Le lithium, le prix en baisse aprés la flambée.

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Re: Le lithium, le prix en baisse aprés la flambée.

par energy_isere » 27 oct. 2024, 10:47

Re: Le lithium, le prix en baisse aprés la flambée.

par energy_isere » 27 oct. 2024, 10:46

Argentina’s lithium hunters scale back as EV shift slows

Reuters | October 24, 2024

The Argentine salt flats in South America’s “lithium triangle” have been one of the busiest sites for ventures racing to extract the battery metal needed to power the global shift to electric vehicles. Now firms are hitting the brakes.

The global lithium sector from Chile to Zimbabwe is struggling due to prices that have slumped over 80% since the start of last year on oversupply and weaker-than-expected EV demand. That’s gummed up financing and hit profit margins at miners both large and small.

Reuters interviews with nearly a dozen executives, officials and analysts show how severe the situation is in Argentina, and how that is likely to reduce lithium output in the years ahead.

Firms have cut staff, slashed spending and halted exploration projects, and the plunging value of lithium assets has left some firms vulnerable to takeover.
..................................
https://www.mining.com/web/argentinas-l ... ift-slows/

Re: Le lithium, le prix en baisse aprés la flambée.

par energy_isere » 27 oct. 2024, 10:13

suite de ce post du 29 sept 2024 viewtopic.php?p=2399518#p2399518
Volt Lithium produces 99.5% battery-grade lithium carbonate from oilfield brine
Volt's direct lithium extraction (DLE) technology enables efficient lithium extraction from oilfield brine in the Permian Basin.

October 24, 2024

US-based Volt Lithium has produced 99.5% battery-grade lithium carbonate from oilfield brine in the Permian Basin in West Texas, using its DLE technology.

The company has developed DLE technology aimed at extracting lithium from North American oilfield brines, contributing to a secure critical minerals supply chain for the region.

Volt Lithium CEO and president Alex Wylie said: “Successfully producing battery-grade lithium carbonate from the Permian is another significant milestone that Volt has achieved this year.

“Volt Lithium is on track to become one of North America’s first commercial producers of lithium from oilfield brine, contributing to the security of future sources of critical minerals in North America.”

Since 17 September 2024, Volt has been operating its DLE system in the field and continues to enhance the performance of its US field unit.

Volt has been producing lithium chloride concentrate, a precursor to lithium carbonate and other lithium compounds, from its field unit, which enables the company to cost-effectively scale-up further to process commercial levels of oilfield brine.

Third-party testing has validated the samples of lithium carbonate, which are now available for review by potential offtake partners.

The company’s innovative three-stage process of DLE technology has led to the creation of quality eluate, which is converted into 99.5% pure battery-grade lithium carbonate.

In the first stage of the process, Volt employs established techniques to purify the oilfield brine, removing up to 99% of organics and contaminants.

The second stage utilises Volt’s DLE technology to extract lithium, yielding up to 99% lithium extraction rates.

The final stage involves purifying and concentrating the eluate to produce battery-grade lithium carbonate that meets industry specifications.

The company stated that it will continue to produce both lithium chloride concentrates and lithium carbonate in various grades for the rest of 2024.
https://www.mining-technology.com/news/ ... &cf-closed

Re: Le lithium, le prix en baisse aprés la flambée.

par energy_isere » 27 oct. 2024, 10:06

suite de ce post du 14 octobre 2024 viewtopic.php?p=2400334#p2400334
Eramet reclaims full ownership of lithium operations in Argentina
The company’s Argentinian subsidiary is positioning itself to fully control the Centenario lithium project.


October 25, 2024

French mining company Eramet has acquired Tsingshan Group’s 49.9% stake in Eramine Sudamerica for $699m (€645.83m) to regain full ownership of its Argentinian subsidiary.

Eramet’s Argentinian subsidiary is strategically positioning itself to fully control the development of the Centenario lithium project.

The company has now decided to strategically allocate capital to regain full ownership, enabling it to fully control the ongoing development of the project.

Eramet holds mining concessions in the Centenario and Arizaro salars in Argentina, which are among the largest lithium brine deposits in the ‘Lithium Triangle’.

The total drainable mineral resources of Centenario exceed 15 million tonnes (t) of lithium carbonate equivalent (LCE), with an average concentration of 407mg per litre of lithium in the brine.

This supports a long-term production capacity currently estimated at more than 75,000t of LCE.

Construction of Centenario’s first lithium carbonate extraction plant began in October 2021.

Inaugurated in July 2024, the new plant has a nameplate capacity of 24,000t of LCE per annum and is poised to be in the first quartile of the industry cost curve.

The facility is highly automated and utilises one of the most advanced direct lithium extraction (DLE) technologies, aligning with the highest standards for responsible mining.

Currently in the final stages of commissioning, the plant will begin production in the coming weeks, and this transaction will not affect the project delivery and operational plan.

This transaction represents a counter-cyclical expansion for Eramet, doubling its share of production and providing the company with increased market flexibility and optionality to develop its portfolio of tier-one lithium assets.

Eramet Group chair and CEO Christel Bories said: “Today’s transaction marks a milestone in our development in lithium, a critical metal for energy transition, poised to experience a sustained high growth in demand in the coming years.

“This strategic move enables us to unlock the full potential of our Centenario world-class deposit and comes also at the right time in the context of cyclically low market prices for lithium.

“Taking advantage of the strong liquidity of the Group to execute the transaction, we will soon become the first Western company using a next-generation DLE technology to produce battery-grade lithium carbonate at industrial scale, confirming our technological and sustainable leadership across the entire lithium value chain.”

In July this year, Eramet engaged in talks with Zhejiang Huayou Cobalt to establish a partnership for producing battery-grade nickel in Indonesia.
https://www.mining-technology.com/news/ ... p/?cf-view

Re: Le lithium, le prix en baisse aprés la flambée.

par energy_isere » 26 oct. 2024, 00:14

suite de ce post du 14 avril 2024 viewtopic.php?p=2389573#p2389573
Biden Administration Approves Its First Lithium Mining Project

By Tsvetana Paraskova - Oct 25, 2024

The Biden Administration has granted a final federal permit to a lithium-boron project in Nevada in the first such project approved by the Administration as part of its efforts to support America-produced lithium and reduce dependence on Chinese supply, the project developer said on Friday.

The U.S. Bureau of Land Management has issued the federal permit for the Rhyolite Ridge Lithium-Boron Project, proposed by Australian firm Ioneer Ltd in Esmeralda County, Nevada.

This is also the first lithium mine fully permitted to be built in more than 20 years. Since 2002, only three projects for mining critical minerals have come online in the United States, none of which is on public land.

The Biden Administration is supporting domestic critical minerals development with debt financing via the Energy Loan Programs Office.

Ioneer’s project received last year a conditional commitment from the U.S. Department of Energy Loan Programs Office for up to $700 million of debt financing.

The lithium from the Rhyolite Ridge, where construction is expected to begin in 2025 and first production in 2028, will supply the batteries for more than 370,000 American-made electric vehicles annually. The processing of the crucial battery materials will be made on-site in the United States.

Ioneer has signed separate offtake agreements with Ford Motor Company and PPES (a joint venture between Toyota and Panasonic), and Korea’s EcoPro Innovation.

Earlier this year, Vancouver-based Lithium Americas Corp received a conditional commitment for a $2.26-billion loan from the U.S. Department of Energy to help it build lithium processing facilities in Nevada.

The U.S. and its allies, including Europe, Canada, and Australia, are cooperating to boost their own critical minerals supply chain to reduce their dependence on Chinese supply.

The U.S. is already backing several mining companies and investment vehicles focused on critical mineral supply and the value chain in America and Australia as it looks to support the provision of key metals from countries other than China.
https://oilprice.com/Latest-Energy-News ... oject.html

Re: Le lithium, le prix en baisse aprés la flambée.

par energy_isere » 20 oct. 2024, 23:21

suite de ce post du 12 aout 2023 viewtopic.php?p=2375099#p2375099

Cornish Lithium met en route une premiée ligne de démonstration de raffinage d' hydroxide de Lithium dans le Cornwall (UK)
Cornish Lithium opens UK’s first low-emission, lithium hydroxide demo plant

Posted by Daniel Gleeson on 18th October 2024

Image

Cornish Lithium has opened the UK’s first low-emission, lithium hydroxide Demonstration Plant, marking, it says, a significant milestone in the UK’s transition to clean power by 2030.

The new facility forms part of Cornish Lithium’s Trelavour Hard Rock project in Cornwall, which will reduce the UK’s reliance on carbon-intensive, imported lithium by extracting supplies of this critical mineral domestically in a sustainable manner. From 2027, the project targets production of 10,000 t/y of battery-grade lithium hydroxide. When combined with Cornish Lithium’s geothermal lithium projects, this creates a 2030 planned total of 25,000 t/y of lithium carbonate equivalent (LCE), meaning that Cornish Lithium alone expects to provide around 25% of all of the lithium needed by UK industry.

This demonstrates the industrial scale of the UK’s lithium potential and reinforces the sector’s call to government to set a domestic national extraction target of 50,000 t/y by 2030.

Trelavour has been designated as a Nationally Significant Infrastructure Project by the UK Government. This is in recognition of the scale of the project and the economic and growth impact it will have on businesses nationwide through the domestic extraction, processing and use of lithium. In Cornwall specifically, it is forecast that Cornish Lithium will contribute a GVA of at least £800 million ($1.04 billion) to the local economy and create over 300 Cornwall-based jobs from 2027 over the life of the project.

The Demonstration Plant takes lithium-enriched granite, mined from a former china clay pit revitalised by Cornish Lithium, and processes it to produce battery-grade lithium hydroxide using the Lepidico processing technology. Cornish Lithium has the exclusive right in the St Austell region to use the technology, which is expected to reduce carbon emissions by at least 40% compared to hard rock lithium mining elsewhere in the world.

The new Demonstration Plant has been funded as part of an investment package from a group of leading institutional investors led by the former UK Infrastructure Bank which has now become the National Wealth Fund, alongside The Energy & Minerals Group and TechMet. The hydrometallurgical section of the Demonstration Plant has also been partially funded via a grant from the UK Government via the Automotive Transformation Fund’s Scale up Readiness Validation program.

Jeremy Wrathall, CEO, Interim Chairman and Founder of Cornish Lithium, said: “Lithium is critically important to the manufacturing of electric vehicles, grid scale electricity storage and rechargeable industrial and consumer electronics. By 2030, it is expected that the UK will need circa-110,000 t of lithium carbonate equivalent.

“The UK currently imports 100% of the lithium it uses, yet we’re home to the largest lithium resource in Europe with enough beneath our feet in Cornwall to supply over half of what the electric vehicle industry needs. This is a huge untapped advantage that is currently being wasted, when it could be making our industries more competitive and resilient to global supply chain volatility. At Cornish Lithium, we want to turn that around to provide a stable supply of critical minerals needed for the UK’s new battery industry to kickstart economic growth and make Britain a clean energy superpower.

“The opening of the Demonstration Plant is a landmark moment for Cornish Lithium as this means we can now confirm at a semi-industrial scale the viability of extracting lithium from the mica mineralisation found in Cornwall. Located less than one kilometre from the mine site, we will be able to produce battery-grade lithium hydroxide on a single, integrated site, without the need for further carbon-intensive shipping or refining.”

Cornish Lithium’s Trelavour Hard Rock project is just one element of Cornwall’s critical minerals potential. The company is also pioneering the extraction of lithium from geothermal waters that run deep beneath the county’s surface, with the potential by-product of carbon-free heat energy. Cornish Lithium believes that this is a low-impact, highly innovative opportunity that potentially extends across the whole of Cornwall. The company has therefore secured extensive mineral rights agreements across Cornwall in order to maximise this opportunity and develop a major new industry based on the extraction of lithium and geothermal heat energy.

“Domestic lithium extraction is an industrial-scale asset to the UK and our launch of Britain’s first lithium hydroxide Demonstration Plant near St Austell demonstrates that this environmentally responsible modern industry is moving forward,” Jeremy Wrathall concludes.

Re: Le lithium, le prix en baisse aprés la flambée.

par energy_isere » 20 oct. 2024, 16:19

General Motors investit massivement dans Lithium America pour me projet de Lithium de Thacker Pass :
General Motors to invest $625m in Lithium Americas JV
General Motors (GM) will acquire a 38% stake in Thacker Pass for a total of $625m, with $430m in cash to aid Phase 1 construction.


October 17, 2024

General Motors (GM) Holdings has agreed to form a joint venture (JV) with Lithium Americas for developing the latter’s Thacker Pass lithium project in Humboldt County, Nevada.

Under the agreement, GM will acquire a 38% stake in Thacker Pass for a total of $625m, comprising $430m in cash to support Phase 1 construction and a $195m letter of credit facility.

This facility will act as collateral for reserve account requirements linked to a $2.3bn loan from the US Department of Energy (DOE) announced earlier this year.

The JV transaction supersedes the second tranche of a $330m equity investment commitment from GM, initially announced in January 2023.

This new arrangement builds upon GM’s previous $320m investment in February 2023, which saw the company acquire around 15 million Lithium Americas common shares.

Besides, GM has extended its existing offtake agreement to 20 years, ensuring up to 100% of production from Phase 1 of Thacker Pass, aligning with the expected maturity of the DOE loan.

Lithium Americas will contribute $387m for a 62% ownership in the project and will manage the project on behalf of both parties.

Upon the JV’s closure, GM will also enter a 20-year offtake agreement for up to 38% of Phase 2 production volumes.

It will maintain a right of first offer on the remaining Phase 2 volumes.

A board of directors will be established to oversee the JV, approve budgets and business plans, and implement policies that meet GM’s vendor requirements, including its Human Rights Policy.

The investment by GM is contingent upon meeting certain conditions precedent, including those related to the DOE loan agreement.

Lithium Americas president and CEO Jonathan Evans said: “Our relationship with GM has been significantly strengthened with this joint venture as we continue to pursue a mutual goal to develop a robust domestic lithium supply chain by advancing the development of Thacker Pass.

“Today’s joint venture announcement is a win-win for GM and Lithium Americas. GM’s JV investment demonstrates their continued support and helps us to unlock the previously announced $2.3bn DOE loan.

“We will be working closely with GM to advance towards the final investment decision, which we are targeting by the end of the year.”

In April this year, Lithium Americas announced a $275m public offering for the Thacker Pass lithium project.
https://www.mining-technology.com/news/ ... &cf-closed

Re: Le lithium, le prix en baisse aprés la flambée.

par energy_isere » 19 oct. 2024, 15:28

Résultats positifs pour les explorations menées en Algérie par le groupe chinois Ganfeng Lithium

Agence Ecofin 05 mai 2024

Les opérations d’exploration ont été menées par des experts miniers de la compagnie minière chinoise Ganfeng Lithium Group, en collaboration avec plusieurs organismes locaux impliqués dans les activités minières.

Le ministère algérien de l'Énergie et des Mines a annoncé dans un communiqué que les résultats de l’exploration préliminaire du minerai de lithium menées dans les wilayas de Tamanrasset et In Guezzam, deux régions désertiques de l’extrême sud du pays, étaient positifs.

Ces opérations d’exploration ont été menées par des experts de la compagnie minière chinoise Ganfeng Lithium Group, ainsi que par des cadres du ministère, de la Société nationale de recherches et d'exploitations minières (SONAREM), de l'Agence nationale des activités minières (ANAM), de l'Office national de recherche géologique et minière (ORGM) et de l'Agence du service géologique de l'Algérie (ASGA), précise même source.

Elles ont permis de « découvrir des indices de présence de plusieurs ressources minérales et de terres rares à l'instar du minerai de lithium, du wolfram, du tungstène, du niobium et du tantale ».

Cité par l’agence de presse officielle APS, le ministre Mohamed Arkab a souligné que l’exploration de ce type de minerais constitue « l'un des axes majeurs de la stratégie de développement du secteur minier » en Algérie, tout en appelant l’équipe algéro-chinoise active dans ce domaine à « poursuivre les efforts pour atteindre des stades avancés et élaborer un plan d'action clair sur la base d'études physico-chimiques de la surface et des échantillons, en vue de lancer et de concrétiser un projet concret d'exploration et de transformation du minerai de lithium ».
https://www.agenceecofin.com/actualites ... ng-lithium

Re: Le lithium, le prix en baisse aprés la flambée.

par energy_isere » 14 oct. 2024, 00:25

suite de ce post du 3 juillet 2024 http://www.oleocene.org/phpBB3/viewtopi ... 4#p2394194
La première mine de lithium d'Eramet a démarré en Argentine

Eramet a démarré en juillet, sa première mine de lithium développée avec le chinois Tsingshan au nord de l’Argentine. L’opération, qui témoigne de la montée en puissance du champion minier français dans les métaux de batterie, se base sur une nouvelle technologie prometteuse : l’extraction directe de lithium.

Nathan Mann 13 octobre 2024

Image
Le site de Centenario pourrait couvrir 0,5 % du marché mondial du lithium en 2030.

C'est depuis les Andes argentines de la province de Salta, à 4 000 mètres d’altitude, qu’Eramet rejoint la course au lithium. Plus de dix ans après avoir découvert le gisement du salar de Centenario, en plein dans le fameux triangle d’or du lithium (une zone entre le Chili, la Bolivie et l’Argentine qui rassemble 60 % des réserves connues), le groupe minier français a inauguré début juillet son premier site de ce minerai de qualité batterie. L’usine doit démarrer sa production en novembre pour arriver à pleine capacité mi-2025. Elle pourra alors produire 24 000 tonnes de carbonate de lithium, soit de quoi fabriquer les batteries de 500 000 véhicules électriques. Ce qui représente l’équivalent de 2 % du métal blanc extrait dans le monde en 2024 et de 0,5 % du marché en 2030, selon les projections du cabinet Benchmark Mineral.

... abonnés
https://www.usinenouvelle.com/article/l ... e.N2218681

Re: Le lithium, le prix en baisse aprés la flambée.

par energy_isere » 13 oct. 2024, 11:22

suite de ce post du 7 mai 2023 http://www.oleocene.org/phpBB3/viewtopi ... 8#p2368848

Encore un autre site de Hard rock Lithium au Brésil identifié :
Atlas Lithium Advances Its Salinas Project

Boca Raton, Florida--(Newsfile Corp. - October 7, 2024)

Atlas Lithium Corporation (NASDAQ: ATLX) ("Atlas Lithium" or "Company"), a leading lithium exploration and development company, is pleased to announce that it has discovered spodumene-rich pegmatites in its Salinas Project area located approximately 60 miles north of its flagship Neves Project, where the Company's initial lithium concentrate production is planned to take place. Atlas Lithium's Salinas Project spans 388 hectares (approximately 959 acres) and is situated just 5 miles east of Latin Resources' Colina Project, a significant lithium deposit. It is relevant to note that in August 2024, Pilbara Minerals Ltd., a major lithium producer, announced that it has entered into a binding agreement to acquire lithium exploration company Latin Resources Ltd. for consideration worth approximately US$370 million.

The Company considers its Salinas Project a promising lithium-bearing area where spodumene-rich pegmatites ("SRPs") have now been identified and mapped. Atlas Lithium's technical team has also completed soil geochemistry and LIDAR geological mapping with favorable results, and is now pursuing further geological and geophysical studies prior to initiation of a drilling campaign. Given the attractive observed data and current market dynamics, the Salinas Project area has emerged as a prime candidate for Atlas Lithium's future growth plans. The Company's highest priority remains to bring its Neves Project to production. As previously reported, the Neves Project is in the final stage of operational licensing for both its processing plant and one of its lithium deposits.
.............................
https://www.theglobeandmail.com/investi ... s-project/

Re: Le lithium, le prix en baisse aprés la flambée.

par energy_isere » 13 oct. 2024, 11:06

Lithios Secures $12 Million to Expand Lithium Supply to Meet Global EV and Energy Demand
Lithios’s Advanced Lithium Extraction technology enables the extraction of more than 85% of untapped lithium sources with a tenfold reduction in energy requirements

BOSTON (October 8, 2024)

Lithios, a developer of electrochemical lithium extraction technology, secured a total of $10 million in seed financing to scale the production of their Advanced Lithium Extraction (ALE) platform to unlock access to low-cost, sustainably sourced lithium supplies. The round was led by climate tech venture capital firm Clean Energy Ventures, with participation from strategic venture groups TechEnergy Ventures and GS Futures as well as Lowercarbon Capital and MassCEC. Lithios will leverage the funding to scale its R&D, manufacturing, and operations, and accelerate the development of commercial projects to produce thousands of tons of lithium carbonate annually. Lithios secured an additional $2 million in venture debt from Silicon Valley Bank.

One of the most important raw materials for the energy transition, lithium is expected to undergo a worldwide shortage as early as 2025. To meet global EV and energy market demand, 7 million tons of lithium carbonate will be required by 2040, eight times more than the current supply. Anticipating the impending shortfall, lithium resource owners are seeking solutions to overcome bottlenecks including infrastructure constraints in remote locations and lack of affordable processing technologies for high-contaminant sources.

Lithios is developing the first scalable electrochemical lithium capture solution, Advanced Lithium Extraction, to efficiently extract lithium from untapped brine deposits where existing solutions cannot operate. Lithios’s ALE technology allows miners, operators, and the broader battery supply chain to unlock sources of lithium previously considered uneconomical and inaccessible due to difficult contaminant profiles and resource constraints.

“Today’s lithium extraction approaches are not only environmentally taxing but produce at a quantity insufficient to meet growing demand from the EV market,” said Daniel Goldman, Co-founder and Managing Partner at Clean Energy Ventures. “After assessing dozens of new lithium extraction technologies, we believe Lithios’s ALE approach addresses serious pain points for customers across the entire lithium value chain and brings a much-needed step-change improvement to recover lithium from contaminated and forsaken sources.”

Currently, there are three prevalent energy- and resource-intensive approaches to lithium extraction: hard rock mining and the evaporation of brines in surface ponds—both of which are limited to high-grade lithium deposits—and nascent direct lithium extraction (DLE) from brines. Lithios’s ALE platform is designed to be capital efficient with low resource intensity, and it consumes ten times less energy compared to DLE approaches when used to process low-grade sources of lithium.

Developed by MIT scientists and engineers, Lithios’s ALE technology unlocks more than 85% of known but currently inaccessible lithium brine sources, making the lithium recovery process for low-grade brines up to twice as cost-effective as emerging DLE methods. Through ALE, tough-to-process low-grade sources of lithium become just as valuable as scarce high-grade ones, opening up a pathway for lithium resource owners to increase supply to battery manufacturers.

“If we want to electrify our world, we must start with electrifying the lithium extraction process,” said Mo Alkhadra, PhD, Lithios Co-founder & CEO. “As we enter this next phase of rapid growth, we are grateful for the support of our investors, whose expertise in scaling companies across the battery value chain bolsters our efforts to create a more sustainable and effective lithium extraction technology to enable an electric future.”
https://cleanenergyventures.com/clean-e ... um-supply/

Bon, c'est un niéme entrant sur la techno du DLE (Direct Lithium Extraction)

Re: Le lithium, le prix en baisse aprés la flambée.

par energy_isere » 13 oct. 2024, 10:55

Ranking the world’s top lithium producers

Reuters | October 9, 2024

Rio Tinto said on Wednesday it would acquire Arcadium Lithium for $6.7 billion in an all-cash deal that would make it one of the world’s largest lithium producers.

The global miner would gain access to Arcadium’s wide range of mines, processing facilities and deposits along with a customer base that includes automakers Tesla, BMW and General Motors.

Rio’s Rincon project in Argentina is due to start producing later this year, while its Jadar project in Serbia could take at least two years to secure all the necessary permits.

Below is a list of the top lithium producers in the world as per market cap:

1. ALBERMALE

Albemarle is the world’s largest lithium producer, with a market cap of about $12 billion. It runs the only producing lithium mine in North America, and also has operations in Chile and Western Australia.

It holds joint ventures in Australia with Mineral Resources at the Wodgina mine and with Tianqi Lithium at the Greenbushes mine.

In 2023, it produced 39,000 tons of lithium metal.

2. SOCIEDAD QUÍMICA Y MINERA DE CHILE

Chile’s SQM is the second-largest lithium producer, with a market cap of $11.43 billion. China’s Tianqi Lithium owns about a fifth of the company.

SQM last year produced around 165,500 tons of lithium hydroxide and lithium carbonate, according to its annual report.

Image
Evaporation ponds in Atacama’s salt flat, Chile. (Image courtesy of SQM.)

3. GANFENG LITHIUM

China’s Ganfeng Lithium has a market cap of $9.37 billion. It also owns a 6.16% stake in Australia’s Pilbara Minerals. It has operations in Western Australia, Argentina, Mexico and China.

4. TIANQI LITHIUM

Tianqi Lithium, which has a market cap of $8.11 billion, has operations in Australia, Chile and China.

5. MINERAL RESOURCES

Australia’s Mineral Resources has a market cap of $7.12 billion and is the world’s biggest miner of hardrock spodumene. It holds stakes in several developers such as Global Lithium, Delta Lithium and Wildcat Resources.

Per last year’s annual report, the company shipped 847,000 dry metric tons (dmt) of spodumene concentrate.

6. PILBARA MINERALS

Pilbara Minerals has a market cap of $6.34 billion and operates the Pilgangoora mine in Western Australia. In August, it made a A$559.9 million bid for smaller peer Latin Resources to gain access to its Brazilian operations.

In 2023, it produced 620,147 dmt of total spodumene concentrate.

7. ARCADIUM LITHIUM

Arcadium Lithium has a market cap of $3.31 billion and was formed by the merger of Allkem and Livent on January 4, 2024. It has mining assets in Argentina and Australia, and downstream conversion assets in the US, China, Japan and UK.

As of 2023, both the companies together produced around 29,661 tons of lithium carbonate, and Allkem alone produced 239,312 dmt of spodumene concentrate.

8. LIONTOWN RESOURCES

Liontown Resources has a market cap of $1.45 billion, and operates in Western Australia.

In September, it shipped its first lithium output of 11,855 wet metric tons of spodumene concentrate.
https://www.mining.com/web/ranking-the- ... producers/

Re: Le lithium, le prix en baisse aprés la flambée.

par energy_isere » 13 oct. 2024, 10:32

suite de ce post du 13 fev 2024 http://www.oleocene.org/phpBB3/viewtopi ... 7#p2385597
Adionics Unveils Demo Plant in Heart of Lithium Triangle

Oct 09, 2024

Adionics, a pioneer in sustainable direct lithium extraction (DLE) technology, announced the opening of their new demonstration plant in Güemes, Argentina. The new plant is dedicated to test different brines from Argentina, Bolivia and Chile. Selected brines will be analyzed and tested to get the required information to maximize industrialization efficiency. This marks the third demo plant built by Adionics worldwide.

Image

This exclusive inauguration is under the patronage of Romain Nadal, Ambassador of France to Argentina, Gustavo Saenz, Governor of the Province of Salta and Flavia Royón, Executive Secretary of the Lithium Table.

“We will now be able to accelerate our development and gather information to launch basic engineering work for our plants,” said Gabriel Toffani, CEO of Adionics. “This project allows us to contribute to local employment and to the local economy.”

Adionics’ groundbreaking technology stands out as a leader in sustainable mineral recovery practices. Its technology minimizes water usage and energy consumption and eliminates the need for chemical reagents, drastically reducing the environmental impact of lithium extraction.

Adionics | https://www.adionics.com
https://www.nacleanenergy.com/energy-st ... m-triangle

Adionics et une entreprise française.

Re: Le lithium, le prix en baisse aprés la flambée.

par energy_isere » 12 oct. 2024, 11:07

suite de ce post du 15 juin 2024 http://www.oleocene.org/phpBB3/viewtopi ... 2#p2392842
Lithium : les actionnaires de Leo approuvent son départ du projet Goulamina

Agence Ecofin 10 oct 2024

En mai 2024, Leo Lithium a annoncé la vente de sa participation restante dans le projet malien Goulamina au chinois Ganfeng. La transaction de 342,7 millions de dollars avait déjà obtenu l’accord des autorités de Bamako.

Les actionnaires de Leo Lithium ont approuvé la vente au chinois Ganfeng Lithium de la participation encore détenue par la compagnie australienne dans le projet de lithium Goulamina au Mali. Selon un communiqué publié le 10 octobre, la transaction évaluée à 342,7 millions $ devrait être bouclée une fois l’approbation des autorités chinoises obtenue.

Cette approbation de Pékin est prévue pour être obtenue en octobre, avec une transaction définitivement conclue d’ici novembre 2024. Après cette étape, Leo Lithium devrait distribuer une part significative du produit de la vente à ses actionnaires en janvier et juillet 2025. Parmi les actionnaires de la compagnie, on retrouve la compagnie australienne Firefinch avec environ 18 %, suivie d’autres investisseurs particuliers et institutionnels avec moins de 1 % d’intérêt pour chacun d’eux, d’après les données de MarketScreener.

Il faut rappeler que le départ de Leo Lithium de Goulamina s’est accompagné d’une plus grande implication de l’État malien dans le projet. Le chinois Ganfeng devrait contrôler à terme 65 % d’intérêts dans la mine, contre une participation de 30 % pour le gouvernement et 5 % d’intérêts pour les investisseurs locaux, conformément au code minier de 2023.

Pour rappel, la mine de lithium Goulamina devrait entrer en service d’ici fin 2024, faisant du Mali le premier producteur ouest-africain du métal. Le développement du projet se poursuit malgré la baisse d’environ 90 % des prix du lithium cette année en raison d’un ralentissement de la demande et d’une offre excédentaire. Le Mali et Ganfeng peuvent néanmoins compter sur des perspectives plus favorables à long terme, alors que l’Agence internationale de l’énergie prévoit d’ici 2030 un potentiel déficit de 150 000 tonnes sur le marché.

https://www.agenceecofin.com/metaux/101 ... -goulamina

Re: Le lithium, le prix en baisse aprés la flambée.

par energy_isere » 12 oct. 2024, 11:07

suite de ce post du 15 juin 2024 http://www.oleocene.org/phpBB3/viewtopi ... 2#p2392842
Lithium : les actionnaires de Leo approuvent son départ du projet Goulamina

Agence Ecofin 10 oct 2024

En mai 2024, Leo Lithium a annoncé la vente de sa participation restante dans le projet malien Goulamina au chinois Ganfeng. La transaction de 342,7 millions de dollars avait déjà obtenu l’accord des autorités de Bamako.

Les actionnaires de Leo Lithium ont approuvé la vente au chinois Ganfeng Lithium de la participation encore détenue par la compagnie australienne dans le projet de lithium Goulamina au Mali. Selon un communiqué publié le 10 octobre, la transaction évaluée à 342,7 millions $ devrait être bouclée une fois l’approbation des autorités chinoises obtenue.

Cette approbation de Pékin est prévue pour être obtenue en octobre, avec une transaction définitivement conclue d’ici novembre 2024. Après cette étape, Leo Lithium devrait distribuer une part significative du produit de la vente à ses actionnaires en janvier et juillet 2025. Parmi les actionnaires de la compagnie, on retrouve la compagnie australienne Firefinch avec environ 18 %, suivie d’autres investisseurs particuliers et institutionnels avec moins de 1 % d’intérêt pour chacun d’eux, d’après les données de MarketScreener.

Il faut rappeler que le départ de Leo Lithium de Goulamina s’est accompagné d’une plus grande implication de l’État malien dans le projet. Le chinois Ganfeng devrait contrôler à terme 65 % d’intérêts dans la mine, contre une participation de 30 % pour le gouvernement et 5 % d’intérêts pour les investisseurs locaux, conformément au code minier de 2023.

Pour rappel, la mine de lithium Goulamina devrait entrer en service d’ici fin 2024, faisant du Mali le premier producteur ouest-africain du métal. Le développement du projet se poursuit malgré la baisse d’environ 90 % des prix du lithium cette année en raison d’un ralentissement de la demande et d’une offre excédentaire. Le Mali et Ganfeng peuvent néanmoins compter sur des perspectives plus favorables à long terme, alors que l’Agence internationale de l’énergie prévoit d’ici 2030 un potentiel déficit de 150 000 tonnes sur le marché.
Agence Ecofin) - En mai 2024, Leo Lithium a annoncé la vente de sa participation restante dans le projet malien Goulamina au chinois Ganfeng. La transaction de 342,7 millions de dollars avait déjà obtenu l’accord des autorités de Bamako.

Les actionnaires de Leo Lithium ont approuvé la vente au chinois Ganfeng Lithium de la participation encore détenue par la compagnie australienne dans le projet de lithium Goulamina au Mali. Selon un communiqué publié le 10 octobre, la transaction évaluée à 342,7 millions $ devrait être bouclée une fois l’approbation des autorités chinoises obtenue.

Cette approbation de Pékin est prévue pour être obtenue en octobre, avec une transaction définitivement conclue d’ici novembre 2024. Après cette étape, Leo Lithium devrait distribuer une part significative du produit de la vente à ses actionnaires en janvier et juillet 2025. Parmi les actionnaires de la compagnie, on retrouve la compagnie australienne Firefinch avec environ 18 %, suivie d’autres investisseurs particuliers et institutionnels avec moins de 1 % d’intérêt pour chacun d’eux, d’après les données de MarketScreener.

Il faut rappeler que le départ de Leo Lithium de Goulamina s’est accompagné d’une plus grande implication de l’État malien dans le projet. Le chinois Ganfeng devrait contrôler à terme 65 % d’intérêts dans la mine, contre une participation de 30 % pour le gouvernement et 5 % d’intérêts pour les investisseurs locaux, conformément au code minier de 2023.

Pour rappel, la mine de lithium Goulamina devrait entrer en service d’ici fin 2024, faisant du Mali le premier producteur ouest-africain du métal. Le développement du projet se poursuit malgré la baisse d’environ 90 % des prix du lithium cette année en raison d’un ralentissement de la demande et d’une offre excédentaire. Le Mali et Ganfeng peuvent néanmoins compter sur des perspectives plus favorables à long terme, alors que l’Agence internationale de l’énergie prévoit d’ici 2030 un potentiel déficit de 150 000 tonnes sur le marché.

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https://www.agenceecofin.com/metaux/101 ... -goulamina

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