinerie de Lithium au Japon.
Orocobre and Toyota green light lithium hydroxide plant in Japan

12 April 2019

The boards of Orocobre and Toyota Tsusho Corp. have given the green light to building the Naraha lithium hydroxide plant, which will be the first of its kind in Japan.

The majority of production will feed the Japanese battery industry and will be sourced from the lithium carbonate produced from the phase two expansion of Orocobre’s Olaroz mine in northern Argentina’s Jujuy province.

Construction will start before the end of June, and the joint-venture partners expect to commission the plant sometime in the first half of 2021.

The companies estimate that it will take about 9,500 tonnes a year of primary grade lithium carbonate to produce 10,000 tonnes per year of battery grade lithium hydroxide.

A cathode manufacturing plant already exists nearby the site, and plans have been announced to develop a battery manufacturing facility in the area, Orocobre notes in a press release.

Capital costs for the project are forecast to run to $77.6 million, excluding VAT, but the joint-venture is entitled to a subsidy of $27.1 million from the Japanese government.

The subsidy will be received once the project “reaches mechanical completion,” which is expected to occur in the first half of 2021, the joint-venture says.
.......
http://www.mining.com/orocobre-toyota-t ... ant-japan/

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Re: Le lithium, une flambée en perspective?

Message par energy_isere » 21 avr. 2019, 09:20

Réévaluation à la hausse de 100 % des réserves de Carbonates de Lithium du projet Pastos Grandes en Argentine.
Millennial Lithium stock jumps 12% following boost in resource estimate

Earlier, the company released an updated resource estimate for its Pastos Grandes lithium project in Salta, Argentina. The project now contains 4.12Mt lithium carbonate equivalent and 15.3Mt potash equivalent in Measured and Indicated resource. Inferred resource has also increased to 798,000t lithium carbonate equivalent and 2.97Mt potash equivalent.

The resource estimate is based on over 15,000 metres of drilling across 33 holes and represents a near 100% increase over the previous 2017 resource estimate. The company expects to table a feasibility study and build a pilot processing plant at the project site by the end of 2019’s second quarter
.....
http://www.mining.com/millennial-lithiu ... -estimate/

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Re: Le lithium, une flambée en perspective?

Message par energy_isere » 21 avr. 2019, 10:15

Suite de ce post du 24 février 2019 http://www.oleocene.org/phpBB3/viewtopi ... 3#p2281213

Savannah Resources devient propriétaire de 100% des parts du projet de la mine de Lithium de Barroso au Portugal.
Savannah Resources to take full control of lithium mine in Portugal

15 April 2019

Multi-commodity developer Savannah Resources (AIM:SAV) will become the sole owner of Mina do Barroso lithium project in Portugal through an all-share offer worth $11.9 million.

The London, England-based company, which already owns 75% of the asset, said full ownership would "provide greater exposure" for its shareholders to the project as it’s developed and commercialized.
Mina do Barroso, arguably one of the most advanced lithium mining concessions in Europe, is expected to become the continent's first significant producer of spodumene, a hard-rock form of lithium.

Savannah, which acquired a majority stake in the project in May 2017, has maintained a fast paced development approach since.

Image

The company estimates the whole project holds a resource estimate of 20 million tonnes with over 200,000 tonnes contained Li20. Additionally, metallurgical test-work results have produced an “excellent” 6% Li20 low impurity concentrate, which according to chief executive David Archer, is “ideal” for the EV battery industry, further validating the project.

Mina do Barroso is set to initially produce 6% Li2O spodumene concentrates destined to China. The open pit mine will also yield a feldspar and quartz co-product to be sold to ceramics industry customers locally and in neighbouring and Spain.
http://www.mining.com/savannah-resource ... -portugal/

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Re: Le lithium, une flambée en perspective?

Message par energy_isere » 25 avr. 2019, 08:39

Longue analyse du marché du Lithium dans oilprice. Com
https://oilprice.com/Energy/Energy-Gene ... ustry.html

Ça parle du Lithium des salars, du Lithium de spodumene, des compagnies minières, de la demande automobile des 10 prochaines années, des cours du Lithium, .....

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Re: Le lithium, une flambée en perspective?

Message par energy_isere » 01 mai 2019, 10:36

Le mineur Australien Alliance Mineral va processeur son Lithium de spodumene (dont l'exploitation a commencé il y a un an) avec le chinois Jiangte dans son usine en Chine.
Australia’s Alliance Mineral inks key lithium deal with Chinese EV firm

29 April 2019

Australian lithium producer Alliance Mineral Assets (ASX: A40) said Monday it had inked a joint venture deal with a major Chinese maker of engines for electric vehicles (EVs), which would allow the miner to feed its output into the partner's manufacturing process without capital costs or construction risks.

As part of the deal, Alliance and Jiangxi Special Electric Motor have agreed to move into the downstream lithium products market within the next six to 12 months.

The West Australia-based miner will export spodumene from its Bald Hill operation to Jiangte, which will then process the material at the plant in China’s Jiangxi Province into lithium hydroxide, a more refined, higher value and higher margin product.

The partners will then sell the lithium hydroxide to third parties, with Alliance and Jiangte to equally share in the sales after recovering each party’s respective mining and conversion costs.

“The hydroxide joint venture provides for a rapid, low risk entry into downstream production and sales of battery-grade lithium products,” Alliance managing director Mark Calderwood said in the statement.

Alliance, previously known as Tawana Resources, will retain ownership of the Bald Hills mine, which began commercial production of spodumene in mid-2018. Output is expected to ramp up to 20,000 tonnes of lithium concentrate per month by 2020.
http://www.mining.com/australias-allian ... e-ev-firm/

Image
Aerial view of Jiangte’s Yinli New Energy conversion facility. (Image courtesy of Alliance Mineral Assets.)

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Re: Le lithium, une flambée en perspective?

Message par energy_isere » 12 mai 2019, 10:24

Le projet d'extension de la plus grande mine de Lithium hard rock du monde près de démarrer à Greebushes en Australie. Projet à 360 millions de dollars.
World’s largest hard rock lithium mine to get bigger

May 11, 2019

Image
Greenbushes lithium mine, about 250km south of Perth, is already the world’s biggest hard-rock lithium mine. (Image courtesy of Talison Lithium.)

Talison Lithium, a partnership between China’s Tianqi and U.S. group Albemarle, secured approval this week from the Western Australian Environmental Protection Authority (EPA) to expand the Greenbushes lithium mine in the southwest of the state.

The decision came with a series of conditions, including the protection of the threatened black cockatoos, which are unique to Australia’s south-west region.

Already the world's largest hard rock lithium operation, the planned expansion would allow Greenbushes to increase lithium concentrate output to about 1.95 million tonnes a year, as demand for the key ingredient to build batteries that power electric picks up.


The A$516-million ($361m) expansion, announced last year, involves the construction of a new lithium concentrate plant capable of producing 520,000 tonnes a year of chemical-grade lithium concentrate. It also entails a new crushing plant and the necessary infrastructure.

If it receives the nod from Western Australia's environment minister, the last one needed, construction will start this year, with the new plant expected to be commissioned in the last quarter of 2020.

Albemarle, which holds a 49% stake in Talison, is planning a lithium hydroxide manufacturing plant, outside of Bunbury, capable of producing up to 100,000 tonnes per year of lithium hydroxide monohydrate from five 20,000 tonnes per year process trains and up to 1.1-million tonnes a year of tailings.

China’s Tianqi, which has a 51% interest in Talison, is constructing a 24 000 t/y lithium hydroxide plant in Kwinana, just 40 km from Perth.

Lithium carbonate prices have been drifting lower from the highs hit in 2017, but remain around the $10,000 to $11,000 level per tonne according to Fastmarkets MB, almost double the $6,450 per tonne at the beginning of 2015.
http://www.mining.com/worlds-largest-ha ... et-bigger/

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Re: Le lithium, une flambée en perspective?

Message par energy_isere » 19 mai 2019, 10:37

Suite de ce post du 4 oct 2018 http://www.oleocene.org/phpBB3/viewtopi ... 4#p2273154
Sur le Lithium de Jadar en Serbie.
Rio Tinto may start mining lithium in Serbia by 2023

May 14, 2019

Global miner Rio Tinto may be ready to start mining lithium from its project in Jadar, Serbia in four years, but no decision will be made until the end of 2020, when the company expects to have completed a study on the deposit.

The asset, near the town of Loznica, in western Serbia, gives Rio Tinto an option to supply the world’s electrification needs, chief executive Jean-Sebastien Jacques said Tuesday at a mining conference.

The executive noted development at the giant deposit of jadarite, a lithium-containing mineral unique to Serbia, was in a preliminary stage. Ongoing studies are part of the pre-feasibility stage for evaluation of the technical and economic viability of the project, Jacques noted.

"There are 26 steps to be able to extract the lithium," he said, adding that, while pricing was an issue, the company was becoming more comfortable with the lithium market.

Discovered in 2004, Jadar contains boron and lithium in high concentrations, placing it among largest lithium deposits in the world, according to Rio Tinto.

Since the beginning of the project, Rio Tinto has been working closely with the Serbian government and local officials to ensure the project moves forward responsibly and in a manner that benefits surrounding communities.

Both intended product streams from the project – lithium and borates – play important roles in a more energy-efficient future, the company believes. The first one is a key ingredient in the making of the batteries that power electric vehicles (EVs) and high tech devices. Borates, in turn, are used in insulation fibreglass and wind turbines.

The company has said it plans to start production in 2023, assuming that feasibility studies confirm viability and all necessary approvals are obtained.

Last year, Rio allegedly attempted to buy a $5B stake in Chile’s Chemical and Mining Society (SQM), the world's largest lithium producer. The investment would have provided the world’s No.2 mining company foothold in the booming battery metals sector, though it already holds key copper assets and the red metal is also used in EVs.
http://www.mining.com/rio-tinto-plans-s ... rbia-2023/

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Re: Le lithium, une flambée en perspective?

Message par energy_isere » 31 mai 2019, 09:19

Suite de ce post du 15 juin 2018 http://www.oleocene.org/phpBB3/viewtopi ... 5#p2269915

Le projet de lithium de spodumene de Whabouchi au Canada avance bien.
Début des opérations commerciales en fin d'année.

Image

Lire en détail ici https://www.compelo.com/energy/projects ... m-project/

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Re: Le lithium, une flambée en perspective?

Message par energy_isere » 02 juin 2019, 14:15

Encore un autre projet (très avancé) de Lithium de spodumene au Quebec.
121 000 tonnes de LiO2 estimé.
Début des opérations commerciales prévu à mi 2020.
Déjà un gros contrat de fourniture de concentré de Lithium à des Chinois.

Authier Lithium Project (open pit)

Authier lithium project is hard rock spodumene lithium open-cut mine located near Val d’Or, Quebec, Canada.

Sayona Mining owns the lithium project and is developing it with an estimated investment of C$89.9m (65.8$m). Sayona acquired the project from Glen Eagle Resources in July 2016.

The project is anticipated to produce an average of approximately 115,000 tons (t) of spodumene a year, through its estimated mine life of 18 years.

Definitive feasibility study of the project was completed in September 2018, while construction is scheduled to be commenced in late-2019. Commercial operations are expected to be started in mid-2020.

Image

Authier lithium project is anticipated to create up to 160 jobs in the construction and operational phase.

Authier lithium project geology and mineralization
Authier lithium project is located approximately 45km north-west of the city of Val d’Or, one of the prominent mining service centers in Quebec. The deposit is approximately 825m-long and has an average thickness of 25m.

The lithium mineralization at Authier is located in a spodumene-bearing pegmatite intrusion.

Authier lithium project reserves
As of September 2018, the proven and probable mineral reserves of the Authier lithium project are estimated to be 12.01 million tons (Mt) grading 1.0% lithium oxide (Li2O). The project is estimated to contain 121, 590t of Li2O.

Mining at Sayona Mining’s Authier project
Sayona Mining proposes to employ conventional open-pit mining method at the Authier lithium project. Hydraulic excavators and dump trucks will deliver the mined ore to the primary crusher or to the stockpile.

Major mining fleet of the project will comprise 60 metric ton rigid body dump trucks, two hydraulic excavators, a front-end loader, and two down-the-hole drill rigs.

Ore processing
The project also includes a pilot plant, which was successfully completed by SGS Canada in May 2018.

Run-of-mine (ROM) ore will be transported from the pit to the crushing plant, where it will undergo three-stage crushing. The crushed ore will be conveyed to a ball mill in closed-circuit with hydrocyclones and grinded to obtain a P80 size of 180µm.

Iron-bearing silicate minerals will be removed from the ground ore in a magnetic separation circuit, de-slimed, and forwarded to mica flotation unit. The resultant slurry will be sent to an attrition scrubber and hydrocyclones for second-stage de-sliming before being conveyed to spodumene flotation circuit.

The spodumene concentrate will be filtered to 6% moisture and stockpiled in a covered storage area before being shipped to the port of Montreal.

The plant is expected to produce 87,400t of 6% Li2O concentrate, on an average, suitable for sale to lithium carbonate conversion plants that supply feedstock to lithium battery manufacturers.

Off-take of lithium from Authier lithium project
Sayona Mining signed a memorandum of understanding (MoU) with Huan Changyuan, a subsidiary of Minmetals Group, for the sale of spodumene concentrate produced at Authier, in November 2017.

Huan Changyuan is entitled to purchase up to 100,000t of spodumene concentrate a year, as part of the agreement.

Infrastructure
The lithium project is located near Val d’Or and Amos cities and can be accessed through the national highway and a nearby rural road.

Power required by the mine will be sourced from the nearby electricity grid located approximately 5km east of the mine site.
........
https://www.nsenergybusiness.com/projec ... m-project/

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Re: Le lithium, une flambée en perspective?

Message par energy_isere » 07 juin 2019, 21:18

Demande en hausse et prix en baisse pour le lithium

MYRTILLE DELAMARCHE Usine Nouvelle le 07/06/2019

Le groupe minier chilien SQM prévoit une hausse de 17% de la demande de lithium en 2019, alors que l’incertitude règne sur la montée en puissance de la production.

C’est insuffisant pour compenser la perte de revenus due à la chute des cours de ce métal destiné aux batteries lithium-ion. SQM, dont 23,77 % du capital est désormais contrôlé par son concurrent chinois Tianqi malgré l’opposition de son autre actionnaire de référence, le groupe Pampa, estime que le prix moyen du lithium va encore baisser de 20% au second semestre 2019, à 11 000 ou 12 000 dollars, contre 14 600 au premier semestre.

Le Chili, doté des plus grandes réserves de lithium (52%), se dispute avec l’Australie la place de premier producteur mondial, avec chacun près de 40% du total.
https://www.usinenouvelle.com/article/d ... um.N849950

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Re: Le lithium, une flambée en perspective?

Message par energy_isere » 09 juin 2019, 09:54

Grosse découverte de Lithium dans le Sud Ouest de la Chine.
Estimated 5 million tonnes of lithium deposits found in southwest China

June 4, 2019

An estimated 5 million tonnes of lithium deposits have been found in China's southwestern province of Yunnan, scientists said, potentially curbing the nation's reliance on imports of the material, used in electric vehicle batteries.

The Institute of Geochemistry, under the Chinese Academy of Sciences, said in a statement on its website on Monday that it had made the discovery. State media such as the China Daily newspaper reported the find on Wednesday.

Demand for lithium is growing rapidly as some consumers shift away from cars powered by fossil fuels.


The institute estimated that roughly 340,000 tonnes of lithium oxide were deposited in a test site of 7.2 square km, indicating the amount of lithium oxide in the entire area could exceed 5 million tonnes.

"With society's expectations of longer lasting battery power for portable devices and the increase in electric vehicles, the demand for lithium has increased sharply," the China Daily quoted Wen Hanjie, a researcher involved in the discovery, as saying.

"But we also see a high dependence on lithium imports as about 80 percent of lithium used in China between 2011 and 2015 was from overseas … To find our own lithium resources is an urgent need."

The Chinese government has previously expressed concern about its overseas dependence for materials such as lithium, which it sees as key to the development of strategic emerging industries such as rechargeable battery production.

The world's largest reserves of lithium can be found in countries including Bolivia, whose Uyani salt flats has at least 21 million tonnes of lithium.
http://www.mining.com/web/around-5mt-li ... est-china/

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Re: Le lithium, une flambée en perspective?

Message par energy_isere » 09 juin 2019, 10:13

Suite de ce post du 28 avril 2018 http://www.oleocene.org/phpBB3/viewtopi ... 0#p2268710
Goulamina Lithium Project (Mali)

The Goulamina lithium project is an open-pit lithium mine located near Bamako, the capital city of Mali. Birimian, a lithium company based in Australia, is the project owner and developer.

The pre-feasibility study of the Goulamina lithium project was released in October 2017, while the environmental permit was approved in March 2019. Definitive feasibility study (DFS) of the project is anticipated to be completed in the first quarter of 2020.

Birimian proposes to start the project construction in 2019, while commissioning is expected to be completed in 2020.

The spodumene concentrate production from Goulamina project is expected to be more than 5.7 million tons (Mt) during the mine’s estimated operational life of 16 years. An estimated 362,000tpa of concentrate is anticipated to be produced on an average, at a grade of 6% Li2O.

Goulamina lithium project location, geology, and mineralization
The Goulamina lithium project is spread over 29,500ha of land on the Torakoro permit in southern Mali. It is located 150km from Bamako and 50km west of Bougouni.

The deposit is situated between a series of north-north-west trending vertical spodumene-rich pegmatities, which are approximately 2.5km long-and 1.4km-wide.

Spodumene (lithium) pegmatite at Goulamina is present as well-defined, broadly parallel, and continuous dykes. It is classified into three zones namely West, Main, and Sangar.

Goulamina lithium project reserves
The ore reserves in the Goulamina lithium project are estimated to be 31.2 million tons (Mt), grading 1.56% Li2O.

Indicated mineral resources of the mine are estimated to be 43.7Mt, graded at 1.48% Li2O.

Mining and processing
..........
https://www.nsenergybusiness.com/projec ... m-project/

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Re: Le lithium, une flambée en perspective?

Message par energy_isere » 12 juin 2019, 20:41

Lithium: le futur contrat du LME fait des remous dans les salars

Par Claire Fages RFI 12 juin 2019

Quel prix pour le lithium ? Le marché grandissant de ce métal blanc est tout sauf transparent. Pour y remédier, la bourse des métaux de Londres vient de faire des annonces sur un futur contrat, mais il est loin de faire l'unanimité.

Il y a des remous dans les salars de lithium ! À Santiago, la capitale du Chili, pays qui abrite les plus grandes réserves de ce métal blanc, se tient depuis deux jours une conférence consacrée au lithium et à cette occasion le London Metal Exchange, la Bourse londonienne des métaux, a donné des précisions sur un futur contrat dédié au lithium. Le moins que l'on puisse dire, c'est que ces annonces du LME n'ont pas fait que des heureux.

Pour les utilisateurs et les investisseurs

Il y a pourtant une vraie demande de transparence sur les prix du lithium. Depuis qu'il est sorti d'un usage confidentiel, dans la verrerie, pour devenir le métal des véhicules du futur, il est convoité par les fabricants de batteries et les constructeurs automobiles. Tous ces utilisateurs veulent avoir une visibilité sur le coût de leur approvisionnement, pour s'arbitrer, gérer leurs risques. Difficile quand il n'y a pas de prix de marché reconnu par tous, comme il y en a pour le cuivre. La seule information publique existante, est celle, mensuelle, des douanes chinoises, mais sans distinction des qualités de lithium, ni d'indication sur la date du contrat. Et Pékin a suspendu cette publication en avril...
Difficile aussi dans ces conditions de décider les banques, les investisseurs, à s'engouffrer dans ce marché.

Hostilité des grands producteurs miniers

Pourtant le nouveau contrat de la bourse londonienne des métaux est très controversé. D'abord sur le choix qu'a fait le LME de son prestataire : Fastmarkets, anciennement Metal Bulletin, est une agence d'information sur les prix qui a un large spectre de matières premières, mais qui n'est pas spécialisée dans le lithium.
Surtout les grands producteurs miniers sont plus que réticents à abandonner l'opacité de leurs contrats à long terme, pour s'aligner sur une cotation en temps réel. D'autant que cette cotation s'est effondrée, le carbonate de lithium a perdu plus de la moitié de sa valeur en un an. Malgré les perspectives florissantes à moyen et long terme pour le lithium, la demande à court terme s'est calmée, la substitution partielle par le nickel avance. Et l'offre minière de lithium a explosé en quelques mois. Il y a même une surproduction actuellement.

Pas une commodité ?

Le numéro un mondial, Albermarle, a tout de suite annoncé la couleur à Santiago : il ne participera pas au contrat du LME, il ne fournira pas d'informations sur les prix. L'argument du géant américain ? Le lithium est un composant chimique, et pas selon lui, une commodité.
http://www.rfi.fr/emission/20190613-lit ... ous-salars

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