With the new energy development process accelerated, photovoltaic and new energy vehicles in the last two years on the wind, with the development of new energy, soda ash has also become a star species, photovoltaic installed components need photovoltaic glass is the main source of incremental demand for soda ash this year, new energy vehicles production and sales surge is to bring the development of power batteries, raw materials lithium carbonate has become the main source of incremental demand for light alkali, but due to the development of the lithium industry Long cycle, lithium carbonate for soda ash demand-side impact is slowly emerging, this year for soda ash may not be as good as photovoltaic glass (there are links to photovoltaic glass impact analysis at the end of the article), the role of lithium carbonate soda ash in the medium and long term can not be ignored.
1, lithium carbonate industry chain
From the point of view of resource distribution, lithium resources exist in the ionic state in the brine of salt lakes, and in the compound state in the rock. Global identified lithium resources reserves of about 21 million tons of lithium metal equivalent, mainly concentrated in Chile, Australia, Argentina and China, four countries can be mined lithium reserves accounted for 80%. China’s lithium resources can be mined reserves of 1.5 million tons, accounting for about 7% of the world’s total mineable reserves.
2、The application of lithium carbonate
Lithium carbonate is the basic material for the production of secondary lithium salts and lithium metal products, thus becoming the largest lithium product in the lithium industry, other lithium products are basically the downstream products of lithium carbonate. In terms of application, lithium carbonate can be widely used in battery, ceramic, glass, lubricant and photoelectric industries. With the continuous development of cell phones and other consumer electronics and new energy vehicles, the battery industry has become the largest consumer area of lithium carbonate. As Europe, America, Japan and Korea vigorously promote new energy vehicles, new energy vehicles account for about 50% or more of the global downstream applications of lithium carbonate.