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）在德克薩斯州羅布斯敦的鋰礦精煉廠已開始生產。公司週一宣佈，原材料首次成功通過該設施的窯.
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.
該位於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.
據行業數據，這一發展發生在全球鋰礦價格從2022年的8萬美元/噸暴跌至1萬美元以下.
"Increasing lithium refining capacity is critical to a sustainable energy economy," Tesla stated on X.
特斯拉在X上表示："增加鋰礦精煉能力對可持續能源經濟至關重要."
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機與瑞銀分析師預計將持續至2027年的鋰礦過剩相吻合.
This week, we fed raw material through our kiln of our Lithium Refinery outside of Corpus Christi, TX for the very first time!
Increasing lithium refining capacity is critical to a sustainable energy economy pic.twitter.com/TCumnzEEIB— Tesla North America (@tesla_na) December 15, 2024
本週，我們首次通過位於德克薩斯州科珀斯克里斯蒂附近的鋰礦精煉廠的窯喂入原材料!
增加鋰礦精煉能力對可持續能源經濟至關重要 pic.twitter.com/TCumnzEEIB— 特斯拉北美（@tesla_na） 2024年12月15日
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：儘管市場條件嚴峻，特斯拉首席執行官埃隆·馬斯克對電池生產能力依然保持樂觀，最近指出電池製造的增長速度"幾乎是汽車生產的幾倍"。
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代表了美國電池供應鏈中的一項戰略舉措，受到《通貨膨脹削減法案》推動國內生產的支持。
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儘管目前價格低廉，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，一些全球製造商正在虧損運營。
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將在2026年前穩定在每噸9,900到11,600美元之間，表明儘管市場環境具有挑戰性，但隨着特斯拉新設施的投入運營，市場可能會逐漸穩定。
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：特斯拉股票在星期五收於436.23美元，上漲了4.34%。截至目前，股價已飆升75.60%。該股的52周高點爲436.30美元，而52周低點爲138.80美元，市盈率爲119.61，根據Benzinga Pro的數據。
譯文內容由第三人軟體翻譯。
