Monthly Lithium Report Apr 2018

Contents
1. Market Highlights 3
2. Economy and Policy 3
3. Market Movements 3
3.1 Chinese market 3
3.1.1 Prices for lithium carbonate down 3
3.1.2 Prices for lithium hydroxide monohydrate stable 3
3.1.3 Prices for lithium chloride down 4
3.1.4 Prices for lithium metal stable 4
3.1.5 Prices for lithium cobalt oxide stable before rising 4
3.1.6 Prices for ternary material down 5
3.1.7 Prices for lithium manganese oxide down 5
3.2 International market 5
3.2.1 CIF prices for spodumene stable 5
3.2.2 CIF prices for lithium carbonate stable 6
3.2.3 FOB prices for lithium hydroxide monohydrate continue stable 6
4. Company News 6
4.1 Jinkai Recycling Technology puts lithium carbonate into production in April 6
4.2 Qingdao Qianyun's lithium manganese oxide output up 6
4.3 Baiyin Zhabuye expects to resume lithium carbonate production in early May 6
4.4 Nanshi Lithium New Material's output for lithium carbonate up 7
5. Producers Statistics 7
5.1 China's lithium carbonate output down by 29.7% MOM in April 2018 7
5.2 China's lithium hydroxide output down by 7.6% MOM in April 2018 7
5.3 China's lithium cobalt oxide output down by 4.9% MOM in Apr 2018 8
5.4 China's ternary material output down by 5.4% MOM in Apr 2018 8
6. Customs Statistics 8
6.1 China's lithium carbonate imports down by 17% MOM in March 2018 8
6.2 China's lithium hydroxide exports down by 34.4% MOM in March 2018 10
6.3 China's ternary material exports down by 38.2% MOM in March 2018 11
6.4 China's ternary material precursor exports down by 30.7% MOM in March 2018 12
7. Relevant Industry News 12
7.1 EVE Energy puts soft package NCM battery plant of 1.5GWh into production 12
7.2 The high nickel multi-material of Beijing Easpring Material Technology applied in first-line new energy vehicle at home and abroad 12
7.3 Production and sales of new energy vehicle up YOY at a high rate from Jan to Mar 12
7.4 Panasonic to work with Tesla again to build a super battery factory in China 12
8. Market Outlook for Next Month 12
8.1 Spodumene 12
8.2 Lithium carbonate 13
8.3 Lithium hydroxide monohydrate 13
8.4 Lithium chloride 13
8.5 Lithium metal 13
8.6 Lithium cobalt oxide 13
8.7 Ternary material 13
8.8 Lithium manganese oxide 13

Graph content
Graph 1 Price trend of Chinese lithium carbonate 99.5%min in April 2018 (RMB/t) 3
Graph 2 Price trend of Chinese lithium carbonate 99%min in April 2018 (RMB/t) 3
Graph 3 Price trend of Chinese lithium hydroxide monohydrate 96%min, Na 0.002max in April 2018 (RMB/t) 3
Graph 4 Price trend of Chinese lithium hydroxide 56.5%min, Na 0.002max in April h 2018 (RMB/t) 4
Graph 5 Price trend of Chinese lithium chloride 99.3%min Na0.003%max in April 2018 (RMB/t) 4
Graph 6 Price trend of Chinese lithium metal 99.9%min in April 2018 (RMB/t) 4
Graph 7 Price trend of Chinese lithium metal 99%min in April 2018 (RMB/t) 4
Graph 8 Price trend of Chinese lithium cobalt oxide 60%min in April 2018 (RMB/kg) 4
Graph 9 Price trend for Chinese NCM 523 in April 2018 (RMB/kg) 5
Graph 10 Price trend for Chinese NCM 523 precursor in April 2018 (RMB/t) 5
Graph 11 Price trend for Chinese NCM 622 in April 2018 (RMB/kg) 5
Graph 12 Price trend of Chinese lithium manganese oxide 58%min in April 2018 (RMB/t) 5
Graph 13 Price trend of Chinese spodumene 5-6% in April 2018 (USD/t) 5
Graph 14 CIF price trend for Chinese lithium carbonate 99.5%min in April 2018 (USD/kg) 6
Graph 15 FOB price trend for lithium hydroxide 96%min in April 2018 (USD/kg) 6
Graph 16 China's battery grade lithium carbonate output from Jan 2017 to Apr 2018 by month (t) 7
Graph 17 China's industry grade lithium carbonate from Jan 2017 to Apr 2018 by month (t) 7
Graph 18 China's monthly output of lithium hydroxide from Jan 2017 to Apr 2018 (t) 7
Graph 19 China's lithium cobalt oxide output from Jan 2017 to Apr 2018 (ton) 8
Graph 20 China's ternary material output from Jan 2017 to Apr 2018 (ton) 8
Graph 21 China's imports of lithium carbonate from Jan 2017 to Mar 2018 (ton) 8
Graph 22 China's lithium carbonate imports by country from Jan 2017 to Mar 2018 (ton) 8
Graph 23 China's exports of lithium carbonate from Jan 2017 to Mar 2018 (ton) 9
Graph 24 China's exports of lithium hydroxide from Jan 2017 to Mar 2018 (ton) 10
Graph 25 China's exports of lithium hydroxide by country from Jan 2016 to Mar 2018 (ton) 10

Chart content
Chart 1 Statistics on China's lithium carbonate imports in Mar 2018 9
Chart 2 Statistics on China's lithium carbonate exports in April 2018 9
Chart 3 Statistics on China's lithium hydroxide exports in March 2018 10
Chart 4 Statistics on China's lithium hydroxide imports in March 2018 11
Chart 5 Statistics on China's ternary material exports in March 2018 11
Chart 6 Statistics on China's ternary material precursor exports in March 2018 12


.Asian Metal Copyright Producers Statistics 7 5Asian Metal Copyright