Monthly Lithium Report Mar 2018
2018-05-04 11:46:16 【Print】
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Content
1. Market Highlights 3
2. Economy and Policy 3
2.1 Chinese economy and policy 3
2.1.1 Environmental tax to be levied from April 1 3
2.1.2 State Council: value-added tax rate to fall from May 3
2.2 International Economy and policy 3
2.2.1 The FED announces to raise interest rate 3
2.1.2 The United States signs a trade memorandum with China 3
3. Market Movements 3
3.1 Chinese market 3
3.1.1 Spot prices for lithium carbonate stable 3
3.1.2 Prices for lithium hydroxide monohydrate up 4
3.1.3 Prices for lithium chloride stable 4
3.1.4 Prices for lithium metal remain stable 4
3.1.5 Prices for lithium cobalt oxide up further 5
3.1.6 Prices for ternary material continue to increase 5
3.1.7 Prices for lithium manganese oxide up 6
3.2 International market 6
3.2.1 CIF prices for spodumene still stable 6
3.2.2 CIF prices for lithium carbonate stable further 6
3.2.3 FOB prices for lithium hydroxide monohydrate continue to maintain stable 6
4. Producers Statistics 7
4.1 China's lithium carbonate output up by 7.6% MOM in March 7
4.2 China's lithium hydroxide output up by 3.9% MOM in March 7
4.3 China's ternary material output down by 5.4% MOM in March 7
5. Customs Statistics 8
5.1 China's imports of lithium carbonate down by 19.1% MOM in February 8
5.2 China's lithium hydroxide exports down by 34.4% MOM in February 10
5.3 China's ternary material precursor exports up by 100.7% MOM in February 11
5.4 China's ternary material exports up by 73.4% MOM 12
6. Relevant Industry News 13
6.1 Meidu Energy intends to acquire 98.51% of equity of Ruifu Lithium Industry by RMB2.9 billion 13
6.2 Great Wall: to sell 700,000 electric vehicles by 2025 13
6.3 Huayou Cobalt to invest in constructing lithium battery power ternary precursor new material project 13
6.4 Albemarle approved to increase lithium quota in Chile 13
6.5 SAIC combining CATL boosts recycling and reuse of new energy vehicle battery 13
6.6 Guoxuan High-Tech expects to put NCM622 upgraded-battery into production in Q3 13
6.7 Samsung, LG and BYD gather at CATL to discuss about international standards of lithium battery 14
6.8 Meiduhaichuang starts 50,000tpy-capacity lithium battery material project 14
6.9 Shanshan Science and Technology to put power battery project of RMB2 billion into operation in June 14
6.10 Weihua Company: the first production line funded by Zhiyuan Lithium put into operation 14
7. Market Outlook for Next Month 14
7.1 Spodumene 14
7.2 Lithium carbonate 14
7.3 Lithium hydroxide monohydrate 14
7.4 Lithium chloride 14
7.5 Lithium metal 15
7.6 Lithium cobalt oxide 15
7.6 Ternary material 15
7.8 Lithium manganese oxide 15
Graph content
Graph 1 Price trend of Chinese lithium carbonate 99.5%min in March 2018 (RMB/t) 4
Graph 2 Price trend of Chinese lithium carbonate 99%min in March 2018 (RMB/t) 4
Graph 3 Price trend of Chinese lithium hydroxide monohydrate 96%min, Na 0.002max in March 2018 (RMB/t) 4
Graph 4 Price trend of Chinese lithium hydroxide 56.5%min, Na 0.002max in March 2018 (RMB/t) 4
Graph 5 Price trend of Chinese lithium chloride 99.3%min Na0.003%max in March 2018 (RMB/t) 4
Graph 6 Price trend of Chinese lithium metal 99.9%min in March 2018 (RMB/t) 5
Graph 7 Price trend of Chinese lithium metal 99%min in March 2018 (RMB/t) 5
Graph 8 Price trend of Chinese lithium cobalt oxide 60%min in March 2018 (RMB/kg) 5
Graph 9 Price trend for Chinese NCM 523 in March 2018 (RMB/kg) 5
Graph 10 Price trend for Chinese NCM 523 precursor in March 2018 (RMB/t) 5
Graph 11 Price trend for Chinese NCM 622 in March 2018 (RMB/kg) 6
Graph 12 Price trend of Chinese lithium manganese oxide 58%min in March 2018 (RMB/t) 6
Graph 13 Price trend of Chinese spodumene 5-6% in March 2018 (USD/t) 6
Graph 14 CIF price trend for Chinese lithium carbonate 99.5%min in March 2018 (USD/kg) 6
Graph 15 FOB price trend for lithium hydroxide 96%min in March 2018 (USD/kg) 7
Graph 16 China's battery grade lithium carbonate output from Jan 2017 to Mar 2018 (ton) 7
Graph 17 China's industrial grade lithium carbonate output from Jan 2017 to Mar 2018 (ton) 7
Graph 18 China's lithium hydroxide output from Jan 2017 to Mar 2018 (ton) 7
Graph 19 China's ternary material output from Jan 2017 to Mar 2018 (ton) 7
Graph 20 China's lithium cobalt oxide output from Jan 2017 to March 2018 (ton) 8
Graph 21 China's imports of lithium carbonate from Jan 2017 to Feb 2018 (ton) 8
Graph 22 China's lithium carbonate imports by country (ton) 8
Graph 23 China's exports of lithium carbonate from Jan 2017 to Feb 2018 (ton) 8
Graph 24 China's exports of lithium hydroxide from Jan 2017 to Feb 2018 (ton) 10
Graph 25 China's exports of lithium hydroxide by country from Jan 2016 to Feb 2018 (ton) 10
Chart content
Chart 1 Statistics on China's lithium carbonate imports in Feb 2018 9
Chart 2 Statistics on China's lithium carbonate exports in February 2018 9
Chart 3 Statistics on China's lithium hydroxide exports in February 2018 10
Chart 4 Statistics on China's ternary material precursor exports in February 2018 11
Chart 5 Statistics on China's ternary material exports in February 2018 12
1. Market Highlights 3
2. Economy and Policy 3
2.1 Chinese economy and policy 3
2.1.1 Environmental tax to be levied from April 1 3
2.1.2 State Council: value-added tax rate to fall from May 3
2.2 International Economy and policy 3
2.2.1 The FED announces to raise interest rate 3
2.1.2 The United States signs a trade memorandum with China 3
3. Market Movements 3
3.1 Chinese market 3
3.1.1 Spot prices for lithium carbonate stable 3
3.1.2 Prices for lithium hydroxide monohydrate up 4
3.1.3 Prices for lithium chloride stable 4
3.1.4 Prices for lithium metal remain stable 4
3.1.5 Prices for lithium cobalt oxide up further 5
3.1.6 Prices for ternary material continue to increase 5
3.1.7 Prices for lithium manganese oxide up 6
3.2 International market 6
3.2.1 CIF prices for spodumene still stable 6
3.2.2 CIF prices for lithium carbonate stable further 6
3.2.3 FOB prices for lithium hydroxide monohydrate continue to maintain stable 6
4. Producers Statistics 7
4.1 China's lithium carbonate output up by 7.6% MOM in March 7
4.2 China's lithium hydroxide output up by 3.9% MOM in March 7
4.3 China's ternary material output down by 5.4% MOM in March 7
5. Customs Statistics 8
5.1 China's imports of lithium carbonate down by 19.1% MOM in February 8
5.2 China's lithium hydroxide exports down by 34.4% MOM in February 10
5.3 China's ternary material precursor exports up by 100.7% MOM in February 11
5.4 China's ternary material exports up by 73.4% MOM 12
6. Relevant Industry News 13
6.1 Meidu Energy intends to acquire 98.51% of equity of Ruifu Lithium Industry by RMB2.9 billion 13
6.2 Great Wall: to sell 700,000 electric vehicles by 2025 13
6.3 Huayou Cobalt to invest in constructing lithium battery power ternary precursor new material project 13
6.4 Albemarle approved to increase lithium quota in Chile 13
6.5 SAIC combining CATL boosts recycling and reuse of new energy vehicle battery 13
6.6 Guoxuan High-Tech expects to put NCM622 upgraded-battery into production in Q3 13
6.7 Samsung, LG and BYD gather at CATL to discuss about international standards of lithium battery 14
6.8 Meiduhaichuang starts 50,000tpy-capacity lithium battery material project 14
6.9 Shanshan Science and Technology to put power battery project of RMB2 billion into operation in June 14
6.10 Weihua Company: the first production line funded by Zhiyuan Lithium put into operation 14
7. Market Outlook for Next Month 14
7.1 Spodumene 14
7.2 Lithium carbonate 14
7.3 Lithium hydroxide monohydrate 14
7.4 Lithium chloride 14
7.5 Lithium metal 15
7.6 Lithium cobalt oxide 15
7.6 Ternary material 15
7.8 Lithium manganese oxide 15
Graph content
Graph 1 Price trend of Chinese lithium carbonate 99.5%min in March 2018 (RMB/t) 4
Graph 2 Price trend of Chinese lithium carbonate 99%min in March 2018 (RMB/t) 4
Graph 3 Price trend of Chinese lithium hydroxide monohydrate 96%min, Na 0.002max in March 2018 (RMB/t) 4
Graph 4 Price trend of Chinese lithium hydroxide 56.5%min, Na 0.002max in March 2018 (RMB/t) 4
Graph 5 Price trend of Chinese lithium chloride 99.3%min Na0.003%max in March 2018 (RMB/t) 4
Graph 6 Price trend of Chinese lithium metal 99.9%min in March 2018 (RMB/t) 5
Graph 7 Price trend of Chinese lithium metal 99%min in March 2018 (RMB/t) 5
Graph 8 Price trend of Chinese lithium cobalt oxide 60%min in March 2018 (RMB/kg) 5
Graph 9 Price trend for Chinese NCM 523 in March 2018 (RMB/kg) 5
Graph 10 Price trend for Chinese NCM 523 precursor in March 2018 (RMB/t) 5
Graph 11 Price trend for Chinese NCM 622 in March 2018 (RMB/kg) 6
Graph 12 Price trend of Chinese lithium manganese oxide 58%min in March 2018 (RMB/t) 6
Graph 13 Price trend of Chinese spodumene 5-6% in March 2018 (USD/t) 6
Graph 14 CIF price trend for Chinese lithium carbonate 99.5%min in March 2018 (USD/kg) 6
Graph 15 FOB price trend for lithium hydroxide 96%min in March 2018 (USD/kg) 7
Graph 16 China's battery grade lithium carbonate output from Jan 2017 to Mar 2018 (ton) 7
Graph 17 China's industrial grade lithium carbonate output from Jan 2017 to Mar 2018 (ton) 7
Graph 18 China's lithium hydroxide output from Jan 2017 to Mar 2018 (ton) 7
Graph 19 China's ternary material output from Jan 2017 to Mar 2018 (ton) 7
Graph 20 China's lithium cobalt oxide output from Jan 2017 to March 2018 (ton) 8
Graph 21 China's imports of lithium carbonate from Jan 2017 to Feb 2018 (ton) 8
Graph 22 China's lithium carbonate imports by country (ton) 8
Graph 23 China's exports of lithium carbonate from Jan 2017 to Feb 2018 (ton) 8
Graph 24 China's exports of lithium hydroxide from Jan 2017 to Feb 2018 (ton) 10
Graph 25 China's exports of lithium hydroxide by country from Jan 2016 to Feb 2018 (ton) 10
Chart content
Chart 1 Statistics on China's lithium carbonate imports in Feb 2018 9
Chart 2 Statistics on China's lithium carbonate exports in February 2018 9
Chart 3 Statistics on China's lithium hydroxide exports in February 2018 10
Chart 4 Statistics on China's ternary material precursor exports in February 2018 11
Chart 5 Statistics on China's ternary material exports in February 2018 12
