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（納斯達克股票代碼：TSLA）已開始在德克薩斯州羅布斯敦的鋰精煉廠生產。該公司週一宣佈，原材料首次成功通過該設施的窯爐輸送。
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：科珀斯克里斯蒂地區的工廠代表了美國的大型電池級鋰精煉廠，開創了無酸提煉工藝。
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，這一事態發展是在全球鋰價格從2022年每噸8萬美元的峯值暴跌至1萬美元以下之際發生的。
"Increasing lithium refining capacity is critical to a sustainable energy economy," Tesla stated on X.
特斯拉在X上表示：「增加鋰提煉能力對於可持續的能源經濟至關重要。」
The timing of Tesla's refinery launch coincides with a projected lithium oversupply that UBS analysts expect to persist until 2027.
特斯拉煉油廠啓動的時機恰逢預計的鋰供應過剩，瑞銀分析師預計這種供應過剩將持續到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，我們首次通過德克薩斯州科珀斯克里斯蒂郊外的鋰精煉廠的窯爐供應原材料！
— 特斯拉北美 (@tesla_na) 2024 年 12 月 15 日
提高鋰提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."
爲何重要：儘管市場條件艱難，但特斯拉首席執行官埃隆·馬斯克一直對電池生產能力保持樂觀，最近他指出，電池製造的增長 「幾乎是汽車產量的幾倍」。
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.
得克薩斯州工廠的開業代表了美國電池供應鏈中的一項戰略舉措，這得到《通貨膨脹減少法》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.
CRU電池原材料負責人馬丁·傑克遜表示，儘管目前價格低廉，但中國公司仍保持其市場主導地位，一些全球生產商處於虧損狀態，這種事態發展就發生了。
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，到2026年，鋰價格將穩定在每噸9,900美元至11,600美元之間，這表明隨着特斯拉的新設施加大運營力度，市場環境充滿挑戰但有可能穩定。
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.
價格走勢：特斯拉股價週五收於436.23美元，上漲4.34％。今年迄今爲止，該股已飆升75.60％。根據Benzinga Pro的數據，該股觸及52周高點436.30美元，而其52周低點爲138.80美元，市盈率爲119.61美元。
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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：該內容部分是在人工智能工具的幫助下製作的，並由Benzinga編輯審查和發佈。