通用汽車(GM)宣布投資6.25億美元與Lithium Americas成立合資企業,旨在開發美國內華達州的Thacker Pass鋰項目。此舉旨在加強關鍵礦物的國內供應鏈,這些礦物對于電動汽車(EV)的生產至關重要。
根據協議,通用汽車將獲得Thacker Pass項目38%的股份,并提供4.3億美元的直接現金融資和另外1.95億美元的信用證,以支持美國能源部(DOE)的23億美元貸款。此次合作取代了之前的股權投資,進一步加強了通用汽車與 Lithium Americas 的關系,將雙方現有的鋰供應協議延長至 20 年。
Lithium Americas總裁兼首席執行官喬納森·埃文斯(Jonathan Evans)表示:“通過這家合資企業,我們與通用汽車的關系得到了顯著加強,我們將繼續追求共同目標,通過推進Thacker Pass的發展來發展強大的國內鋰供應鏈。”
該合資企業支持通用汽車開發可持續電動汽車材料供應鏈的目標,通用汽車全球采購和供應鏈高級副總裁杰夫·莫里森補充道:“從美國供應商采購鋰等關鍵電動汽車原材料是非常重要的。”預計將幫助我們管理電池成本,為客戶和投資者創造價值,并創造就業機會。”
Thacker Pass項目預計將在三年建設階段創造約1,800個就業機會,第一階段的目標是每年生產4萬噸電池級碳酸鋰。
General Motors invests USD625 million in Thacker Pass Lithium Project
General Motors (GM) has announced a USD625 million investment in a joint venture with Lithium Americas, aimed at developing the Thacker Pass lithium project in the U.S. state of Nevada. This move is set to bolster the domestic supply chain for critical minerals, which are essential for electric vehicle (EV) production.
Under the agreement, GM will secure a 38% stake in the Thacker Pass project, with USD430 million in direct cash funding and an additional USD195 million in letters of credit to support a U.S. Department of Energy (DOE) loan of USD2.3 billion. This partnership replaces a previous equity investment and further strengthens GM’s relationship with Lithium Americas, extending their existing lithium supply agreement to 20 years.
Jonathan Evans, president and CEO of Lithium Americas, said: “Our relationship with GM has been significantly strengthened with this joint venture as we continue to pursue a mutual goal to develop a robust domestic lithium supply chain by advancing the development of Thacker Pass.”
This joint venture supports GM’s goal of developing a sustainable EV material supply chain, with Jeff Morrison, senior vice president of Global Purchasing and Supply Chain at GM, adding: “Sourcing critical EV raw materials, like lithium, from suppliers in the U.S., is expected to help us manage battery cell costs, deliver value to our customers and investors, and create jobs.”
The Thacker Pass project is expected to create around 1,800 jobs during its three-year construction phase and aims to produce 40,000 tonnes per annum of battery-grade lithium carbonate in its first phase.