Lithium Market Report May 2017
2017-08-15 14:35:13 【Print】
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Content
Abstract 3
1 Industrial news 3
1.1 European Lithium signs binding term sheet with Shandong RuiFu Lithium 3
1.2 SQM to expand lithium production due to growing demand 3
1.3 General Lithium (Haimen) to purchase 12.6% of shares of Tibet Ali Mamicuo Mining Development with RMB258 million 3
1.4 Umicore to boost capacity in cathode materials 3
2 Company news 4
2.1 Xinxiang Tianli plans to lower ternary material output 4
2.2 Keheng Industry plans to increase ternary material capacity in Q3 4
2.2 Tibet Mining resumes lithium salt production 4
3 Domestic market review 4
3.1 Lithium carbonate prices rose persistently 4
3.2 Prices for battery grade lithium hydroxide monohydrate up 4
3.3 Lithium chloride prices rose further 5
3.4 Lithium metal prices continue to rise 5
3.5 Lithium cobalt oxide prices down 5
3.6 NCM prices stabilize after dropping 6
4 Import and export data 6
4.1 China’s lithium carbonate imports up by 20% MOM in April 2017 6
4.2 China’s lithium hydroxide exports up by 165% YOY in April 7
5 Output statistics 10
5.1 China’s lithium carbonate output down by 8.9% MOM in May 10
5.2 China’s lithium hydroxide output down by 3.6% MOM in May 10
6 Market outlook 10
Chart Content
Chart 1 Chinese lithium carbonate 99.5%min price trend from Apr to May 2017 (RMB/t) 4
Chart 2 Chinese lithium carbonate 99%min price trend from Apr to May 2017 (RMB/t) 4
Chart 3 Chinese lithium hydroxide 96%min, Na 0.002max, price trend from Apr to May 2017 (RMB/t) 5
Chart 4 Chinese lithium hydroxide 56.5%min, Na 0.002max, price trend from Apr to May 2017 (RMB/t) 5
Chart 5 Chinese LiCl 99.3%min Na0.003%max price trend from Apr to May 2017 (RMB/t) 5
Chart 6 Chinese lithium metal 99.9%min price trend from Apr to May 2017 (RMB/t) 5
Chart 7 Chinese lithium metal 99%min price trend from Apr to May 2017 (RMB/t) 5
Chart 8 Chinese lithium cobalt oxide 60%min price trend from Apr to May 2017 (RMB/kg) 6
Chart 9 Chinese NCM 523 price trend from Apr to May 2017 (RMB/kg) 6
Chart 10 Chinese NCM 523 precursor price trend from Apr to May 2017 (RMB/kg) 6
Chart 11 China’s lithium carbonate imports by month from Jan 2016 to Apr 2017 (t) 6
Chart 12 China’s lithium hydroxide exports by month from Jan 2016 to Apr 2017 (t) 8
Chart 13 China’s battery grade lithium carbonate output by month from Jan 2016 to May 2017(t) 10
Chart 14 China’s industrial grade lithium carbonate output by month from Jan 2016 to May 2017 (t) 10
Chart 15 China’s lithium hydroxide output by month from Jan 2016 to May 2017 (t) 10
Table Content
Table 1 China’s lithium carbonate imports in April 2017 7
Table 2 China’s lithium hydroxide exports in April 2017 8
Abstract 3
1 Industrial news 3
1.1 European Lithium signs binding term sheet with Shandong RuiFu Lithium 3
1.2 SQM to expand lithium production due to growing demand 3
1.3 General Lithium (Haimen) to purchase 12.6% of shares of Tibet Ali Mamicuo Mining Development with RMB258 million 3
1.4 Umicore to boost capacity in cathode materials 3
2 Company news 4
2.1 Xinxiang Tianli plans to lower ternary material output 4
2.2 Keheng Industry plans to increase ternary material capacity in Q3 4
2.2 Tibet Mining resumes lithium salt production 4
3 Domestic market review 4
3.1 Lithium carbonate prices rose persistently 4
3.2 Prices for battery grade lithium hydroxide monohydrate up 4
3.3 Lithium chloride prices rose further 5
3.4 Lithium metal prices continue to rise 5
3.5 Lithium cobalt oxide prices down 5
3.6 NCM prices stabilize after dropping 6
4 Import and export data 6
4.1 China’s lithium carbonate imports up by 20% MOM in April 2017 6
4.2 China’s lithium hydroxide exports up by 165% YOY in April 7
5 Output statistics 10
5.1 China’s lithium carbonate output down by 8.9% MOM in May 10
5.2 China’s lithium hydroxide output down by 3.6% MOM in May 10
6 Market outlook 10
Chart Content
Chart 1 Chinese lithium carbonate 99.5%min price trend from Apr to May 2017 (RMB/t) 4
Chart 2 Chinese lithium carbonate 99%min price trend from Apr to May 2017 (RMB/t) 4
Chart 3 Chinese lithium hydroxide 96%min, Na 0.002max, price trend from Apr to May 2017 (RMB/t) 5
Chart 4 Chinese lithium hydroxide 56.5%min, Na 0.002max, price trend from Apr to May 2017 (RMB/t) 5
Chart 5 Chinese LiCl 99.3%min Na0.003%max price trend from Apr to May 2017 (RMB/t) 5
Chart 6 Chinese lithium metal 99.9%min price trend from Apr to May 2017 (RMB/t) 5
Chart 7 Chinese lithium metal 99%min price trend from Apr to May 2017 (RMB/t) 5
Chart 8 Chinese lithium cobalt oxide 60%min price trend from Apr to May 2017 (RMB/kg) 6
Chart 9 Chinese NCM 523 price trend from Apr to May 2017 (RMB/kg) 6
Chart 10 Chinese NCM 523 precursor price trend from Apr to May 2017 (RMB/kg) 6
Chart 11 China’s lithium carbonate imports by month from Jan 2016 to Apr 2017 (t) 6
Chart 12 China’s lithium hydroxide exports by month from Jan 2016 to Apr 2017 (t) 8
Chart 13 China’s battery grade lithium carbonate output by month from Jan 2016 to May 2017(t) 10
Chart 14 China’s industrial grade lithium carbonate output by month from Jan 2016 to May 2017 (t) 10
Chart 15 China’s lithium hydroxide output by month from Jan 2016 to May 2017 (t) 10
Table Content
Table 1 China’s lithium carbonate imports in April 2017 7
Table 2 China’s lithium hydroxide exports in April 2017 8
