Tesla's Texas Lithium Plant Begins Operations Amid Market Oversupply
Tesla's Texas Lithium Plant Begins Operations Amid Market Oversupply
"Increasing lithium refining capacity is critical to a sustainable energy economy," Tesla stated on X.Tesla Inc. (NASDAQ:TSLA) has initiated production at its lithium refinery in Robstown, Texas. The company announced on Monday that raw materials were successfully fed through the facility's kiln for the first time.
特斯拉公司（納斯達克：TSLA）已在德克薩斯州羅布斯敦啓動了其鋰礦精煉廠的生產。公司週一宣佈，原材料首次成功通過該工廠的窯。
What Happened: The Corpus Christi-area plant represents the large-scale battery-grade lithium refinery in the United States and pioneers an acid-free refining process.
發生了什麼：該科珀斯克里斯蒂地區的工廠代表了美國的大規模電池級鋰礦精煉廠，並開創了一種無酸精煉工藝。
This development comes as global lithium prices have plummeted from their 2022 peak of $80,000 per ton to below $10,000, according to industry data.
根據行業數據，這一發展是在全球鋰礦價格從2022年最高點的80,000美元/噸降至10,000美元以下。
"Increasing lithium refining capacity is critical to a sustainable energy economy," Tesla stated on X.
"增加鋰礦精煉能力對可持續能源經濟至關重要，" 特斯拉在X上表示。
The timing of Tesla's refinery launch coincides with a projected lithium oversupply that UBS analysts expect to persist until 2027.
特斯拉的精煉廠啓動時正值瑞銀分析師預計鋰礦過剩將持續到2027年。
This week, we fed raw material through our kiln of our Lithium Refinery outside of Corpus Christi, TX for the very first time!
— Tesla North America (@tesla_na) December 15, 2024
Increasing lithium refining capacity is critical to a sustainable energy economy pic.twitter.com/TCumnzEEIB
本週，我們首次在德克薩斯州科珀斯克里斯蒂外的鋰礦精煉廠通過我們的窯喂入了原材料！
— 特斯拉北美 (@tesla_na) 2024年12月15日
增加鋰礦精煉能力對可持續能源經濟至關重要 pic.twitter.com/TCumnzEEIB
Why It Matters: Despite challenging market conditions, Tesla CEO Elon Musk has remained optimistic about battery production capabilities, recently noting that battery manufacturing is growing "almost at several times the rate of vehicle production."
重要性：儘管市場條件艱難，特斯拉首席執行官埃隆·馬斯克對電池生產能力仍然保持樂觀，最近表示電池製造正在以 "幾乎是車輛生產的幾倍速度 "增長。
The Texas facility's opening represents a strategic move in the U.S. battery supply chain, supported by the Inflation Reduction Act's push for domestic production.
德克薩斯州工廠的開幕標誌着美國電池供應鏈的戰略舉措，這得益於《通貨膨脹削減法案》對國內生產的推送。
This development occurs as Chinese companies maintain their market dominance despite current low prices, with some global producers operating at a loss, according to Martin Jackson, head of battery raw materials at CRU.
這一發展發生在中國公司在當前低價下仍保持市場主導地位的情況下，根據CRU電池原材料負責人馬丁·傑克遜的說法，一些全球生產商的經營處於虧損狀態。
S&P Global forecasts lithium prices to stabilize between $9,900 and $11,600 per ton through 2026, suggesting a challenging but potentially stabilizing market environment as Tesla's new facility ramps up operations.
標普全球預測鋰礦價格在2026年前將在每噸9,900美元到11,600美元之間穩定，這表明市場環境挑戰重重但有可能穩定，隨着特斯拉新工廠的運營加速。
Price Action: Tesla stock closed Friday at $436.23, rising 4.34%. Year-to-date, the stock has soared 75.60%. The stock reached a 52-week high of $436.30, while its 52-week low sits at $138.80, with a price-to-earnings ratio of 119.61, according to data from Benzinga Pro.
價格動態：特斯拉股票在週五以436.23美元收盤，上漲4.34%。截至目前，該股票已經上漲75.60%。該股票達到了436.30美元的52周高點，而其52周低點爲138.80美元，市盈率爲119.61，根據Benzinga Pro的數據。
- Tesla's Cybertruck Production Rate Was Reduced Even Before December's Pause, Says Researcher
- 研究人員稱，特斯拉的Cybertruck生產率在12月暫停之前就已減少。
Image Via Shutterstock
圖片來自Shutterstock。
Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
免責聲明：本內容部分使用人工智能工具生成，並經Benzinga編輯審核發佈。
譯文內容由第三人軟體翻譯。
