Monthly Lithium Report Feb 2018
2018-03-23 17:41:11 【Print】
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Content
1. Market Highlights 3
2. Economy and Policy 3
2.1 China's economy and policy 3
2.1.1 Four Ministries announce new energy auto subsidies for 2018. 3
2.1.2 The exchange rate of RMB against USD continuously up 3
2.2 International Economy and Policy 3
2.2.1 CPI increases by 1.2% YOY in February in Eurozone 3
2.2.2 CPI increases by 0.5% MOM in January in the U.S. 3
3. Company News 3
3.1 Gejiu Shengbihe plans to halt ternary material and lithium cobalt oxide production early February 3
3.2 Ganzhou Yatai Tungsten begins to produce battery grade lithium carbonate 3
4. Market Movements 4
4.1 Chinese market 4
4.1.1 Spot prices for lithium carbonate stop stable 4
4.1.2 Prices for lithium hydroxide monohydrate stable 4
4.1.3 Prices for lithium chloride stable 4
4.1.4 Prices for lithium metal firm 5
4.1.5 Prices for lithium cobalt oxide up sharply 5
4.1.6 Prices for ternary material up 5
4.1.7 Prices for lithium manganese oxide further up 6
4.2 International market 6
4.2.1 CIF prices for spodumene still stable 6
4.2.2 CIF prices for lithium carbonate stable 6
4.2.3 FOB prices for lithium hydroxide monohydrate continue to maintain stable 6
5. Producers Statistics 7
5.1 China's lithium carbonate output down by 0.3% MOM in February 7
5.2 China's lithium hydroxide output up by 27.6% YOY in February 7
5.3 China's ternary material output down by 5.4% MOM in February 8
6. Customs Statistics 8
6.1 China's imports of lithium carbonate up by 44.0% YOY in January 8
6.2 China's lithium hydroxide exports sharply up by 62.7% MOM in January 9
6.3 China's lithium carbonate exports up by 65.2% MOM in January 10
6.4 China exports 2,553t of ternary material precursor in January 10
7. Relevant Industry News 11
7.1 Tesla and launches communication with Chilean SQM 11
7.2 Great Wall signs letter of agreement with BMW 12
7.3 Ganfng Lithium completes construction of 20,000tpy lithium hydroxide project 12
7.4 The subsidiary of Weihua Corporation signs a supply contract of 10,000t lithium carbonate 12
8. Market Outlook for Next Month 12
8.1 Spodumene 12
8.2 Lithium carbonate 12
8.3 Lithium hydroxide monohydrate 12
8.4 Lithium chloride 12
8.5 Lithium metal 12
8.6 Lithium cobalt oxide 12
8.7 Ternary material 12
8.8 Lithium manganese oxide 13
Graph Content
Graph 1 Price trend of Chinese lithium carbonate 99.5%min in February 2018 (RMB/t) 4
Graph 2 Price trend of Chinese lithium carbonate 99%min in February 2018 (RMB/t) 4
Graph 3 Price trend of Chinese lithium hydroxide monohydrate 96%min in February 2018 (RMB/t) 4
Graph 4 Price trend of Chinese lithium hydroxide 56.5%min, Na 0.002max in February 2018 (RMB/t) 4
Graph 5 Price trend of Chinese lithium chloride 99.3%min Na0.003%max in February 2018 (RMB/t) 4
Graph 6 Price trend of Chinese lithium metal 99.9%min in February 2018 (RMB/t) 5
Graph 7 Price trend of Chinese lithium metal 99%min in February 2018 (RMB/t) 5
Graph 8 Price trend of Chinese lithium cobalt oxide 60%min in February 2018 (RMB/kg) 5
Graph 9 Price trend for Chinese NCM 523 in February 2018 (RMB/kg) 5
Graph 10 Price trend for Chinese NCM 523 precursor in February 2018 (RMB/t) 5
Graph 11 Price trend for Chinese NCM 622 in February 2018 (RMB/kg) 6
Graph 12 Price trend of Chinese lithium manganese oxide 58%min in February 2018 (RMB/t) 6
Graph 13 Price trend of Chinese spodumene 5-6% in February 2018 (USD/t) 6
Graph 14 CIF price trend for Chinese lithium carbonate 99.5%min in February 2018 (USD/kg) 6
Graph 15 FOB price trend for lithium hydroxide 96%min in January 2018 (USD/kg) 6
Graph 16 China's battery grade lithium carbonate output from Jan 2017 to Feb 2018 (ton) 7
Graph 17 China's industrial grade lithium carbonate output from Jan 2017 to Feb 2018 (ton) 7
Graph 18 China's lithium hydroxide output from Jan 2017 to Feb 2018 (ton) 7
Graph 19 China's lithium hydroxide stocks from Jan 2017 to Feb 2018 (ton) 7
Graph 20 China's ternary material output from Jan 2017 to Feb 2018 (ton) 8
Graph 21 China's imports of lithium carbonate from Jan 2017 to Jan 2018 (ton) 8
Graph 22 China's lithium carbonate imports by country (ton) 8
Graph 23 China's exports of lithium hydroxide from Jan 2017 to Jan 2018 (ton) 9
Graph 24 China's exports of lithium hydroxide by country from Jan 2016 to Jan 2018 (ton) 9
Chart Content
Chart 1 National subsidy standard for pure EV in 2018 3
Chart 2 Statistics on China's lithium carbonate imports in Jan 2018 8
Chart 3 Statistics on China's lithium hydroxide exports in January 2018 10
Chart 4 Statistics on China's lithium carbonate exports in January 2018 10
Chart 5 Statistics on China's ternary material precursor exports in January 2018 10
Chart 6 Statistics on China's ternary material exports in January 2018 11
1. Market Highlights 3
2. Economy and Policy 3
2.1 China's economy and policy 3
2.1.1 Four Ministries announce new energy auto subsidies for 2018. 3
2.1.2 The exchange rate of RMB against USD continuously up 3
2.2 International Economy and Policy 3
2.2.1 CPI increases by 1.2% YOY in February in Eurozone 3
2.2.2 CPI increases by 0.5% MOM in January in the U.S. 3
3. Company News 3
3.1 Gejiu Shengbihe plans to halt ternary material and lithium cobalt oxide production early February 3
3.2 Ganzhou Yatai Tungsten begins to produce battery grade lithium carbonate 3
4. Market Movements 4
4.1 Chinese market 4
4.1.1 Spot prices for lithium carbonate stop stable 4
4.1.2 Prices for lithium hydroxide monohydrate stable 4
4.1.3 Prices for lithium chloride stable 4
4.1.4 Prices for lithium metal firm 5
4.1.5 Prices for lithium cobalt oxide up sharply 5
4.1.6 Prices for ternary material up 5
4.1.7 Prices for lithium manganese oxide further up 6
4.2 International market 6
4.2.1 CIF prices for spodumene still stable 6
4.2.2 CIF prices for lithium carbonate stable 6
4.2.3 FOB prices for lithium hydroxide monohydrate continue to maintain stable 6
5. Producers Statistics 7
5.1 China's lithium carbonate output down by 0.3% MOM in February 7
5.2 China's lithium hydroxide output up by 27.6% YOY in February 7
5.3 China's ternary material output down by 5.4% MOM in February 8
6. Customs Statistics 8
6.1 China's imports of lithium carbonate up by 44.0% YOY in January 8
6.2 China's lithium hydroxide exports sharply up by 62.7% MOM in January 9
6.3 China's lithium carbonate exports up by 65.2% MOM in January 10
6.4 China exports 2,553t of ternary material precursor in January 10
7. Relevant Industry News 11
7.1 Tesla and launches communication with Chilean SQM 11
7.2 Great Wall signs letter of agreement with BMW 12
7.3 Ganfng Lithium completes construction of 20,000tpy lithium hydroxide project 12
7.4 The subsidiary of Weihua Corporation signs a supply contract of 10,000t lithium carbonate 12
8. Market Outlook for Next Month 12
8.1 Spodumene 12
8.2 Lithium carbonate 12
8.3 Lithium hydroxide monohydrate 12
8.4 Lithium chloride 12
8.5 Lithium metal 12
8.6 Lithium cobalt oxide 12
8.7 Ternary material 12
8.8 Lithium manganese oxide 13
Graph Content
Graph 1 Price trend of Chinese lithium carbonate 99.5%min in February 2018 (RMB/t) 4
Graph 2 Price trend of Chinese lithium carbonate 99%min in February 2018 (RMB/t) 4
Graph 3 Price trend of Chinese lithium hydroxide monohydrate 96%min in February 2018 (RMB/t) 4
Graph 4 Price trend of Chinese lithium hydroxide 56.5%min, Na 0.002max in February 2018 (RMB/t) 4
Graph 5 Price trend of Chinese lithium chloride 99.3%min Na0.003%max in February 2018 (RMB/t) 4
Graph 6 Price trend of Chinese lithium metal 99.9%min in February 2018 (RMB/t) 5
Graph 7 Price trend of Chinese lithium metal 99%min in February 2018 (RMB/t) 5
Graph 8 Price trend of Chinese lithium cobalt oxide 60%min in February 2018 (RMB/kg) 5
Graph 9 Price trend for Chinese NCM 523 in February 2018 (RMB/kg) 5
Graph 10 Price trend for Chinese NCM 523 precursor in February 2018 (RMB/t) 5
Graph 11 Price trend for Chinese NCM 622 in February 2018 (RMB/kg) 6
Graph 12 Price trend of Chinese lithium manganese oxide 58%min in February 2018 (RMB/t) 6
Graph 13 Price trend of Chinese spodumene 5-6% in February 2018 (USD/t) 6
Graph 14 CIF price trend for Chinese lithium carbonate 99.5%min in February 2018 (USD/kg) 6
Graph 15 FOB price trend for lithium hydroxide 96%min in January 2018 (USD/kg) 6
Graph 16 China's battery grade lithium carbonate output from Jan 2017 to Feb 2018 (ton) 7
Graph 17 China's industrial grade lithium carbonate output from Jan 2017 to Feb 2018 (ton) 7
Graph 18 China's lithium hydroxide output from Jan 2017 to Feb 2018 (ton) 7
Graph 19 China's lithium hydroxide stocks from Jan 2017 to Feb 2018 (ton) 7
Graph 20 China's ternary material output from Jan 2017 to Feb 2018 (ton) 8
Graph 21 China's imports of lithium carbonate from Jan 2017 to Jan 2018 (ton) 8
Graph 22 China's lithium carbonate imports by country (ton) 8
Graph 23 China's exports of lithium hydroxide from Jan 2017 to Jan 2018 (ton) 9
Graph 24 China's exports of lithium hydroxide by country from Jan 2016 to Jan 2018 (ton) 9
Chart Content
Chart 1 National subsidy standard for pure EV in 2018 3
Chart 2 Statistics on China's lithium carbonate imports in Jan 2018 8
Chart 3 Statistics on China's lithium hydroxide exports in January 2018 10
Chart 4 Statistics on China's lithium carbonate exports in January 2018 10
Chart 5 Statistics on China's ternary material precursor exports in January 2018 10
Chart 6 Statistics on China's ternary material exports in January 2018 11
