據(jù)海上工程網(wǎng)6月26日?qǐng)?bào)道，鋰價(jià)格的上漲吸引了幾家大型油氣公司進(jìn)入鋰市場(chǎng)。Equinor、埃克森美孚(ExxonMobil)、西方石油公司(Occidental Petroleum)和斯倫貝謝(Schlumberger)等公司正在研究如何將泵送和加工的關(guān)鍵技術(shù)用于鋰的加工。

隨著世界向電氣化邁進(jìn)，鋰的需求達(dá)到了新的高度，各油氣公司正在努力實(shí)現(xiàn)業(yè)務(wù)多樣化，以確保未來(lái)的安全。

據(jù)報(bào)道，埃克森美孚公司斥資超過(guò)1億美元購(gòu)買(mǎi)了含有鋰的油田鹵水，而Equinor公司在2021年入股了法國(guó)鋰業(yè)公司。西方石油公司也在探索這一領(lǐng)域，因?yàn)樗鼌⒐闪虽嚰夹g(shù)集團(tuán)TerraLithium。

石油公司的大部分興趣來(lái)自開(kāi)發(fā)圍繞直接鋰提取（DLE）的技術(shù)，這是一種鋰提取方法，與目前的技術(shù)相比，可以大大加快提取時(shí)間。目前的提取方法可回收約40%～60%的可用鋰，而DLE的回收率為60%～80%。然而，這項(xiàng)技術(shù)目前尚未得到大規(guī)模驗(yàn)證，需要更多的研究和開(kāi)發(fā)才能將其實(shí)現(xiàn)商業(yè)化。

投資于美國(guó)鋰礦技術(shù)的公司有資格通過(guò)該國(guó)的《通脹削減法案》（IRA）獲得補(bǔ)貼，這使得對(duì)內(nèi)華達(dá)州和猶他州目前正在進(jìn)行的DLE項(xiàng)目投資成為一項(xiàng)有吸引力的提議。

礦業(yè)投資基金TechMet首席執(zhí)行官布萊恩·梅內(nèi)爾(Brian Menell)表示，油氣公司每天使用的工業(yè)技能，使他們成為進(jìn)軍鋰礦市場(chǎng)的理想人選。

他稱，這是石油公司的自然演變。鋰鹽是一個(gè)明顯的例子，因?yàn)榕c充電網(wǎng)絡(luò)和風(fēng)力發(fā)電場(chǎng)不同，它們除了項(xiàng)目管理之外沒(méi)有其他技能，它們擅長(zhǎng)地下泵送和流體運(yùn)輸。

郝芬 譯自 海上工程網(wǎng)

原文如下:

Oil and gas companies rush into lithium

Rising lithium prices are luring several major oil and gas companies towards the lithium market. Equinor, ExxonMobil, Occidental Petroleum and Schlumberger are among the companies examining how key technologies around pumping and processing could be used in the processing of lithium.

With lithium demand reaching new heights as the world moves to electrification, oil and gas companies are trying to diversify their operations to ensure their future security.

ExxonMobil reportedly spent more than $100m purchasing oilfield brines containing lithium, while Equinor took a stake in Lithium de France in 2021. Occidental is also exploring the field, as it jointly owns lithium technology group TerraLithium. 

Much of the interest by oil companies comes in hope of developing technology surrounding direct lithium extraction (DLE), a method of lithium extraction that could immensely speed up extraction times compared with current technologies. Current extraction methods recover around 40–60% of available lithium, while DLE yields recovery rates of 60–80%. However, the technology is currently unproven at scale, and more research and development is needed to bring it to commercial reality. 

Companies who invest in US-based lithium mining technologies qualify for subsidies through the country’s Inflation Reduction Act (IRA), making investment in DLE projects currently under way in Nevada and Utah an attractive proposition.

Brian Menell, chief executive of mining investment fund TechMet, says that the industrial skills oil and gas companies use every day make them ideally placed to move into the lithium mining market.

“It is a natural evolution for oil companies.” he remarked. “Lithium brines are an obvious one as unlike charging networks and wind farms, where they have no skills besides project management, they are skilled at subsurface pumping and fluids.”