Monthly Lithium Market Report Dec 2017

Table of contents

1. Market Highlights 2
2. Company News 2
2.1 Xinzheng Lithium cuts NCM operation capacity 2
2.2 Jiangte Lithium Battery plans to suspend NCM production in late January 2018 2
2.3 Jiangxi Zhili Technology reduces output of lithium iron phosphate 2
3. Chinese Market 3
3.1 Economy and Policy 3
3.2 Market Movements 3
3.2.1 Lithium carbonate prices decline 3
3.2.2 Prices for lithium hydroxide monohydrate continue to be stable 3
3.2.3 Lithium chloride prices decline 4
3.2.4 Lithium metal prices stable 4
3.2.5 Lithium cobalt oxide prices continue to rise 4
3.2.6 Lithium nickel cobalt oxide prices stable 5
4. Producers Statistics 5
4.1 China' s lithium carbonate output up by 70.4% YOY sharply in December 5
5.1 China' s lithium carbonate imports up by 10.6% MOM 6
5.2 China' s lithium hydroxide exports up by 33.6% MOM in November 2017 7
6. Relevant Industry News 8
6.1 Yahua Industrial Group signs lithium concentrate off-take agreement with Galaxy Lithium 8
6.2 BYD: Passenger cars to be equipped with NCM lithium battery in 2018 8
6.3 China Minmetals Salt Lake plans to start 50,000tpy-capacity battery grade lithium carbonate project 8
6.4 Toyota announces to raise global sales of electric vehicle 9
6.5 Zangge Holding Limited successfully extracts lithium carbonate 9
6.6 Dynavolt Technology acquires shares of an overseas lithium company 9
7. Market Outlook for Next Month 9
7.1 Lithium carbonate 9
7.2 Lithium hydroxide monohydrate 9
7.3 Lithium chloride 9
7.4 Lithium metal 9
7.4 lithium cobalt oxide 9
7.5 Lithium nickel cobalt manganese oxide 9

Graphs
Graph 1 Chinese lithium carbonate 99.5%min price trend from Nov to Dec 2017 (RMB/t) 3
Graph 2 Chinese lithium carbonate 99%min price trend from Nov to Dec 2017 (RMB/t) 3
Graph 3 Chinese lithium hydroxide 96%min, Na 0.002max, price trend from Nov to Dec 2017 (RMB/t) 4
Graph 4 Chinese lithium hydroxide 96.5%min, Na 0.002max, price trend from Nov to Dec 2017 (RMB/t) 4
Graph 5 Chinese LiCl 99.3%min Na0.003%max price trend from Nov to Dec 2017 (RMB/t) 4
Graph 6 Chinese lithium metal 99.9%min price trend from Nov to Dec 2017 (RMB/t) 4
Graph 7 Chinese lithium metal 99%min price trend from Nov to Dec 2017 (RMB/t) 4
Graph 8 Chinese lithium cobalt oxide 60%min price trend from Nov to Dec 2017 (RMB/kg) 5
Graph 9 Chinese NCM 523 price trend from Nov to Dec 2017 (RMB/kg) 5
Graph 10 Chinese NCM 523 precursor price trend from Nov to Dec 2017 (RMB/kg) 5
Graph 11 China' s lithium carbonate imports by month from Jan 2016 to Dec 2017 (t) 5
Graph 12 China' s lithium carbonate output by major region from Jan 2016 to Dec 2017 (t) 6
Graph 13 China' s lithium hydroxide monohydrate output by month from Jan 2016 to Dec 2017 (t) 6
Graph 14 China' s lithium carbonate imports by month from Jan 2016 to Nov 2017 (t) 6
Graph 15 China' s monthly lithium carbonate imports by country from Jan 2016 to Nov 2017 (t) 6
Graph 16 China' s monthly exports for lithium hydroxide (t) 7
Graph 17 China' s monthly exports for lithium hydroxide by major countries (t) 7

Tables
Table 1 China' s lithium carbonate imports in November 2017 6
Table 2 China' s lithium carbonate imports in November 2017 8


.Asian Metal Copyright5%min price trend from Nov to Dec 2017 RMBt 3 Graph 2 Chinese lithium carbonate 99%min price trend from Nov to Dec 2017 RMBt 3 Graph 3 Chinese lithium hydroxide 96%min, Na 0Asian Metal Copyright