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A | RENO, Nev. -- In an ongoing legal battle with the Biden administration over a Nevada lithium mine, environmentalists are poised to return to court with a new approach accusing U.S. wildlife officials of dragging their feet on a year-old petition seeking endangered species status for a tiny snail that lives nearby. The Western Watersheds Project said in its formal notice of intent to sue that the government's failure to list the Kings River pyrg as a threatened or endangered species could push it to the brink of extinction.It says the only place the snail is known to exist is in 13 shallow springs near where Lithium Americas is building its Thacker Pass Mine near the Oregon line.President Joe Biden has made ramped-up domestic production of lithium a key part of his blueprint for a greener future. Worldwide demand for the critical element in the manufacture of electric vehicle batteries is projected to increase six-fold by 2030 compared with 2020.Past lawsuits filed by conservationists and tribes have taken aim — largely unsuccessfully — at the Interior Department’s Bureau of Land Management, which they accused of cutting regulatory corners to expedite approval of the mine itself in 2021.The new approach targets the department's Fish and Wildlife Service, charged with ensuring protection of fish and wildlife habitat surrounding the mine site 200 miles (321 kilometers) northeast of Reno.Western Watersheds Project says groundwater pumping associated with the mine’s 370-foot-deep (113-meter) open pit will reduce or eliminate flows to the springs that support the snails.In the formal 90-day notice of intent to sue sent to Interior Secretary Deborah Haaland last month, they say her agency's failure to make a 12-month finding on the listing petition filed in September 2022 is a violation of the Endangered Species Act.“The Fish and Wildlife Service isn’t supposed to sit on its hands while species are in imminent danger of extinction, but the fact that it hasn’t met the deadlines on the pyrg raises questions about why they might be delaying,” Adam Bronstein, the project's Nevada director, said in a statement.“It would be absolutely unacceptable if the Biden Administration is waiting until it’s too late to save the species so as not to interrupt the construction of a lithium mine," he said.Interior Department spokeswoman Melissa Schwartz said in an email Thursday the department had no comment on the group's intent to sue.Western Watersheds Project said time is of the essence because the snails were imperiled even before any new mining was contemplated due to livestock grazing, round-building and, increasingly, the anticipated impacts of climate change.“The species has no regulatory protection whatsoever ... because it is not an endangered species, or even a Bureau of Land Management-listed Sensitive species, and has no state law protections," the notice said.Conservationists and tribal lawyers claimed a partial victory last year when U.S. District Judge Miranda Du concluded the bureau failed to fully comply with new interpretations of the 1872 Mining Law. But she stopped short of blocking the project, allowing construction to begin as the bureau shored up plans for disposal of waste rock.The opponents appealed, but the 9th U.S. Circuit Court of Appeals upheld Du's ruling in July.The tiny snail’s shell is less than 2 millimeters (0.08 inches) tall. By comparison, a U.S. nickel coin is 1.95 millimeters thick. They've managed to survive in isolated springs, which are remnants of extensive waterways that have covered what is now dry land only to recede many times over the last 2 million years, the listing petition said.The project says three of the springs are within a 1-mile (1.6-kilometer) buffer zone, the bureau established in its review of potential impacts of a 10-foot (3-meter) drawdown of the groundwater table, and the rest are less than 4 miles (4.8 kilometers) away."As drought frequency increases with climate change, the Kings River pyrg will be at high risk of extinction,” the letter to Haaland said. It notes that the Nevada Department of Wildlife considers the pyrg “extremely vulnerable to climate change.”Lithium Americas had no comment on the notice of intent to sue the Fish and Wildlife Service, spokesman Tim Crowley said. The company said when the listing petition was filed last year that it's done extensive work to design a project that avoids impacts to the springs.The Bureau of Land Management said earlier its environmental review of the project that it didn't detect any of the snails "within the direct footprint of the project or any area likely to be adversely affected by the project.”。

B | 8月25日,据港交所信息,阿里巴巴集团主席蔡崇信再次增持约8200万港元阿里巴巴股票。这是阿里新股配售后,蔡崇信个人连续第二个交易日出手,两日累计增持已达1.6亿港元。

C | 前一日,蔡崇信、阿里巴巴CEO吴泳铭出手增持合计约1.2亿港元阿里股票,其中蔡崇信买入72万股阿里巴巴港股,均价约112港元,耗资约8000万港元。

D | 8月23日,阿里巴巴宣布800亿港元新股配售,所得款项将全部投入全栈AI能力和AI基础设施建设。据报道,配售获全球主权财富基金等长线投资者积极认购,最终实现近3倍超额认购。市场人士认为,管理层在配售公布次日以个人名义增持,体现对公司AI战略充满信心。 受新股配售影响,在8月24日这天,阿里港股跌8.54%,报收112.5港元。截至8月25日收盘,阿里港股收涨1.51%,报114.2港元/股。 公开资料显示,阿里巴巴近年持续加大AI投入,构建起涵盖算力、芯片、模型、应用的全栈AI布局。

E | 最新财报显示,阿里AI相关产品年化收入已突破495亿元人民币,预计下季度达到100亿美元,预计2030年阿里云外部商业化收入将达1000亿美元,利润率达20%。管理层预计AI资本开支2至3年即可收回。与此同时,过去几年阿里已累计回购注销约11%的股份,以提升股东回报。 虽然公司高管态度坚定,但围绕阿里的这场大规模融资,市场情绪呈现出较为复杂的分化。 美股知名“大空头”迈克尔·伯里(Michael Burry)公开表示,自己并不看好阿里巴巴最新的新股配售做法,并认为其当前股价已经过高,公司的投入资本回报率(ROIC)将会继续下降。他已经清仓了对阿里巴巴的持仓,转而布局其竞争对手京东集团。 伯里在内容平台Substack上写道:“不久前,我把所有阿里巴巴的仓位都转移到了京东。这大幅增加了我在京东的持仓。我原本计划一两个月后把大部分仓位转回阿里巴巴。但我改变了主意。除非阿里巴巴的股价跌一半,否则我不会再感兴趣。

F | ” 并非所有分析师都如此悲观。

G | 一些机构认为,尽管资本市场短期出现阵痛,但市场过度放大了稀释效应,忽视了阿里在资产负债表与战略主动性方面的强化。 美银证券指出,本次配售将使阿里的净现金由310亿美元大幅提升至410亿美元以上(现金及现金等价物总量增至约800亿美元)。这不仅能预先强化资产负债表、拓宽资金来源,更能为其云业务的强劲增长与AI投资效益的改善提供充裕的资金保障。美银维持其美股172美元及港股168港元的目标价与“买入”评级。 野村证券也认为,阿里此次约7.1亿股的新股发行对现有股东的股权摊薄仅约3.7%,实际冲击远低于市场预期,且本次融资一举清除了长期悬在股价头上的资金不确定性。
(文章来源:第一财经)。
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