Monthly Lithium Report Jul 2018

Contents

1. Market Highlights 3
2. Economy and Policy 3
2.1 Chinese Economy and Policy 3
2.2 International Economy and Policy 3
3. Market Movements 3
3.1 Chinese Market 3
3.1.1 Prices for lithium carbonate further down 3
3.1.2 Prices for lithium hydroxide monohydrate decline 4
3.1.3 Prices for lithium chloride down 4
3.1.4 Prices for lithium metal weakly stable 4
3.1.5 Prices for lithium cobalt oxide down 5
3.1.6 Prices for ternary material down 5
3.1.7 Prices for lithium manganese oxide down 6
3.2 International Market 6
3.2.1 CIF prices for spodumene down sharply 6
3.2.2 CIF prices for lithium carbonate weakly stable 6
3.2.3 FOB prices for lithium hydroxide monohydrate edge up 6
4. Company News 7
4.1 Qinghai Lithium to put newly added lithium carbonate production line into operation 7
4.2 Aba Gaoyuan Lithium Material to put lithium hydroxide into production 7
4.3 Russia's Halmec to increase lithium hydroxide output 7
4.4 Yinli New Energy's lithium carbonate output up in Jul 7
4.5 Kanhoo Industry expects to release some high-voltage lithium cobalt oxide capacity in Jul 7
5. Producers Statistics 7
5.1 China's lithium carbonate output up by 13.0% MOM in Jul 7
5.2 China's lithium hydroxide output up by 3.7% YOY in Jul 8
5.3 China's lithium cobalt oxide output up by 37.6% MOM in Jul 8
5.4 China's ternary material output up by 12.7% MOM in Jul 8
6. Relevant Industry News 8
6.1 3C electronic market 9
6.2 Power electric vehicle market 9
6.3 Medical and aerospace market 9
7. Market Outlook for Next Month 9
7.1 Spodumene 9
7.2 Lithium carbonate 9
7.4 Lithium chloride 9
7.5 Lithium metal 9
7.6 Lithium cobalt oxide 9
7.7 Ternary material 9
7.8 Lithium manganese oxide 9
7.3 Lithium hydroxide monohydrate 9

Graph content

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


.Asian Metal Copyright7% MOM in Jul 8 6Asian Metal Copyright