Monthly Lithium Market Report September 2018

Contents
1. Market Highlights 3
2. Economy and Policy 3
2.1 Chinese economy 3
2.2 International economy 3
3. Market Movements 3
3.1 Chinese market 3
3.1.1 Prices for lithium carbonate down further 3
3.1.2 Prices for lithium hydroxide monohydrate stable 4
3.1.3 Prices for lithium chloride stable 4
3.1.4 Prices for lithium metal stable 4
3.1.5 Prices for lithium cobalt oxide drop 5
3.1.6 Prices for Chinese NCM down slightly 5
3.1.7 Prices for lithium manganese oxide down 5
3.2 International market 6
3.2.1 CIF prices for spodumene stable 6
3.2.2 CIF prices for Chinese lithium carbonate still stable 6
3.2.3 FOB prices for Chinese lithium hydroxide monohydrate stable 6
4. Company News 6
4.1 Ganfeng Lithium signs strategic cooperation agreements with Tesla and LG Chem 6
4.2 GEM's subsidiary plans to construct power battery ternary cathode material project 7
4.3 Yantai Zhuoneng to resume LFP production 7
4.4 Qingdao Qianyun's lithium manganese oxide output expected to drop 7
4.5 Jinkai Recycal increases lithium carbonate output 7
4.6 Youngy Metal expects its lithium cobalt oxide output to increase 7
4.7 Lanxiao Technology's lithium carbonate project fares ahead further 7
5. Producers Statistics 7
5.1 China's lithium carbonate output up by 38.0% MOM in September 7
5.2 China's lithium hydroxide output up by 1.5% MOM in September 2018 8
5.3 China's lithium cobalt oxide output up by 4.9% MOM in September 2018 8
5.4 China's ternary material output up by 14.0% MOM in September 2018 9
6. Relevant Industry News 9
6.1 3C electronics market 9
6.2 Power auto market 9
6.3 Aerospace and medicine industries 9
7. Market Outlook for Next Month 9
7.1 Spodumene 9
7.2 Lithium carbonate 9
7.3 Lithium hydroxide monohydrate 10
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

Graphs

Graph 1 Price trend of Chinese lithium carbonate 99.5%min in September 2018 (RMB/t) 3
Graph 2 Price trend of Chinese lithium carbonate 99%min in September 2018 (RMB/t) 3
Graph 3 Price trend of Chinese lithium hydroxide monohydrate 56.5%min, magnetic substance 0.0001max in September 2018 (RMB/t) 4
Graph 4 Price trend of Chinese lithium hydroxide 56.5%min in September 2018 (RMB/t) 4
Graph 5 Price trend of Chinese lithium chloride 99.3%min Na0.003%max in September 2018 (RMB/t) 4
Graph 6 Price trend of Chinese lithium metal 99.9%min in September 2018 (RMB/t) 4
Graph 7 Price trend of Chinese lithium metal 99%min in September 2018 (RMB/t) 4
Graph 8 Price trend of Chinese lithium cobalt oxide 60%min in September 2018 (RMB/kg) 5
Graph 9 Price trend for Chinese NCM 523 in September 2018 (RMB/kg) 5
Graph 10 Price trend for Chinese NCM precursor 523 precursor in September 2018 (RMB/t) 5
Graph 11 Price trend for Chinese NCM 622 in September 2018 (RMB/kg) 5
Graph 12 Price trend of Chinese lithium manganese oxide 58%min in September 2018 (RMB/t) 6
Graph 13 Price trend of spodumene 5-6% in China in September 2018 (USD/t) 6
Graph 14 CIF price trend for Chinese lithium carbonate 99.5%min in China in September 2018 (USD/kg) 6
Graph 15 FOB price trend for Chinese lithium hydroxide monohydrate 56.5%min, magnetic substance 0.0001max in September 2018 (USD/kg) 6
Graph 16 China's battery grade lithium carbonate output from Jan 2017 to September 2018 by month (t) 8
Graph 17 China's industry grade lithium carbonate from Jan 2017 to September 2018 by month (t) 8
Graph 18 China's monthly output of lithium hydroxide from Jan 2017 to September 2018 (t) 8
Graph 19 China's lithium cobalt oxide output from Jan 2017 to September 2018 (ton) 8
Graph 20 China's NCM output from Jan 2017 to September 2018 (ton) 9


.Asian Metal Copyright4 China's ternary material output up by 14Asian Metal Copyright