矿业巨头力拓集团证实,已向美国锂矿商Arcadium Lithium(ALTM.US)提出约33亿美元的收购要约。一旦收购达成,力拓将进军锂矿开采业务,成为仅次于Albemarle和SQM的全球第三大电动汽车电池金属生产商。
锂是制造电动汽车电池及其他电子产品不可或缺的原材料,而其供应一直紧俏。今年年初以来,在供应过剩与电动车需求低迷的背景下,锂价遭重挫。但分析师预计,锂矿整合是大势所趋,且随着电动车产业未来快速发展,锂等金属的需求将不断攀升。
市场预计,电动车制造商如特斯拉、通用等巨头将从本次收购中获益。消息传出后,Arcadium Lithium股价盘中飙涨超40%,加密了市场对锂矿资源整合可能给电动车行业带来利好影响的预期。
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