Monthly Lithium Market Report Sep 2019
2019-11-13 14:55:23 【Print】
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1. Market Highlights 3
2. Economy and Policy 3
2.1 Beijing government to give higher quota on new energy auto consumption 3
3. Market Movements 3
3.1 Chinese market 3
3.1.1 Lithium carbonate prices down 3
3.1.2 Lithium hydroxide prices go down further 3
3.1.3 Lithium chloride prices down 4
3.1.4 Prices for lithium metal down further 4
3.1.5 LCO prices up 5
3.1.6 LNCMO prices up 5
3.1.7 LMO prices down slightly 5
3.2 International market 5
3.2.1 Spodumene CIF China prices down 6
3.2.2 Lithium carbonate CIF China prices down 6
3.2.3 Lithium carbonate CIF Europe prices stable 6
3.2.4 Lithium carbonate CIF U.S. prices down slightly 6
3.2.5 Lithium carbonate FOB South America prices down 7
3.2.6 FOB prices for Chinese lithium hydroxide down 7
3.2.7 CIF South Korea prices for lithium hydroxide down 7
4. Company News 8
4.1 Argosy Minerals acquires Nevada-based Tonopah lithium project 8
4.2 Tianqi Lithium reports a high comprehensive gross profit margin 8
4.3 Guiqiang New Material: Li-ion battery anode material project goes into construction 8
4.4 Monadelphous gets contract for Albemarle's Kemerton lithium hydroxide plant 8
4.5 Tianqi Lithium's subsidiary inks long-term lithium hydroxide supply agreement with LG Chem 8
5. Producers Statistics 8
5.1 China's lithium carbonate output up by 2.2% MOM in Sep 8
5.2 China's lithium hydroxide output down by 7.8% MOM in Sep 9
5.3 China's LCO output up by 9.9% MOM in Sep 9
5.4 China's LNCMO output up by 6.2% MOM in Sep 9
6. Customs Statistics 9
6.1 China's lithium carbonate imports up by 111.1% YOY in Aug 9
6.2 China's lithium carbonate exports up by 34.4% YOY in Aug 10
6.3 China's lithium hydroxide exports up by 36.8% MOM in Aug 10
7 Relevant Industry News 11
7.1 3C electronics market 11
7.2 Power car market 11
7.3 Aerospace and medicine industries 11
8. Market Outlook for Next Month 11
8.1 Spodumene 11
8.2 Lithium carbonate 11
8.3 Lithium hydroxide 11
8.4 Lithium chloride 11
8.5 Lithium metal 11
8.6 LCO 11
8.7 LNCMO 11
8.8 LMO 11
8.9 CIF China prices for lithium carbonate 11
8.10 CIF Europe prices for lithium carbonate 12
8.11 CIF U.S. prices for lithium carbonate 12
8.12 FOB South America prices for lithium carbonate 12
8.13 FOB China prices for lithium hydroxide 12
8.14 CIF South Korea prices for lithium hydroxide 12
2. Economy and Policy 3
2.1 Beijing government to give higher quota on new energy auto consumption 3
3. Market Movements 3
3.1 Chinese market 3
3.1.1 Lithium carbonate prices down 3
3.1.2 Lithium hydroxide prices go down further 3
3.1.3 Lithium chloride prices down 4
3.1.4 Prices for lithium metal down further 4
3.1.5 LCO prices up 5
3.1.6 LNCMO prices up 5
3.1.7 LMO prices down slightly 5
3.2 International market 5
3.2.1 Spodumene CIF China prices down 6
3.2.2 Lithium carbonate CIF China prices down 6
3.2.3 Lithium carbonate CIF Europe prices stable 6
3.2.4 Lithium carbonate CIF U.S. prices down slightly 6
3.2.5 Lithium carbonate FOB South America prices down 7
3.2.6 FOB prices for Chinese lithium hydroxide down 7
3.2.7 CIF South Korea prices for lithium hydroxide down 7
4. Company News 8
4.1 Argosy Minerals acquires Nevada-based Tonopah lithium project 8
4.2 Tianqi Lithium reports a high comprehensive gross profit margin 8
4.3 Guiqiang New Material: Li-ion battery anode material project goes into construction 8
4.4 Monadelphous gets contract for Albemarle's Kemerton lithium hydroxide plant 8
4.5 Tianqi Lithium's subsidiary inks long-term lithium hydroxide supply agreement with LG Chem 8
5. Producers Statistics 8
5.1 China's lithium carbonate output up by 2.2% MOM in Sep 8
5.2 China's lithium hydroxide output down by 7.8% MOM in Sep 9
5.3 China's LCO output up by 9.9% MOM in Sep 9
5.4 China's LNCMO output up by 6.2% MOM in Sep 9
6. Customs Statistics 9
6.1 China's lithium carbonate imports up by 111.1% YOY in Aug 9
6.2 China's lithium carbonate exports up by 34.4% YOY in Aug 10
6.3 China's lithium hydroxide exports up by 36.8% MOM in Aug 10
7 Relevant Industry News 11
7.1 3C electronics market 11
7.2 Power car market 11
7.3 Aerospace and medicine industries 11
8. Market Outlook for Next Month 11
8.1 Spodumene 11
8.2 Lithium carbonate 11
8.3 Lithium hydroxide 11
8.4 Lithium chloride 11
8.5 Lithium metal 11
8.6 LCO 11
8.7 LNCMO 11
8.8 LMO 11
8.9 CIF China prices for lithium carbonate 11
8.10 CIF Europe prices for lithium carbonate 12
8.11 CIF U.S. prices for lithium carbonate 12
8.12 FOB South America prices for lithium carbonate 12
8.13 FOB China prices for lithium hydroxide 12
8.14 CIF South Korea prices for lithium hydroxide 12
