节点:下游(终端消费/应用)位置:下游情绪:中性参考度:2/10
美国锂离子电池回收商Ascend Elements与全球大宗商品公司托克集团(Trafigura Group Pte. Ltd.)签署了一份多年期碳酸锂承购协议。该协议涵盖2027年至2031年间交付的1.5万吨回收碳酸锂。
根据协议,托克集团将负责全球物流与营销。Ascend Elements将利用回收电池和制造废料生产低碳碳酸锂。该材料将源自Ascend公司专利的“Hydro-to-Cathode”工艺,此工艺可减少排放并助力可持续电池生产。
此次合作强化了Ascend在北美和欧洲的业务,也让托克集团得以扩充其回收材料产品组合。两家公司计划助力原始设备制造商(OEMs)实现电动汽车和储能行业的循环性与合规目标。
Ascend首席执行官Linh Austin强调了该交易ǚ..战略价值。他表示,托克集团的全球平台与Ascend的“Hydro-to-Cathode”工艺将循环性转化为供应安全。双方旨在为美国和欧洲提供可追溯、来源可靠的碳酸锂。这种合作既能降低碳排放,又能减轻地缘政治风险。
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Will the “Hydro – to – Cathode” process really be as effective as claimed in reducing emissions and enhancing supply security? Given the geopolitical situation, how will Ascend and Trafigura ensure the smooth implementation of the agreement without being affected by trade policies? And can the 1.5 -…