Monthly Lithium Market Report Jun 2021
2021-07-09 19:55:07 【Print】
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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
3.1.2 Delivered prices for lithium carbonate 99.5%min 3
3.1.3 Delivered prices for lithium hydroxide 56.5%min 3
3.1.4 Delivered prices for lithium hydroxide 56.5%min, magnetic substance 0.0001%max 4
3.1.5 Delivered prices for lithium chloride 99.3%min 4
3.1.6 Delivered prices for lithium metal 99%min 4
3.1.7 Delivered prices for lithium metal 99.9%min 4
3.1.8 Delivered prices for LCO Co 60%min 4
3.1.9 Delivered prices for LNCMO 523 4
3.1.10 Delivered prices for LNCMO 622 5
3.1.11 Delivered prices for LMO 58%min 5
3.1.12 Delivered prices for LFP 3.9%min 5
3.2 International market 5
3.2.2 CIF China prices for lithium carbonate 99.5%min 5
3.2.3 Delivered Europe prices for lithium carbonate 99.5%min 6
3.2.4 Delivered U.S. prices for lithium carbonate 99.5%min 6
3.2.5 FOB South America prices for lithium carbonate 99.5%min 6
3.2.6 FOB China prices for lithium hydroxide monohydrate 56.5%min, magnetic substance 0.0001%max 6
3.2.7 Delivered South Korea prices for lithium hydroxide monohydrate 56.5%min, magnetic substance 0.0001%max 6
4. Company new 7
4.1 Ganfeng Lithium plans to start the second phase of lithium salt project in Argentina 7
4.2 China Aviation Lithium Battery Technology to build 50GWh power battery and energy storage battery project in Chengdu 7
4.3 Yinghe Technology wins lithium battery production equipment bids of about RMB1.71 billion from CATL 7
4.4 Ameriwest Lithium announces closing of over-subscribed private placement 7
4.5 Shida Shenghua Chemical terminates construction of lithium ion battery materials project in Poland 7
4.6 Ganfeng Lithium to construct 50,000-ton-per-annum lithium battery new materials project 7
4.7 Linyang Energy and EVE Power to set up joint venture for LFP battery production 7
4.8 Yongtai Technology to invest in building LiPF6 project of 20,000tpy 7
4.9 Jingxi Lijin basically finishes main building of LMO battery material project of 20,000tpy 8
4.10 Anshan Heavy Duty Mining Machinery to acquire no less than 51% shares of Xingli Technology 8
4.11 Tinci Materials to construct 152,000-ton-per-annum lithium battery materials project 8
4.12 Pilbara Minerals reports further assay results at Pilgangoora Li-Ta Project 8
4.13 Gazrpomneft Lubricants to increase lithium hydroxide consumption 8
4.14 Brazil Minerals to start first lithium drilling campaign 8
4.15 Construction of Gotion's 1,200,000tpy lithium battery material project in Feidong launched 8
4.16 Xintai Material and Xinhua Chemical cooperate in LiPF and battery electrolyte additive projects 8
4.17 Yicheng New Energy to build 30,000tpy Li-ion battery anode material project 8
4.18 Highpower Technology to raise RMB1.5 billion for Li-battery projects 9
4.19 Farasis Energy becomes lithium battery system assembly supplier of Liuzhou Wuling Automobile 9
4.20 CATL signs framework agreement with Tesla 9
4.21 Tianpeng Lithium Energy starts construction of AH cylindrical lithium battery industrialization project 9
5. Producers Statistics 9
5.1 Lithium carbonate 99%min 9
5.1.1 Chinese industrial grade lithium carbonate producers' operating rate in June 2021 down by 2.45% MoM 9
5.1.2 China's industrial grade lithium carbonate output in June 2021 down by 5% MoM 9
5.1.3 Chinese industrial grade lithium carbonate producers' stocks in June 2021 down by 5.9% MoM 10
5.2.1 Chinese battery grade lithium carbonate producers' operating rate in June 2021 down by 6.89% MoM 10
5.2.2 China's battery grade lithium carbonate output in June 2021 down by 10% MoM 11
5.3 Lithium hydroxide 11
5.3.1 Chinese lithium hydroxide monohydrate producers' operating rate in June 2021 down by 4.89% MOM 11
5.3.2 China's lithium hydroxide monohydrate output in June 2021 down by 4.7% MOM 12
5.3.3 Chinese lithium hydroxide monohydrate producers' stocks in June 2021 down by 0.6% MoM 12
5.4 LCO 13
5.4.1 Chinese LCO producers' operating rate down in June 2021 up by 2.5% MoM 13
5.4.2 China's LCO output in June 2021 increases by 3.9% MoM 13
5.4.3 China's LCO stocks in June 2021 edges up by 2% MOM 13
5.5 LNCMO 14
5.5.1 Chinese LNCMO producers' operating rate in June 2021 edges up by 1.17% MoM 14
5.4.2 China's LNCMO output in June 2021 up by 2.1% MoM 14
5.4.3 China's LNCMO inventory in June 2021 down by 9.2% MoM 15
6. Customs Statistics 15
6.1 China's lithium carbonate imports in May 2021 down by 4.4% MoM 15
6.2 China's lithium carbonate exports in May 2021 up by 1.3 times MoM 16
6.3 China's lithium hydroxide exports in May 2021 up by 7.4% MoM 16
7 Relevant Industry News 16
7.1 3C electronics market 16
7.2 Power car market 16
7.3 Aerospace and medicine industries 16
8. Market Outlook for Next Month 16
8.1 Chinese market 17
8.1.1 Delivered prices for lithium carbonate 99%min 17
8.1.2 Delivered prices for lithium carbonate 99.5%min 17
8.1.3 Delivered prices for lithium hydroxide 56.5%min 17
8.1.4 Delivered prices for lithium hydroxide 56.5%min, magnetic substance 0.0001%max 17
8.1.5 Delivered prices for lithium chloride 99.3%min 17
8.1.6 Delivered prices for lithium metal 99%min 17
8.1.7 Delivered prices for lithium metal 99.9%min 17
8.1.8 Delivered prices for LCO Co 60%min 17
8.1.9 Delivered prices for LNCMO 523 17
8.1.10 Delivered prices for LNCMO 622 17
8.1.11 Delivered prices for LMO 58%min 17
8.1.12 Delivered prices for LFP 3.9%min 17
8.2 International market 17
8.2.1 Spodumene 6%min CIF China prices 17
8.2.2 Lithium carbonate 99.5%min CIF China prices 17
8.2.3 Lithium carbonate 99.5%min delivered Europe prices 17
8.2.4 Lithium carbonate 99.5%min delivered U.S. prices 17
8.2.5 Lithium carbonate 99.5%min FOB South America prices 17
8.2.6 FOB China prices for lithium hydroxide monohydrate 56.5%min, magnetic substance 0.0001%max 17
8.2.7 Delivered South Korea prices for lithium hydroxide monohydrate 56.5%min, magnetic substance 0.0001%max 17
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
3.1.2 Delivered prices for lithium carbonate 99.5%min 3
3.1.3 Delivered prices for lithium hydroxide 56.5%min 3
3.1.4 Delivered prices for lithium hydroxide 56.5%min, magnetic substance 0.0001%max 4
3.1.5 Delivered prices for lithium chloride 99.3%min 4
3.1.6 Delivered prices for lithium metal 99%min 4
3.1.7 Delivered prices for lithium metal 99.9%min 4
3.1.8 Delivered prices for LCO Co 60%min 4
3.1.9 Delivered prices for LNCMO 523 4
3.1.10 Delivered prices for LNCMO 622 5
3.1.11 Delivered prices for LMO 58%min 5
3.1.12 Delivered prices for LFP 3.9%min 5
3.2 International market 5
3.2.2 CIF China prices for lithium carbonate 99.5%min 5
3.2.3 Delivered Europe prices for lithium carbonate 99.5%min 6
3.2.4 Delivered U.S. prices for lithium carbonate 99.5%min 6
3.2.5 FOB South America prices for lithium carbonate 99.5%min 6
3.2.6 FOB China prices for lithium hydroxide monohydrate 56.5%min, magnetic substance 0.0001%max 6
3.2.7 Delivered South Korea prices for lithium hydroxide monohydrate 56.5%min, magnetic substance 0.0001%max 6
4. Company new 7
4.1 Ganfeng Lithium plans to start the second phase of lithium salt project in Argentina 7
4.2 China Aviation Lithium Battery Technology to build 50GWh power battery and energy storage battery project in Chengdu 7
4.3 Yinghe Technology wins lithium battery production equipment bids of about RMB1.71 billion from CATL 7
4.4 Ameriwest Lithium announces closing of over-subscribed private placement 7
4.5 Shida Shenghua Chemical terminates construction of lithium ion battery materials project in Poland 7
4.6 Ganfeng Lithium to construct 50,000-ton-per-annum lithium battery new materials project 7
4.7 Linyang Energy and EVE Power to set up joint venture for LFP battery production 7
4.8 Yongtai Technology to invest in building LiPF6 project of 20,000tpy 7
4.9 Jingxi Lijin basically finishes main building of LMO battery material project of 20,000tpy 8
4.10 Anshan Heavy Duty Mining Machinery to acquire no less than 51% shares of Xingli Technology 8
4.11 Tinci Materials to construct 152,000-ton-per-annum lithium battery materials project 8
4.12 Pilbara Minerals reports further assay results at Pilgangoora Li-Ta Project 8
4.13 Gazrpomneft Lubricants to increase lithium hydroxide consumption 8
4.14 Brazil Minerals to start first lithium drilling campaign 8
4.15 Construction of Gotion's 1,200,000tpy lithium battery material project in Feidong launched 8
4.16 Xintai Material and Xinhua Chemical cooperate in LiPF and battery electrolyte additive projects 8
4.17 Yicheng New Energy to build 30,000tpy Li-ion battery anode material project 8
4.18 Highpower Technology to raise RMB1.5 billion for Li-battery projects 9
4.19 Farasis Energy becomes lithium battery system assembly supplier of Liuzhou Wuling Automobile 9
4.20 CATL signs framework agreement with Tesla 9
4.21 Tianpeng Lithium Energy starts construction of AH cylindrical lithium battery industrialization project 9
5. Producers Statistics 9
5.1 Lithium carbonate 99%min 9
5.1.1 Chinese industrial grade lithium carbonate producers' operating rate in June 2021 down by 2.45% MoM 9
5.1.2 China's industrial grade lithium carbonate output in June 2021 down by 5% MoM 9
5.1.3 Chinese industrial grade lithium carbonate producers' stocks in June 2021 down by 5.9% MoM 10
5.2.1 Chinese battery grade lithium carbonate producers' operating rate in June 2021 down by 6.89% MoM 10
5.2.2 China's battery grade lithium carbonate output in June 2021 down by 10% MoM 11
5.3 Lithium hydroxide 11
5.3.1 Chinese lithium hydroxide monohydrate producers' operating rate in June 2021 down by 4.89% MOM 11
5.3.2 China's lithium hydroxide monohydrate output in June 2021 down by 4.7% MOM 12
5.3.3 Chinese lithium hydroxide monohydrate producers' stocks in June 2021 down by 0.6% MoM 12
5.4 LCO 13
5.4.1 Chinese LCO producers' operating rate down in June 2021 up by 2.5% MoM 13
5.4.2 China's LCO output in June 2021 increases by 3.9% MoM 13
5.4.3 China's LCO stocks in June 2021 edges up by 2% MOM 13
5.5 LNCMO 14
5.5.1 Chinese LNCMO producers' operating rate in June 2021 edges up by 1.17% MoM 14
5.4.2 China's LNCMO output in June 2021 up by 2.1% MoM 14
5.4.3 China's LNCMO inventory in June 2021 down by 9.2% MoM 15
6. Customs Statistics 15
6.1 China's lithium carbonate imports in May 2021 down by 4.4% MoM 15
6.2 China's lithium carbonate exports in May 2021 up by 1.3 times MoM 16
6.3 China's lithium hydroxide exports in May 2021 up by 7.4% MoM 16
7 Relevant Industry News 16
7.1 3C electronics market 16
7.2 Power car market 16
7.3 Aerospace and medicine industries 16
8. Market Outlook for Next Month 16
8.1 Chinese market 17
8.1.1 Delivered prices for lithium carbonate 99%min 17
8.1.2 Delivered prices for lithium carbonate 99.5%min 17
8.1.3 Delivered prices for lithium hydroxide 56.5%min 17
8.1.4 Delivered prices for lithium hydroxide 56.5%min, magnetic substance 0.0001%max 17
8.1.5 Delivered prices for lithium chloride 99.3%min 17
8.1.6 Delivered prices for lithium metal 99%min 17
8.1.7 Delivered prices for lithium metal 99.9%min 17
8.1.8 Delivered prices for LCO Co 60%min 17
8.1.9 Delivered prices for LNCMO 523 17
8.1.10 Delivered prices for LNCMO 622 17
8.1.11 Delivered prices for LMO 58%min 17
8.1.12 Delivered prices for LFP 3.9%min 17
8.2 International market 17
8.2.1 Spodumene 6%min CIF China prices 17
8.2.2 Lithium carbonate 99.5%min CIF China prices 17
8.2.3 Lithium carbonate 99.5%min delivered Europe prices 17
8.2.4 Lithium carbonate 99.5%min delivered U.S. prices 17
8.2.5 Lithium carbonate 99.5%min FOB South America prices 17
8.2.6 FOB China prices for lithium hydroxide monohydrate 56.5%min, magnetic substance 0.0001%max 17
8.2.7 Delivered South Korea prices for lithium hydroxide monohydrate 56.5%min, magnetic substance 0.0001%max 17
