<p><img src="https://imageproxy.pbkrs.com/https://invezz.com/wp-content/uploads/2023/02/wes-hicks-zlsdpyecpcu-unsplash.jpg?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://invezz.com/wp-content/uploads/2023/02/wes-hicks-zlsdpyecpcu-unsplash.jpg"/></p>
<p>鋰價正在暴跌，此前在過去幾年中曾是表現最好的金屬之一。過去三個月，鋰價下跌超過 50%，現在處於自 2022 年 1 月以來的最低點。TradingEconomics 的數據表明，碳酸鋰的價格為每噸 284,5000 元人民幣，較去年高點 590,608 元大幅下跌。</p>
<h2>需求和供應擔憂</h2>
<p>隨着世界繼續接受電動車，鋰和鎳的表現應該不錯。然而，情況並不樂觀。正如我在週三的文章中所寫，鎳價持續暴跌。</p>
<p>鋰價暴跌的主要原因有兩個。首先，經過幾年的投資，行業現在面臨過剩的擔憂。智利、澳大利亞和阿根廷等國已經加大生產以滿足日益增長的需求。</p>
<p>與此同時，正如我在關於津巴布韋美元的文章中提到的，該國的鋰庫存已躍升至超過 200 萬。這一增長髮生在該國宣佈禁止鋰礦出口，以激勵本地公司之後。因此，人們擔心這些礦石很快會進入市場。一位分析師在一份報告中表示：</p>
<blockquote>
<p>“供應的增加速度快得讓你來不及反應。需求依然強勁，但價格已經不可持續一段時間了。”</p>
</blockquote>
<p><img src="https://imageproxy.pbkrs.com/https://invezz.com/wp-content/uploads/2023/03/lithium-price-1.jpeg?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="750" height="520" original-src="https://imageproxy.pbkrs.com/https://invezz.com/wp-content/uploads/2023/03/lithium-price-1.jpeg"/></p>
<p>鋰價走勢圖</p>
<h2>鋰需求減弱</h2>
<p>另一個關鍵問題是電動車的需求似乎正在減弱。例如，特斯拉和蔚來等公司被迫多次降價。經濟學的第一條規則是，在需求高漲的時期，公司不會降低價格。在一份報告中，一位分析師告訴彭博社：</p>
<blockquote>
<p>“碳酸鋰的價格下降幅度更大，因為今年的供應增長預期與需求情緒減弱相吻合。”</p>
</blockquote>
<p>更糟糕的是，許多電動車公司也表現不佳。週四，福特表示其電動車業務在 2022 年虧損超過 30 億美元。快速成長的電動車公司 Rivian 在這一年中虧損超過 60 億美元，而 Lucid 則虧損超過 26 億美元。</p>
<p>這篇文章的標題是《鋰價暴跌，電動車金屬面臨雙重打擊》，首次發佈在 Invezz 上。</p>

贛鋒鋰業

<p>鋰價在過去三個月內暴跌超過 50%，達到自 2022 年 1 月以來的最低點，交易價格為每噸 284,500 元人民幣。這一下降歸因於智利和澳大利亞等國的生產增加導致的供應過剩，以及對電動汽車（EV）的需求減弱。包括福特和 Rivian 在內的主要電動汽車製造商報告了顯著的虧損，進一步影響了鋰的需求。分析師指出，儘管需求依然存在，但由於供應的快速增加，價格已變得不可持續</p>

<p><img src="https://imageproxy.pbkrs.com/https://invezz.com/wp-content/uploads/2023/02/wes-hicks-zlsdpyecpcu-unsplash.jpg" alt="" original-src="https://invezz.com/wp-content/uploads/2023/02/wes-hicks-zlsdpyecpcu-unsplash.jpg"/></p>
<p>Lithium price is nosediving after being one of the top-performing metals in the past few years. Its price has plunged by more than 50% in the past three months and is now sitting at the lowest point since January 2022. Data by TradingEconomics shows that the price of lithium carbonate was trading at 284,5000 CNY per ton, down from last year’s high of 590,608 CNY.</p>
<div class="lb-trans"><p>鋰價正在暴跌，此前在過去幾年中曾是表現最好的金屬之一。過去三個月，鋰價下跌超過 50%，現在處於自 2022 年 1 月以來的最低點。TradingEconomics 的數據表明，碳酸鋰的價格為每噸 284,5000 元人民幣，較去年高點 590,608 元大幅下跌。</p>
</div><h2>Demand and supply concerns</h2>
<div class="lb-trans"><h2>需求和供應擔憂</h2>
</div><p>Lithium and nickel should be doing well as the world continues to embrace electric vehicles. However, the situation is not doing well. As I wrote in this articleon Wednesday, nickel prices have continued to nosedive.</p>
<div class="lb-trans"><p>隨着世界繼續接受電動車，鋰和鎳的表現應該不錯。然而，情況並不樂觀。正如我在週三的文章中所寫，鎳價持續暴跌。</p>
</div><p>There are two main reasons why lithium prices are crashing. First, there is the ongoing fear that the industry is now getting oversupplied following several years of investments. Countries like Chile, Australia, and Argentina have ramped up production to meet the rising demand.</p>
<div class="lb-trans"><p>鋰價暴跌的主要原因有兩個。首先，經過幾年的投資，行業現在面臨過剩的擔憂。智利、澳大利亞和阿根廷等國已經加大生產以滿足日益增長的需求。</p>
</div><p>At the same time, as I wrote in the article on Zimbabwe dollar <strong>,</strong> the country has seen its lithium stockpiles jump to more than 2 million. This jump happened after the country announced a ban of lithium ore exports in a bid to incentivize local companies. As such, there are fears that this ore will come to the market soon. In a note, an analyst said:</p>
<div class="lb-trans"><p>與此同時，正如我在關於津巴布韋美元的文章中提到的，該國的鋰庫存已躍升至超過 200 萬。這一增長髮生在該國宣佈禁止鋰礦出口，以激勵本地公司之後。因此，人們擔心這些礦石很快會進入市場。一位分析師在一份報告中表示：</p>
</div><blockquote>
<p>“Supply is coming on stream faster than you can say ‘boo’. Demand remains strong, but prices have been unsustainable for some time now.”</p>
</blockquote>
<div class="lb-trans"><blockquote>
<p>“供應的增加速度快得讓你來不及反應。需求依然強勁，但價格已經不可持續一段時間了。”</p>
</blockquote>
</div><p><img src="https://imageproxy.pbkrs.com/https://invezz.com/wp-content/uploads/2023/03/lithium-price-1.jpeg" alt="" original-src="https://invezz.com/wp-content/uploads/2023/03/lithium-price-1.jpeg"/></p>
<p>Lithium price chart</p>
<div class="lb-trans"><p>鋰價走勢圖</p>
</div><h2>Lithium demand easing</h2>
<div class="lb-trans"><h2>鋰需求減弱</h2>
</div><p>The other key issue is that EV demand seems to be easing. For example, companies like Tesla and Nio have been forced to slash prices several times. The first rule in economics is that companies never lower prices in a period of elevated demand. In a note, an analyst told Bloomberg that:</p>
<div class="lb-trans"><p>另一個關鍵問題是電動車的需求似乎正在減弱。例如，特斯拉和蔚來等公司被迫多次降價。經濟學的第一條規則是，在需求高漲的時期，公司不會降低價格。在一份報告中，一位分析師告訴彭博社：</p>
</div><blockquote>
<p>“Lithium carbonate prices saw a greater rate of decline as greater supply growth outlook for the year coincides with weaker demand sentiment.”</p>
</blockquote>
<div class="lb-trans"><blockquote>
<p>“碳酸鋰的價格下降幅度更大，因為今年的供應增長預期與需求情緒減弱相吻合。”</p>
</blockquote>
</div><p>Worse, many EV companies are not doing well either. On Thursday, Ford said that its EV business lost over $3 billion in 2022. Rivian, the fast-growing EV company, lost over $6 billion during the year while Lucid lost over $2.6 billion</p>
<div class="lb-trans"><p>更糟糕的是，許多電動車公司也表現不佳。週四，福特表示其電動車業務在 2022 年虧損超過 30 億美元。快速成長的電動車公司 Rivian 在這一年中虧損超過 60 億美元，而 Lucid 則虧損超過 26 億美元。</p>
</div><p>The post Lithium price is diving as EV metals battle a double whammy appeared first on Invezz</p>
<div class="lb-trans"><p>這篇文章的標題是《鋰價暴跌，電動車金屬面臨雙重打擊》，首次發佈在 Invezz 上。</p>
</div>

鋰價正在大幅下跌，因為電動車用金屬正遭遇雙重挑戰