Monthly Lithium Market Report Jan 2018
2018-02-09 18:08:12 【Print】
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Contents
1. Market Highlights 3
2. Economy and Policy 3
2.1 Chinese Market 3
2.1.1 NBC releases Composite PMI Output Index for first time 3
2.2 International Market 3
2.2.1 Euro area PMI for January released 3
2.2.2 Eurozone GDP up by 2.5% in 2017 3
3. Company News 3
3.1 Kanhoo Industry continues to increase output of cathode material in 2018 3
3.2 Baiyin Zhabuye Lithium Industry suspends lithium carbonate production 4
3.3 Jiangsu Xiangying cuts ternary material operation capacity in January 4
3.4 CITIC Dameng intends to raise capacity for lithium manganese oxide in H2 2018 4
3.5 Qingdao QianYun's newly added ternary material capacity expected to come on stream after Spring Festival 4
4. Market Movements 4
4.1 Chinese Market 4
4.1.1 Spodumene CIF price stable 4
4.1.2 Spot prices for lithium carbonate down further 5
4.1.3 Spot prices for lithium hydroxide monohydrate declines 5
4.1.4 Lithium chloride prices drop 5
4.1.5 Lithium metal prices stable 6
4.1.6 Lithium cobalt oxide prices rise further 6
4.1.7 Lithium nickel cobalt manganese oxide up slightly 6
4.1.8 Lithium manganese oxide prices continue to rise 7
4.2 International Market 7
4.2.1 Lithium carbonate CIF price up 7
4.2.2 Lithium hydroxide monohydrate FOB price stable 7
5. Producers Statistics 8
5.1 China's lithium carbonate output up by 93.2% YOY sharply in January 2018 8
5.2 China's lithium hydroxide monohydrate output up by 29.1% YOY in January 2018 8
6. Customs Statistics 9
6.1 China's imports of lithium carbonate up by 37.4% MOM in December 2017 9
6.2 China's lithium hydroxide exports down by 39.6% MOM in December 2017 10
7. Related Industry News 11
7.1 Inner Mongolia Zhili Technology expects to put 30,000tpy lithium project into production in Oct 2018 11
7.2 MIIT: active transactions should be seen after implement of Accumulating Points System 11
7.3 JD.com plans to replace all self-operated logistics vehicles with new energy types 12
7.4 POSCO to establish JV companies of battery material with Huayou Cobalt 12
7.5 Ganfeng Lithium to start 20,000tpy lithium hydroxide and 17,500tpy lithium carbonate projects in 2018 12
7.6 Dongfang Precision makes strategic cooperation with BAIC and CATL 12
7.7 14GWH Guoxuan High-tech's capacity of power battery to reach 14GWH in 2018 12
8. Market Outlook for Next Month 12
8.1 Spodumene 12
8.2 Lithium carbonate 12
8.3 Lithium hydroxide monohydrate 12
8.4 Lithium chloride 12
8.4 Lithium metal 13
8.5 Lithium cobalt oxide 13
8.6 Lithium nickel cobalt manganese oxide 13
8.7 Lithium manganese oxide 13
Graph content
Graph 1 Chinese spodumene 5-6%min price trend in Jan 2018 (USD/t) 4
Graph 2 Chinese lithium carbonate 99.5%min price trend from Dec 2017 to Jan 2018 (RMB/t) 4
Graph 3 Chinese lithium carbonate 99%min price trend from Dec 2017 to Jan 2018 (RMB/t) 4
Graph 4 Chinese lithium hydroxide 96%min, Na 0.002max, price trend from Dec 2017 to Jan 2018 (RMB/t) 5
Graph 5 Chinese lithium hydroxide 56.5%min, Na 0.002max, price trend from Dec 2017 to Jan 2018 (RMB/t) 5
Graph 6 Chinese LiCl 99.3%min Na0.003%max price trend from Dec 2017 to Jan 2018 (RMB/t) 5
Graph 7 Chinese lithium metal 99.9%min price trend from Dec 2017 to Jan 2018 (RMB/t) 5
Graph 8 Chinese lithium metal 99%min price trend from Dec 2017 to Jan 2018 (RMB/t) 6
Graph 9 Chinese lithium cobalt oxide 60%min price trend from Dec 2017 to Jan 2018 (RMB/kg) 6
Graph 10 Chinese NCM 523 price trend from Dec 2017 to Jan 2018 (RMB/kg) 6
Graph 11 Chinese NCM 523 precursor price trend from Dec 2017 to Jan 2018 (RMB/t) 6
Graph 12 Chinese NCM 622 price trend from Dec 2017 to Jan 2018 (RMB/kg) 6
Graph 13 Chinese lithium manganese oxide 58%min price trend in Jan 2018 (RMB/t) 7
Graph 14 Chinese lithium carbonate 99.5%min import price trend (USD/kg CIF China) 7
Graph 15 Chinese lithium hydroxide 96%min price trend (USD/kg, FOB China) 7
Graph 16 China's battery grade lithium carbonate output by month (ton) 7
Graph 17 China's industrial grade lithium carbonate output by month (ton) 8
Graph 18 China's lithium hydroxide output by month (ton) 8
Graph 19 China's monthly lithium hydroxide output by major province (ton) 8
Graph 20 China's imports of lithium carbonate by month (ton) 8
Graph 21 China's imports of lithium carbonate by country (ton) 9
Graph 22 China's monthly exports of lithium hydroxide (ton) 10
Graph 23 China's monthly exports of lithium hydroxide by major countries (ton) 10
Table Content
Table 1 Statistics on China's lithium carbonate imports in December 2017 9
Table 2 Statistics on China's lithium hydroxide exports in December 2017 10
1. Market Highlights 3
2. Economy and Policy 3
2.1 Chinese Market 3
2.1.1 NBC releases Composite PMI Output Index for first time 3
2.2 International Market 3
2.2.1 Euro area PMI for January released 3
2.2.2 Eurozone GDP up by 2.5% in 2017 3
3. Company News 3
3.1 Kanhoo Industry continues to increase output of cathode material in 2018 3
3.2 Baiyin Zhabuye Lithium Industry suspends lithium carbonate production 4
3.3 Jiangsu Xiangying cuts ternary material operation capacity in January 4
3.4 CITIC Dameng intends to raise capacity for lithium manganese oxide in H2 2018 4
3.5 Qingdao QianYun's newly added ternary material capacity expected to come on stream after Spring Festival 4
4. Market Movements 4
4.1 Chinese Market 4
4.1.1 Spodumene CIF price stable 4
4.1.2 Spot prices for lithium carbonate down further 5
4.1.3 Spot prices for lithium hydroxide monohydrate declines 5
4.1.4 Lithium chloride prices drop 5
4.1.5 Lithium metal prices stable 6
4.1.6 Lithium cobalt oxide prices rise further 6
4.1.7 Lithium nickel cobalt manganese oxide up slightly 6
4.1.8 Lithium manganese oxide prices continue to rise 7
4.2 International Market 7
4.2.1 Lithium carbonate CIF price up 7
4.2.2 Lithium hydroxide monohydrate FOB price stable 7
5. Producers Statistics 8
5.1 China's lithium carbonate output up by 93.2% YOY sharply in January 2018 8
5.2 China's lithium hydroxide monohydrate output up by 29.1% YOY in January 2018 8
6. Customs Statistics 9
6.1 China's imports of lithium carbonate up by 37.4% MOM in December 2017 9
6.2 China's lithium hydroxide exports down by 39.6% MOM in December 2017 10
7. Related Industry News 11
7.1 Inner Mongolia Zhili Technology expects to put 30,000tpy lithium project into production in Oct 2018 11
7.2 MIIT: active transactions should be seen after implement of Accumulating Points System 11
7.3 JD.com plans to replace all self-operated logistics vehicles with new energy types 12
7.4 POSCO to establish JV companies of battery material with Huayou Cobalt 12
7.5 Ganfeng Lithium to start 20,000tpy lithium hydroxide and 17,500tpy lithium carbonate projects in 2018 12
7.6 Dongfang Precision makes strategic cooperation with BAIC and CATL 12
7.7 14GWH Guoxuan High-tech's capacity of power battery to reach 14GWH in 2018 12
8. Market Outlook for Next Month 12
8.1 Spodumene 12
8.2 Lithium carbonate 12
8.3 Lithium hydroxide monohydrate 12
8.4 Lithium chloride 12
8.4 Lithium metal 13
8.5 Lithium cobalt oxide 13
8.6 Lithium nickel cobalt manganese oxide 13
8.7 Lithium manganese oxide 13
Graph content
Graph 1 Chinese spodumene 5-6%min price trend in Jan 2018 (USD/t) 4
Graph 2 Chinese lithium carbonate 99.5%min price trend from Dec 2017 to Jan 2018 (RMB/t) 4
Graph 3 Chinese lithium carbonate 99%min price trend from Dec 2017 to Jan 2018 (RMB/t) 4
Graph 4 Chinese lithium hydroxide 96%min, Na 0.002max, price trend from Dec 2017 to Jan 2018 (RMB/t) 5
Graph 5 Chinese lithium hydroxide 56.5%min, Na 0.002max, price trend from Dec 2017 to Jan 2018 (RMB/t) 5
Graph 6 Chinese LiCl 99.3%min Na0.003%max price trend from Dec 2017 to Jan 2018 (RMB/t) 5
Graph 7 Chinese lithium metal 99.9%min price trend from Dec 2017 to Jan 2018 (RMB/t) 5
Graph 8 Chinese lithium metal 99%min price trend from Dec 2017 to Jan 2018 (RMB/t) 6
Graph 9 Chinese lithium cobalt oxide 60%min price trend from Dec 2017 to Jan 2018 (RMB/kg) 6
Graph 10 Chinese NCM 523 price trend from Dec 2017 to Jan 2018 (RMB/kg) 6
Graph 11 Chinese NCM 523 precursor price trend from Dec 2017 to Jan 2018 (RMB/t) 6
Graph 12 Chinese NCM 622 price trend from Dec 2017 to Jan 2018 (RMB/kg) 6
Graph 13 Chinese lithium manganese oxide 58%min price trend in Jan 2018 (RMB/t) 7
Graph 14 Chinese lithium carbonate 99.5%min import price trend (USD/kg CIF China) 7
Graph 15 Chinese lithium hydroxide 96%min price trend (USD/kg, FOB China) 7
Graph 16 China's battery grade lithium carbonate output by month (ton) 7
Graph 17 China's industrial grade lithium carbonate output by month (ton) 8
Graph 18 China's lithium hydroxide output by month (ton) 8
Graph 19 China's monthly lithium hydroxide output by major province (ton) 8
Graph 20 China's imports of lithium carbonate by month (ton) 8
Graph 21 China's imports of lithium carbonate by country (ton) 9
Graph 22 China's monthly exports of lithium hydroxide (ton) 10
Graph 23 China's monthly exports of lithium hydroxide by major countries (ton) 10
Table Content
Table 1 Statistics on China's lithium carbonate imports in December 2017 9
Table 2 Statistics on China's lithium hydroxide exports in December 2017 10
