{"id":5508,"date":"2022-07-22T07:15:01","date_gmt":"2022-07-22T07:15:01","guid":{"rendered":"\/\/smallcapscn.x5view.co\/?p=5508"},"modified":"2023-08-29T17:54:54","modified_gmt":"2023-08-29T17:54:54","slug":"ford-secures-supply-critical-battery-minerals-asx-listed-resources-companies","status":"publish","type":"post","link":"https:\/\/smallcapscn.x5view.co\/?p=5508","title":{"rendered":"Ford\u4eceASX\u4e0a\u5e02\u7684\u8d44\u6e90\u516c\u53f8\u83b7\u5f97\u7535\u6c60\u77ff\u7269\u4f9b\u5e94"},"content":{"rendered":"<p>Ford Motor Company\u672c\u5468\u5ba3\u5e03\uff0c\u5c06\u63a8\u8fdb\u591a\u9879\u4ea4\u6613\u4ee5\u52a0\u901f\u5176\u7535\u52a8\u6c7d\u8f66 (EV) \u5236\u9020\uff0c\u4ee5\u6ee1\u8db3\u5168\u7403\u9700\u6c42\u3002<\/p>\n<p>\u8fd9\u5bb6\u7f8e\u56fd\u8de8\u56fd\u6c7d\u8f66\u5236\u9020\u5546\u6b63\u5728\u8003\u8651\u91c7\u8d2d\u7535\u6c60\u4ea7\u80fd\u548c\u539f\u6750\u6599\uff0c\u4ee5\u4f7f\u5176\u80fd\u591f\u5728 2023 \u5e74\u5e95\u4e4b\u524d\u751f\u4ea7 60 \u4e07\u8f86\u7535\u52a8\u6c7d\u8f66\uff0c\u5230 2026 \u5e74\u5e95\uff0c\u5176\u5168\u7403\u7535\u52a8\u6c7d\u8f66\u5e74\u8fd0\u884c\u7387\u9884\u8ba1\u5c06\u589e\u52a0\u5230 200 \u4e07\u8f86\u4ee5\u4e0a\u3002<\/p>\n<p>\u4f5c\u4e3a\u5176\u4e2d\u7684\u4e00\u90e8\u5206\uff0c\u4e2d\u56fd\u7535\u6c60\u5236\u9020Contemporary Amperex Technology Co., Ltd (CATL)\u5df2\u540c\u610f\u4e3aFord\u660e\u5e74\u5728\u5317\u7f8e\u63a8\u51fa\u7684Mustang Mach-E \u8f66\u578b\u63d0\u4f9b\u5b8c\u6574\u7684\u78f7\u9178\u94c1\u9502 (LFP) \u7535\u6c60\u7ec4\u3002 2024 \u5e74\u521d\u4e3a\u5176 F-150 Lightnings \u578b\u53f7\u63d0\u4f9b\u76f8\u540c\u7684\u7535\u6c60\u7ec4\u3002<\/p>\n<p>\u8be5\u516c\u53f8\u73b0\u5728\u5df2\u7ecf\u91c7\u8d2d\u4e86\u5927\u7ea6 70% \u7684\u7535\u6c60\u5bb9\u91cf\uff0c\u4ee5\u652f\u6301\u5176\u5230 2026 \u5e74\u5e95\u7684\u5e74\u8fd0\u884c\u7387\u3002<\/p>\n<p>\u5230 2023 \u5e74\u5e95\uff0cFord\u5c06\u8fbe\u5230 600,000 \u8f86\u7535\u52a8\u6c7d\u8f66\uff0c\u5c06\u4e3a\u6b27\u6d32\u751f\u4ea7 270,000 \u8f86 Mustang Mach-E\u3001150,000 \u8f86 F-150 Lightning\u3001150,000 \u8f86 Transit \u7535\u52a8\u6c7d\u8f66\u548c 30,000 \u8f86\u65b0 SUV\u3002<\/p>\n<p>Ford\u603b\u88c1\u3001\u9996\u5e2d\u6267\u884c\u5b98\u517cFord Model e \u603b\u88c1Jim Farley\u8868\u793a\uff0c\u7531\u4e8e\u8be5\u516c\u53f8\u7684 EV \u4ea7\u54c1\u7ebf\u5438\u5f15\u4e86\u5927\u91cf\u5173\u6ce8\u548c\u9700\u6c42\uff0c\u56e0\u6b64\u786e\u4fdd\u539f\u6750\u6599\u548c\u5176\u4ed6\u96f6\u90e8\u4ef6\u7684\u5b89\u5168\u81f3\u5173\u91cd\u8981\u3002<\/p>\n<p>\u201c\u6211\u4eec\u7684 Model e \u56e2\u961f\u4ee5\u901f\u5ea6\u3001\u4e13\u6ce8\u548c\u521b\u9020\u529b\u884c\u52a8\uff0c\u4ee5\u786e\u4fdd\u6211\u4eec\u4e3a\u6570\u767e\u4e07\u5ba2\u6237\u63d0\u4f9b\u7a81\u7834\u6027\u7535\u52a8\u6c7d\u8f66\u6240\u9700\u7684\u7535\u6c60\u5bb9\u91cf\u548c\u539f\u6750\u6599\uff0c\u201d\u4ed6\u8bf4\u3002<\/p>\n<p>Ford\u9884\u8ba1\uff0c\u5230 2026 \u5e74\uff0c\u7535\u52a8\u6c7d\u8f66\u7684\u590d\u5408\u5e74\u589e\u957f\u7387\u5c06\u8d85\u8fc7 90%\uff0c\u662f\u5168\u7403\u884c\u4e1a\u589e\u957f\u9884\u6d4b\u7684\u4e24\u500d\u591a\u3002<\/p>\n<p>\u8fd9\u5bb6\u6c7d\u8f66\u5de8\u5934\u7684\u76ee\u6807\u662f\u5230 2026 \u5e74\u5728\u7535\u52a8\u6c7d\u8f66\u4e0a\u6295\u8d44\u8d85\u8fc7 500 \u4ebf\u7f8e\u5143\uff0c\u4ee5\u5e94\u5bf9\u9700\u6c42\u8fc5\u901f\u589e\u957f\u7684\u4e0d\u65ad\u589e\u957f\u7684\u5e02\u573a\u3002<\/p>\n<p>\u4f5c\u4e3a\u9501\u5b9a\u539f\u6750\u6599\u9700\u6c42\u7684\u4e00\u90e8\u5206\uff0cFord\u4e0e\u5168\u7403\u4e3b\u8981\u77ff\u5546\u548c\u65b0\u5174\u751f\u4ea7\u5546\u8c08\u5224\u4e86\u591a\u9879\u4ea4\u6613\u3002<\/p>\n<h2>ioneer\u4f9b\u5e94\u9502<\/h2>\n<p>Ford\u5728\u5468\u4e94\u5ba3\u5e03\u4e0e\u65b0\u5174\u7684\u9502\u787c\u77ff\u673a ioneer (ASX: INR) \u8fbe\u6210\u5177\u6709\u7ea6\u675f\u529b\u7684\u627f\u8d2d\u534f\u8bae\u65f6\uff0c\u6700\u8fd1\u4e00\u6b21\u5c1d\u8bd5\u786e\u4fdd\u5173\u952e\u6750\u6599\u7684\u5b89\u5168\u3002<\/p>\n<p>\u8fd9\u5bb6\u6c7d\u8f66\u5de8\u5934\u5df2\u540c\u610f\u4ece<a href=\"http:\/\/smallcaps-production.test\/ioneer-supply-ford-lithium-rhyolite-ridge-binding-offtake-deal\/?lang=cn\"> ioneer \u4f4d\u4e8e\u5185\u534e\u8fbe\u5dde\u7684Rhyolite Ridge\u9879\u76ee\u8d2d\u4e70\u9502<\/a>\u3002<\/p>\n<p>\u8be5\u534f\u8bae\u6700\u521d\u4e3a\u671f\u4e94\u5e74\uff0cFord\u5c06\u4ece 2025 \u5e74\u5f00\u59cb\u6bcf\u5e74\u4ece\u8be5\u9879\u76ee\u8d2d\u4e70 7,000 \u5428\u9502\u3002<\/p>\n<h2>Syrah Resources\u5c31\u77f3\u58a8\u7b7e\u7f72MoU<\/h2>\n<p>\u53e6\u4e00\u5bb6\u65b0\u5174\u9502\u77ff\u5546 Syrah Resources (ASX: SYR) \u5468\u4e94\u5ba3\u5e03\uff0c\u5b83\u5df2\u4e0eFord\u548c\u97e9\u56fd SK On \u8fbe\u6210\u4e00\u9879\u4e0d\u5177\u7ea6\u675f\u529b\u7684\u8c05\u89e3\u5907\u5fd8\u5f55\uff0c\u4ee5\u8bc4\u4f30\u4e00\u9879\u6218\u7565\u5b89\u6392\uff0c\u5305\u62ec\u5411 BlueOval SK \u4f9b\u5e94\u5929\u7136\u77f3\u58a8\u6d3b\u6027\u9633\u6781\u6750\u6599.<\/p>\n<p>BlueOval SK \u662fFord\u548c SK On \u7684\u5408\u8d44\u4f01\u4e1a\uff0c\u4e3aFord\u7684 EV \u9879\u76ee\u63d0\u4f9b\u9502\u79bb\u5b50\u7535\u6c60\u3002<\/p>\n<p>\u6839\u636eMoU\uff0cSyrah\u3001Ford\u548c SK On \u5c06\u7ee7\u7eed\u5728 Syrah \u4f4d\u4e8e\u8def\u6613\u65af\u5b89\u90a3\u5dde\u7684\u5782\u76f4\u6574\u5408 Vidalia AAM \u8bbe\u65bd\u8fdb\u884c\u6d4b\u8bd5\u548c\u8d44\u683c\u8ba4\u8bc1\uff0c\u540c\u65f6\u8fd8\u8bd5\u56fe\u6572\u5b9a\u4e00\u4efd\u5177\u6709\u7ea6\u675f\u529b\u7684\u5929\u7136\u77f3\u58a8\u627f\u8d2d\u534f\u8bae\u3002<\/p>\n<h2>Rio\u548cBHP\u4e3aFord\u7684\u63a8\u52a8\u505a\u51fa\u8d21\u732e<\/h2>\n<p>\u5728\u5168\u7403\u5de8\u5934\u4e2d\uff0c\u77ff\u4e1a\u5de8\u5934 Rio Tinto (ASX: RIO) \u7b7e\u7f72\u4e86\u4e00\u4efd\u4e0d\u5177\u7ea6\u675f\u529b\u7684\u5168\u7403\u8c05\u89e3\u5907\u5fd8\u5f55\uff0c\u65e8\u5728\u4e3aFord\u6c7d\u8f66\u4e2d\u4f7f\u7528\u7684\u7535\u6c60\u548c\u4f4e\u78b3\u6750\u6599\u5f00\u53d1\u66f4\u53ef\u6301\u7eed\u548c\u66f4\u5b89\u5168\u7684\u4f9b\u5e94\u94fe\u3002<\/p>\n<p>\u6839\u636e\u534f\u8bae\uff0cFord\u5c06\u6210\u4e3a\u529b\u62d3\u5728\u963f\u6839\u5ef7\u7684 Rincon \u9502\u9879\u76ee\u7684\u7b2c\u4e00\u4e2a\u5ba2\u6237\u3002<\/p>\n<p>Rio \u6b63\u5728\u63a8\u8fdb Rincon \u7684\u751f\u4ea7\uff0c\u5e76\u5c06\u4e0eFord\u5408\u4f5c\u8fbe\u6210\u4e00\u9879\u91cd\u8981\u7684\u9502\u91c7\u8d2d\u534f\u8bae\u3002<\/p>\n<p>\u6b64\u5916\uff0c\u4e24\u5bb6\u516c\u53f8\u5c06\u5408\u4f5c\u589e\u52a0\u7528\u4e8eFord\u6c7d\u8f66\u7684\u4f4e\u78b3\u94dd\u4f9b\u5e94\uff0c\u5305\u62ec\u4f7f\u7528\u96f6\u78b3 ELYSIS&#x2122; \u51b6\u70bc\u6280\u672f\u751f\u4ea7\u7684\u91d1\u5c5e\u3002<\/p>\n<p>\u4e16\u754c\u4e0a\u6700\u5927\u7684\u77ff\u4e1a\u516c\u53f8 BHP (ASX: BHP) \u4e5f\u4e0eFord\u7b7e\u7f72\u4e86\u8c05\u89e3\u5907\u5fd8\u5f55\u3002Ford\u5c06\u4ece\u5fc5\u548c\u5fc5\u62d3\u5728\u897f\u6fb3\u7684 Nickel West \u4e1a\u52a1\u91c7\u8d2d\u954d\u3002<\/p>\n<p>Nickel West \u88ab\u8ba4\u4e3a\u751f\u4ea7\u4e00\u4e9b\u4e16\u754c\u4e0a\u6700\u53ef\u6301\u7eed\u548c\u78b3\u5f3a\u5ea6\u6700\u4f4e\u7684\u954d\u3002<\/p>\n<p>\u591a\u5e74\u671f\u954d\u4f9b\u5e94\u534f\u8bae\u6700\u65e9\u53ef\u80fd\u5728 2025 \u5e74\u5f00\u59cb\uff0c\u968f\u7740\u65f6\u95f4\u7684\u63a8\u79fb\u53ef\u80fd\u6d89\u53ca\u66f4\u591a\u5546\u54c1\u3002<\/p>\n<h2>Liontown \u548c Lake \u627f\u8bfa\u7b7e\u8ba2\u627f\u8d2d\u534f\u8bae<\/h2>\n<p>\u4e0a\u4e2a\u6708\u672b\uff0cLiontown Resources (ASX: LTR) \u5ba3\u5e03\u4e0eFord\u8fbe\u6210\u627f\u8d2d\u534f\u8bae\uff0c\u4fc3\u4f7f Liontown \u8463\u4e8b\u4f1a\u6279\u51c6\u5176\u5728\u897f\u6fb3\u5927\u5229\u4e9a\u7684 Kathleen Valley \u9502\u9879\u76ee\u7684\u5f00\u53d1\u3002<\/p>\n<p>Ford\u7684\u76ee\u6807\u662f\u4ece 2024 \u5e74\u5f00\u59cb\u5728\u4e94\u5e74\u5185\u4eceKathleen Valley\u8d2d\u4e70 15 \u4e07\u5428\/\u5e74\u7684\u9502\u8f89\u77f3\u3002<\/p>\n<p>\u4e0e\u6b64\u540c\u65f6\uff0c\u65b0\u5174\u7684\u5364\u6c34\u9502\u5f00\u53d1\u5546 Lake Resources (ASX: LKE) \u62a5\u544a\u4e86 4 \u6708\u4efd\u4e0eFord\u7684 Kachi \u4e1a\u52a1\u7684\u975e\u7ea6\u675f\u6027\u627f\u8d2dMoU\u3002<\/p>\n<p>Ford\u63d0\u8bae\u4ece\u963f\u6839\u5ef7Lake\u7684 Kachi \u9502\u5364\u6c34\u9879\u76ee\u91c7\u8d2d\u7ea6 2.5 \u4e07\u5428\/\u5e74\u7684\u9502\u5316\u5b66\u54c1\u3002<\/p>\n<p>Lake \u6b63\u5728\u5f00\u53d1 Kachi\uff0c\u91cd\u70b9\u662f\u4f7f\u7528 Lilac Solutions \u7684\u98a0\u8986\u6027\u9502\u63d0\u53d6\u6280\u672f\u5b9e\u73b0\u6700\u9ad8\u7684 ESG \u5408\u89c4\u6027\uff0c\u8be5\u6280\u672f\u57fa\u4e8e\u5176\u4e13\u6709\u7684\u79bb\u5b50\u4ea4\u6362\u5de5\u827a\u3002<\/p>\n<p>\u4e0e\u4f20\u7edf\u7684\u76d0\u6c34\u5904\u7406\u76f8\u6bd4\uff0cLilac \u6280\u672f\u6210\u672c\u66f4\u4f4e\uff0c\u9502\u56de\u6536\u7387\u66f4\u9ad8\uff0c\u73af\u5883\u8db3\u8ff9\u66f4\u5c0f\uff0c\u5305\u62ec\u5c06\u4efb\u4f55\u672a\u4f7f\u7528\u7684\u76d0\u6c34\u8fd4\u56de\u5176\u6765\u6e90\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Ford Motor Company\u672c\u5468\u5ba3\u5e03\uff0c\u5c06\u63a8\u8fdb\u591a\u9879\u4ea4\u6613\u4ee5\u52a0\u901f\u5176\u7535\u52a8\u6c7d\u8f66 (EV) \u5236\u9020\uff0c\u4ee5\u6ee1\u8db3\u5168\u7403\u9700\u6c42\u3002 \u8fd9\u5bb6\u7f8e\u56fd\u8de8\u56fd\u6c7d\u8f66\u5236\u9020\u5546\u6b63\u5728\u8003\u8651\u91c7\u8d2d\u7535\u6c60\u4ea7\u80fd\u548c\u539f\u6750\u6599\uff0c\u4ee5\u4f7f\u5176\u80fd\u591f\u5728 2023 \u5e74\u5e95\u4e4b\u524d\u751f\u4ea7 60 \u4e07\u8f86\u7535\u52a8\u6c7d\u8f66\uff0c\u5230 2026 \u5e74\u5e95\uff0c\u5176\u5168\u7403\u7535\u52a8\u6c7d\u8f66\u5e74\u8fd0\u884c\u7387\u9884\u8ba1\u5c06\u589e\u52a0\u5230 200 \u4e07\u8f86\u4ee5\u4e0a\u3002 \u4f5c\u4e3a\u5176\u4e2d\u7684\u4e00\u90e8\u5206\uff0c\u4e2d\u56fd\u7535\u6c60\u5236\u9020Contemporary Amperex Technology Co., Ltd (CATL)\u5df2\u540c\u610f\u4e3aFord\u660e\u5e74\u5728\u5317\u7f8e\u63a8\u51fa\u7684Mustang Mach-E \u8f66\u578b\u63d0\u4f9b\u5b8c\u6574\u7684\u78f7\u9178\u94c1\u9502 (LFP) \u7535\u6c60\u7ec4\u3002 2024 \u5e74\u521d\u4e3a\u5176 F-150 Lightnings \u578b\u53f7\u63d0\u4f9b\u76f8\u540c\u7684\u7535\u6c60\u7ec4\u3002 \u8be5\u516c\u53f8\u73b0\u5728\u5df2\u7ecf\u91c7\u8d2d\u4e86\u5927\u7ea6 70% \u7684\u7535\u6c60\u5bb9\u91cf\uff0c\u4ee5\u652f\u6301\u5176\u5230 2026 \u5e74\u5e95\u7684\u5e74\u8fd0\u884c\u7387\u3002 \u5230 2023 \u5e74\u5e95\uff0cFord\u5c06\u8fbe\u5230 600,000 \u8f86\u7535\u52a8\u6c7d\u8f66\uff0c\u5c06\u4e3a\u6b27\u6d32\u751f\u4ea7 270,000 \u8f86 Mustang Mach-E\u3001150,000 \u8f86 F-150 Lightning\u3001150,000 \u8f86 Transit \u7535\u52a8\u6c7d\u8f66\u548c 30,000 \u8f86\u65b0 SUV\u3002 Ford\u603b\u88c1\u3001\u9996\u5e2d\u6267\u884c\u5b98\u517cFord Model e&hellip; <a class=\"more-link\" href=\"https:\/\/smallcapscn.x5view.co\/?p=5508\">Continue reading <span class=\"screen-reader-text\">Ford\u4eceASX\u4e0a\u5e02\u7684\u8d44\u6e90\u516c\u53f8\u83b7\u5f97\u7535\u6c60\u77ff\u7269\u4f9b\u5e94<\/span><\/a><\/p>\n","protected":false},"author":11,"featured_media":17571,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":[],"categories":[7],"tags":[251,614,199,69,143,447],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v17.3 (Yoast SEO v21.0) - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Ford\u4eceASX\u4e0a\u5e02\u7684\u8d44\u6e90\u516c\u53f8\u83b7\u5f97\u7535\u6c60\u77ff\u7269\u4f9b\u5e94<\/title>\n<meta name=\"description\" content=\"Ford Motor Company\u672c\u5468\u5ba3\u5e03\uff0c\u5c06\u63a8\u8fdb\u591a\u9879\u4ea4\u6613\u4ee5\u52a0\u901f\u5176\u7535\u52a8\u6c7d\u8f66 (EV) \u5236\u9020\uff0c\u4ee5\u6ee1\u8db3\u5168\u7403\u9700\u6c42\u3002\" 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