Monthly Lithium Market Report Aug 2019

1. Market Highlights 3
2. Economy and Policy 3
2. 1 MIIT endorses driving ban on oil-fueled autos in qualified regions 3
3. Market Movements 3
3.1 Chinese market 3
3.1.1 Lithium carbonate prices down sharply 3
3.1.2 Lithium hydroxide prices go down further 3
3.1.3 Lithium chloride prices down 4
3.1.4 Prices for lithium metal down further 4
3.1.5 LCO prices up 4
3.1.6 LNCMO prices up 4
3.1.7 LMO prices down slightly 5
3.2 International market 5
3.2.1 Spodumene CIF prices down 5
3.2.2 Lithium carbonate CIF China prices down 5
3.2.3 Lithium carbonate CIF Europe prices down 6
3.2.Asian Metal Copyright10 CIF Europe prices for lithium carbonate 10 8.Asian Metal Copyright4 Lithium carbonate CIF U.Asian Metal Copyright2 China's lithium carbonate exports down by about 15.Asian Metal CopyrightS. prices down 6
3.2.5 Lithium carbonate FOB South America prices down 6
3.2.6 FOB prices for Chinese lithium hydroxide down 6
3.2.7 CIF South Korea prices for lithium hydroxide down 6
4. Company News 7
4.1 Argosy Minerals acquires Nevada-based Tonopah lithium project 7
4.2 Tianqi Lithium reports a high comprehensive gross profit margin 7
4.3 Guiqiang New Material: Li-ion battery anode material project goes into construction 7
4.4 Monadelphous gets contract for Albemarle's Kemerton lithium hydroxide plant 7
4.5 Tianqi Lithium's subsidiary inks long-term lithium hydroxide supply agreement with LG Chem 7
5. Producers Statistics 7
5.1 China's lithium carbonate output up by 11.1% MOM in Aug 7
5.2 China's lithium hydroxide output down by 13.3% MOM in Aug 8
5.3 China's LCO output up by 2.4% MOM in Aug 8
5.4 China's LNCMO output up by 17.1% MOM in Aug 8
6. Customs Statistics 8
6.1 China's lithium carbonate imports up by 115.3% YOY in Jul 8
6.2 China's lithium carbonate exports down by about 15.2% YOY in Jul 9
6.3 China's lithium hydroxide exports down by 57.7% MOM in Jul 9
7 Relevant Industry News 9
7.1 3C electronics market 9
7.2 Power car market 9
7.3 Aerospace and medicine industries 9
8. Market Outlook for Next Month 9
8.1 Spodumene 9
8.2 Lithium carbonate 9
8.3 Lithium hydroxide 10
8.4 Lithium chloride 10
8.5 Lithium metal 10
8.6 LCO 10
8.7 LNCMO 10
8.8 LMO 10
8.9 CIF China prices for lithium carbonate 10
8.10 CIF Europe prices for lithium carbonate 10
8.11 CIF U.Asian Metal Copyright0001max from Jul 2019 to Aug 2019 RMBt 3 Graph 4 Price trend of Chinese lithium hydroxide 56.Asian Metal CopyrightS. prices for lithium carbonate 10
8.12 FOB South America prices for lithium carbonate 10
8.13 FOB China prices for lithium hydroxide 10
8.14 CIF South Korea prices for lithium hydroxide 10

Graph 1 Price trend of Chinese lithium carbonate 99.5%min from Jul 2019 to Aug 2019 (RMB/t) 3
Graph 2 Price trend of Chinese lithium carbonate 99%min from Jul 2019 to Aug 2019 (RMB/t) 3
Graph 3 Price trend of Chinese lithium hydroxide monohydrate 56.5%min, magnetic substance 0.0001max from Jul 2019 to Aug 2019 (RMB/t) 3
Graph 4 Price trend of Chinese lithium hydroxide 56.5%min from Jul 2019 to Aug 2019 (RMB/t) 4
Graph 5 Price trend of Chinese lithium chloride LiCl 99.3%min from Jul 2019 to Aug 2019 (RMB/t) 4
Graph 6 Price trend of Chinese lithium metal 99.9%min from Jul 2019 to Aug 2019 (RMB/t) 4
Graph 7 Price trend of Chinese lithium metal 99%min from Jul 2019 to Aug 2019 (RMB/t) 4
Graph 8 Price trend of Chinese LCO 60%min from Jul 2019 to Aug 2019 (RMB/kg) 4
Graph 9 Price trend for Chinese LNCMO 523 from Jul 2019 to Aug 2019 (RMB/kg) 5
Graph 10 Price trend for Chinese LNCMO 622 from Jul 2019 to Aug 2019 (RMB/kg) 5
Graph 11 Price trend of Chinese LMO 58%min from Jul 2019 to Aug 2019 (RMB/t) 5
Graph 12 CIF China price trend of spodumene 5-6% from Jul 2019 to Aug 2019 (USD/t) 5
Graph 13 CIF China trend for lithium carbonate 99.5%min from Jul 2019 to Aug 2019 (USD/kg) 5
Graph 14 CIF Europe price trend for lithium carbonate 99.5%min from Jul 2019 to Aug 2019 (USD/kg) 6
Graph 15 CIF U.S.Asian Metal Copyright3% YOY in Jul 8 6.Asian Metal Copyright price trend for lithium carbonate 99.5%min from Jul 2019 to Aug 2019 (USD/kg) 6
Graph 16 FOB South America price trend for lithium carbonate 99.5%min from Jul 2019 to Aug 2019 (USD/kg) 6
Graph 17 FOB China price trend for lithium hydroxide monohydrate 56.5%min, magnetic substance 0.0001max from Jul 2019 to Aug 2019 (USD/kg) 6
Graph 18 CIF South Korea price trend for lithium hydroxide monohydrate 56.5%min, magnetic substance 0.0001max from Jul 2019 to Aug 2019 (USD/kg) 6
Graph 19 China's battery grade lithium carbonate output from Jan 2018 to Aug 2019 by month (t) 7
Graph 20 China's industrial grade lithium carbonate output from Jan 2018 to Aug 2019 by month (t) 7
Graph 21 China's monthly output of lithium hydroxide from Jan 2018 to Aug 2019 (t) 8
Graph 22 China's LCO output from Jan 2018 to Aug 2019 (ton) 8
Graph 23 China's LNCMO output from Jan 2018 to Aug 2019 (ton) 8
Graph 24 China's monthly imports for lithium carbonate from Jan 2018 to Jul 2019 (t) 8
Graph 25 China's monthly imports for lithium carbonate from Jan 2018 to Jul 2019 by origin (t) 8
Graph 26 China's monthly exports for lithium carbonate from Jan 2018 to Jul 2019 (t) 9
Graph 27 China's monthly exports for lithium carbonate from Jan 2018 to Jul 2019 by destination (t) 9
Graph 28 China's monthly exports for lithium hydroxide from Jan 2018 to Jul 2019 (t) 9
Graph 29 China's monthly exports for lithium hydroxide from Jan 2018 to Jul 2019 by destination (t) 9


.Asian Metal Copyright7 LNCMO 10 8Asian Metal Copyright