Monthly Lithium Report Aug 2018

Contents
1. Market Highlights3
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 edge down 4
3.1.3 Prices for lithium chloride further down 4
3.1.4 Prices for lithium metal down 4
3.1.5 Prices for lithium cobalt oxide slump 5
3.1.6 Prices for ternary material down 5
3.1.7 Prices for lithium manganese oxide edge down 6
3.2 International Market 6
3.2.1 CIF prices for spodumene down 6
3.2.2 CIF prices for lithium carbonate stable 6
3.2.3 FOB prices for lithium hydroxide monohydrate edge down 6
4. Company News 7
4.1 Baiyin Zhabuye's lithium carbonate output down 7
4.2 Jilin Yarong Technology postpones ternary material production 7
4.3 XTC New Energy: Li-ion battery cathode material production line goes into operation 7
4.4 Tianli Energy to produce more ternary material in August 7
4.5 Qingdao Guoxuan plans to put second phase lithium iron phosphate project into operation in Sep 7
5. Producers Statistics 7
5.1 China's lithium carbonate output up by 48.2% YOY in Aug 7
5.2 China's lithium hydroxide output up by 8.5% YOY in Aug 8
5.3 China's lithium cobalt oxide output up by 4.5% MOM in Aug 8
5.4 China's ternary material output up by 16.4% MOM in Aug 9
6. Relevant Industry News 9
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
7.3 Lithium hydroxide monohydrate 9
7.4 Lithium chloride 9
7.5 Lithium metal 9
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 Aug 2018 (RMB/t) 3
Graph 2 Price trend of Chinese lithium carbonate 99%min in Aug 2018 (RMB/t) 3
Graph 3 Price trend of Chinese lithium hydroxide monohydrate 96%min, Na 0.002max in Aug 2018 (RMB/t) 4
Graph 4 Price trend of Chinese lithium hydroxide 56.5%min, Na 0.002max in Aug 2018 (RMB/t) 4
Graph 5 Price trend of Chinese lithium chloride 99.3%min Na0.003%max in Aug 2018 (RMB/t) 4
Graph 6 Price trend of Chinese lithium metal 99.9%min in Aug 2018 (RMB/t) 4
Graph 7 Price trend of Chinese lithium metal 99%min in Aug 2018 (RMB/t) 5
Graph 8 Price trend of Chinese lithium cobalt oxide 60%min in Aug 2018 (RMB/kg) 5
Graph 9 Price trend for Chinese NCM 523 in Aug 2018 (RMB/kg) 5
Graph 10 Price trend for Chinese NCM 523 precursor in Aug 2018 (RMB/t) 5
Graph 11 Price trend for Chinese NCM 622 in Aug 2018 (RMB/kg) 6
Graph 12 Price trend of Chinese lithium manganese oxide 58%min in Aug 2018 (RMB/t) 6
Graph 13 Price trend of Chinese spodumene 5-6% in Aug 2018 (USD/t) 6
Graph 14 CIF price trend for Chinese lithium carbonate 99.5%min in Aug 2018 (USD/kg) 6
Graph 15 FOB price trend for lithium hydroxide monohydrate 56.5%min, magnetic substance 0.001max in Aug 2018 (USD/kg) 6
Graph 16 China's battery grade lithium carbonate output from Jan 2017 to Aug 2018 by month (t) 8
Graph 17 China's industrial grade lithium carbonate from Jan 2017 to Aug 2018 by month (t) 8
Graph 18 China's output of lithium hydroxide from Jan 2017 to Aug 2018 by month (t) 8
Graph 19 China's lithium cobalt oxide output from Jan 2017 to Aug 2018 by month (ton) 8
Graph 20 China's ternary material output from Jan 2017 to Aug 2018 (ton) 9




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