Monthly Lithium Market Report May 2018

Content
1. Market Highlights 3
2. Economy and Policy 3
2.1 Chinese economy 3
2.2 International economy 3
3. 3. Market Movements 3
3.1 Chinese market 3
3.1.1 Prices for lithium carbonate down 3
3.1.2 Prices for lithium hydroxide monohydrate dip 4
3.1.3 Prices for lithium chloride down 4
3.1.4 Prices for lithium metal down 4
3.1.5 Prices for lithium cobalt oxide drop sharply 4
3.1.6 Prices for Chinese ternary material down 5
3.1.7 Prices for lithium manganese oxide stable 5
3.2 International market 6
3.2.1 CIF prices for spodumene down 6
3.2.2 CIF prices for Chinese lithium carbonate stable 6
3.2.3 FOB prices for Chinese lithium hydroxide monohydrate continue stable 6
4. Company News 6
4.1 Zhuzhou Haida plans to suspend production of lithium cobalt oxide in late May 6
4.2 Jiangsu Xiangying cuts operation capacity for ternary material 6
4.3 Jiangte Lithium Battery cuts ternary material output 6
4.4 Qinghai Dongtai Jinaier Salt Lake Lithium Resources plans to put lithium carbonate into production in Q3 2018 7
5. Producers Statistics 7
5.1 China's lithium carbonate output up by 5.5% MOM in May 7
5.2 China's lithium hydroxide output down by 10.8% MOM in May 2018 7
5.3 China's lithium cobalt oxide output down by 17.1% MOM in May 2018 8
5.4 China's ternary material output down by 15.1% MOM in May 2018 8
6. Relevant Industry News 8
6.1 Golden Eagle to achieve batch production of lithium manganese oxide power battery 8
6.2 Kidman to establish lithium processing plant with SQM 9
6.3 GEM signs strategic cooperation framework agreement with subordinate company of BAIC 9
6.4 Yahua Lithium's 20,000tpy battery grade lithium carbonate production lines pass EIA 9
6.5 Youngy Group signs spodumene concentrate sale contract of RMB124 million 9
6.6 Meidu Energy intends to build lithium-cobalt subsidiary in Australia 9
6.7 CALT: Prosperous outlook for battery recycling market 9
7. Market Outlook for Next Month 9
7.1 Spodumene 9
7.2 Lithium carbonate 9
7.3 Lithium hydroxide monohydrate 9
7.4 Lithium chloride 10
7.5 Lithium metal 10
7.6 Lithium cobalt oxide 10
7.7 Ternary material 10
7.8 Lithium manganese oxide 10

Graph Content
Graph 1 Price trend of Chinese lithium carbonate 99.5%min in April 2018 (RMB/t) 3
Graph 2 Price trend of Chinese lithium carbonate 99%min in April 2018 (RMB/t) 3
Graph 3 Price trend of Chinese lithium hydroxide monohydrate 96%min, Na 0.002max in May 2018 (RMB/t) 3
Graph 4 Price trend of Chinese lithium hydroxide 56.5%min, Na 0.002max in May2018 (RMB/t) 3
Graph 5 Price trend of Chinese lithium chloride 99.3%min Na0.003%max in May 2018 (RMB/t) 4
Graph 6 Price trend of Chinese lithium metal 99.9%min in May 2018 (RMB/t) 4
Graph 7 Price trend of Chinese lithium metal 99%min in May 2018 (RMB/t) 4
Graph 8 Price trend of Chinese lithium cobalt oxide 60%min in May 2018 (RMB/kg) 4
Graph 9 Price trend for Chinese NCM 523 in May 2018 (RMB/kg) 5
Graph 10 Price trend for Chinese NCM 523 precursor in May 2018 (RMB/t) 5
Graph 11 Price trend for Chinese NCM 622 in May 2018 (RMB/kg) 5
Graph 12 Price trend of Chinese lithium manganese oxide 58%min in May 2018 (RMB/t) 5
Graph 13 Price trend of Chinese spodumene 5-6% in May 2018 (USD/t) 5
Graph 14 CIF price trend for Chinese lithium carbonate 99.5%min in May 2018 (USD/kg) 6
Graph 15 FOB price trend for lithium hydroxide 96%min in April 2018 (USD/kg) 6
Graph 16 China's battery grade lithium carbonate output from Jan 2017 to May 2018 by month (t) 7
Graph 17 China's industry grade lithium carbonate from Jan 7
Graph 18 China's monthly output of lithium hydroxide from Jan 2017 to May 2018 (t) 7
Graph 19 China's lithium cobalt oxide output from Jan 2017 to May 2018 (ton) 7
Graph 20 China's lithium cobalt oxide output by region from Jan 2017 to May 2018 (ton) 7
Graph 21 China's ternary material output from Jan 2017 to May 2018 (ton) 8

.Asian Metal Copyright1 Zhuzhou Haida plans to suspend production of lithium cobalt oxide in late May 6 4Asian Metal Copyright