Lithium Industry Annual Report 2021
2022-03-30 09:00:56 【Print】
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Contents
1. 1 Lithium Industry Overview 4
1.1 Definition 4
1.2 Type 4
1.3 Distribution 4
1.4. Application 4
2. Economy and Policy 5
2.1 Chinese economy and policy 5
2.1.1 Hainan new energy vehicle after-sales service regulation comes into effect on Jan 15th 5
2.1.2 A subsidy of RMB10,000 for each charging pile for personal use of new energy vehicles in Xi'an 5
2.1.3 Exchange rate of U.S. dollar against Chinese Yuan up by 90 basis points 5
2.1.4 MIIT: China's NEV industry at crucial development stage 5
2.1.5 MIIT: China's Li-battery production records nearly 3 billion units in Jan-Feb 5
2.1.6 Tianjin to establish first-class power battery industry cluster in China 5
2.1.7 MIIT: China's Li-ion battery output up by 62.6% YOY in Jan-Apr 5
2.1.8 MIIT: China's Li-ion battery production in Jan-May up by 56% YOY 5
2.1.9 China's lithium-ion battery exports up by 66.49% YOY in H1 2021 5
2.1.10 The State Council made arrangements to strengthen work safety law enforcement in the beginning of September 5
2.1.11 Sales of new energy vehicles in China are expected to exceed 3 million units this year 5
2.1.12 China Automobile Association released September auto production and sales data 5
2.1.13 General Administration of Customs:China's auto exports increased by 70.0% year on year in September 5
2.1.14 China's first lithium-metal battery production line has been completed 6
2.1.15 New energy vehicle sales in China rose 134.9 percent in October from a year earlier 6
2.1.16 Ministry of Finance releases notice on subsidy for new energy vehicles in 2022 ahead of schedule 6
2.1.17 Guizhou strives to realize new energy vehicle sales of 400,000 units by 2025 6
2.1.18 CPCA: China's NEV retail sales up by 169.1% YOY in 2021 6
2.1.19 China Power Battery Alliance: China's power battery sales in 2021 up by 182.3% YOY 6
3. Market Movement 6
3.1 Chinese Market Movements 6
3.1.1 Lithium carbonate 99%min Delivered D/P 6
3.1.2 Lithium carbonate 99.5%min Delivered D/A 180 days 7
3.1.3 Lithium hydroxide monohydrate 56.5%min Delivered D/A 180 days 8
3.1.4 Lithium hydroxide monohydrate 56.5%min, magnetic substance 0.0001%max Delivered D/A 180 days 9
3.1.5 Lithium chloride 99.3%min delivered China 10
3.1.6 Lithium metal 99%min Delivered D/A 180 days 11
3.1.7 Lithium metal 99.9%min Delivered D/A 180 days 12
3.1.8 LCO Co 60%min Delivered D/A 180 days 13
3.1.9 LNCMO 523/622 Delivered D/A 180 days 14
3.1.10 LMO 58%min Delivered D/A 180 days 15
3.1.11 Chinese LFP Delivered D/A 180 days 16
3.2 International Market Movements 17
3.2.1 Spodumene 6%min CIF China 17
3.2.2 Lithium carbonate 99.5%min CIF China 18
3.2.3 Lithium carbonate 99.5%min Delivered Europe 19
3.2.5 Lithium carbonate 99.5%min FOB South America 20
3.2.6 Lithium hydroxide monohydrate 56.5%min, magnetic substance 0.0001%max FOB China 21
3.2.7 Lithium hydroxide monohydrate 56.5%min, magnetic substance 0.0001%max Delivered South Korea 22
4. Company Review 23
4.1.1 Yongshan Lithium Industry's stage one project to go into operation this year 23
4.1.2 Boshi High-Tech increases LMO production 24
4.1.3 Tianqi Lithium terminates private placement of RMB15.9 billion 24
4.1.4 CATL to build three battery projects 24
4.1.5 BYD to increase capital of three subsidiaries 24
4.1.6 Ganfeng Lithium plans to issue H-shares to expand overseas lithium resources projects 24
4.1.7 Ganfeng Lithium to acquire 100% of assets of Yili Hongda with RMB1.47 billion 24
4.1.8 Huayou Cobalt achieves annual processing capacity of 65,000t of used batteries 24
4.1.9 Dongfeng Motor receives RMB544 million of subsidies for new energy vehicle promotion and application 24
4.1.10 EVE Energy to establish joint venture with Dynanonic to produce LFP 24
4.1.11 Lake Lithium: China's largest project of extracting lithium from brine to go into pilot production in Apr 24
4.1.12 BMW inks $335mn lithium supply deal with Livent 25
4.1.13 Ganfeng Lithium to build 7,000tpy lithium metal and lithium material project 25
4.1.14 Ningde's power battery structural parts project to go into commercial production in May 25
4.1.15 BYD and Rongjie Corporation sign lithium salt and lithium concentrate sales contracts 25
4.1.16 GEM to supply high-nickel precursor to a South Korean company 25
4.1.17 Shanshan Corporation signs strategic cooperation agreement with SVOLT Energy 25
4.1.18 Tsingshan Holding and Longwan district to cooperate in building Ruipu New Energy Industrial Base 25
4.1.19 Yahua Industrial Group to adjust production capacity of battery grade lithium hydroxide and lithium chloride projects 25
4.1.20 Jinchuan Technology to set up joint venture on Li-battery NCM material business 25
4.1.21 EVE Energy signs strategic cooperation framework agreement for electric vehicles with StoreDot 25
4.1.22 Shanghai Ganfeng to acquire Bacanora 25
4.1.23 Lanke lithium plans to launch commercial production of battery grade lithium carbonate 26
4.1.24 Ganfeng Lithium considers to bulid battery factory in Argentina 26
4.1.25 China Aviation Lithium Battery Technology to build 50GWh power battery and energy storage battery project in Chengdu 26
4.1.26 Ganfeng Lithium to construct 50,000-ton-per-annum lithium battery new materials project 26
4.1.27 CATL signs framework agreement with Tesla 26
4.1.28 Tianqi Lithium completes equity capital increase deal of overseas wholly-owned subsidiary 26
4.1.29 Construction of Huayou Headquarters Institute (New Energy Branch) Project & NCM Precursor Project launched 26
4.1.30 Shanshan Technology commences construction of 50,000typ Li-ion battery anode material project in Ulanqab 26
4.1.31 SK Automation Technology signs orders of RMB261 million with CATL 26
4.1.32 EVE Energy becomes Dongfeng Liuzhou Automobile's battery supplier 26
4.1.33 Ganfeng Lithium to acquire Millennial Lithium 27
4.1.34 First Tesla integrated super charging station in East China goes into service 27
4.1.35 Ganfeng Lithium Battery to invite investments from Xiaomi Industrial Investment and Jimu Venture Capital 27
4.1.36 EVE Energy to establish joint venture with Energy New Materials 27
4.1.37 CATL places additional lithium hydroxide orders of RMB160 million 27
4.1.38 China's largest project of extracting lithium from brine goes into pilot operation 27
4.1.39 Tibet Mineral plans to invest in Tibet Zhabuye Phase II project 27
4.1.40 BMW deepens cooperation with State Grid EV Service 27
4.1.41 TIANQI LITHIUM is accelerating the debugging progress for "Annual production capacity of 24,000 tons of battery-grade monohydrate lithium hydroxide project" 27
4.1.42 CATL sells 31% equity of its joint venture 27
4.1.43 Xitungsten new energy plans to invest no less than 10 billion yuan in construction of lithium ion cathode project 27
4.1.44 Tianqi Lithium plans to list on the Stock Exchange of Hong Kong 28
4.1.45 Ningde Times plans to invest and build integrated battery materials project 28
4.1.46 China Mineral Resources: the technical transformation and recovery project of spodumene mining and beneficiation system in Tanco Mine was officially put into operation 28
4.1.47 Xiaomi automobile factory in Beijing yizhuang 28
4.1.48 360 plans to invest 2.9 billion yuan in Nezha Automobile 28
4.1.49 Xiamen Tungsten New Energy plans to invest 620 million yuan in lithium battery cathode material line project 28
4.2 International Company Review 28
4.2.1 LG Chem to invest $8.7 billion in battery materials operations 28
4.2.2 Yinghe Technology wins lithium battery production equipment bids of RMB1.71 billion from CATL 28
4.2.3 Ameriwest Lithium announces closing of over-subscribed private placement 28
4.2.4 Korean lithium companies invest in Indonesia 28
4.2.5 South Star Mining Corp. Announces Positive Purification Results from Its Advanced Graphite Battery Metals and Technology Testing Program 28
4.2.6 Ioneer USA's Rhyolite Ridge lithium project seeks new water permit 29
4.2.7 E3 Metals receives $1.8M government grant for Direct Lithium Extraction pilot 29
4.2.8 Fire at a South Korean solar plant involves EV Batteries from LGES 29
4.2.9 Tesla is planning to enter Japan's energy sector 29
4.2.10 Orocobre and Galaxy signs a Merger Implementation Deed 29
4.2.11 Ford announces a new global battery center 29
4.2.12 Tesla's Gigafactory in Berlin may start producing batteries in 2022 29
4.2.13 Russia's Angarsk plant launches lithium products 29
4.2.14 VW's SEAT wants to build battery assembly plant around Barcelona 29
4.2.15 Aruma set to launch maiden drill program at WA lithium project 29
4.2.16 United Lithium inks lithium extraction and purification agreement with PRO 29
4.2.17 Volkswagen to build six battery plants in Europe 30
4.2.18 Samsung SDI to invest $849m to expand EV battery plant in Hungary 30
4.2.19 Tesla and LG in talks to produce 4680 lithium battery cell at new factory 30
4.2.20 American Lithium reaches agreement to acquire Plateau Energy Metals 30
4.2.21 Orocobre forecasts higher lithium prices as market outlook brightens 30
4.2.22 Barrel Energy inks MOU with American Lithium Minerals for lithium battery production facilities 30
4.2.23 Wesfarmers and SQM approve final investment decision on Mt. Holland Lithium Project 30
4.2.24 Toyota plans to invest 1.5 trillion yen to develop batteries for new energy vehicles 30
4.2.25 Pilbara Minerals reports further assay results at Pilgangoora Li-Ta Project 30
4.2.26 Brazil Minerals to start first lithium drilling campaign 30
4.2.27 Brazil Minerals obtains additional lithium exploration permit 31
4.2.28 Brazil Minerals advances lithium project 31
4.2.29 International Lithium completes maiden drilling program at Raleigh Lake Lithium Project 31
4.2.30 Rio Tinto commences battery-grade lithium production at California plant 31
5. Producers Statistics 31
5.1 Lithium carbonate producers statistics 31
5.1.2 Production capacity of lithium carbonate producers 31
5.1.3 Operating rates of lithium carbonate producers 32
5.1.4 Output of lithium carbonate producers 33
5.1.5 Stocks of lithium carbonate producers 33
5.2 Lithium hydroxide producers statistics 34
5.2.2 Production capacity of lithium hydroxide 34
5.2.3 Operating rates of lithium hydroxide producers 34
5.2.4 Output of lithium hydroxide producers 35
5.2.5 Stocks of lithium hydroxide 35
5.3 LCO producers statistics 36
5.3.2 Production capacity of LCO producers 36
5.3.3 Operating rates of LCO producers 36
5.3.4 Output of LCO producers 36
5.3.5 Stocks of LCO producers 37
5.4 LNCMO producers statistics 37
5.4.2 Production capacity of LNCMO producers 37
5.4.3 Operating rates of LNCMO producers 38
5.4.4 Output of LNCMO producers 38
5.4.5 Stocks of LNCMO producers 38
6. Customs Statistics 39
6.1 China's lithium carbonate imports up by 61.7% YOY in 2021 39
6.2 China's lithium hydroxide exports up by 30.1% YOY in 2021 39
6.3 China's lithium carbonate exports up by 6.1% YOY in 2021 40
7. Market outlook for 2022 40
7.1 Lithium carbonate 99%min 40
7.2 Lithium carbonate 99.5%min 40
7.3 Lithium hydroxide 56.5%min 40
7.4 Lithium hydroxide 56.5%min, magnetic substance 0.0001%max 40
7.5 Lithium chloride 99.3%min 41
7.6 Lithium metal 99%min 41
7.7 Lithium metal 99.9%min 41
7.8 LCO Co 60%min 41
7.9 LNCMO 41
7.10 LMO 50%min 41
7.11 LFP 3.9%min 41
7.12 Spodumene 6%min 41
