student
Russian Federation
student
Lithium currently occupies a strategically significant position in the global economy, driving the development of advanced technological systems, particularly in the energy and transportation sectors. Its widespread use in the production of battery cells for electric vehicles, energy storage systems, and portable electronics has led to a rapid increase in global demand for lithium amid the accelerating energy transition and decarbonization efforts. At the same time, Russia currently lacks its own lithium raw material base, relying primarily on imports from Chile, Argentina, Bolivia, and China. Geopolitical risks and logistical constraints have led to the cessation of several import supplies, jeopardizing the implementation of national programs in electric transportation, energy, and digitalization. In this context, the launch of domestic extraction projects becomes particularly relevant. One promising direction is the extraction of lithium from associated petroleum water in oil and gas condensate fields, which allows the use of existing infrastructure and reduces capital expenditures compared to traditional extraction methods. The subject of this study is the project for extracting lithium from associated petroleum water at the Kovykta oil and gas condensate field. The objective of the research is to assess the economic efficiency of this investment project, taking into account the application of state support mechanisms, specifically the conclusion of a special investment contract (SPIC 2.0). A financial-economic model has been used for the analysis, which includes calculations of net present value, internal rate of return, profitability index, payback periods, and cash flow gaps. The simulation results demonstrated the high investment attractiveness of the project: a positive net present value, acceptable payback periods, and a competitive internal rate of return. The application of the SPIC 2.0 mechanism has significantly improved the financial indicators of the project due to tax benefits and institutional support. Notable results include a reduction in the payback period, increased profitability, and a decrease in cash flow gaps during the investment phase. The obtained results confirm the potential of this innovative approach to ensuring Russia's raw material independence in the face of limited access to traditional lithium sources.
economic justification, lithium, produced water, oil and gas condensate fields
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