Lithium Market Report August 2017

Content
Abstract 2
1 Industry News 2
1.1 Fourth round of central environmental inspections begins 2
1.2 Guoxuan High-Tech jointly with BYD makes a RMB900 million entry into NCM anode materials business 2
1.3 Lithium Energy’s Huizhou-based 1GWh ternary power battery project to go into operation in late August 2
1.4 Huayou Cobalt to invest RMB68.42 million in Australian company 2
2 Company news 3
2.1 Qinghai Lithium's lithium carbonate output down by 50% MOM in August 3
2.2 Tianli Energy's ternary material output up in August 3
2.3 Ganfeng Lithium to increase lithium hydroxide capacity 3
3 Domestic market review 3
3.1 Lithium carbonate prices continue to pick up 3
3.2 Lithium hydroxide monohydrate prices down further 3
3.3 Lithium chloride prices remain stable 4
3.4 Lithium metal prices decline further 4
3.5 Lithium cobalt oxide prices up In August 4
3.6 NCM prices stable 5
4 Import and export data 5
4.1 China’s lithium carbonate imports down by 34.4% YOY in July 5
4.2 China’s lithium hydroxide exports up by 62% MOM in 2017 6
5 Output data 7
5.1 China’s lithium carbonate output down by 8.6% MOM in August 7
5.2 China’s lithium hydroxide monohydrate output up by 15.3% MOM in July 2017 8
5.3 Chinese NCM output up by 13.5% MOM in August 8

Graph content

Graph 1 Chinese lithium carbonate 99.5%min price trend from Jul to Aug 2017 (RMB/t) 3
Graph 2 Chinese lithium carbonate 99%min price trend from Jul to Aug 2017 (RMB/t) 3
Graph 3 Chinese lithium hydroxide 96%min, Na 0.002max, price trend from Jul to Aug 2017 (RMB/t) 4
Graph 4 Chinese lithium hydroxide 56.5%min, Na 0.002max, price trend from Jul to Aug 2017 (RMB/t) 4
Graph 5 Chinese LiCl 99.3%min Na0.003%max price trend from Jul to Aug 2017 (RMB/t) 4
Graph 6 Chinese lithium metal 99.9%min price trend from Jul to Aug 2017（RMB/t） 4
Graph 7 Chinese lithium metal 99%min price trend from Jul to Aug 2017 (RMB/t) 4
Graph 8 Chinese lithium cobalt oxide 60%min price trend from Jul to Aug 2017 (RMB/kg) 5
Graph 9 Chinese NCM 523 price trend from Jul to Aug 2017 (RMB/kg) 5
Graph 10 Chinese NCM 523 precursor price trend from Jul to Aug 2017 (RMB/kg) 5
Graph 11 China’s lithium carbonate imports by month from Jan 2016 to Jul 2017 (t) 5
Graph 12 China’s exports for lithium hydroxide by month from Jan 2016 to Jul 2017 (t) 6
Graph 13 China’s monthly exports for lithium hydroxide by major countries in 2017 (t) 6
Graph 14 China's battery grade lithium carbonate output by month (t) 8
Graph 15 China’s industrial grade lithium carbonate output by month (t) 8
Graph 16 Lithium hydroxide monohydrate output in Chinese market by month (t) 8
Graph 17 Chinese NCM output by month (tons) 8


Table content

Table 1 Chinese lithium carbonate imports in July 2017 5
Table 2 Chinese lithium hydroxide exports in July 2017 7


.Asian Metal Copyright1 Qinghai Lithium's lithium carbonate output down by 50% MOM in August 3 2Asian Metal Copyright