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2022
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12
New energy long-term track
Author:
On the international market, Argentina, Bolivia and Chile are promoting the establishment of the "lithium OPEC" alliance, so as to reach a "price agreement" when the price of lithium ore fluctuates, and control the pricing power of lithium ore like OPEC. Chen Jia, an independent international strategy researcher, said that the pricing power of lithium resource market is one of the cores of the current global industrial chain strategic competition. Once the lithium OPEC alliance is established, it may profoundly affect the global layout of China's new energy industry chain.
On the international market, Argentina, Bolivia and Chile are promoting the establishment of the "lithium OPEC" alliance, so as to reach a "price agreement" when the price of lithium ore fluctuates, and control the pricing power of lithium ore like OPEC. Chen Jia, an independent international strategy researcher, said that the pricing power of lithium resource market is one of the cores of the current global industrial chain strategic competition. Once the lithium OPEC alliance is established, it may profoundly affect the global layout of China's new energy industry chain.
In China, on December 15, the tenth round of auction of 54.2857% equity of Yajiang Snowe Mining Development Co., Ltd., which was originally planned to be auctioned in the afternoon of that day, was suspended. Previously, Ningde Times, GCL Energy Science, etc. had been attracted to fight one after another. The first nine rounds of auction were broken because they reached the ceiling price. The competition for Snowe Lithium also reflects the industry's desire for lithium resources.
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