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$赣锋锂业(SZ002460)$ $Livent(LTHM)$看了LIVENT的第二季的电话会议。总结成以下几个要点。
1.生产没停，但二季度卖的不好，原指望将4000吨库存消化的愿望落空。
2.车厂及电池厂一再保证肯定要这么多的货（去年就开始保证），但要货的时间一再往后推，最新的承诺是4季度要大量的货。
3，客户不但推迟要货，而且要LIVENT加大投资，因为今后5年氢氧化锂明显不够。（LIVENT对这点很不满，就差要破口大骂了）
LIVENT的成本都要11美元/公斤，我猜TESLA先用赣锋9美元的，将LIVENT当备胎了。导致LIVENT的交货时间一推再推。什么时候成本最高的LIVENT 的库存消化了，就说明氢氧化锂开始涨了。
的确，LIVENT现在不想亏本卖，就只能等价格涨，所以他和ALB都在减产和推迟投资。今天LIVENT的CEO同路透社说，现在这个价格不行，严重影响将来锂的供给。
EV industry must make better deals or risk lithium supply, Livent CEO saysAug. 7, 2020 3:45 PM ET|About: Livent Corporation (LTHM)|By: Carl Surran, SA News Editor
The electric vehicle industry must pay more for lithium to stimulate investment and prevent future supply crunches of the battery metal, Livent (LTHM +2.8%) CEO Paul Graves tells Reuters.
Sensing an opportunity to pay less during the pandemic, Graves says the EV industry has pushed to renegotiate supply agreements while at the same time demanding higher production later this decade, a dissonance the CEO calls "voodoo economics."
While lithium prices are low today, longer-term contracts should be signed at higher prices in order to incentivize the industry to build new mines, Graves says.
Livent has halted a multiyear expansion project in Argentina, where restarting construction could take at least six months due to regulations and other factors, and it would be several years before any new production came online, according to Graves.
Livent and rival Albemarle, which also has delayed expansions, reported sharp drops in sales this week.