Chapter 267 The price rise of raw material lithium... What does it have to do with me?
While China and the island countries were each making moves for the latest battery research and development, on the other side of the sea, the Chouguo Strategic Analysis Office also noticed anomalies in this field.
The people in this office have not yet been freed from the oppression of the H-20, but due to the situation, they have to devote themselves to a battle that is completely unfamiliar to them.
"...So, what you mean is that the other party may have mastered the new generation of sulfur lithium battery technology, and in the near future -- what you said will be released within two weeks?"
Johnson sat upright on the chair, his expression was as firm as ever, but if you look carefully, it would not be difficult to find a little fatigue in his eyes.
"Yes, this is our preliminary judgment. According to the evaluation of the island country, the sulfur-lithium battery technology mastered by the other party can at least increase the current battery energy density to above 500wh/kg, which is equivalent to an increase of 30% compared to the current most advanced batteries, which will have a huge impact on our energy field."
"It is very likely that after the battery is released, crude oil prices will fall sharply -- especially crude oil futures prices."
"Where is the logic? Where is the logic?"
Johnson asked with a frown.
The analyst was stunned for a moment and then began to explain:
"The logic is that once this battery is released, it can not only directly increase the mileage of the electric vehicle, but also a very strong signal. That is, China has mastered extremely strong battery research and development capabilities, and subsequent battery performance will continue to improve."
"And the improvement of battery performance means that the replacement effect of new energy on traditional fossil energy will be further strengthened, and the demand for oil will decline in the future, and the price will naturally decrease."
After listening to the analyst's explanation, Johnson nodded and then asked:
"So do we need to maintain international crude oil prices? In the long run, what are the advantages and disadvantages of falling crude oil prices for us?"
"Mr. Johnson, in the long run, falling crude oil prices will be good for us, but in the short term, we must maintain high crude oil prices."
“The main reasons are the following three.”
"First point, boost Taole, and Taole strengthens; crude oil is a global commodity priced by Taole. When crude oil rises, we can transfer domestic inflation to a certain extent; second point, the rise in crude oil will cause imported inflation to other countries and hit the economies of other countries; third point, our country's industries are located in high-end fields and are less affected by inflation, which will generally increase our economic advantages."
"In addition, even if this reason is not considered, we are still facing pressure from domestic companies, especially shale oil companies."
"We have invested huge resources in the shale oil field. Although we have achieved certain results at present, we are still a long way from truly recovering costs and achieving profits. If international crude oil prices fall, the first group of shale oil entrepreneurs will jump to make trouble."
"Sir, you know that their energy is actually greater than what we see on the surface..."
After hearing this, Johnson's face became gloomy.
He is a smart person, so he understands the analyst's implication.
In fact, the three reasons he mentioned were just a cover, and the real reason was just his last sentence.
Manufacturers that produce shale oil will not allow international crude oil prices to fall, because that will affect their profits.
And money is the number one driving force in this country.
For short-term interests, these merchants can completely ignore the long-term development of the country, but the state has no way of doing them.
Thinking of this, he sighed in slightest.
Yes, he can see through all this, but so what?
He still has to make decisions in this direction and safeguard the interests of many business owners in this country.
After a moment of silence, he spoke:
"Then let's find a way to control the international crude oil price. Throw a cargo ship over and block their ports."
The analyst shook his head and replied:
"Sir, this method may not work. On the one hand, we have used it once, and if we use it again, the flaw is too big. On the other hand, no matter what, the congestion of the port is only a short-term impact and cannot fundamentally solve the trend of falling crude oil prices - especially the trend of falling futures prices."
"So what's your suggestion?"
Johnson asked with a frown.
After pondering for a while, the analyst answered:
"I think we can start from the direction of raw lithium. Huaxia's lithium production is pitifully small, only 7% of which are imported from overseas. If we can raise the price of raw lithium, we can briefly raise their battery prices."
"As long as the battery price rises to a certain level, the impact of its technological innovation will be diluted, which can win us a lot of time."
"Why? I remember that the lithium mine reserves in China are not low, right?"
Johnson asked in confusion.
Before this, he had read some analytical materials and was deeply impressed by this information.
From a global perspective, lithium resource production is mainly concentrated in Aozhou, chile, argentina and Huaxia. The four countries account for 95% of the total global reserves, while Huaxia's lithium mine reserves are only behind chile, accounting for 18% of the global reserves.
With such a rich reserve, how could the raw material lithium need 70% import?
“Because mining is too difficult.”
While talking, the analyst projected the map onto the screen, and pointed to the few small red dots marked on it and said:
"The lithium resources in China are mainly salt lakes, spodumene and lithium mica. Among them, lithium in salt lakes accounts for 83%, mainly distributed in Qinghai and Xizang; spodumene accounts for 15%, mainly distributed in Sichuan and Shu; lithium mica accounts for 2%, mainly distributed in Jiangxi."
"Most of their lithium is in salt lakes, accounting for about 80%, and most of these salt lakes are distributed in ecologically fragile areas and underdeveloped infrastructure, so it is very difficult to mine."
"It is this reason that their raw material lithium production is low."
".........Infrastructure is underdeveloped, why do I feel that this reason is a bit unstoppable? Well, we won't discuss this question for the time being. I want to ask, how do we need to control the price of international raw material lithium?"
Johnson asked bluntly.
“We can go through Aozhou Greenbushes, which is the world’s largest supplier of raw materials lithium.”
“Can we control them?”
"Yes. We can achieve 100% control. Within two weeks, we will be prepared. Then, in the first 1 to 3 days of the other party's release, we will start to raise the price of raw material lithium and increase the existing price to more than 300%.
"I'm afraid this will have an impact on our other partners, right?"
The analyst smiled and said in an ambiguous look:
"For domestic companies, we will inform them to use futures to lock in the price of raw lithium in advance, but for other countries, we have to let them fend for themselves..."
Johnson nodded silently and then spoke:
"Then output the report, I will sign it."
"clear!"
The analyst turned his head and left the office, Johnson leaned against the chair, his face changing constantly.
He didn't know if the decision he made was correct, because this decision would cause a large number of allies to suffer huge losses, and even some relatively fragile manufacturers went bankrupt directly.
But he had to do so, because for him, the interests of the country were always above everything else.
For this benefit, he would rather act as the executioner who fell to his sword.
Even if you leave a lifetime of infamy.
At this moment, an inexplicable passion surged in his chest.
However, he had no idea that all his worries were redundant.
Because the battery that Huaxia has built this time is not a sulfur-lithium battery at all, but a sulfur-silicon battery.
Chapter completed!