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（纳斯达克：TSLA）在德克萨斯州罗布斯敦的锂矿精炼厂已开始生产。公司周一宣布，原材料首次成功通过该设施的窑.
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.
该位于科珀斯克里斯蒂地区的工厂代表了美国的大规模电池级锂矿精炼厂，并开创了一种无酸精炼工艺.
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.
据行业数据，这一发展发生在全球锂矿价格从2022年的8万美元/吨暴跌至1万美元以下.
"Increasing lithium refining capacity is critical to a sustainable energy economy," Tesla stated on X.
特斯拉在X上表示："增加锂矿精炼能力对可持续能源经济至关重要."
The timing of Tesla's refinery launch coincides with a projected lithium oversupply that UBS analysts expect to persist until 2027.
特斯拉的精炼厂启动时机与瑞银分析师预计将持续至2027年的锂矿过剩相吻合.
This week, we fed raw material through our kiln of our Lithium Refinery outside of Corpus Christi, TX for the very first time!
— Tesla North America (@tesla_na) December 15, 2024
Increasing lithium refining capacity is critical to a sustainable energy economy pic.twitter.com/TCumnzEEIB
本周，我们首次通过位于德克萨斯州科珀斯克里斯蒂附近的锂矿精炼厂的窑喂入原材料!
— 特斯拉北美（@tesla_na） 2024年12月15日
增加锂矿精炼能力对可持续能源经济至关重要 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：尽管市场条件严峻，特斯拉首席执行官埃隆·马斯克对电池生产能力依然保持乐观，最近指出电池制造的增长速度"几乎是汽车生产的几倍"。
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.
德克萨斯州工厂的开幕代表了美国电池供应链中的一项战略举措，受到《通货膨胀削减法案》推动国内生产的支持。
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.
这一发展发生在中国公司尽管目前价格低廉，仍保持市场主导地位的情况下，根据CRU电池原材料负责人马丁·杰克逊的说法，一些全球制造商正在亏损运营。
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.
标普全球预测锂矿价格将在2026年前稳定在每吨9,900到11,600美元之间，表明尽管市场环境具有挑战性，但随着特斯拉新设施的投入运营，市场可能会逐渐稳定。
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.
价格动态：特斯拉股票在星期五收于436.23美元，上涨了4.34%。截至目前，股价已飙升75.60%。该股的52周高点为436.30美元，而52周低点为138.80美元，市盈率为119.61，根据Benzinga Pro的数据。
- Tesla's Cybertruck Production Rate Was Reduced Even Before December's Pause, Says Researcher
- 研究人员表示，特斯拉的Cybertruck生产速率在12月暂停之前就已减少。
Image Via Shutterstock
图片来自Shutterstock。
Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
免责声明：本内容部分使用人工智能工具生成，并经Benzinga编辑审核发布。
