通用汽车(GM)宣布投资6.25亿美元与Lithium Americas成立合资企业,旨在开发美国内华达州的Thacker Pass锂项目。此举旨在加强关键矿物的国内供应链,这些矿物对于电动汽车(EV)的生产至关重要。
根据协议,通用汽车将获得Thacker Pass项目38%的股份,并提供4.3亿美元的直接现金融资和另外1.95亿美元的信用证,以支持美国能源部(DOE)的23亿美元贷款。此次合作取代了之前的股权投资,进一步加强了通用汽车与 Lithium Americas 的关系,将双方现有的锂供应协议延长至 20 年。
Lithium Americas总裁兼首席执行官乔纳森·埃文斯(Jonathan Evans)表示:“通过这家合资企业,我们与通用汽车的关系得到了显着加强,我们将继续追求共同目标,通过推进Thacker Pass的发展来发展强大的国内锂供应链。”
该合资企业支持通用汽车开发可持续电动汽车材料供应链的目标,通用汽车全球采购和供应链高级副总裁杰夫·莫里森补充道:“从美国供应商采购锂等关键电动汽车原材料是非常重要的。”预计将帮助我们管理电池成本,为客户和投资者创造价值,并创造就业机会。”
Thacker Pass项目预计将在三年建设阶段创造约1,800个就业机会,第一阶段的目标是每年生产4万吨电池级碳酸锂。
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.