Monthly Lithium Market Report Apr 2021

Contents
1. Market Highlights 3
2. Economy and Policy 3
2.1 Chinese Economy and Policy 3
3. Market Movements 3
3.1 Chinese market 3
3.1.1 Delivered prices for lithium carbonate 99%min 3
3.1.Asian Metal Copyright1 Lithium carbonate 99%min 11 5.Asian Metal Copyright2 Delivered prices for lithium carbonate 99.5%min 3
3.1.Asian Metal Copyright1.Asian Metal Copyright3 Delivered prices for lithium hydroxide 56.5%min 3
3.1.Asian Metal Copyright3 Delivered Europe prices for lithium carbonate 99.Asian Metal Copyright4 Delivered prices for lithium hydroxide 56.Asian Metal Copyright36% MoM 14 5.Asian Metal Copyright5%min, magnetic substance 0.0001%max 4
3.1.Asian Metal Copyright Economy and Policy 3 2.Asian Metal Copyright5 Delivered prices for lithium chloride 99.3%min 4
3.1.6 Delivered prices for lithium metal 99%min 4
3.1.Asian Metal Copyright5.Asian Metal Copyright7 Delivered prices for lithium metal 99.9%min 4
3.1.8 Delivered prices for LCO Co 60%min 5
3.1.9 Delivered prices for LNCMO 523 5
3.1.10 Delivered prices for LNCMO 622 5
3.1.11 Delivered prices for LMO 58%min 5
3.1.Asian Metal Copyright1.Asian Metal Copyright12 Delivered prices for LFP 3.9%min 6
3.2 International market 6
3.2.Asian Metal Copyright11 Delivered prices for LMO 58%min 5 3.Asian Metal Copyright2 CIF China prices for lithium carbonate 99.5%min 6
3.2.Asian Metal Copyright3 China's lithium hydroxide monohydrate producers' stocks in Apr 2021 down by 26.Asian Metal Copyright3 Delivered Europe prices for lithium carbonate 99.5%min 6
3.2.Asian Metal Copyright6% MOM 13 5.Asian Metal Copyright4 Delivered U.Asian Metal CopyrightS.Asian Metal CopyrightS.Asian Metal Copyright1 Chinese industrial grade lithium carbonate producers' operating rate in Apr 2021 down by 4.Asian Metal Copyright prices for lithium carbonate 99.5%min 7
3.2.Asian Metal CopyrightContents 1.Asian Metal Copyright5 FOB South America prices for lithium carbonate 99.5%min 7
3.2.Asian Metal Copyright Customs Statistics 16 6.Asian Metal Copyright6 FOB China prices for lithium hydroxide monohydrate 56.Asian Metal Copyright2.Asian Metal Copyright5%min, magnetic substance 0.0001%max 7
3.2.Asian Metal Copyright1.Asian Metal Copyright7 CIF South Korea prices for lithium hydroxide monohydrate 56.Asian Metal Copyright1.Asian Metal Copyright5%min, magnetic substance 0.0001%max 7
4. Company new 8
5. Producers Statistics 11
5.1 Lithium carbonate 99%min 11
5.1.Asian Metal Copyright4.Asian Metal Copyright1 Chinese industrial grade lithium carbonate producers' operating rate in Apr 2021 down by 4.14% MoM 11
5.1.2 China's industrial grade lithium carbonate output in Apr 2021 down by 8% MoM 11
5.1.3 China's industrial grade lithium carbonate producers' stocks in Apr 2021 up by one ton MoM 11
5.2.Asian Metal Copyright2 China's lithium hydroxide monohydrate output in Apr 2021 down by 14.Asian Metal Copyright1 China's battery grade lithium carbonate producers' operating rate in Apr 2021 down by 3.51% 12
Graph 26 China lithium carbonate 99.5%min producers' operating rate statistics by month from Apr 2020 to Apr 2021 (%) 12
5.2.Asian Metal Copyright1.Asian Metal Copyright2 China's battery grade lithium carbonate output in Apr 2021 up by 5.8% MoM 12
5.3 Lithium hydroxide 13
5.3.Asian Metal Copyright4 Delivered U.Asian Metal Copyright1 Chinese lithium hydroxide monohydrate producers' operating rate in Apr 2021 down by 10.73% MOM 13
5.3.Asian Metal Copyright1 Lithium carbonate 99%min 11 5.Asian Metal Copyright2 China's lithium hydroxide monohydrate output in Apr 2021 down by 14.6% MOM 13
5.3.Asian Metal Copyright5%min 18 8.Asian Metal Copyright3 China's lithium hydroxide monohydrate producers' stocks in Apr 2021 down by 26.5% MoM 14
5.4 LCO 14
5.4.Asian Metal Copyright7 Delivered prices for lithium metal 99.Asian Metal Copyright1 Chinese LCO producers' operating rate down in Apr 2021 up by 3.36% MoM 14
5.4.Asian Metal Copyright1.Asian Metal Copyright2 China's LCO output in Apr 2021 climbs up by 18.2% MoM 14
5.4.Asian Metal Copyright2.Asian Metal Copyright3 China's LCO stocks in Apr 2021 down by 5.8% MOM 15
5.5 LNCMO 15
5.5.Asian Metal Copyright5 Lithium carbonate 99.Asian Metal Copyright1 Chinese LNCMO producers' operating rate in Apr 2021 down by 3.78% MoM1 15
5.4.Asian Metal Copyright2.Asian Metal Copyright2 China's LNCMO output in Apr 2021 down by 5.9% MoM 16
5.4.Asian Metal Copyright Market Movements 3 3.Asian Metal Copyright3 China's LNCMO inventory in Apr 2021 up by 21.2% MoM 16
6. Customs Statistics 16
6.1 China's lithium carbonate imports in Mar 2021 down by 9.5% MoM 16
6.2 China's lithium carbonate exports in Mar 2021 up by 31% MoM 17
6.3 China's lithium hydroxide exports in Mar 2021 down by 2.3% MoM 17
7 Relevant Industry News 18
7.1 3C electronics market 18
7.2 Power car market 18
7.3 Aerospace and medicine industries 18
8. Market Outlook for Next Month 18
8.1 Chinese market 18
8.1.1 Delivered prices for lithium carbonate 99%min 18
8.1.Asian Metal Copyright2 Lithium carbonate 99.Asian Metal Copyright2 Delivered prices for lithium carbonate 99.5%min 18
8.1.Asian Metal Copyright4 Delivered prices for lithium hydroxide 56.Asian Metal Copyright3 Delivered prices for lithium hydroxide 56.5%min 18
8.1.Asian Metal Copyright2.Asian Metal Copyright4 Delivered prices for lithium hydroxide 56.Asian Metal Copyright4 Lithium carbonate 99.Asian Metal Copyright5%min, magnetic substance 0.0001%max 18
8.1.Asian Metal Copyright3.Asian Metal Copyright5 Delivered prices for lithium chloride 99.3%min 18
8.1.6 Delivered prices for lithium metal 99%min 18
8.1.Asian Metal Copyright2.Asian Metal Copyright7 Delivered prices for lithium metal 99.5%min 18
8.1.8 Delivered prices for LCO Co 60%min 18
8.1.9 Delivered prices for LNCMO 523 18
8.1.10 Delivered prices for LNCMO 622 18
8.1.11 Delivered prices for LMO 58%min 18
8.1.Asian Metal Copyright4.Asian Metal Copyright12 Delivered prices for LFP 3.9%min 18
8.2 International market 18
8.2.1 Spodumene 6%min CIF China prices 18
8.2.Asian Metal Copyright4.Asian Metal Copyright2 Lithium carbonate 99.5%min CIF China prices 18
8.2.Asian Metal Copyright5%min 18 8.Asian Metal Copyright3 Lithium carbonate 99.5%min delivered Europe prices 18
8.2.Asian Metal Copyright3 China's LNCMO inventory in Apr 2021 up by 21.Asian Metal Copyright4 Lithium carbonate 99.Asian Metal Copyright3 Delivered Europe prices for lithium carbonate 99.Asian Metal Copyright5%min delivered U.Asian Metal Copyright4.Asian Metal CopyrightS. prices 18
8.2.Asian Metal Copyright2.Asian Metal Copyright5 Lithium carbonate 99.5%min FOB South America prices 18
8.2.Asian Metal Copyright2.Asian Metal Copyright6 FOB China prices for monohydrate 56.Asian Metal Copyright Market Outlook for Next Month 18 8.Asian Metal Copyright5%min, magnetic substance 0.0001%max 19
8.2.Asian Metal Copyright1 Chinese market 3 3.Asian Metal Copyright7 Delivered South Korea prices for lithium hydroxide monohydrate 56.Asian Metal Copyright3%min 4 3.Asian Metal Copyright5%min, magnetic substance 0.0001%max 19



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