全球锂业喜迎能源巨头入场！埃森克美孚亲自“挖矿” 押注电动汽车未来

华尔街见闻2023-05-22

全球掀起电动汽车热潮，锂成为“新能源时代石油”，吸引众多巨头蜂拥入场。周一，据媒体报道，能源巨头埃克森美孚目前正在为“油气依赖降低的前景”做准备，该公司正在尝试开采石油以外的一个关键资源：锂。埃克森美孚以至少1亿美元的价格从Galvanic Energy公司手中购买了阿肯色州南部Smackover储层12万英亩土地的开采权，计划在那里生产锂。报道指出，阿肯色州的储层可能含有400万吨碳酸锂当量，...

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EssenkMobil personally \"digs mines\" to bet on the future of electric vehicles","themeId":"","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/4595ad42a53287e788be59cfc51a9d98","symbols_score_info":{"XOM":0.9},"content_text":"全球掀起电动汽车热潮，锂成为“新能源时代石油”，吸引众多巨头蜂拥入场。周一，据媒体报道，能源巨头埃克森美孚目前正在为“油气依赖降低的前景”做准备，该公司正在尝试开采石油以外的一个关键资源：锂。埃克森美孚以至少1亿美元的价格从Galvanic Energy公司手中购买了阿肯色州南部Smackover储层12万英亩土地的开采权，计划在那里生产锂。报道指出，阿肯色州的储层可能含有400万吨碳酸锂当量，足以为5000万辆电动汽车提供动力，埃克森美孚可能在未来几个月开始在该地区进行钻探。石油需求下降的“经典对冲”汽车电动化的转变引发了一场锁定锂和其他电池制造核心材料供应的竞赛，吸引众多巨头入场，其中埃克森美孚走到了前列。锂生产预计将使埃克森美孚的投资组合更为多元化，并使其接触到一个快速增长的新市场。从石油转向锂，埃克森美孚称在技术方面占据优势。锂和石油业高管表示，从盐水中提取锂涉及钻探、管道和液体加工，油气公司长期以来在这些开采过程中积累了大量专业知识，使他们非常适合转型生产这一矿物。投资银行Raymond James分析师Pavel Molchanov对此表示：电动车在未来几十年内将成为主导的前景为石油和天然气公司提供了强大的动力，使其参与到锂业务中。这是对石油需求下降前景的“经典对冲”。此外，埃克森美孚去年曾预测，轻型汽车对内燃机燃料的需求可能会在2025年达到峰值，而到2050年，电动汽车、混合动力汽车和燃料电池驱动的汽车可能会增长到新车销量的50%以上。该公司还预计，到2040年，全球电动汽车数量可能从2017年的300万辆增加到4.2亿辆。特斯拉得州锂精炼厂破土动工不只是埃森克美孚，特斯拉也在美国得克萨斯州修建锂冶炼厂，前不久，马斯克就为得州的锂精炼厂举行了破土动工仪式。马斯克所提到的跟现在的主流做法有很大不同，而对于自家的锂精炼技术，特斯拉电池原材料和回收负责人特纳在奠基仪式上做了简要的讲述，特斯拉的锂精炼技术将使能源消耗减少20%，消耗的化学药剂成本会低60%，所以总成本也会低30%，同时精炼过程所产生的副产品也是无害的。","kind":null,"is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.29.2","shortVersion":"4.29.2","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2337221640"}