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Tianqi Lithium Corp.
9696 · XHKG · Other Industrial Metals & Mining · China
Tianqi Lithium Corp. is a global leader in the lithium industry, primarily engaged in the extraction, production, and supply of lithium compounds. The company plays a pivotal role in meeting the growing demand for lithium, a critical element used in the manufacture of batteries, particularly for electric vehicles (EVs) and electronic devices. Tianqi Lithium's operations span several continents, with key mining and processing facilities in Australia and China, among other locations. Notably, Tianqi holds significant interests in lithium projects that drive its strategic positioning within the global supply chain. As a major supplier in the sector, Tianqi Lithium is instrumental in supporting the transition to more sustainable energy solutions by enabling advancements in battery technology and energy storage. The corporation's influence extends to various industries, including automotive, electronics, and renewable energy, underscoring its importance in both economic and environmental spheres.
Industry
Other Industrial Metals & Mining
Basic Materials sector · China
Stories
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Key Metrics
This company does not currently pay dividends.
Valuation9
Coordination
Supply Chain
Lithium Supply Chain
The lithium supply chain is shaped by three structural constraints that most commodity systems do not face simultaneously: extraction methods diverge so fundamentally that brine evaporation and hard-rock mining produce different timelines, geographies, and cost structures from the same element; chemical refining is concentrated in China regardless of where lithium is mined; and demand grows on EV product cycles while new mine development takes five to seven years, creating a timing mismatch the system cannot resolve through price alone.
Rare Earth Elements Supply Chain
The rare earth supply chain is governed by three structural constraints that most industries never encounter: rare earth elements occur together in ore and cannot be mined individually, separation requires toxic acid-based processes that produce radioactive waste, and China controls roughly sixty percent of mining and ninety percent of processing capacity worldwide.
Copper Supply Chain
The copper supply chain is shaped by three structural constraints that compound over time: ore grades are declining, forcing more energy and processing per ton of output; smelting and refining capacity is concentrated in China, which processes roughly forty percent of global copper; and new mines take ten to fifteen years from discovery to production, meaning supply cannot respond to demand on any timeline shorter than a decade.