Liontown在锂价低迷之际削减Kathleen Valley生产目标
Liontown trims Kathleen Valley targets amid lithium price slump
澳大利亚锂生产商Liontown周一宣布，在锂市场持续低迷的情况下，该公司已经削减Kathleen Valley锂项目的生产目标，以保存现金。
Australian lithium producer Liontown announced Monday it has trimmed the production targets for its Kathleen Valley lithium project to preserve cash amid the ongoing lithium market downturn.
该矿位于西澳大利亚州，7月份才开始生产锂辉石精矿，第一批精矿于9月底装运。
Located in Western Australia, the mine only started producing spodumene concentrate in July, with the first concentrate shipped in late September.
该矿商表示正在“重新设定”该项目的“基线”，“优先考虑利润率较高且成本较低的矿石，以适应低价锂矿环境。”Kallanish（开阑商务信息咨询）获悉，Liontown目前计划从2027财年末开始年产量达到280万吨，低于之前2025年第一季度达到年产量300万吨的目标。
The miner says it is “resetting the baseline” for the project to “prioritise higher margin ore at reduced costs to adapt to the low-price lithium environment.” Kallanish understands Liontown now plans to produce 2.8 million tonnes/year from the end of fiscal year 2027, down from its previous target of 3m t/y by the first quarter of 2025.
首席执行官Tony Ottaviano说：“当市场条件发生变化时，公司需要快速适应，以满足市场的需求。通过我们团队所做的业务优化工作，修订后的开采计划和指导意见表明了我们对低价环境的应对能力。”
“When market conditions change, companies need to quickly adapt to meet the market,” says ceo Tony Ottaviano. “Through the business optimisation work done by our team, the revised mine plan and guidance demonstrates our responsiveness to the low-price environment.”
不过，该公司表示保留矿山和选矿厂的扩建潜力，以备情况好转时使用。
However, the company says it is preserving expansion potential in the mine and processing plant for when circumstances improve.
这位负责人解释说：“我们决定在地下进行开采，这为Liontown提供了灵活性，使我们可以针对一级资源中的高利润区域进行开采，并根据市场需求扩大运营规模，包括保留在市场复苏时进行扩张的能力。”
“Our decision to mine underground affords Liontown the flexibility to target high margin areas of our tier 1 resource and scale our operations to meet the market, including preserving the ability to pursue expansion when the market recovers,” the executive explains.
此外，该矿商还希望通过业务优化计划，在成本削减和延期付款方面节省多达1亿澳元（约 6,583万美元）。
In addition, the miner looks to save up to AUD 100 million ($65.83m) in cost reduction and deferrals through its business optimisation program.
今年以来，由于锂矿供应过剩，加上电动汽车需求低于预期，锂行业一直处于低价位。
This year, lithium players have been reeling under low lithium prices due to an oversupply of the mineral, alongside slower-than-expected EV demand.
Liontown于10月26日装运了2.2万湿吨锂辉石精矿，并计划于本月初再装运2.2万湿吨。该公司预计本财年下半年的单位运营成本为每干吨775澳元至855澳元。
Liontown shipped 22,000 wet metric tonnes (wmt) of spodumene concentrate on 26 October, with an additional 22,000 wmt scheduled for early this month. It expects unit operating costs of AUD 775 to AUD 855 per dry metric tonne for the second half of the fiscal year.
点击下方图片了解更多详情
Kallanish 网站
日报 周报 月报 会议
定制报告
广告虚位以待
欢迎咨询微信: Kallanish
