Chile holds the world's largest lithium reserves in the Atacama Desert; its 2023 state-majority nationalization model, pairing Codelco with SQM, defines the global critical-minerals sovereignty debate.
NYSE: ALB,全球最大锂生产商,总部位于北卡罗来纳州夏洛特,正利用智利和澳大利亚的卤水与硬岩资产进行全面扩张
完整档案 ›Producers and processors: the fifteen miners and refiners who set the critical minerals supply floor
From Chilean brine fields to Congolese copper pits, fifteen companies mine and refine the lithium, copper and cobalt the energy transition depends on.
Selective lithium recovery from brine without solar evaporation ponds, achieving over 90% yield; the technology reshaping lithium supply in Chile, Argentina, and the US Smackover Formation.
The lightest solid metal and core material in EV and grid-storage batteries; China refines roughly 70% of global output, making lithium the central critical-mineral security flashpoint of the energy transition.
China's Tianqi Lithium holds 51% of the world's largest hard-rock lithium mine and 23.77% of Chilean SQM, a structural swing factor in global battery supply chains.
孤星计划(年产250吨,德州胡克斯)用EnergyX的GET-Lit技术处理斯马克欧沃卤水;与Wildcat的合资企业将并建年产15,000吨磷酸铁锂正极厂;2026年DLE市场估值15.4亿美元
2026年3月美国EPA的决定记录,为北卡罗来纳州自上世纪80年代以来首个本土硬岩锂生产扫清了障碍;雅保停产克默顿,并在阿塔卡马提交了31亿美元的直接提锂方案