廣告　商業(yè)廣告，理性選擇

　　?？松梨诤?SK On 簽署了一份不具約束力的諒解備忘錄 (MoU)，以確保一份為期多年的供應(yīng)協(xié)議，供應(yīng)量高達(dá) 100,000 公噸的 Mobil? 鋰。此次合作將支持 SK On 在美國的電動汽車 (EV) 電池制造業(yè)務(wù)，標(biāo)志著其在美國建立電動汽車和電池供應(yīng)鏈方面邁出了重要一步。

　　國內(nèi)鋰生產(chǎn)：鋰將來自?？松梨谠诎⒖仙莸氖讉€計劃項目，該項目旨在從地下鹽水礦床中提取鋰并將其轉(zhuǎn)化為電池級材料。與傳統(tǒng)采礦技術(shù)相比，這種方法旨在更高效、更環(huán)保。

　　支持美國制造業(yè)：該協(xié)議有望加強(qiáng)美國能源安全、支持國內(nèi)制造業(yè)就業(yè)并減少碳排放。?？松梨谟媱澤a(chǎn)的 Mobil? 鋰將利用其在地下勘探、鉆探和化學(xué)加工方面的核心能力。

　　SK On 業(yè)務(wù)擴(kuò)張：SK On 在佐治亞州科默斯經(jīng)營兩家電池廠，并正在與福特汽車公司和現(xiàn)代汽車集團(tuán)合作建設(shè)另外四家工廠。預(yù)計 2025 年后，SK On 在美國的年產(chǎn)能將達(dá)到 180 GWh 以上，足以每年為約 170 萬輛電動汽車供電。

　　由于鋰在電動汽車、消費電子產(chǎn)品、儲能系統(tǒng)和其他清潔能源技術(shù)中發(fā)揮著關(guān)鍵作用，預(yù)計鋰需求將激增。該協(xié)議符合埃克森美孚到 2030 年每年為約 100 萬塊電動汽車電池供應(yīng)鋰的目標(biāo)。

　　阿肯色州的項目將采用直接鋰提取 (DLE) 技術(shù)，該技術(shù)已由?？松梨诔晒υ囆小Ｔ摷夹g(shù)有望降低對環(huán)境的影響并提高鋰生產(chǎn)效率。

　　?？松梨诘吞冀鉀Q方案總裁丹·阿曼 (Dan Ammann) 表示：“世界需要更多的鋰來實現(xiàn)其排放目標(biāo)，我們正在盡自己的一份力量推動美國的解決方案向前發(fā)展?！?/p>

　　前景

　　SK On 戰(zhàn)略采購執(zhí)行副總裁 Park Jong-jin 強(qiáng)調(diào)了此次合作對于確保關(guān)鍵電池原材料和支持該公司不斷增長的美國制造基地的戰(zhàn)略重要性。

　　Park 表示：“SK On 一直在與全球合作伙伴合作，以確保關(guān)鍵電池原材料，以支持我們不斷增長的美國制造基地并引領(lǐng)該地區(qū)的電氣化。通過與?？松梨诘暮献?，我們將繼續(xù)加強(qiáng)美國的電池供應(yīng)鏈”

　　ExxonMobil and SK On sign MoU for U.S. lithium supply

　　ExxonMobil and SK On have signed a non-binding memorandum of understanding (MoU) to secure a multi-year supply agreement for up to 100,000 metric tons of Mobil? Lithium. This collaboration is set to support SK On’s electric vehicle (EV) battery manufacturing operations in the United States, marking a significant step in building out the U.S. EV and battery supply chains.

　　Domestic Lithium Production: The lithium will be sourced from ExxonMobil’s first planned project in Arkansas, which aims to extract lithium from underground saltwater deposits and convert it into battery-grade material. This method is designed to be more efficient and environmentally friendly compared to traditional mining techniques.

　　Support for U.S. Manufacturing: This agreement is expected to bolster U.S. energy security, support domestic manufacturing jobs, and reduce carbon emissions. ExxonMobil’s planned production of Mobil? Lithium will utilize its core capabilities in subsurface exploration, drilling, and chemical processing.

　　Expansion of SK On’s Operations: SK On operates two battery plants in Commerce, Georgia, and is constructing four additional plants in collaboration with Ford Motor Co. and Hyundai Motor Group. Post-2025, SK On’s annual production capacity in the U.S. is projected to reach more than 180 GWh, enough to power approximately 1.7 million EVs annually.

　　The demand for lithium is anticipated to surge due to its critical role in EVs, consumer electronics, energy storage systems, and other clean energy technologies. This agreement aligns with ExxonMobil’s goal to supply lithium for about one million EV batteries annually by 2030.

　　The project in Arkansas will use Direct Lithium Extraction (DLE) technology, which has been successfully piloted by ExxonMobil. This technology promises lower environmental impact and higher efficiency in lithium production.

　　“The world needs more lithium to support its emissions goals, and we’re doing our part to drive solutions forward in the United States,” said Dan Ammann, president of ExxonMobil Low Carbon Solutions.

　　Future prospects

　　Park Jong-jin, executive vice president of Strategic Procurement at SK On, highlighted the strategic importance of this collaboration in securing key battery raw materials and supporting the company’s growing U.S. manufacturing base.

　　“SK On has been working with global partners to secure key battery raw materials in a move to support our growing U.S. manufacturing base and lead electrification in the region,” said Park. “Through this partnership with ExxonMobil, we will continue strengthening battery supply chains in the U.S.”