Ntiaj teb no Distribution Of Lithium{0}}Ion Battery Raw Material Reserves Thiab Production

Kev faib thoob ntiaj teb ntawm Lithium-Ion roj teeb Raw Material Reserves thiab Production

Kev faib tawm thoob ntiaj teb lithium-ion roj teeb raw khoom (lithium, cobalt, npib tsib xee, graphite, tsis tshua muaj ntiaj teb, thiab lwm yam) yog tus cwj pwm los ntawm"Cov peev txheej muaj txiaj ntsig zoo heev, tseem ceeb hauv cheeb tsam monopolies hauv kev rho tawm / tsim tawm, thiab kev tswj hwm ntawm smelting thiab ua los ntawm Tuam Tshoj."Cov hauv qab no yog cov ncauj lus kom ntxaws raws li cov ntaub ntawv tshiab los ntawm USGS thiab cov chaw lag luam (raws li xyoo 2025-2026):

I. Lithium (Li) – Core Cathode Khoom

Cov peev txheej lithium thoob ntiaj teb feem ntau yog tsom rau hauv"Lithium Daim duab peb sab" (Chile, Argentina, Bolivia)thiabAustraliaTxawm li cas los xij, tam sim no kev tsim khoom yog tswj hwm los ntawm Australia thiab Chile.

Reserves Distribution (Top 5):

Chile:​​~9.2–9.3 lab tonnes (kwv yees . 25-33%), feem ntau brine deposits.

Australia:~ 8.4 lab tonnes (kwv yees . 22-23%), feem ntau yog pob zeb tawv spodumene.

Tuam Tshoj:​​~4.6 lab tonnes (kwv yees . 10-16%), sib tov ntawm brine thiab tawv pob zeb.

Argentina:~ 4.4 lab tonnes (kwv yees . 13-15%).

Tebchaws Meskas:~ 4.4 lab tonnes.

Kev Lag Luam / Mining Distribution (2024-2025):

Australia:​ ~ 88–92 txhiab tonnes (kwv yees . 37%), lub ntiaj teb loj tshaj plaws tsim cov pob zeb lithium.

Chile:​​~49–56 txhiab tonnes (kwv yees . 20%), lub ntiaj teb no tus loj tshaj plaws tsim ntawm brine lithium.

Tuam Tshoj:~ 41–62 txhiab tons (kwv yees . 17%).

Zimbabwe:​ ~ 22–28 txhiab tonnes (kwv yees . 9-10%, ib tus neeg muag khoom African tshiab).

Argentina:~ 18-23 txhiab tons.

Yam ntxwv:​ "Hard pob zeb los ntawm Australia, brine los ntawm South America."Txawm hais tias South America tuav cov peev nyiaj ntau, Australia tam sim no ua tus thawj coj hauv mining peev.

II. Cobalt (Co) - Cov khoom tseem ceeb rau NCM roj teeb

Cobalt muaj covsiab tshaj geographic concentrationntawm tag nrho cov roj teeb hlau, nrog rau kev vam meej ntawm ib lub teb chaws.

Reserves Distribution:

DR Congo:~ 6.0 lab tonnes (tshaj50–57%), tus thawj coj thoob ntiaj teb.

Australia:~ 1.7 lab tonnes (kwv yees . 16%).

Lwm tus: Indonesia, Cuba, Philippines, thiab lwm yam, tuav cov khoom me me.

Kev Tsim Khoom / Mining Distribution:

DR Congo:~ 170-203 txhiab tons (kwv yees.70–76%).

Indonesia:​ ~ 32 txhiab tonnes (kwv yees . 12-15%, nce vim yog los ntawm -cov khoom cobalt los ntawm tom qab nickel mining).

Lwm yam: Russia, Australia, Canada, thiab lwm yam.

Yam ntxwv:​ "DR Congo dominates reserves thiab mining."​ Ib feem tseem ceeb ntawm Congolese cobalt yog mined los ntawm Suav - nqis peev lag luam thiab xa tawm los ua kom zoo dua.

III. Nickel (Ni) - Cov khoom siv hluav taws xob ntau

Cov peev txheej nickel muaj qhov sib cais ntau dua, tab sis kev tsuas yog muaj ntau nyob rau sab hnub tuaj Asia.

Reserves Distribution:

Indonesia:~ 55 lab tonnes (kwv yees.42%), qhov loj tshaj plaws hauv ntiaj teb.

Australia:~ 24 lab tonnes (kwv yees . 18.5%).

Brazil:~ 16 lab tonnes (kwv yees . 12.3%).

Lwm tus: Russia, New Caledonia, Philippines, thiab lwm yam.

Kev Tsim Khoom / Mining Distribution:

Indonesia:~ 1.8 lab tonnes (kwv yees.50%), leveraging HPAL (High-Pressure Acid Leach) thev naus laus zis los ua cov xuab zeb ore rau roj teeb.

Philippines:​ Ib txwm muaj miner loj (kwv yees . 10-15%).

Lwm tus: Russia, New Caledonia, Australia, thiab lwm yam.

Yam ntxwv:​ Indonesia tau yuam cov smelting hauv zos​ los ntawm kev txwv tsis pub xa tawm thiab tam sim no yog lub ntiaj teb loj tshaj plaws ntawm cov khoom siv roj teeb - qib nickel (MHP/Matte).

IV. Graphite (C) - Core Anode Khoom

Graphite sawv cev rau ntu qhov twgSuav dominance yog tag nrho.

Reserves Distribution:

Tuam Tshoj:~ 78-100 lab tonnes (kwv yees.27–35%).

Brazil:~ 74 lab tonnes (kwv yees . 26%).

Lwm tus: Madagascar, Tanzania, Qaib ntxhw, Mozambique, thiab lwm yam.

Kev Tsim Khoom / Mining Distribution:

Tuam Tshoj:~ 1.23–1.28 lab tonnes (kwv yees.65–77%), qeb thib ib thoob ntiaj teb rau xyoo.

Madagascar:~ 100k tonnes (kwv yees . 6%).

Mozambique:~ 96k tonnes (kwv yees . 6%).

Brazil:~73k t.

Yam ntxwv:​ Tuam Tshoj dominates tsis tau tsuas yog reserves tab sis kuj mining thiab sib sib zog nqus ua​ (siab-purity, kheej kheej graphite). Tuam Tshoj tau siv kev tswj hwm kev xa tawm ntawm qee yam khoom graphite thaum kawg 2023.

V. Manganese (Mn) & Rare Earth Elements (REE) – Cov Khoom Pab & Cov Hlau nplaum

Manganese (Mn):

Khaws cia:​ South Africa​ tuav kwv yees li . 33% (1/3), ua raws li Australia, Gabon, Brazil, thiab Tuam Tshoj.

Kev tsim tawm:Thawj coj los ntawm South Africa, Gabon, thiab Australia. Feem ntau siv hauv steel; siab -purity manganese rau roj teeb cia siab rau kev ua kom zoo dua qub.

Rare Earths (REE)(siv nyob rau hauv lub cev muaj zog hlau nplaum):

Khaws cia:​ Tuam Tshoj​ tuav kwv yees li . 38–40%, ua raws li Nyab Laj, Brazil, thiab Russia.

Kev tsim tawm:​ Tuam Tshojaccount rau approx.60–70%, dominating thoob ntiaj teb kev sib cais thiab kho kom zoo.

VI. Summary: Geopolitical Landscape of Global Battery Materials

Cov ntsiab lus tseem ceeb:

Kev tsis sib haum xeeb ntawm Kev Pabcuam thiab Kev Ua Haujlwm:Cov peev txheej muaj nyob hauv Latin America, Africa, thiab Indonesia, thaumsmelting thiab ua muaj peev xwm yog concentrated nyob rau hauv Suav teb(tswj ~ 65% ntawm lithium, 74% ntawm cobalt, 90% ntawm lub ntiaj teb tsis tshua muaj, thiab 100% ntawm spherical graphite ua thoob ntiaj teb).

Supply Chain Vulnerabilities:​ Cobalt (kev ruaj ntseg hauv DRC), Nickel (Indonesian export txoj cai), thiab Lithium (nationalization tiam sis nyob rau hauv LatAm) sawv cev rau peb qhov tseem ceeb variables rau yav tom ntej mov saw kev ruaj ntseg.

Emerging Variables:​ Zimbabwe(Lithium),Indonesia(Nickel / Cobalt), thiabBrazil(Lithium) tau tshwm sim los ua qhov chaw tshiab ntawm kev loj hlob ntawm mining, muaj peev xwm hloov cov toj roob hauv pes ib txwm muaj.