埃克森美孚与 SK On 签署美国锂供应谅解备忘录

　　埃克森美孚和 SK On 签署了一份不具约束力的谅解备忘录 (MoU)，以确保一份为期多年的供应协议，供应量高达 100,000 公吨的 Mobil™ 锂。此次合作将支持 SK On 在美国的电动汽车 (EV) 电池制造业务，标志着其在美国建立电动汽车和电池供应链方面迈出了重要一步。

　　国内锂生产：锂将来自埃克森美孚在阿肯色州的首个计划项目，该项目旨在从地下盐水矿床中提取锂并将其转化为电池级材料。与传统采矿技术相比，这种方法旨在更高效、更环保。

　　支持美国制造业：该协议有望加强美国能源安全、支持国内制造业就业并减少碳排放。埃克森美孚计划生产的 Mobil™ 锂将利用其在地下勘探、钻探和化学加工方面的核心能力。

　　SK On 业务扩张：SK On 在佐治亚州科默斯经营两家电池厂，并正在与福特汽车公司和现代汽车集团合作建设另外四家工厂。预计 2025 年后，SK On 在美国的年产能将达到 180 GWh 以上，足以每年为约 170 万辆电动汽车供电。

　　由于锂在电动汽车、消费电子产品、储能系统和其他清洁能源技术中发挥着关键作用，预计锂需求将激增。该协议符合埃克森美孚到 2030 年每年为约 100 万块电动汽车电池供应锂的目标。

　　阿肯色州的项目将采用直接锂提取 (DLE) 技术，该技术已由埃克森美孚成功试行。该技术有望降低对环境的影响并提高锂生产效率。

　　埃克森美孚低碳解决方案总裁丹·阿曼 (Dan Ammann) 表示：“世界需要更多的锂来实现其排放目标，我们正在尽自己的一份力量推动美国的解决方案向前发展。”

　　前景

　　SK On 战略采购执行副总裁 Park Jong-jin 强调了此次合作对于确保关键电池原材料和支持该公司不断增长的美国制造基地的战略重要性。

　　Park 表示：“SK On 一直在与全球合作伙伴合作，以确保关键电池原材料，以支持我们不断增长的美国制造基地并引领该地区的电气化。通过与埃克森美孚的合作，我们将继续加强美国的电池供应链”

　　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.”