Monthly Lithium Market Report Jul 2023
2023-08-12 17:10:43 【Print】
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1. Market Highlights 3
2. Economy and Policy 3
2.1 Chinese Economy and Policy 3
3. Market Movements 4
3.1 Chinese market 4
3.1.1 Lithium carbonate 99%min delivered D/P 4
3.1.2 Lithium carbonate 99.5%min delivered D/A 4
3.1.3 Lithium hydroxide 56.5%min delivered D/P 4
3.1.4 Lithium hydroxide 56.5%min, magnetic 0.0001%max delivered D/A 4
3.1.5 Lithium chloride 99.3%min delivered D/A 4
3.1.6 Lithium metal 99%min delivered D/A 4
3.1.7 Lithium metal 99.9%min delivered D/A 5
3.1.8 LCO Co 60%min delivered D/A 5
3.1.9 LNCMO 523 delivered D/A 5
3.1.10 LNCMO 622 delivered D/A 5
3.1.11 LMO 58%min delivered D/A 5
3.1.12 LFP Li 3.9%min delivered D/A 5
3.2 International market 6
3.2.2 Lithium carbonate 99.5%min CIF China 6
3.2.3 Lithium carbonate 99.5%min delivered EU 6
3.2.4 Lithium carbonate 99.5%min delivered U.S. 6
3.2.5 Lithium carbonate 99.5%min FOB South America 6
3.2.6 Lithium hydroxide monohydrate 56.5%min, magnetic 0.0001%max FOB China 6
3.2.7 Lithium hydroxide monohydrate 56.5%min, magnetic 0.0001%max delivered South Korea 7
4. Company new 7
4.1 Sichuan GCL' s 360ktpy LFP project begins production 7
4.2 Guocheng Lithium to build phase one of 200ktpa lithium salts project 7
4.3 Zhicun Lithium begins phase one production at 120ktpy lithium carbonate project 7
4.4 Sinomine announces trial production of 2Mtpa expansion project at Bikita lithium mine 7
4.5 200ktpa LFP project put into operation in Shiyan, China 7
4.6 Hunan Zhongde to reduce lithium carbonate output 7
4.7 Wanli Stone's Qinghai lithium extraction project to begin operation in late Jul 8
4.8 Sichuan Shukuang's lithium battery recycling project to begin operation 8
4.9 Guangyu Mining obtains mining licence for Nanyangshan lithium mine 8
4.10 Lopal Tech's LFP shipments up by 59.83% YoY in Jun 8
4.11 Ronbay Technology gets approval to build precursor project in South Korea 8
4.12 Lopal Tech expects 100ktpa LFP capacity to come on stream in Q3 8
4.13 100ktpa MnFeP precursor project to break ground in Xifeng, China 8
4.14 Shandong Liyuan's 62.5ktpy LFP project in full production 8
4.15 Ganfeng Lithium to acquire 70% stake in Mengjin Mining 8
4.16 CBL to increase spodumene output 8
4.17 Corun's 10ktpa lithium carbonate capacity to come on stream 8
4.18 Easpring Technology to build cathode material project in Europe 9
5 Producers Statistics 9
5.1 Lithium carbonate 99%min 9
5.1.1 Chinese industrial grade lithium carbonate producers' operating rate in July 2023 slides by 1.65% MoM 9
5.1.2 China's industrial grade lithium carbonate output in July 2023 down by 1.66% MoM 9
5.1.3 Chinese industrial grade lithium carbonate producers' stocks in July climbs by 34.88% MoM 10
5.2 Lithium carbonate 99.5%min 10
5.2.1 Chinese battery grade lithium carbonate producers' operating rate in July 2023 slide by 0.50% MoM 10
5.2.2 China's battery grade lithium carbonate output in July 2023 down by 0.5% MoM 10
5.2.3 China's battery grade lithium carbonate stocks in July 2023 down by 0.9% MoM 11
5.3 Lithium hydroxide 11
5.3.1 Chinese lithium hydroxide monohydrate producers' operating rate in July 2023 down by 6.93% MOM 11
5.3.2 China's lithium hydroxide monohydrate output in July 2023 down by 6.94% MOM 12
5.3.3 Chinese lithium hydroxide monohydrate producers' stocks in July 2023 up by 2.68% MoM 12
5.4 LCO 12
5.4.1 Chinese LCO producers' operating rate in July 2023 unchanged MoM 12
5.4.2 China's LCO output in July 2023 level off MoM 13
5.4.3 China's LCO stocks in July 2023 unchanged MOM 13
5.5 LNCMO 14
5.5.1 Chinese LNCMO producers' operating rate in July 2023 down by 0.19% MoM 14
5.5.2 China's LNCMO output in July 2023 unchanged MoM 14
5.5.3 China's LNCMO inventory in July 2023 unchanged MoM 14
6. Customs Statistics 15
6.1 China's lithium carbonate imports in June 2023 climbs by 26.49% MOM 15
6.2 China's lithium carbonate exports in June 2023 declines by 39.82% MOM 15
6.3 China's lithium hydroxide exports in June 2023 down by 10.45% MOM 15
7 Relevant Industry News 16
7.1 3C electronics market 16
7.2 Battery industry 16
8. Market Outlook for Next Month 16
8.1 Chinese market 16
8.1.1 Delivered prices for lithium carbonate 99%min 16
8.1.2 Delivered prices for lithium carbonate 99.5%min 16
8.1.3 Delivered prices for lithium hydroxide 56.5%min 16
8.1.4 Delivered prices for lithium hydroxide 56.5%min, magnetic 0.0001%max 16
8.1.5 Delivered prices for lithium chloride 99.3%min 16
8.1.6 Delivered prices for lithium metal 99%min 16
8.1.7 Delivered prices for lithium metal 99.9%min 16
8.1.8 Delivered prices for LCO Co 60%min 16
8.1.9 Delivered prices for LNCMO 523 16
8.1.10 Delivered prices for LNCMO 622 16
8.1.11 Delivered prices for LMO 58%min 16
8.1.12 Delivered prices for LFP 3.9%min 16
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 0.0001%max 17
8.2.7 Delivered South Korea prices for lithium hydroxide monohydrate 56.5%min, magnetic 0.0001%max 17
2. Economy and Policy 3
2.1 Chinese Economy and Policy 3
3. Market Movements 4
3.1 Chinese market 4
3.1.1 Lithium carbonate 99%min delivered D/P 4
3.1.2 Lithium carbonate 99.5%min delivered D/A 4
3.1.3 Lithium hydroxide 56.5%min delivered D/P 4
3.1.4 Lithium hydroxide 56.5%min, magnetic 0.0001%max delivered D/A 4
3.1.5 Lithium chloride 99.3%min delivered D/A 4
3.1.6 Lithium metal 99%min delivered D/A 4
3.1.7 Lithium metal 99.9%min delivered D/A 5
3.1.8 LCO Co 60%min delivered D/A 5
3.1.9 LNCMO 523 delivered D/A 5
3.1.10 LNCMO 622 delivered D/A 5
3.1.11 LMO 58%min delivered D/A 5
3.1.12 LFP Li 3.9%min delivered D/A 5
3.2 International market 6
3.2.2 Lithium carbonate 99.5%min CIF China 6
3.2.3 Lithium carbonate 99.5%min delivered EU 6
3.2.4 Lithium carbonate 99.5%min delivered U.S. 6
3.2.5 Lithium carbonate 99.5%min FOB South America 6
3.2.6 Lithium hydroxide monohydrate 56.5%min, magnetic 0.0001%max FOB China 6
3.2.7 Lithium hydroxide monohydrate 56.5%min, magnetic 0.0001%max delivered South Korea 7
4. Company new 7
4.1 Sichuan GCL' s 360ktpy LFP project begins production 7
4.2 Guocheng Lithium to build phase one of 200ktpa lithium salts project 7
4.3 Zhicun Lithium begins phase one production at 120ktpy lithium carbonate project 7
4.4 Sinomine announces trial production of 2Mtpa expansion project at Bikita lithium mine 7
4.5 200ktpa LFP project put into operation in Shiyan, China 7
4.6 Hunan Zhongde to reduce lithium carbonate output 7
4.7 Wanli Stone's Qinghai lithium extraction project to begin operation in late Jul 8
4.8 Sichuan Shukuang's lithium battery recycling project to begin operation 8
4.9 Guangyu Mining obtains mining licence for Nanyangshan lithium mine 8
4.10 Lopal Tech's LFP shipments up by 59.83% YoY in Jun 8
4.11 Ronbay Technology gets approval to build precursor project in South Korea 8
4.12 Lopal Tech expects 100ktpa LFP capacity to come on stream in Q3 8
4.13 100ktpa MnFeP precursor project to break ground in Xifeng, China 8
4.14 Shandong Liyuan's 62.5ktpy LFP project in full production 8
4.15 Ganfeng Lithium to acquire 70% stake in Mengjin Mining 8
4.16 CBL to increase spodumene output 8
4.17 Corun's 10ktpa lithium carbonate capacity to come on stream 8
4.18 Easpring Technology to build cathode material project in Europe 9
5 Producers Statistics 9
5.1 Lithium carbonate 99%min 9
5.1.1 Chinese industrial grade lithium carbonate producers' operating rate in July 2023 slides by 1.65% MoM 9
5.1.2 China's industrial grade lithium carbonate output in July 2023 down by 1.66% MoM 9
5.1.3 Chinese industrial grade lithium carbonate producers' stocks in July climbs by 34.88% MoM 10
5.2 Lithium carbonate 99.5%min 10
5.2.1 Chinese battery grade lithium carbonate producers' operating rate in July 2023 slide by 0.50% MoM 10
5.2.2 China's battery grade lithium carbonate output in July 2023 down by 0.5% MoM 10
5.2.3 China's battery grade lithium carbonate stocks in July 2023 down by 0.9% MoM 11
5.3 Lithium hydroxide 11
5.3.1 Chinese lithium hydroxide monohydrate producers' operating rate in July 2023 down by 6.93% MOM 11
5.3.2 China's lithium hydroxide monohydrate output in July 2023 down by 6.94% MOM 12
5.3.3 Chinese lithium hydroxide monohydrate producers' stocks in July 2023 up by 2.68% MoM 12
5.4 LCO 12
5.4.1 Chinese LCO producers' operating rate in July 2023 unchanged MoM 12
5.4.2 China's LCO output in July 2023 level off MoM 13
5.4.3 China's LCO stocks in July 2023 unchanged MOM 13
5.5 LNCMO 14
5.5.1 Chinese LNCMO producers' operating rate in July 2023 down by 0.19% MoM 14
5.5.2 China's LNCMO output in July 2023 unchanged MoM 14
5.5.3 China's LNCMO inventory in July 2023 unchanged MoM 14
6. Customs Statistics 15
6.1 China's lithium carbonate imports in June 2023 climbs by 26.49% MOM 15
6.2 China's lithium carbonate exports in June 2023 declines by 39.82% MOM 15
6.3 China's lithium hydroxide exports in June 2023 down by 10.45% MOM 15
7 Relevant Industry News 16
7.1 3C electronics market 16
7.2 Battery industry 16
8. Market Outlook for Next Month 16
8.1 Chinese market 16
8.1.1 Delivered prices for lithium carbonate 99%min 16
8.1.2 Delivered prices for lithium carbonate 99.5%min 16
8.1.3 Delivered prices for lithium hydroxide 56.5%min 16
8.1.4 Delivered prices for lithium hydroxide 56.5%min, magnetic 0.0001%max 16
8.1.5 Delivered prices for lithium chloride 99.3%min 16
8.1.6 Delivered prices for lithium metal 99%min 16
8.1.7 Delivered prices for lithium metal 99.9%min 16
8.1.8 Delivered prices for LCO Co 60%min 16
8.1.9 Delivered prices for LNCMO 523 16
8.1.10 Delivered prices for LNCMO 622 16
8.1.11 Delivered prices for LMO 58%min 16
8.1.12 Delivered prices for LFP 3.9%min 16
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 0.0001%max 17
8.2.7 Delivered South Korea prices for lithium hydroxide monohydrate 56.5%min, magnetic 0.0001%max 17
