Monthly Lithium Market Report October 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 Lithium carbonate prices first down and then up 3
3.1.2 Prices for lithium hydroxide monohydrate down 4
3.1.3 Prices for lithium chloride stable 4
3.1.4 Prices for lithium metal down 4
3.1.5 Prices for lithium cobalt oxide drop further 5
3.1.6 Prices for Chinese NCM down slightly 5
3.1.7 Prices for lithium manganese oxide down further 6
3.2 International market 6
3.2.1 Spodumene CIF prices down 6
3.2.2 CIF prices for Chinese lithium carbonate stable 6
3.2.3 FOB prices for Chinese lithium hydroxide monohydrate stable 6
4. Company News 7
4.1 Chile regulator refuses to raise Albemarle lithium output quota 7
4.2 Chilean Court Refuses Challenge to Chinese Firm's Purchase of Stake in Lithium Miner 7
4.3 BYD: Expand ternary battery capacity to reach full capacity in Qinghai in late 2019 8
4.4 Weihua Limited to purchase 100% stake in Chengtun Lithium 8
4.5 MGL's phase one battery project goes into operation in Tianjin 8
4.6 First Battery puts power lithium-ion battery project into production 8
5. Producers Statistics 8
5.1 China's lithium carbonate output down by 9.5% MOM in Oct 8
5.2 China's lithium hydroxide output up by 21.9% YOY in Oct 8
5.3 China's lithium cobalt oxide output down by 4.0% MOM in Oct 9
5.4 China's NCM output down by 1.1% MOM in Oct 2018 9
6. Relevant Industry News 9
6.1 3C electronics market 9
6.2 Power auto market 10
6.3 Aerospace and medicine industries 10
7. Market Outlook for Next Month 10
7.1 Spodumene 10
7.2 Lithium carbonate 10
7.3 Lithium hydroxide monohydrate 10
7.4 Lithium chloride 10
7.5 Lithium metal 10
7.6 Lithium cobalt oxide 10
7.7 NCM 10
7.8 Lithium manganese oxide 10

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


.Asian Metal Copyright2Asian Metal Copyright