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Yahua deepens lithium presence in South Korea’s battery supply chain","chinas-yahua-deepens-presence-in-south-koreas-battery-supply-chain","article/chinas-yahua-deepens-presence-in-south-koreas-battery-supply-chain",{"_uid":557,"date":558,"tags":559,"editor":563,"content":573,"excerpt":648,"featured":50,"reporter":649,"_editable":653,"component":654,"seo_title":553,"categories":655,"visibility":661,"author_company":49,"featured_image":662,"seo_description":648,"author_full_name":49,"author_job_title":49,"formattedDate":667,"formattedArticleDate":668},"1e1b464a-9bf9-452a-904f-75020f8af190","2023-02-10 00:00",[560],{"slug":561,"name":562},"china","China",[564],{"slug":565,"name":566,"content":567},"didi-bostock","Didi Bostock",{"job_title":568,"image":569,"bio":571,"linkedin":572},"Editor - Energy Transition & Economics",{"filename":570},"https://a.storyblok.com/f/287943243085208/512x512/2c5ca5c1a3/didi-bostock.jpeg","Didi is the Energy Transition & Economics Editor at Benchmark, covering a broad range of markets across the energy transition. His remit spans from downstream sectors such as BESS and EVs, through to midstream such as new technologies and battery production, to upstream critical minerals mining. He also leads on financial analysis across these supply chains, alongside in-depth policy analysis.\n","https://www.linkedin.com/in/didi-bostock-656342198/",{"type":574,"content":575},"doc",[576,583,588,593,608,621,626,631,638,643],{"type":577,"attrs":578,"content":579},"paragraph",{"textAlign":49},[580],{"text":581,"type":582},"China’s Sichuan Yahua has deepened its presence in South Korea’s battery supply chain, signing three deals in the last few months to supply over 80,000 tonnes of lithium hydroxide, enough for around 1.4 million electric vehicles. ","text",{"type":577,"attrs":584,"content":585},{"textAlign":49},[586],{"text":587,"type":582},"This week, Yahua said it had signed a deal with LG Chem to supply 30,000 tonnes of lithium hydroxide until 2026, following an agreement signed in December to supply its battery producing subsidiary LG Energy Solution with 30,000 tonnes by 2025. ",{"type":577,"attrs":589,"content":590},{"textAlign":49},[591],{"text":592,"type":582},"In November Yahua also signed an agreement with battery producer SK On to supply between 20,000 to 30,000 tonnes of lithium hydroxide.   ",{"type":577,"attrs":594,"content":595},{"textAlign":49},[596,598,606],{"text":597,"type":582},"The deals come despite ",{"text":599,"type":582,"marks":600},"efforts by Korea’s battery companies",[601],{"type":602,"attrs":603},"link",{"href":604,"uuid":49,"anchor":49,"target":49,"linktype":605},"https://source.benchmarkminerals.com/article/us-ira-poses-challenges-for-south-korean-companies-as-they-build-out-north-american-battery-capacity","url",{"text":607,"type":582}," to diversify away from China in order to meet the requirements of President Joe Biden’s Inflation Reduction Act, which aims to reduce the country’s presence in the electric vehicle supply chain. ",{"type":577,"attrs":609,"content":610},{"textAlign":49},[611,613,619],{"text":612,"type":582},"Chinese companies such as Huayou Cobalt are already ",{"text":614,"type":582,"marks":615},"large suppliers of cobalt and nickel precursor materials to LG Chem",[616],{"type":602,"attrs":617},{"href":618,"uuid":49,"anchor":49,"target":49,"linktype":605},"https://source.benchmarkminerals.com/article/chinas-huayou-expands-to-south-korea-with-lg-cathode-stake",{"text":620,"type":582},". ",{"type":577,"attrs":622,"content":623},{"textAlign":49},[624],{"text":625,"type":582},"This month Chinese LFP cathode producer Changzhou Liyuan New Energy Technology also signed a deal with LGES for cathode supply, according to Chinese media. ",{"type":577,"attrs":627,"content":628},{"textAlign":49},[629],{"text":630,"type":582},"Yahua is also a supplier to Tesla, having struck a deal in 2020 to supply the automaker with $630 million to $880 million worth of lithium hydroxide for five years.  ",{"type":632,"attrs":633,"content":635},"heading",{"level":634,"textAlign":49},4,[636],{"text":637,"type":582},"Yahua’s quest to secure lithium feedstock ",{"type":577,"attrs":639,"content":640},{"textAlign":49},[641],{"text":642,"type":582},"Yahua has secured lithium feedstock from a number of different sources to satisfy its capacity and reach a target of 50% lithium feedstock self-reliance.",{"type":577,"attrs":644,"content":645},{"textAlign":49},[646],{"text":647,"type":582},"These include the Lijiagou spodumene mine in China, as well as Core Lithium, Eastern Iron and Galaxy Lithium in Australia. In Africa, it’s also invested in Abyssinian Metals, which has a project in Ethiopia, as well as in mines in Zimbabwe and Namibia. ","China’s Sichuan Yahua has deepened its presence in South Korea’s battery supply chain, signing three deals in the last few months to supply over 80,000 tonnes of lithium hydroxide, enough for around 1.4 million electric vehicles. This week, Yahua said it had signed a deal with LG Chem to supply 30,000 tonnes of lithium hydroxide […]",[650],{"slug":565,"name":566,"content":651},{"job_title":568,"image":652,"bio":571,"linkedin":572},{"filename":570},"\u003C!--#storyblok#{\"name\": \"article\", \"space\": \"\", \"uid\": \"1e1b464a-9bf9-452a-904f-75020f8af190\", \"id\": \"\"}-->","article",[656,659],{"slug":657,"name":658},"critical-minerals","Critical Minerals",{"slug":660,"name":8},"lithium","private",{"id":49,"alt":663,"name":663,"focus":663,"title":663,"source":663,"filename":664,"copyright":663,"fieldtype":665,"meta_data":666,"is_external_url":51},"","https://a.storyblok.com/f/287943243085208/04ebe2dddc/bm-australia-lithium-mine.jpg","asset",{"alt":663,"title":663,"source":663,"copyright":663},"Feb 10, 2023","10th February 2023",[],[],1792773919354]