Monthly Lithium Market Report Nov 2017
2017-12-14 13:42:08 【Print】
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Contents
1. Market Highlights 3
2. Company News 3
2.1 China Automotive Battery delays expanding ternary material production 3
2.2 Shengbihe Industry to raise ternary material capacity in 2018 3
2.3 Zhuoneng Battery Material lowers lithium iron phosphate output 3
2.4 Xinzheng Lithium cuts NCM operation capacity 3
2.5 Gaoyuan Lithium Electric postpones operating new lithium hydroxide production lines 3
2.6 Hengxinrong Lithium's 20,000tpy battery grade lithium carbonate project starts operation 4
2.7 Chongqing Terry's 100,000tpy lithium battery anode material project of phase two starts construction 4
2.8 GEM to increases newly ternary precursor capacity of 60,000t 4
3. Chinese Market 4
3.1 Policy and Economy 4
3.1.1 China's PMI Was 51.8 Percent in November 4
3.1.2 NDRC: New energy vehicles to reach 700 thousand units in 2017 4
3.2 Market Movements 4
3.2.1 Industrial grade lithium carbonate prices up 4
3.2.2 Lithium hydroxide monohydrate prices stable 5
3.2.3 Lithium chloride prices up slightly 5
3.2.4 Lithium metal prices up further 5
3.2.5 Lithium cobalt oxide prices up slightly 6
3.2.6 NCM prices up further 6
4. Producers Statistics 6
4.1 China's lithium carbonate output up by 12.0% MOM in November 6
4.2 China's lithium hydroxide monohydrate output up by 10.1% YOY in November 2017 7
5. Customs Statistics 7
5.1 China's lithium carbonate imports up by 10.6% MOM in October 7
5.2 China's lithium hydroxide exports down by 15.4% MOM in October 2017 9
6. Relevant Industry News 9
6.1 Tesla plans to build super charging station in Norway 9
6.2 Jiangxi Xinyu builds a complete industrial chain of lithium 10
6.3 Yongxing Special Stainless Steel to purchase 67.90% shares of Hzone Lithium 10
6.4 MOT expects new energy buses to reach 200 thousand units in 2017 10
6.5 High-energy-density Li-ion super-capacitor made of modified graphene comes into quantity production in China 10
6.6 Volkswagen plans to transform German factory to BEV factory 10
6.7 Guoxuan Hi-Tech expects to start production of upgraded cells of ternary 622 in Q2 of 2018 10
6.8 CITIC Guoan Wine acquires Guoan Lithium and layout new energy automotive industry chain 10
7 Market Outlook for December 10
7.1 Lithium carbonate 10
7.2 Lithium hydroxide monohydrate 10
7.3 lithium chloride and lithium metal 10
7.4 lithium cobalt oxide 11
7.5 NCM 11
Graph contents
Graph 1 Chinese lithium carbonate 99.5%min price trend from Oct to Nov 2017 (RMB/t) 4
Graph 2 Chinese lithium carbonate 99%min price trend from Oct to Nov 2017 (RMB/t) 4
Graph 3 Chinese lithium hydroxide 96%min,Na 0.002max, price trend from Oct to Nov 2017 (RMB/t) 5
Graph 4 Chinese lithium hydroxide 56.5%min,Na 0.002max, price trend from Oct to Nov 2017 (RMB/t) 5
Graph 5 Chinese LiCl 99.3%min Na0.003%max price trend from Oct to Nov 2017 (RMB/t) 5
Graph 6 Chinese lithium metal 99.9%min price trend from Oct to Nov 2017(RMB/t) 5
Graph 7 Chinese lithium metal 99%min price trend from Oct to Nov 2017 (RMB/t) 5
Graph 8 Chinese lithium cobalt oxide 60%min price trend from Oct to Nov 2017 (RMB/kg) 6
Graph 9 Chinese NCM 523 price trend from Oct to Nov 2017 (RMB/kg) 6
Graph 10 Chinese NCM 523 precursor price trend from Oct to Nov 2017 (RMB/kg) 6
Graph 11 China's battery grade lithium carbonate output by month from Jan 2016 to Nov 2017 (ton) 6
Graph 12 China's lithium carbonate output by major region from Jan 2016 to Nov 2017 (ton) 7
Graph 13 China's lithium hydroxide monohydrate output by month from Jan 2016 to Nov 2017 (ton) 7
Graph 14 China's lithium carbonate imports by month from Jan 2016 to Nov 2017 (ton) 7
Graph 15 China's lithium carbonate imports by month and country from Jan 2016 to Nov 2017 (ton) 8
Graph 16 China's monthly exports for lithium hydroxide from Jan 2016 to Nov 2017 (ton) 9
Graph 17 China's monthly exports for lithium hydroxide by country from Jan 2016 to Nov 2017 (ton) 9
Table contents
Table 1 Chinese lithium carbonate imports in October 2017 8
Table 2 Chinese lithium hydroxide exports in October 2017 9
1. Market Highlights 3
2. Company News 3
2.1 China Automotive Battery delays expanding ternary material production 3
2.2 Shengbihe Industry to raise ternary material capacity in 2018 3
2.3 Zhuoneng Battery Material lowers lithium iron phosphate output 3
2.4 Xinzheng Lithium cuts NCM operation capacity 3
2.5 Gaoyuan Lithium Electric postpones operating new lithium hydroxide production lines 3
2.6 Hengxinrong Lithium's 20,000tpy battery grade lithium carbonate project starts operation 4
2.7 Chongqing Terry's 100,000tpy lithium battery anode material project of phase two starts construction 4
2.8 GEM to increases newly ternary precursor capacity of 60,000t 4
3. Chinese Market 4
3.1 Policy and Economy 4
3.1.1 China's PMI Was 51.8 Percent in November 4
3.1.2 NDRC: New energy vehicles to reach 700 thousand units in 2017 4
3.2 Market Movements 4
3.2.1 Industrial grade lithium carbonate prices up 4
3.2.2 Lithium hydroxide monohydrate prices stable 5
3.2.3 Lithium chloride prices up slightly 5
3.2.4 Lithium metal prices up further 5
3.2.5 Lithium cobalt oxide prices up slightly 6
3.2.6 NCM prices up further 6
4. Producers Statistics 6
4.1 China's lithium carbonate output up by 12.0% MOM in November 6
4.2 China's lithium hydroxide monohydrate output up by 10.1% YOY in November 2017 7
5. Customs Statistics 7
5.1 China's lithium carbonate imports up by 10.6% MOM in October 7
5.2 China's lithium hydroxide exports down by 15.4% MOM in October 2017 9
6. Relevant Industry News 9
6.1 Tesla plans to build super charging station in Norway 9
6.2 Jiangxi Xinyu builds a complete industrial chain of lithium 10
6.3 Yongxing Special Stainless Steel to purchase 67.90% shares of Hzone Lithium 10
6.4 MOT expects new energy buses to reach 200 thousand units in 2017 10
6.5 High-energy-density Li-ion super-capacitor made of modified graphene comes into quantity production in China 10
6.6 Volkswagen plans to transform German factory to BEV factory 10
6.7 Guoxuan Hi-Tech expects to start production of upgraded cells of ternary 622 in Q2 of 2018 10
6.8 CITIC Guoan Wine acquires Guoan Lithium and layout new energy automotive industry chain 10
7 Market Outlook for December 10
7.1 Lithium carbonate 10
7.2 Lithium hydroxide monohydrate 10
7.3 lithium chloride and lithium metal 10
7.4 lithium cobalt oxide 11
7.5 NCM 11
Graph contents
Graph 1 Chinese lithium carbonate 99.5%min price trend from Oct to Nov 2017 (RMB/t) 4
Graph 2 Chinese lithium carbonate 99%min price trend from Oct to Nov 2017 (RMB/t) 4
Graph 3 Chinese lithium hydroxide 96%min,Na 0.002max, price trend from Oct to Nov 2017 (RMB/t) 5
Graph 4 Chinese lithium hydroxide 56.5%min,Na 0.002max, price trend from Oct to Nov 2017 (RMB/t) 5
Graph 5 Chinese LiCl 99.3%min Na0.003%max price trend from Oct to Nov 2017 (RMB/t) 5
Graph 6 Chinese lithium metal 99.9%min price trend from Oct to Nov 2017(RMB/t) 5
Graph 7 Chinese lithium metal 99%min price trend from Oct to Nov 2017 (RMB/t) 5
Graph 8 Chinese lithium cobalt oxide 60%min price trend from Oct to Nov 2017 (RMB/kg) 6
Graph 9 Chinese NCM 523 price trend from Oct to Nov 2017 (RMB/kg) 6
Graph 10 Chinese NCM 523 precursor price trend from Oct to Nov 2017 (RMB/kg) 6
Graph 11 China's battery grade lithium carbonate output by month from Jan 2016 to Nov 2017 (ton) 6
Graph 12 China's lithium carbonate output by major region from Jan 2016 to Nov 2017 (ton) 7
Graph 13 China's lithium hydroxide monohydrate output by month from Jan 2016 to Nov 2017 (ton) 7
Graph 14 China's lithium carbonate imports by month from Jan 2016 to Nov 2017 (ton) 7
Graph 15 China's lithium carbonate imports by month and country from Jan 2016 to Nov 2017 (ton) 8
Graph 16 China's monthly exports for lithium hydroxide from Jan 2016 to Nov 2017 (ton) 9
Graph 17 China's monthly exports for lithium hydroxide by country from Jan 2016 to Nov 2017 (ton) 9
Table contents
Table 1 Chinese lithium carbonate imports in October 2017 8
Table 2 Chinese lithium hydroxide exports in October 2017 9
