Monthly Lithium Market Report April 2019
2019-05-16 18:57:23 【Print】
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Contents
1. Market Highlights 3
2. Economy and Policy 3
2.1 China cuts VAT rate from April 3
2.2 China, U.S. to maintain close communication on trade 3
3. Market Movements 3
3.1 Chinese market 3
3.1.1 Lithium carbonate prices stable 3
3.1.2 Lithium hydroxide prices go down further 3
3.1.3 Prices for lithium chloride up dramatically 4
3.1.4 Prices for lithium metal down further 4
3.1.5 LCO prices up 4
3.1.6 Prices for Chinese LNCMO down slightly 5
3.1.7 LMO prices down slightly 6
3.2 International market 6
3.2.1 Spodumene CIF prices down 6
3.2.2 Lithium carbonate CIF prices down 6
3.2.3 FOB prices for Chinese lithium hydroxide down 6
4. Company News 7
4.1 BYD's new energy vehicle sales up by 146.89% YOY from Jan to Mar 7
4.2 Yongxing Special Stainless Steel to put new energy project into operation in H1 2019 7
4.3 Guangxi Tianyuan postpones lithium salt production 7
4.4 Huayou Cobalt to acquire 100% shares of B&M Science and Technology 7
4.5 SQM expects lithium demand to grow 20% this year 7
4.6 Yahua Group to put lithium hydroxide production lines into operation 7
4.7 Sinochem International Corporation to put LNCMO production lines into operation in H2 2019 8
4.8 Lake Lithium to put into operation new lithium carbonate production line in H2 2019 8
4.9 Tangshan Xinfeng Lithium to put lithium carbonate production lines into operation in H2 2019 8
4.10 Lishen Battery Qingdao Production Base (Phase Ⅰ) goes into operation 8
5. Producers Statistics 8
5.1 China's lithium carbonate output up by 11.1% MOM in Apr 8
5.2 China's lithium hydroxide output up by 12.9% MOM in Apr 9
5.3 China's LCO output up by 17.4% MOM in Apr 9
5.4 China's LNCMO output up by 17.0% MOM in Apr 9
6. Relevant Industry News 9
6.1 3C electronics market 9
6.2 Power car market 9
6.3 Aerospace and medicine industries 10
7. Market Outlook for Next Month 10
7.1 Spodumene 10
7.2 Lithium carbonate 10
7.3 Lithium hydroxide 10
7.4 Lithium chloride 10
7.5 Lithium metal 10
7.6 LCO 10
7.7 LNCMO 10
7.8 LMO 10
Graphs
Graph 1 Price trend of Chinese lithium carbonate 99.5%min from Mar 2019 to Apr 2019 (RMB/t) 3
Graph 2 Price trend of Chinese lithium carbonate 99%min from Mar 2019 to Apr 2019 (RMB/t) 3
Graph 3 Price trend of Chinese lithium hydroxide monohydrate 56.5%min, magnetic substance 0.0001max from Mar 2019 to Apr 2019 (RMB/t) 4
Graph 4 Price trend of Chinese lithium hydroxide 56.5%min from Mar 2019 to Apr 2019 (RMB/t) 4
Graph 5 Price trend of Chinese lithium chloride LiCl 99.3%min from Mar 2019 to Apr 2019 (RMB/t) 4
Graph 6 Price trend of Chinese lithium metal 99.9%min from Mar 2019 to Apr 2019 (RMB/t) 4
Graph 7 Price trend of Chinese lithium metal 99%min from Mar 2019 to Apr 2019 (RMB/t) 4
Graph 8 Price trend of Chinese LCO 60%min from Mar 2019 to Apr 2019 (RMB/kg) 5
Graph 9 Price trend for Chinese LNCMO 523 from Mar 2019 to Apr 2019 (RMB/kg) 5
Graph 10 Price trend for Chinese NCM precursor 523 precursor from Mar 2019 to Apr 2019 (RMB/t) 5
Graph 11 Price trend for Chinese LNCMO 622 from Mar 2019 to Apr 2019 (RMB/kg) 5
Graph 12 Price trend for Chinese NCM precursor 622 from Mar 2019 to Apr 2019 (RMB/kg) 5
Graph 13 Price trend of Chinese LMO 58%min from Mar 2019 to Apr 2019 (RMB/t) 6
Graph 14 CIF price trend of spodumene 5-6% in China from Mar 2019 to Apr 2019 (USD/t) 6
Graph 15 CIF price trend for lithium carbonate 99.5%min in China from Mar 2019 to Apr 2019 (USD/kg) 6
Graph 16 FOB price trend for Chinese lithium hydroxide monohydrate 56.5%min, magnetic substance 0.0001max from Mar 2019 to Apr 2019 (USD/kg) 6
Graph 17 China's battery grade lithium carbonate output from Jan 2018 to Apr 2019 by month (t) 8
Graph 18 China's industrial grade lithium carbonate output from Jan 2018 to Apr 2019 by month (t) 8
Graph 19 China's monthly output of lithium hydroxide from Jan 2018 to Apr 2019 (t) 9
Graph 20 China's LCO output from Jan 2018 to Apr 2019 (ton) 9
Graph 21 China's LNCMO output from Jan 2018 to Apr 2019 (ton) 9
1. Market Highlights 3
2. Economy and Policy 3
2.1 China cuts VAT rate from April 3
2.2 China, U.S. to maintain close communication on trade 3
3. Market Movements 3
3.1 Chinese market 3
3.1.1 Lithium carbonate prices stable 3
3.1.2 Lithium hydroxide prices go down further 3
3.1.3 Prices for lithium chloride up dramatically 4
3.1.4 Prices for lithium metal down further 4
3.1.5 LCO prices up 4
3.1.6 Prices for Chinese LNCMO down slightly 5
3.1.7 LMO prices down slightly 6
3.2 International market 6
3.2.1 Spodumene CIF prices down 6
3.2.2 Lithium carbonate CIF prices down 6
3.2.3 FOB prices for Chinese lithium hydroxide down 6
4. Company News 7
4.1 BYD's new energy vehicle sales up by 146.89% YOY from Jan to Mar 7
4.2 Yongxing Special Stainless Steel to put new energy project into operation in H1 2019 7
4.3 Guangxi Tianyuan postpones lithium salt production 7
4.4 Huayou Cobalt to acquire 100% shares of B&M Science and Technology 7
4.5 SQM expects lithium demand to grow 20% this year 7
4.6 Yahua Group to put lithium hydroxide production lines into operation 7
4.7 Sinochem International Corporation to put LNCMO production lines into operation in H2 2019 8
4.8 Lake Lithium to put into operation new lithium carbonate production line in H2 2019 8
4.9 Tangshan Xinfeng Lithium to put lithium carbonate production lines into operation in H2 2019 8
4.10 Lishen Battery Qingdao Production Base (Phase Ⅰ) goes into operation 8
5. Producers Statistics 8
5.1 China's lithium carbonate output up by 11.1% MOM in Apr 8
5.2 China's lithium hydroxide output up by 12.9% MOM in Apr 9
5.3 China's LCO output up by 17.4% MOM in Apr 9
5.4 China's LNCMO output up by 17.0% MOM in Apr 9
6. Relevant Industry News 9
6.1 3C electronics market 9
6.2 Power car market 9
6.3 Aerospace and medicine industries 10
7. Market Outlook for Next Month 10
7.1 Spodumene 10
7.2 Lithium carbonate 10
7.3 Lithium hydroxide 10
7.4 Lithium chloride 10
7.5 Lithium metal 10
7.6 LCO 10
7.7 LNCMO 10
7.8 LMO 10
Graphs
Graph 1 Price trend of Chinese lithium carbonate 99.5%min from Mar 2019 to Apr 2019 (RMB/t) 3
Graph 2 Price trend of Chinese lithium carbonate 99%min from Mar 2019 to Apr 2019 (RMB/t) 3
Graph 3 Price trend of Chinese lithium hydroxide monohydrate 56.5%min, magnetic substance 0.0001max from Mar 2019 to Apr 2019 (RMB/t) 4
Graph 4 Price trend of Chinese lithium hydroxide 56.5%min from Mar 2019 to Apr 2019 (RMB/t) 4
Graph 5 Price trend of Chinese lithium chloride LiCl 99.3%min from Mar 2019 to Apr 2019 (RMB/t) 4
Graph 6 Price trend of Chinese lithium metal 99.9%min from Mar 2019 to Apr 2019 (RMB/t) 4
Graph 7 Price trend of Chinese lithium metal 99%min from Mar 2019 to Apr 2019 (RMB/t) 4
Graph 8 Price trend of Chinese LCO 60%min from Mar 2019 to Apr 2019 (RMB/kg) 5
Graph 9 Price trend for Chinese LNCMO 523 from Mar 2019 to Apr 2019 (RMB/kg) 5
Graph 10 Price trend for Chinese NCM precursor 523 precursor from Mar 2019 to Apr 2019 (RMB/t) 5
Graph 11 Price trend for Chinese LNCMO 622 from Mar 2019 to Apr 2019 (RMB/kg) 5
Graph 12 Price trend for Chinese NCM precursor 622 from Mar 2019 to Apr 2019 (RMB/kg) 5
Graph 13 Price trend of Chinese LMO 58%min from Mar 2019 to Apr 2019 (RMB/t) 6
Graph 14 CIF price trend of spodumene 5-6% in China from Mar 2019 to Apr 2019 (USD/t) 6
Graph 15 CIF price trend for lithium carbonate 99.5%min in China from Mar 2019 to Apr 2019 (USD/kg) 6
Graph 16 FOB price trend for Chinese lithium hydroxide monohydrate 56.5%min, magnetic substance 0.0001max from Mar 2019 to Apr 2019 (USD/kg) 6
Graph 17 China's battery grade lithium carbonate output from Jan 2018 to Apr 2019 by month (t) 8
Graph 18 China's industrial grade lithium carbonate output from Jan 2018 to Apr 2019 by month (t) 8
Graph 19 China's monthly output of lithium hydroxide from Jan 2018 to Apr 2019 (t) 9
Graph 20 China's LCO output from Jan 2018 to Apr 2019 (ton) 9
Graph 21 China's LNCMO output from Jan 2018 to Apr 2019 (ton) 9
