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Lithium Production as a Reindustrialization Factor for the Eastern Border Regions of Russia
Geography and Natural Resources ( IF 0.3 ) Pub Date : 2021-09-10 , DOI: 10.1134/s1875372821020049
I. P. Glazyrina 1, 2 , M. A. Latysheva 1, 2
Affiliation  

Abstract—This article considers the prospects for restoring lithium production in Russia as one of the possible directions for the development of the mineral resource complex. It is shown that a number of comparative economic advantages have been formed for this purpose. The main advantage is the dynamic growth of demand and prices for lithium-containing products. Arguments are given in favor of the fact that the current trends are not situational but long-term in nature, associated with the development of high-tech industries around the world. It is shown that this can be confirmed by the high growth rates of investments in renewable energy sources, which implies a significant increase in the production of lithium-ion batteries. It is noted that other high-tech sectors that require lithium-containing products are also actively developing in Russia. An overview of the lithium market from the supply side is given: the structure of its stocks, production, and the main countries–producers and exporters of lithium are shown. The problems and prospects of resumption of Russian lithium production are considered. It is noted that the dynamic growth of lithium prices provides the possibility of profitable development of previously exploited deposits where production was suspended in the conditions of low prices in the 1990s. It is shown that the Zavitinsk field in Zabaykalsky krai, which was closed in 1998, has favorable conditions for the restoration of production. A SWOT analysis is made to confirm this conclusion. The following conclusions were drawn: resumption of lithium production in Russia will permit a step forward in the direction of reorientation from large export-oriented mining projects to the formation of high-tech production chains of a high degree of localization within the country; this would become of the most important “growth points” in the process of reindustrialization, as well as creating new opportunities for development of territories and improvement of living standards in the east of Russia; domestic lithium production is of strategic importance for a broad segment of the new economy and, as such, will be sustainably supported by increasing demand in the long term.



中文翻译:

锂生产作为俄罗斯东部边境地区再工业化的因素

摘要——本文将俄罗斯恢复锂生产的前景作为矿产资源综合体发展的可能方向之一。事实表明,为此已经形成了许多比较经济优势。主要优势是含锂产品的需求和价格的动态增长。有观点支持这样一个事实,即当前的趋势不是情境性的,而是长期的,与世界各地高科技产业的发展有关。研究表明,这可以通过可再生能源投资的高增长率得到证实,这意味着锂离子电池产量的显着增加。值得注意的是,其他需要含锂产品的高科技行业也在俄罗斯积极发展。从供给侧对锂市场进行了概述:显示了其库存结构、生产结构以及主要国家——锂的生产国和出口国。俄罗斯锂电复产存在的问题和前景被考虑。值得注意的是,锂价格的动态增长为以前开采的矿床的盈利开发提供了可能性,这些矿床在 1990 年代在低价条件下暂停生产。表明1998年关闭的后贝加尔边疆区扎维京斯克油田具有恢复生产的有利条件。进行了 SWOT 分析以证实这一结论。得出以下结论:俄罗斯锂生产的恢复将允许从以出口为导向的大型采矿项目重新定位到在国内形成高度本地化的高科技生产链的方向迈出一步;这将成为再工业化进程中最重要的“增长点”,也将为俄罗斯东部地区的领土开发和生活水平的提高创造新的机遇;国内锂生产对于新经济的广泛领域具有战略重要性,因此,从长期来看,不断增长的需求将得到可持续的支持。以及为俄罗斯东部领土的发展和生活水平的提高创造新的机会;国内锂生产对于新经济的广泛领域具有战略重要性,因此,从长期来看,不断增长的需求将得到可持续的支持。以及为俄罗斯东部领土的发展和生活水平的提高创造新的机会;国内锂生产对于新经济的广泛领域具有战略重要性,因此,从长期来看,不断增长的需求将得到可持续的支持。

更新日期:2021-09-10
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