Monthly Lithium Market Report December 2018
2019-01-16 17:52:01 【Print】
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Contents
1. Market Highlights 3
2. Economy and Policy 3
2.1 MEE to launch new round of inspection in 2019 3
2.2 MIIT publics third name list of Li-battery model companies 3
2.3 Sino-U.S. consultation aims to eliminate all additional tariffs in 90 days 3
3. Market Movements 3
3.1 Chinese market 3
3.1.1 Lithium carbonate prices down slightly 3
3.1.2 Prices for lithium hydroxide monohydrate down 4
3.1.3 Prices for lithium chloride stabilize 4
3.1.4 Prices for lithium metal down further 4
3.1.5 Prices for lithium cobaltate drop further 5
3.1.6 Prices for Chinese NCM down 5
3.1.7 Prices for lithium manganese oxide down slightly 6
3.2 International market 6
3.2.1 Spodumene CIF prices stabilize 6
3.2.2 Lithium carbonate CIF prices down in China 6
3.2.3 FOB prices for Chinese lithium hydroxide monohydrate down 7
4. Company News 7
4.1 Tianqi buys stake in lithium miner SQM from Nutrien for US$4.1b 7
4.2 Qingdao QianYun's newly added ternary material capacity comes on stream 7
4.3 Nanshi Lithium finishes lithium carbonate maintenance 7
4.4 JHD to invest RMB250 million into Li-battery cathode material project 7
4.5 Sichuan New Energy Power to sign spodumene concentrate sales agreement with Dingsheng Lithium 8
4.6 Panasonic and LG CHEM to increase Chinese battery plants' production capaicities 8
4.7 JHD to invest into 1-million-ton spodumene project 8
4.8 Minmetals puts National New Energy Material Industrial Base Phase Ⅰ into operation 8
5. Producers Statistics 8
5.1 China's lithium carbonate output down by 1.6% YOY in Dec 8
5.2 China's lithium hydroxide output up by 2.9% MOM in Dec 9
5.3 China's lithium cobaltate output down by 10.4% MOM in Dec 9
5.4 China's NCM output up by 27.3% YOY in Dec 2018 9
6. Relevant Industry News 9
6.1 3C electronics market 9
6.2 Power car 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 from Nov to Dec 2018 (RMB/t) 3
Graph 2 Price trend of Chinese lithium carbonate 99%min from Nov to Dec 2018 (RMB/t) 3
Graph 3 Price trend of Chinese lithium hydroxide monohydrate 56.5%min, magnetic substance 0.0001max from Nov to Dec 2018 (RMB/t) 4
Graph 4 Price trend of Chinese lithium hydroxide 56.5%min from Nov to Dec 2018 (RMB/t) 4
Graph 5 Price trend of Chinese lithium chloride LiCl 99.3%min from Nov to Dec 2018 (RMB/t) 4
Graph 6 Price trend of Chinese lithium metal 99.9%min from Nov to Dec 2018 (RMB/t) 4
Graph 7 Price trend of Chinese lithium metal 99%min from Nov to Dec 2018 (RMB/t) 5
Graph 8 Price trend of Chinese lithium cobaltate 60%min from Nov to Dec 2018 (RMB/kg) 5
Graph 9 Price trend for Chinese NCM 523 from Nov to Dec 2018 (RMB/kg) 5
Graph 10 Price trend for Chinese NCM precursor 523 precursor from Nov to Dec 2018 (RMB/t) 5
Graph 11 Price trend for Chinese NCM 622 from Nov to Dec 2018 (RMB/kg) 6
Graph 12 Price trend for Chinese NCM precursor 622 from Nov to Dec 2018 (RMB/kg) 6
Graph 13 Price trend of Chinese lithium manganese oxide 58%min from Nov to Dec 2018 (RMB/t) 6
Graph 14 Price trend of spodumene 5-6% in China from Nov to Dec 2018 (USD/t) 6
Graph 15 CIF price trend for lithium carbonate 99.5%min in China from Nov to Dec 2018 (USD/kg) 7
Graph 16 FOB price trend for Chinese lithium hydroxide monohydrate 56.5%min, magnetic substance 0.0001max from Nov to Dec 2018 (USD/kg) 7
Graph 17 China's battery grade lithium carbonate output from Jan 2017 to Dec 2018 by month (t) 8
Graph 18 China's industrial grade lithium carbonate output from Jan 2017 to Dec 2018 by month (t) 8
Graph 19 China's monthly output of lithium hydroxide from Jan 2017 to Dec 2018 (t) 9
Graph 20 China's lithium cobaltate output from Jan 2017 to Dec 2018 (ton) 9
Graph 21 China's NCM output from Jan 2017 to Dec 2018 (ton) 9
1. Market Highlights 3
2. Economy and Policy 3
2.1 MEE to launch new round of inspection in 2019 3
2.2 MIIT publics third name list of Li-battery model companies 3
2.3 Sino-U.S. consultation aims to eliminate all additional tariffs in 90 days 3
3. Market Movements 3
3.1 Chinese market 3
3.1.1 Lithium carbonate prices down slightly 3
3.1.2 Prices for lithium hydroxide monohydrate down 4
3.1.3 Prices for lithium chloride stabilize 4
3.1.4 Prices for lithium metal down further 4
3.1.5 Prices for lithium cobaltate drop further 5
3.1.6 Prices for Chinese NCM down 5
3.1.7 Prices for lithium manganese oxide down slightly 6
3.2 International market 6
3.2.1 Spodumene CIF prices stabilize 6
3.2.2 Lithium carbonate CIF prices down in China 6
3.2.3 FOB prices for Chinese lithium hydroxide monohydrate down 7
4. Company News 7
4.1 Tianqi buys stake in lithium miner SQM from Nutrien for US$4.1b 7
4.2 Qingdao QianYun's newly added ternary material capacity comes on stream 7
4.3 Nanshi Lithium finishes lithium carbonate maintenance 7
4.4 JHD to invest RMB250 million into Li-battery cathode material project 7
4.5 Sichuan New Energy Power to sign spodumene concentrate sales agreement with Dingsheng Lithium 8
4.6 Panasonic and LG CHEM to increase Chinese battery plants' production capaicities 8
4.7 JHD to invest into 1-million-ton spodumene project 8
4.8 Minmetals puts National New Energy Material Industrial Base Phase Ⅰ into operation 8
5. Producers Statistics 8
5.1 China's lithium carbonate output down by 1.6% YOY in Dec 8
5.2 China's lithium hydroxide output up by 2.9% MOM in Dec 9
5.3 China's lithium cobaltate output down by 10.4% MOM in Dec 9
5.4 China's NCM output up by 27.3% YOY in Dec 2018 9
6. Relevant Industry News 9
6.1 3C electronics market 9
6.2 Power car 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 from Nov to Dec 2018 (RMB/t) 3
Graph 2 Price trend of Chinese lithium carbonate 99%min from Nov to Dec 2018 (RMB/t) 3
Graph 3 Price trend of Chinese lithium hydroxide monohydrate 56.5%min, magnetic substance 0.0001max from Nov to Dec 2018 (RMB/t) 4
Graph 4 Price trend of Chinese lithium hydroxide 56.5%min from Nov to Dec 2018 (RMB/t) 4
Graph 5 Price trend of Chinese lithium chloride LiCl 99.3%min from Nov to Dec 2018 (RMB/t) 4
Graph 6 Price trend of Chinese lithium metal 99.9%min from Nov to Dec 2018 (RMB/t) 4
Graph 7 Price trend of Chinese lithium metal 99%min from Nov to Dec 2018 (RMB/t) 5
Graph 8 Price trend of Chinese lithium cobaltate 60%min from Nov to Dec 2018 (RMB/kg) 5
Graph 9 Price trend for Chinese NCM 523 from Nov to Dec 2018 (RMB/kg) 5
Graph 10 Price trend for Chinese NCM precursor 523 precursor from Nov to Dec 2018 (RMB/t) 5
Graph 11 Price trend for Chinese NCM 622 from Nov to Dec 2018 (RMB/kg) 6
Graph 12 Price trend for Chinese NCM precursor 622 from Nov to Dec 2018 (RMB/kg) 6
Graph 13 Price trend of Chinese lithium manganese oxide 58%min from Nov to Dec 2018 (RMB/t) 6
Graph 14 Price trend of spodumene 5-6% in China from Nov to Dec 2018 (USD/t) 6
Graph 15 CIF price trend for lithium carbonate 99.5%min in China from Nov to Dec 2018 (USD/kg) 7
Graph 16 FOB price trend for Chinese lithium hydroxide monohydrate 56.5%min, magnetic substance 0.0001max from Nov to Dec 2018 (USD/kg) 7
Graph 17 China's battery grade lithium carbonate output from Jan 2017 to Dec 2018 by month (t) 8
Graph 18 China's industrial grade lithium carbonate output from Jan 2017 to Dec 2018 by month (t) 8
Graph 19 China's monthly output of lithium hydroxide from Jan 2017 to Dec 2018 (t) 9
Graph 20 China's lithium cobaltate output from Jan 2017 to Dec 2018 (ton) 9
Graph 21 China's NCM output from Jan 2017 to Dec 2018 (ton) 9
