Monthly Lithium Market Report Oct 2023
2023-11-12 14:13:29 【Print】
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Contents
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 Lithium carbonate 99%min delivered D/P 3
3.1.2 Lithium carbonate 99.5%min delivered D/A 3
3.1.3 Lithium hydroxide 56.5%min delivered D/P 3
3.1.4 Lithium hydroxide 56.5%min, magnetic 0.0001%max delivered D/A 4
3.1.5 Lithium chloride 99.3%min delivered D/A 4
3.1.6 Lithium metal 99%min delivered D/A 4
3.1.7 Lithium metal 99.9%min delivered D/A 4
3.1.8 LCO Co 60%min delivered D/A 4
3.1.9 LNCMO 523 delivered D/A 5
3.1.10 LNCMO 622 delivered D/A 5
3.1.11 LMO 58%min delivered D/A 5
3.1.12 LFP Li 3.9%min delivered D/A 5
3.2 International market 5
3.2.2 Lithium carbonate 99.5%min CIF China 5
3.2.3 Lithium carbonate 99.5%min delivered EU 6
3.2.4 Lithium carbonate 99.5%min delivered U.S. 6
3.2.5 Lithium carbonate 99.5%min FOB South America 6
3.2.6 Lithium hydroxide monohydrate 56.5%min, magnetic 0.0001%max FOB China 6
3.2.7 Lithium hydroxide monohydrate 56.5%min, magnetic 0.0001%max delivered South Korea 6
4. Company new 7
5 Producers Statistics 8
5.1 Lithium carbonate 99%min 8
5.1.1 Chinese industrial grade lithium carbonate producers' operating rate in October 2023 reduces by 1.13% MoM 8
5.1.2 China's industrial grade lithium carbonate output in October 2023 down by 1.13% MoM 9
5.1.3 Chinese industrial grade lithium carbonate producers' stocks in October up by 16.24%% MoM 9
5.2 Lithium carbonate 99.5%min 10
5.2.1 Chinese battery grade lithium carbonate producers' operating rate in October 2023 down by 7.33%% MoM 10
5.2.2 China's battery grade lithium carbonate output in October 2023 down by 7.33% MoM 10
5.2.3 China's battery grade lithium carbonate stocks in October 2023 up by 49.45% MoM 11
5.3 Lithium hydroxide 11
5.3.1 Chinese lithium hydroxide monohydrate producers' operating rate in October 2023 down by 6.23% MOM 11
5.3.2 China's lithium hydroxide monohydrate output in October 2023 down by 6.23% MOM 12
5.3.3 Chinese lithium hydroxide monohydrate producers' stocks in October 2023 up by 27.35% MoM 12
5.4 LCO 12
5.4.1 Chinese LCO producers' operating rate in October 2023 up by 0.63% MoM 12
5.4.2 China's LCO output in October 2023 up by 0.63% MoM 13
5.4.3 China's LCO stocks in October 2023 up by 8.19% MOM 13
5.5 LNCMO 14
5.5.1 Chinese LNCMO producers' operating rate in October 2023 down by 0.18% MoM 14
5.5.2 China's LNCMO output in October 2023 down by 0.18% MoM 14
5.5.3 China's LNCMO inventory in October 2023 up by 0.89% MoM 14
6. Customs Statistics 15
6.1 China's lithium carbonate imports in September 2023 up by 25.94% MOM 15
6.2 China's lithium carbonate exports in September 2023 decreases by 38.98% MOM 15
6.3 China's lithium hydroxide exports in September 2023 down by 1.80% MOM 15
7 Relevant Industry News 16
7.1 3C electronics market 16
7.2 Battery industry 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 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 99.9%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 delivered Europe prices 17
8.2.4 Lithium carbonate 99.5%min delivered U.S. prices 17
8.2.5 Lithium carbonate 99.5%min FOB South America prices 17
8.2.6 FOB China prices for lithium hydroxide monohydrate 56.5%min, magnetic 0.0001%max 17
8.2.7 Delivered South Korea prices for lithium hydroxide monohydrate 56.5%min, magnetic 0.0001%max 17
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 Lithium carbonate 99%min delivered D/P 3
3.1.2 Lithium carbonate 99.5%min delivered D/A 3
3.1.3 Lithium hydroxide 56.5%min delivered D/P 3
3.1.4 Lithium hydroxide 56.5%min, magnetic 0.0001%max delivered D/A 4
3.1.5 Lithium chloride 99.3%min delivered D/A 4
3.1.6 Lithium metal 99%min delivered D/A 4
3.1.7 Lithium metal 99.9%min delivered D/A 4
3.1.8 LCO Co 60%min delivered D/A 4
3.1.9 LNCMO 523 delivered D/A 5
3.1.10 LNCMO 622 delivered D/A 5
3.1.11 LMO 58%min delivered D/A 5
3.1.12 LFP Li 3.9%min delivered D/A 5
3.2 International market 5
3.2.2 Lithium carbonate 99.5%min CIF China 5
3.2.3 Lithium carbonate 99.5%min delivered EU 6
3.2.4 Lithium carbonate 99.5%min delivered U.S. 6
3.2.5 Lithium carbonate 99.5%min FOB South America 6
3.2.6 Lithium hydroxide monohydrate 56.5%min, magnetic 0.0001%max FOB China 6
3.2.7 Lithium hydroxide monohydrate 56.5%min, magnetic 0.0001%max delivered South Korea 6
4. Company new 7
5 Producers Statistics 8
5.1 Lithium carbonate 99%min 8
5.1.1 Chinese industrial grade lithium carbonate producers' operating rate in October 2023 reduces by 1.13% MoM 8
5.1.2 China's industrial grade lithium carbonate output in October 2023 down by 1.13% MoM 9
5.1.3 Chinese industrial grade lithium carbonate producers' stocks in October up by 16.24%% MoM 9
5.2 Lithium carbonate 99.5%min 10
5.2.1 Chinese battery grade lithium carbonate producers' operating rate in October 2023 down by 7.33%% MoM 10
5.2.2 China's battery grade lithium carbonate output in October 2023 down by 7.33% MoM 10
5.2.3 China's battery grade lithium carbonate stocks in October 2023 up by 49.45% MoM 11
5.3 Lithium hydroxide 11
5.3.1 Chinese lithium hydroxide monohydrate producers' operating rate in October 2023 down by 6.23% MOM 11
5.3.2 China's lithium hydroxide monohydrate output in October 2023 down by 6.23% MOM 12
5.3.3 Chinese lithium hydroxide monohydrate producers' stocks in October 2023 up by 27.35% MoM 12
5.4 LCO 12
5.4.1 Chinese LCO producers' operating rate in October 2023 up by 0.63% MoM 12
5.4.2 China's LCO output in October 2023 up by 0.63% MoM 13
5.4.3 China's LCO stocks in October 2023 up by 8.19% MOM 13
5.5 LNCMO 14
5.5.1 Chinese LNCMO producers' operating rate in October 2023 down by 0.18% MoM 14
5.5.2 China's LNCMO output in October 2023 down by 0.18% MoM 14
5.5.3 China's LNCMO inventory in October 2023 up by 0.89% MoM 14
6. Customs Statistics 15
6.1 China's lithium carbonate imports in September 2023 up by 25.94% MOM 15
6.2 China's lithium carbonate exports in September 2023 decreases by 38.98% MOM 15
6.3 China's lithium hydroxide exports in September 2023 down by 1.80% MOM 15
7 Relevant Industry News 16
7.1 3C electronics market 16
7.2 Battery industry 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 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 99.9%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 delivered Europe prices 17
8.2.4 Lithium carbonate 99.5%min delivered U.S. prices 17
8.2.5 Lithium carbonate 99.5%min FOB South America prices 17
8.2.6 FOB China prices for lithium hydroxide monohydrate 56.5%min, magnetic 0.0001%max 17
8.2.7 Delivered South Korea prices for lithium hydroxide monohydrate 56.5%min, magnetic 0.0001%max 17
