淡水河谷在2021年影响报告中包含的特斯拉直接电池材料供应商名单上；这家矿业巨头证实了这笔交易。

特斯拉电池

2022年5月7日下午2：15美国东部时间

作者：丹·米哈拉苏

特斯拉公布了一份直接电池材料供应商名单，证实了今年早些时候与巴西矿业巨头淡水河谷达成长期协议的报道。

在其2021年影响报告的第103页，在题为“供应链”的一章中，特斯拉列出了其在去年生效的电池供应链中的所有直接供应商关系。总的来说表中包括淡水河谷Vale，它被列为从加拿大的综合矿区和精炼厂开采镍的供应商。

在特斯拉披露后，淡水河谷在5月6日的一份简短声明中公开了这笔交易。该公司表示，它与特斯拉签署了一份长期合同，从其在加拿大的业务开始，在美国供应一类镍。

淡水河谷还指出，该协议符合其“增加对电动汽车行业的敞口，利用我们的低碳足迹和北美市场最大的成品镍生产商领先地位的战略。”

“我们很高兴在客户中拥有领先的电动汽车制造商特斯拉。这项协议反映了对可持续发展的共同承诺，并非常清楚地表明我们是我们的供应商-选择远程电池所必需的低碳和高纯镍产品。”

德斯尼·奈迪杜，淡水河谷公司负责基本金属业务的执行副总裁说。

这家总部位于巴西的公司的目标是向快速增长的电动汽车行业提供30%至40%的1类镍销售份额，增幅高于5%。淡水河谷包括在特斯拉2021年的影响报告中的协议可以追溯到去年。

特斯拉公布的名单包括12家供应商，其中5家是供应锂的中国公司（甘丰和雅华）以及钴和镍(贵州CNGR、湖南CNGR和华友)。有意思的事是，CATL不在名单上。

除了报告中提到的公司外，特斯拉还与泰隆金属公司达成了协议，该公司将从明尼苏达州正在开发的一个项目中提供7.5万吨镍精矿。在特斯拉的2021年影响报告中没有提到龙金属公司，因为该交易是在2022年1月宣布的。

镍是电动汽车电池阴极的重要组成部分，而特斯拉在其远程车型中使用了镍基化学材料。

资料来源：来自淡水河谷的特斯拉2021年影响报告

丹米哈拉苏

作者：丹·米哈拉苏

Tesla Confirms Vale Nickel Deal, Lists Battery Material Suppliers

Vale is on Tesla's list of direct battery material suppliers included in the 2021 Impact Report; the mining giant confirmed the deal.

tesla battery

May 07, 2022 at 2:15pm ET

By: Dan Mihalascu

Tesla has released a list of its direct battery material suppliers, confirming reports from earlier this year of a long-term deal with Brazil's mining giant Vale in the process.

On page 103 of its 2021 Impact Report, in the chapter titled "Supply Chain," Tesla lists all its direct supplier relationships in the battery supply chain that were in effect last year. A total of twelve companies are included in the table, including Vale, which is listed as a supplier of nickel mined from Canada from an integrated mine site and refiner.

Following Tesla's disclosure, Vale went public with the deal as well in a short statement dated May 6. The company said it signed a long-term contract with Tesla to supply Class 1 nickel in the United States from its operations in Canada.

Vale also noted that the agreement is in line with its strategy to "increase exposure to the electric vehicle industry, leveraging our low-carbon footprint and market-leading position as North America's largest producer of finished nickel."

"We are pleased to have the leading electric vehicle manufacturer Tesla among our customers. This agreement reflects a shared commitment to sustainability and shows very clearly we are the supplier-of-choice for low-carbon and high purity nickel products essential for long-range batteries."

Deshnee Naidoo, Vale's Executive Vice President of Base Metals

The Brazil-based company's target is to deliver 30% to 40% of Class 1 nickel sales into the fast-growing electric vehicle industry, up from 5%. The fact that Vale is included in Tesla's 2021 Impact Report suggests that the agreement dates back to last year.

The list released by Tesla includes 12 suppliers, five of which are Chinese companies supplying lithium (Ganfeng and Yahua) as well as cobalt and nickel (Guizhou CNGR, Hunan CNGR, and Huayou). Interestingly, CATL is not on the list.

Besides the companies mentioned in the report, Tesla also has an agreement with Talon Metals, which will supply 75,000 metric tons of nickel concentrate from a project being developed in Minnesota. Talon Metals is not mentioned in Tesla's 2021 Impact Report because the deal was announced in January 2022.

Nickel is an essential component for the cathodes of EV batteries, and Tesla uses nickel-based chemistries for its longer-range models.

Source: Tesla 2021 Impact Report via Vale

Dan Mihalascu

By: Dan Mihalascu

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