{"id":7031,"date":"2023-06-26T03:36:26","date_gmt":"2023-06-26T03:36:26","guid":{"rendered":"\/\/smallcapscn.x5view.co\/?p=7031"},"modified":"2023-08-29T18:01:21","modified_gmt":"2023-08-29T18:01:21","slug":"lithium-supply-bottleneck-growing-global-concern","status":"publish","type":"post","link":"https:\/\/smallcapscn.x5view.co\/?p=7031","title":{"rendered":"\u9502\u4f9b\u5e94\u74f6\u9888\u6210\u4e3a\u5168\u7403\u65e5\u76ca\u5173\u6ce8\u7684\u95ee\u9898"},"content":{"rendered":"

\u4e00\u4f4d\u7ecf\u9a8c\u4e30\u5bcc\u7684\u80a1\u7968\u7ecf\u7eaa\u4eba\u66fe\u7ecf\u8bf4\u8fc7: \u201c\u5728\u6fb3\u5927\u5229\u4e9a\u7684\u4e00\u4e2a\u91c7\u77ff\u9879\u76ee\u4e2d\u53d1\u73b0\u9502\u6709\u70b9\u50cf\u6709\u809a\u8110\u2014\u2014\u6bcf\u4e2a\u4eba\u90fd\u6709\u4e00\u4e2a\u3002\u201d<\/p>\n

\u9886\u5148\u7684\u7535\u52a8\u6c7d\u8f66(EV)\u5236\u9020\u5546\u3001\u8457\u540d\u7684Tesla\u521b\u59cb\u4eba\u3001Elon Musk\u6700\u8fd1\u88ab\u5f15\u8ff0\u8bf4\uff0c\u4e16\u754c\u4e0a\u6709\u8db3\u591f\u7684\u9502\u6765\u6ee1\u8db3\u5e02\u573a\u9700\u6c42\u2014\u2014\u95ee\u9898\u5728\u4e8e\u70bc\u6cb9\u5382\u7684\u4ea7\u80fd\u3002<\/p>\n

\u521b\u9020\u989d\u5916\u7684\u91c7\u77ff\u80fd\u529b\u4e5f\u88ab\u89c6\u4e3a\u9502\u548c\u7535\u52a8\u6c7d\u8f66\u884c\u4e1a\u7684\u969c\u788d\u3002<\/p>\n

\u6700\u8fd1\u7684\u4e00\u4efd\u62a5\u544a\u663e\u793a\uff0c\u52302035\u5e74\uff0c\u5168\u7403\u5c06\u9700\u898174\u4e2a\u65b0\u9502\u77ff\uff0c\u5e73\u5747\u89c4\u6a21\u4e3a4.5\u4e07\u5428\u3002<\/p>\n

\u8981\u6ee1\u8db3\u7535\u52a8\u6c7d\u8f66\u7684\u9700\u6c42\uff0c\u9700\u8981\u82b1\u8d39\u6570\u5341\u4ebf\u6fb3\u5143<\/h2>\n

Benchmark Mineral Intelligence\u7684\u4e00\u9879\u65b0\u7814\u7a76\u4f30\u8ba1\uff0c\u4e3a\u4e86\u6ee1\u8db3\u672a\u6765\u7684\u9700\u6c42\uff0c\u9502\u884c\u4e1a\u5c06\u9700\u8981\u6295\u8d44510\u4ebf\u7f8e\u5143(763\u4ebf\u6fb3\u5143)\u3002<\/p>\n

Benchmark\u62a5\u544a\u300aFinancing the Battery Arms Race: The Cost of Bridging the Global EV Supply Chain Divide\u300b\u5f97\u51fa\u7ed3\u8bba\u79f0\uff0c\u9502\u751f\u4ea7\u662f\u7535\u6c60\u884c\u4e1a\u589e\u957f\u7684\u6700\u5927\u74f6\u9888\u3002<\/p>\n

\u8be5\u516c\u53f8\u9884\u6d4b\uff0c\u52302030\u5e74\uff0c\u9502\u7684\u9700\u6c42\u91cf\u5c06\u8d85\u8fc72015\u5e74\u81f32022\u5e74\u95f4\u7684\u5f00\u91c7\u91cf\u3002<\/p>\n

\u62a5\u544a\u8fd8\u6307\u51fa\uff0c\u52302030\u5e74\uff0c\u9502\u79bb\u5b50\u7535\u6c60(LiBs)\u7684\u9700\u6c42\u5c06\u4ece\u4eca\u5e74\u7684\u7ea61\u592a\u74e6\u65f6\u589e\u957f\u52303.7\u592a\u74e6\u65f6\uff0c\u8fd9\u4e3b\u8981\u662f\u7531\u4e8e\u7535\u52a8\u6c7d\u8f66\u9700\u6c42\u7684\u6fc0\u589e\u3002<\/p>\n

\u6fb3\u5927\u5229\u4e9a\u62a5\u544a\u8868\u793a\u8d5e\u540c<\/h2>\n

\u6fb3\u5927\u5229\u4e9aDepartment of Industry, Science and Resources (DISR)\u5bf9\u6b64\u8868\u793a\u8d5e\u540c\u3002\u5728\u5176\u6700\u65b0\u7684\u8d44\u6e90\u548c\u80fd\u6e90\u5b63\u5ea6\u4e2d\uff0c\u8be5\u90e8\u95e8\u8868\u793a\uff0c\u52302022\u5e74\uff0c\u9502\u7535\u6c60\u7684\u9700\u6c42\u51e0\u4e4e\u5360\u9502\u603b\u4f7f\u7528\u91cf\u768480%\u3002<\/p>\n

\u8be5\u516c\u53f8\u9884\u6d4b\uff0c\u968f\u7740\u7535\u52a8\u6c7d\u8f66\u5728\u5168\u7403\u4e58\u7528\u8f66\u5e02\u573a\u7684\u4efd\u989d\u8fdb\u4e00\u6b65\u589e\u52a0\uff0c\u52302028\u5e74\uff0c\u8fd9\u4e00\u6bd4\u4f8b\u5c06\u8fbe\u523090%\u3002<\/p>\n

DISR\u53d1\u73b0\uff0c\u81ea2019\u5e74\u4ee5\u6765\uff0c\u4e58\u7528\u8f66\u7684\u5168\u7403\u5e02\u573a\u4efd\u989d\u589e\u957f\u4e86\u4e94\u500d\uff0c\u52302022\u5e74\uff0c\u7535\u52a8\u6c7d\u8f66\u9500\u91cf\u7ea6\u5360\u6c7d\u8f66\u5e02\u573a\u768414%\u3002<\/p>\n

\u62a5\u544a\u663e\u793a\uff0c\u5f3a\u52b2\u7684\u6f5c\u5728\u9700\u6c42\u548c\u7535\u52a8\u6c7d\u8f66\u5236\u9020\u5546\u5ba3\u5e03\u7684\u8fdb\u4e00\u6b65\u589e\u4ea7\uff0c\u610f\u5473\u7740\u672a\u6765\u5341\u5e74\u7535\u52a8\u6c7d\u8f66\u9500\u91cf\u53ef\u80fd\u8fbe\u5230\u6c7d\u8f66\u9500\u91cf\u768440%\u5de6\u53f3\u3002<\/p>\n

\u6fb3\u5927\u5229\u4e9a\u5c06\u53d7\u76ca<\/h2>\n

\u6fb3\u5927\u5229\u4e9a\u76ee\u524d\u662f\u4e16\u754c\u4e0a\u6700\u5927\u7684\u9502\u751f\u4ea7\u56fd\u3002DISR\u8868\u793a\uff0c\u57282022-23\u5e74\uff0c\u6fb3\u5927\u5229\u4e9a\u7684\u51fa\u53e3\u6536\u5165\u9884\u8ba1\u5c06\u589e\u52a0\u4e24\u500d\u4ee5\u4e0a\uff0c\u4ece2021-22\u5e74\u768453\u4ebf\u6fb3\u5143\u589e\u52a0\u5230186\u4ebf\u6fb3\u5143\u3002<\/p>\n

DISR\u9884\u6d4b\uff0c\u52302024\u5e74\u5e95\uff0c\u6fb3\u5927\u5229\u4e9a\u53ef\u80fd\u62e5\u6709\u5168\u740310%\u7684\u6c22\u6c27\u5316\u9502\u7cbe\u70bc\u80fd\u529b\uff0c\u52302028\u5e74\u5c06\u4e0a\u5347\u5230\u5168\u740320%\u4ee5\u4e0a\u7684\u9502\u7cbe\u70bc\u80fd\u529b\u3002<\/p>\n

\u7136\u800c\uff0c\u62a5\u544a\u4e5f\u53d1\u73b0\uff0c\u8fd9\u4e9b\u9884\u6d4b\u5b58\u5728\u4e00\u4e9b\u98ce\u9669\u3002<\/p>\n

\u5176\u4e2d\u5305\u62ec\u65b0\u77ff\u5c71\u548c\u52a0\u5de5\u5382\u7684\u5ba1\u6279\u548c\u5efa\u8bbe\u5ef6\u8fdf\uff0c\u4ee5\u53ca\u96be\u4ee5\u8fbe\u5230\u6ee1\u8d1f\u8377\u751f\u4ea7\u3002<\/p>\n

\u5728\u5b9e\u73b0\u6240\u9700\u7684\u4ea7\u54c1\u7b49\u7ea7\u3001\u7eaf\u5ea6\u548c\u4e00\u81f4\u6027\u65b9\u9762\u4e5f\u5b58\u5728\u6280\u672f\u6311\u6218\uff0c\u8fd9\u53ef\u80fd\u4f1a\u63a8\u8fdf\u4ea7\u91cf\u548c\u51fa\u53e3\u3002<\/p>\n

\u9700\u8981\u5927\u89c4\u6a21\u7684\u5168\u7403\u5173\u952e\u77ff\u4ea7\u652f\u51fa<\/h2>\n

\u6839\u636e\u57fa\u51c6\uff0c\u5c06\u9700\u8981\u82b1\u8d392200\u4ebf\u7f8e\u5143(3290\u4ebf\u6fb3\u5143)\u6765\u6ee1\u8db3\u5173\u952e\u539f\u6750\u6599\u7684\u9700\u6c42\uff0c\u5176\u4e2d\u954d\u548c\u9502\u5360\u4e00\u534a\u4ee5\u4e0a\u3002<\/p>\n

Benchmark\u9996\u5e2d\u8fd0\u8425\u5b98Andrew Miller\u8868\u793a:\u201c\u80fd\u6e90\u8f6c\u578b\u4ecd\u5904\u4e8e\u65e9\u671f\u9636\u6bb5\uff0c\u4e3a\u4e86\u5b9e\u73b0\u884c\u4e1a\u548c\u653f\u7b56\u5236\u5b9a\u8005\u7684\u76ee\u6807\uff0c\u5c06\u9700\u8981\u5927\u89c4\u6a21\u7684\u8d44\u672c\u90e8\u7f72\u3002\u201d<\/p>\n

\u201c\u80fd\u6e90\u5b58\u50a8\u53ef\u80fd\u53ea\u5360\u6240\u9700\u878d\u8d44\u603b\u989d\u7684\u4e00\u5c0f\u90e8\u5206\uff0c\u4f46\u5b83\u5728\u6218\u7565\u4e0a\u662f\u81f3\u5173\u91cd\u8981\u7684\u3002\u7535\u6c60\u662f\u5b9e\u73b0\u6e05\u6d01\u80fd\u6e90\u76ee\u6807\u7684\u5e73\u53f0\u6280\u672f\uff0c\u56e0\u6b64\u4e3a\u8fd9\u4e9b\u4f9b\u5e94\u94fe\u878d\u8d44\u662f\u5b9e\u73b0\u51c0\u96f6\u6392\u653e\u7ade\u8d5b\u7684\u6838\u5fc3\u3002\u201d<\/p>\n

\u9502\u7684\u4ef7\u683c\u5728\u4e0a\u6da8<\/h2>\n

\u5c3d\u7ba1\u8fd1\u5e74\u6765\u9502\u7684\u4ef7\u683c\u4e00\u76f4\u96be\u4ee5\u8ffd\u8e2a\uff0c\u4f46\u591a\u6570\u5206\u6790\u5e08\u9884\u6d4b\uff0c\u8fd9\u79cd\u91d1\u5c5e\u7684\u4ef7\u503c\u6b63\u5728\u4e0a\u5347\u3002<\/p>\n

\u5168\u7403\u9886\u5148\u7684\u80fd\u6e90\u7814\u7a76\u516c\u53f8Wood Mackenzie\u9884\u6d4b\uff0c\u57282035- 2050\u5e74\u671f\u95f4\uff0c\u7535\u6c60\u7ea7\u6c22\u6c27\u5316\u9502\u7684\u5e73\u5747\u4ef7\u683c\u5c06\u8fbe\u5230\u6bcf\u54283.3\u4e07\u7f8e\u5143(\u54085\u4e07\u6fb3\u5143)\uff0c\u4ee52023\u5e74\u7f8e\u5143\u8ba1\u7b97\u3002<\/p>\n

\u76f8\u6bd4\u4e4b\u4e0b\uff0c\u4ee52023\u5e74\u7f8e\u5143\u8ba1\u7b97\uff0c\u53bb\u5e74\u7684\u5747\u4ef7\u7ea6\u4e3a\u6bcf\u54285.1\u4e07\u7f8e\u5143(\u54087.6\u4e07\u6fb3\u5143)\u3002<\/p>\n

Wood Mackenzie\u9884\u8ba1\uff0c2050\u5e74\u7684\u9502\u603b\u9700\u6c42\u5c06\u662f\u4eca\u5e74\u76845\u500d\u5de6\u53f3\u3002<\/p>\n

\u201c\u77f3\u6cb9\u884c\u4e1a\u7684\u4e00\u4e9b\u4eba\u8ba4\u4e3a\uff0c\u9502\u4f9b\u5e94\u9650\u5236\u5c06\u963b\u788d\u7535\u52a8\u6c7d\u8f66\u9500\u91cf\u7684\u6301\u7eed\u589e\u957f\uff0c\u8fd9\u79cd\u60f3\u6cd5\u4f3c\u4e4e\u6ca1\u6709\u8bc1\u636e\u652f\u6301\u3002\u201d<\/p>\n

\u6295\u8d44\u6765\u4e86<\/h2>\n

\u56fd\u9645\u80fd\u6e90\u7f72(IEA)\u6307\u51fa\uff0c\u77ff\u4e1a\u90e8\u95e8\u6b63\u5728\u5c3d\u81ea\u5df1\u7684\u4e00\u4efd\u529b\u91cf\uff0c\u6295\u8d44\u4e8e\u5173\u952e\u7684\u77ff\u4ea7\u5f00\u53d1\u3002<\/p>\n

\u7531\u4e8e\u9ad8\u4ef7\u683c\u548c\u8d8a\u6765\u8d8a\u591a\u7684\u653f\u7b56\u652f\u6301(\u4f8b\u5982\u3002\u56fd\u9645\u80fd\u6e90\u7f72\u8868\u793a\uff0c\u8bb8\u591a\u77ff\u4e1a\u516c\u53f8\u6b63\u5728\u589e\u52a0\u5bf9\u5173\u952e\u77ff\u4ea7\u5f00\u53d1\u7684\u6295\u8d44\u3002<\/p>\n

\u201c\u6211\u4eec\u5df2\u7ecf\u8bc4\u4f30\u4e8620\u5bb6\u5927\u578b\u77ff\u4e1a\u516c\u53f8\u7684\u603b\u6295\u8d44\u6c34\u5e73\uff0c\u8fd9\u4e9b\u516c\u53f8\u5728\u5f00\u53d1\u80fd\u6e90\u8f6c\u578b\u77ff\u4ea7\u65b9\u9762\u6709\u5f88\u5f3a\u7684\u5f71\u54cd\u529b\u3002\u7ee72021\u5e74\u589e\u957f20%\u4e4b\u540e\uff0c2022\u5e74\u6295\u8d44\u652f\u51fa\u518d\u6b21\u5927\u5e45\u589e\u957f30%\u3002\u201d<\/p>\n

\u201c\u4e13\u6ce8\u4e8e\u9502\u5f00\u53d1\u7684\u516c\u53f8\u589e\u52a0\u4e8650%\u7684\u652f\u51fa\uff0c\u5176\u6b21\u662f\u4e13\u6ce8\u4e8e\u94dc\u548c\u954d\u5f00\u53d1\u7684\u516c\u53f8\u30022022\u5e74\uff0c\u4e2d\u56fd\u4f01\u4e1a\u7684\u6295\u8d44\u652f\u51fa\u51e0\u4e4e\u7ffb\u4e86\u4e00\u756a\u3002\u201d<\/p>\n

\u52d8\u63a2\u652f\u51fa\u57282022\u5e74\u4e5f\u7ee7\u7eed\u4e0a\u5347\uff0c\u4e3b\u8981\u662f\u7531\u4e8e\u9502\u52d8\u63a2\u7684\u521b\u7eaa\u5f55\u589e\u957f\u901f\u5ea6\uff0c\u5176\u6b21\u662f\u94dc\u548c\u954d\u3002\u52a0\u62ff\u5927\u548c\u6fb3\u5927\u5229\u4e9a\u5f15\u9886\u4e86\u8fd9\u4e00\u589e\u957f\uff0c\u5c24\u5176\u662f\u5728\u786c\u5ca9\u9502\u9886\u57df\uff0c\u4f46\u975e\u6d32\u548c\u5df4\u897f\u7684\u6d3b\u52a8\u4e5f\u5728\u589e\u957f\u3002\u201d<\/p>\n

\u6fb3\u5927\u5229\u4e9a\u548c\u52a0\u62ff\u5927\u5927\u529b\u63a8\u8fdb\u9502\u52d8\u63a2<\/h2>\n

\u4eba\u4eec\u5f88\u96be\u4e0d\u6ce8\u610f\u5230\uff0c\u6fb3\u5927\u5229\u4e9a\u77ff\u5546\u6b63\u5728\u5927\u4e3e\u6295\u8d44\u5bfb\u627e\u65b0\u7684\u9502\u50a8\u91cf\u3002<\/p>\n

\u6bcf\u5929\u90fd\u6709\u65b0\u7684\u9502\u52d8\u63a2\u6d3b\u52a8\u516c\u544a\u63d0\u4ea4\u7ed9\u6fb3\u5927\u5229\u4e9a\u8bc1\u5238\u4ea4\u6613\u6240\u3002<\/p>\n

\u79d1\u6280\u516c\u53f8\u751a\u81f3\u8d35\u91d1\u5c5e\u516c\u53f8\u7684\u5173\u6ce8\u70b9\u4e5f\u660e\u663e\u8f6c\u5411\u4e86\u9502\u52d8\u63a2\u3002<\/p>\n

\u6fb3\u5927\u5229\u4e9a\u77ff\u5546\u4e5f\u5728\u79ef\u6781\u54cd\u5e94\u7f8e\u56fd\u548c\u52a0\u62ff\u5927\u653f\u5e9c\u53d1\u5c55\u201c\u672c\u571f\u201d\u9502\u751f\u4ea7\u7684\u52aa\u529b\uff0c\u4e00\u6279\u540e\u8fdb\u77ff\u5546\u5c24\u5176\u524d\u5f80\u9b41\u5317\u514b\u7684James Bay\uff0c\u5bfb\u627e\u8fd9\u79cd\u88ab\u8d44\u6e90\u884c\u4e1a\u8bb8\u591a\u4eba\u79f0\u4e3a\u201c\u767d\u6cb9\u201d\u7684\u91d1\u5c5e\u3002<\/p>\n

DISR\u8ba4\u4e3a\uff0c\u6fb3\u5927\u5229\u4e9a\u4f01\u4e1a\u9884\u8ba1\u5c06\u5728\u672a\u6765\u4e94\u5e74\u7684\u5c55\u671b\u671f\u5185\u7ee7\u7eed\u5411\u9ad8\u9644\u52a0\u503c\u6d3b\u52a8\u6269\u5f20\u3002<\/p>\n

\u5b83\u786e\u5b9a\u4e86\u6f5c\u5728\u7684\u9014\u5f84\uff0c\u5305\u62ec\u5411\u7535\u6c60\u4ef7\u503c\u94fe\u4e0a\u6e38\u79fb\u52a8\uff0c\u4ece\u91c7\u77ff\u548c\u7cbe\u70bc\u5230\u9634\u6781\u524d\u4f53\u5316\u5b66\u54c1\u3001\u7535\u89e3\u8d28\u751f\u4ea7\u3001\u7535\u6c60\u9633\u6781\u5de5\u5382\u3001\u7535\u6c60\u7814\u7a76\u548c\u7535\u6c60\u5236\u9020\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"

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