Monthly Lithium Market Report Feb 2021
2021-03-12 16:53:49 【Print】
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1. Market Highlights 3
2. Economy and Policy 3
2.1 Chinese Economy and Policy 3
3. Market Movements 3
3.1 Chinese market 3
3.1.1 Delivered prices for lithium carbonate 99%min 3
3.1.2 Delivered prices for lithium carbonate 99.5%min 3
3.1.3 Delivered prices for lithium hydroxide 56.5%min 3
3.1.4 Delivered prices for lithium hydroxide 56.5%min, magnetic substance 0.0001%max 4
3.1.5 Delivered prices for lithium chloride 99.3%min 4
3.1.6 Delivered prices for lithium metal 99%min 4
3.1.7 Delivered prices for lithium metal 99.9%min 4
3.1.8 Delivered prices for LCO Co 60%min 5
3.1.9 Delivered prices for LNCMO 523 5
3.1.10 Delivered prices for LNCMO 622 5
3.1.11 Delivered prices for LMO 58%min 5
3.1.12 Delivered prices for LFP 3.9%min 6
3.2 International market 6
3.2.2 CIF China prices for lithium carbonate 99.5%min 6
3.2.3 CIF Europe prices for lithium carbonate 99.5%min 6
3.2.4 CIF U.S. prices for lithium carbonate 99.5%min 7
3.2.5 FOB South America prices for lithium carbonate 99.5%min 7
3.2.6 FOB China prices for lithium hydroxide monohydrate 56.5%min, magnetic substance 0.0001%max 7
3.2.7 CIF South Korea prices for lithium hydroxide monohydrate 56.5%min, magnetic substance 0.0001%max 7
4. Company new 8
4.1 SK Innovation to build third EV battery plant in Hungary 8
4.2 Construction of Jiangsu CATL Power & Energy Storage Lithium-Ion Battery Research and Production Project (Phase Four) launched 8
4.3 Volkswagen puts power battery recycling pilot plant into formal operation 8
4.4 CATL to build three battery projects 8
4.5 Asianstar receives RMB100 million government NEV subsidy 8
4.6 King Long Motor receives RMB318 million government NEV subsidy 8
4.7 BYD to increase capital of three subsidiaries 8
4.8 Albemarle expects recovery in lithium products sales 8
4.9 American Lithium reaches agreement to acquire Plateau Energy Metals 9
4.10 Wesfarmers and SQM approve final investment decision on Mt. Holland Lithium Project 9
4.11 Hyundai taps CATL and SK Innovation to supply batteries for E-GMP 9
4.12 Samsung SDI to invest $849m to expand EV battery plant in Hungary 9
4.13 Volve and Geely reach merger deal 9
4.14 Ganfeng Lithium plans to issue H-shares to expand overseas lithium resources projects 9
4.15 Orocobre forecasts higher lithium prices as market outlook brightens 9
5. Producers Statistics 9
5.1 Lithium carbonate 9
5.1.1 Chinese industrial grade lithium carbonate producers' operating rate in Feb 2021 level off 9
5.1.2 China's industrial grade lithium carbonate output in Feb 2021 unchanged 10
5.1.3 Chinese industrial grade lithium carbonate producers' stocks in Feb 2021 down by 59.2% YOY 10
5.2.1 Chinese battery grade lithium carbonate producers' operating rate in Feb 2021 down by 2.26% 10
Graph 26 China lithium carbonate 99.5%min producers' operating rate statistics by month from Feb 2020 to Feb 2021 (%) 11
5.2.2 China's battery grade lithium carbonate output in Feb 2021 down by 5% MoM 11
5.3 Lithium hydroxide 12
5.3.1 Chinese lithium hydroxide monohydrate producers' operating rate in Feb 2021 down by 4.32% MOM 12
5.3.2 China's lithium hydroxide monohydrate output in Feb 2021 down by 6.4% MOM 12
5.3.3 Chinese lithium hydroxide monohydrate producers' stocks in Feb 2021 down by 12.8% MoM 13
5.4 LCO 13
5.4.1 Chinese LCO producers' operating rate down in Feb 2021 down by 5.5% MoM 13
5.4.2 China's LCO output in Feb 2021 down by 7.2% MoM 14
5.4.3 China's LCO stocks in Feb 2021 up by 5.5% MOM 14
5.5 LNCMO 14
5.5.1 Chinese LNCMO producers' operating rate in Feb 2021 down by 4.87% MoM 14
5.4.2 China's LNCMO output in Feb 2021 down by 10% MoM 15
5.4.3 China's LNCMO inventory in Feb 2021 slides by 15.9% MoM 15
7 Relevant Industry News 16
7.1 3C electronics market 16
7.2 Power car market 16
7.3 Aerospace and medicine industries 16
8. Market Outlook for Next Month 16
8.1 Chinese market 16
8.1.1 Delivered prices for lithium carbonate 99%min 16
8.1.2 Delivered prices for lithium carbonate 99.5%min 16
8.1.3 Delivered prices for lithium hydroxide 56.5%min 16
8.1.4 Delivered prices for lithium hydroxide 56.5%min, magnetic substance 0.0001%max 16
8.1.5 Delivered prices for lithium chloride 99.3%min 16
8.1.6 Delivered prices for lithium metal 99%min 16
8.1.7 Delivered prices for lithium metal 99.5%min 16
8.1.8 Delivered prices for LCO Co 60%min 16
8.1.9 Delivered prices for LNCMO 523 16
8.1.10 Delivered prices for LNCMO 622 16
8.1.11 Delivered prices for LMO 58%min 16
8.1.12 Delivered prices for LFP 3.9%min 16
8.2 International market 17
8.2.1 Spodumene 6%min CIF China prices 17
8.2.2 Lithium carbonate 99.5%min CIF China prices 17
8.2.3 Lithium carbonate 99.5%min CIF Europe prices 17
8.2.4 Lithium carbonate 99.5%min CIF U.S. prices 17
8.2.5 Lithium carbonate 99.5%min FOB South America prices 17
8.2.6 FOB China prices for monohydrate 56.5%min, magnetic substance 0.0001%max 17
8.2.7 CIF South Korea prices for lithium hydroxide monohydrate 56.5%min, magnetic substance 0.0001%max 17
2. Economy and Policy 3
2.1 Chinese Economy and Policy 3
3. Market Movements 3
3.1 Chinese market 3
3.1.1 Delivered prices for lithium carbonate 99%min 3
3.1.2 Delivered prices for lithium carbonate 99.5%min 3
3.1.3 Delivered prices for lithium hydroxide 56.5%min 3
3.1.4 Delivered prices for lithium hydroxide 56.5%min, magnetic substance 0.0001%max 4
3.1.5 Delivered prices for lithium chloride 99.3%min 4
3.1.6 Delivered prices for lithium metal 99%min 4
3.1.7 Delivered prices for lithium metal 99.9%min 4
3.1.8 Delivered prices for LCO Co 60%min 5
3.1.9 Delivered prices for LNCMO 523 5
3.1.10 Delivered prices for LNCMO 622 5
3.1.11 Delivered prices for LMO 58%min 5
3.1.12 Delivered prices for LFP 3.9%min 6
3.2 International market 6
3.2.2 CIF China prices for lithium carbonate 99.5%min 6
3.2.3 CIF Europe prices for lithium carbonate 99.5%min 6
3.2.4 CIF U.S. prices for lithium carbonate 99.5%min 7
3.2.5 FOB South America prices for lithium carbonate 99.5%min 7
3.2.6 FOB China prices for lithium hydroxide monohydrate 56.5%min, magnetic substance 0.0001%max 7
3.2.7 CIF South Korea prices for lithium hydroxide monohydrate 56.5%min, magnetic substance 0.0001%max 7
4. Company new 8
4.1 SK Innovation to build third EV battery plant in Hungary 8
4.2 Construction of Jiangsu CATL Power & Energy Storage Lithium-Ion Battery Research and Production Project (Phase Four) launched 8
4.3 Volkswagen puts power battery recycling pilot plant into formal operation 8
4.4 CATL to build three battery projects 8
4.5 Asianstar receives RMB100 million government NEV subsidy 8
4.6 King Long Motor receives RMB318 million government NEV subsidy 8
4.7 BYD to increase capital of three subsidiaries 8
4.8 Albemarle expects recovery in lithium products sales 8
4.9 American Lithium reaches agreement to acquire Plateau Energy Metals 9
4.10 Wesfarmers and SQM approve final investment decision on Mt. Holland Lithium Project 9
4.11 Hyundai taps CATL and SK Innovation to supply batteries for E-GMP 9
4.12 Samsung SDI to invest $849m to expand EV battery plant in Hungary 9
4.13 Volve and Geely reach merger deal 9
4.14 Ganfeng Lithium plans to issue H-shares to expand overseas lithium resources projects 9
4.15 Orocobre forecasts higher lithium prices as market outlook brightens 9
5. Producers Statistics 9
5.1 Lithium carbonate 9
5.1.1 Chinese industrial grade lithium carbonate producers' operating rate in Feb 2021 level off 9
5.1.2 China's industrial grade lithium carbonate output in Feb 2021 unchanged 10
5.1.3 Chinese industrial grade lithium carbonate producers' stocks in Feb 2021 down by 59.2% YOY 10
5.2.1 Chinese battery grade lithium carbonate producers' operating rate in Feb 2021 down by 2.26% 10
Graph 26 China lithium carbonate 99.5%min producers' operating rate statistics by month from Feb 2020 to Feb 2021 (%) 11
5.2.2 China's battery grade lithium carbonate output in Feb 2021 down by 5% MoM 11
5.3 Lithium hydroxide 12
5.3.1 Chinese lithium hydroxide monohydrate producers' operating rate in Feb 2021 down by 4.32% MOM 12
5.3.2 China's lithium hydroxide monohydrate output in Feb 2021 down by 6.4% MOM 12
5.3.3 Chinese lithium hydroxide monohydrate producers' stocks in Feb 2021 down by 12.8% MoM 13
5.4 LCO 13
5.4.1 Chinese LCO producers' operating rate down in Feb 2021 down by 5.5% MoM 13
5.4.2 China's LCO output in Feb 2021 down by 7.2% MoM 14
5.4.3 China's LCO stocks in Feb 2021 up by 5.5% MOM 14
5.5 LNCMO 14
5.5.1 Chinese LNCMO producers' operating rate in Feb 2021 down by 4.87% MoM 14
5.4.2 China's LNCMO output in Feb 2021 down by 10% MoM 15
5.4.3 China's LNCMO inventory in Feb 2021 slides by 15.9% MoM 15
7 Relevant Industry News 16
7.1 3C electronics market 16
7.2 Power car market 16
7.3 Aerospace and medicine industries 16
8. Market Outlook for Next Month 16
8.1 Chinese market 16
8.1.1 Delivered prices for lithium carbonate 99%min 16
8.1.2 Delivered prices for lithium carbonate 99.5%min 16
8.1.3 Delivered prices for lithium hydroxide 56.5%min 16
8.1.4 Delivered prices for lithium hydroxide 56.5%min, magnetic substance 0.0001%max 16
8.1.5 Delivered prices for lithium chloride 99.3%min 16
8.1.6 Delivered prices for lithium metal 99%min 16
8.1.7 Delivered prices for lithium metal 99.5%min 16
8.1.8 Delivered prices for LCO Co 60%min 16
8.1.9 Delivered prices for LNCMO 523 16
8.1.10 Delivered prices for LNCMO 622 16
8.1.11 Delivered prices for LMO 58%min 16
8.1.12 Delivered prices for LFP 3.9%min 16
8.2 International market 17
8.2.1 Spodumene 6%min CIF China prices 17
8.2.2 Lithium carbonate 99.5%min CIF China prices 17
8.2.3 Lithium carbonate 99.5%min CIF Europe prices 17
8.2.4 Lithium carbonate 99.5%min CIF U.S. prices 17
8.2.5 Lithium carbonate 99.5%min FOB South America prices 17
8.2.6 FOB China prices for monohydrate 56.5%min, magnetic substance 0.0001%max 17
8.2.7 CIF South Korea prices for lithium hydroxide monohydrate 56.5%min, magnetic substance 0.0001%max 17
