节点:下游(终端消费/应用)位置:下游情绪:中性参考度:2/10
Eramet阿根廷锂工厂3月产能利用率达到设计产能的80%左右,标志着Centenario-Ratones碳酸锂项目在年初生产受挫后实现重要恢复。Centenario-Ratones工厂作为Eramet唯一的锂业务,3月平均产能利用率接近其2.4万吨/年铭牌产能的80%。这一改善源于2月的艰难时期,当时Eramet为引入设计改进并支持产能爬坡,对部分下游设备进行了长期停机。
一季度天然气供应限制也制约了产出,使得碳酸锂当量总产量仅为3720吨。尽管面临这些挑战,3月仍实现了该项目迄今为止最强劲的生产表现,表明工厂正逐步接近稳定商业化运营。Eramet一季度销售3920吨碳酸锂当量,产生5700万欧元(约合6650万美元)收入,隐含平均实现价格约为16986美元/吨。
一季度锂业务收入已超过Eramet 2025年全年锂收入。这不仅反映阿根廷ŷ..汽车和储能系统关键电池材料的定价环境走强。阿根廷因其丰富的盐湖资源及在电池材料供应链中日益重要的地位,仍是最受关注的锂供应地区之一。
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