Monthly Lithium Market Report Sep 2017

Contents
1 Market highlights 3
2 Company news 3
2.1 Zhuzhou Haida Group's NCM production line comes on stream 3
2.2 O’CELL New Energy increases NCM capacity 3
2.3 Gaoyuan Lithium Electric increases lithium carbonate production line 3
2.4 CITIC Dameng cuts operation capacity for lithium cobalt oxides 3
3 Chinese Market 3
3.1 Economy and Policy 3
3.1.1 Four ministries and commissions begin to study substituted policies for new energy vehicle subsidies 3
3.1.2 MIIT and other five ministries issued “Parallel management on average fuel consumption of passenger cars and integral of new energy vehicle” 4
3.2 Market Movements 4
3.2.1 Lithium carbonate prices continue to pick up 4
3.2.2 Lithium hydroxide monohydrate prices rebound 4
3.2.3 Lithium chloride prices up 5
3.2.4 Lithium metal prices stable 5
3.2.5 Lithium cobalt oxide prices stable 5
3.2.6 NCM prices up 5
4 Producers statistics 6
4.1 China’s lithium carbonate output up by 32.2% MOM in September 6
4.2 China’s lithium hydroxide monohydrate output down by 3.9% MOM in September 2017 6
5 Customs Statistics 7
5.1 China’s lithium carbonate imports up by 14.0% MOM in August 2017 7
5.2 China’s lithium hydroxide exports up by 23.2% YOY in August 2017 8
6 Relevant Industry News 9
6.1 Chinese lithium battery outputs up by 51.18% YOY from January to August 2017 9
6.2 Dynavolt Tech to spend RMB100 million to set up a new energy vehicle subsidiary 9
6.3 Latin Resources identifies high-grade lithium at Geminis Mine 9
6.4 Yongtai Technology’s subsidiary starts trial production of lithium hexafluorophosphate project 9
6.5 Jiangte Motor to expand lithium carbonate production 10
7 Market Outlook for October 10
7.1 Lithium carbonate 10
7.2 Lithium hydroxide monohydrate and lithium chloride 10
7.3 lithium metal 10
7.4 lithium cobalt oxide 10
7.5 NCM 10

Graph contents
Graph 1 Chinese lithium carbonate 99.5%min price trend from Aug to Sep 2017 4
Graph 2 Chinese lithium carbonate 99%min price trend from Aug to Sep 2017 4
Graph 3 Chinese lithium hydroxide 96%min, Na 0.002max, price trend from Aug to Sep 2017 4
Graph 4 Chinese lithium hydroxide 56.5%min, Na 0.002max, price trend from Aug to Sep 2017 4
Graph 5 Chinese LiCl 99.3%min Na0.003%max price trend from Aug to Sep 2017 5
Graph 6 Chinese lithium metal 99.9%min price trend from Aug to Sep 2017 5
Graph 7 Chinese lithium metal 99%min price trend from Aug to Sep 2017 5
Graph 8 Chinese lithium cobalt oxide 60%min price trend from Aug to Sep 2017 5
Graph 9 Chinese NCM 523 price trend from Aug to Sep 2017 6
Graph 10 Chinese NCM 523 precursor price trend from Aug to Sep 2017 6
Graph 11 China's battery grade lithium carbonate output by month 6
Graph 12 China’s industrial grade lithium carbonate output by month 6
Graph 13 Lithium hydroxide monohydrate output in Chinese market by month 6
Graph 14 China’s lithium carbonate imports by month from Jan 2016 to Aug 2017 7
Graph 15 China’s lithium carbonate imports by county from Jan 2016 to Aug 2017 7
Graph 16 China’s monthly exports for lithium hydroxide 8
Graph 17 China’s monthly exports for lithium hydroxide by major countries 8

Table contents
Table 1 Chinese lithium carbonate imports in August 2017 7
Table 2 Chinese lithium hydroxide exports in August 2017 8


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