Monthly Lithium Market Report Mar 2025
2025-04-12 19:07:19 【Print】
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Contents
1. Market Highlights 3
2. Economy and Policy 3
3. Market Movements 3
3.1 Chinese market 3
3.1.1 Lithium carbonate 99.2%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, magnetic 0.0001%max Delivered D/A 3
3.1.4 Lithium metal 99%min Delivered D/A 4
3.1.5 Lithium metal 99.9%min Delivered D/A 4
3.1.6 LCO Co 60%min Delivered D/A 4
3.1.7 LNCMO 523 Delivered D/A 4
3.1.8 LNCMO 613 Delivered D/A 4
3.1.9 LNCMO 8312 Delivered D/A 4
3.1.10 LMO 58%min Delivered D/A 5
3.1.11 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 5
3.2.4 Lithium carbonate 99.5%min Delivered U.S. 5
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 news 6
4.1 Hainan Mining's lithium hydroxide project finishes hot commissioning 6
4.2 50tpa lithium and magnesium materials project breaks ground in Sichuan 6
4.3 Easpring Technology and SK On ink cathode materials supply agreement 6
4.4 Sinomine restructures lithium raw material and rare light metal sectors 7
4.5 Shinghwa Lianjiang inks deal to supply electrolyte to CATL 7
4.6 Fulin P.M. and CATL forge strategic partnership on lithium iron phosphate 7
4.7 Easpring Technology and LGES ink long-term cathode material supply agreement 7
4.8 China Salt Lake commissions lithium extraction upgrade project 7
4.9 Hunan Yuneng sets new record in phosphate cathode materials shipments 7
4.10 Xinyu Guoxing puts into commercial production of lithium carbonate 7
4.11 Qinghai Yanhu Industry reports higher lithium production and sales in 2024 8
4.12 Zangge Mining's annual copper production up 8% YoY 8
4.13 Yichun Shengyuan receives mining license for lithium-containing deposit 8
5 Producers Statistics 8
5.1 Lithium carbonate 99.2%min 8
5.1.1 Chinese industrial grade lithium carbonate producers' operating rate in March 2025 down by 27.09% YoY 8
5.1.2 China's industrial grade lithium carbonate output in March 2025 up by 7.59% MoM 8
5.1.3 Chinese industrial grade lithium carbonate producers' stocks in March 2025 down by 62.79% YoY 9
5.2 Lithium carbonate 99.5%min 9
5.2.1 Chinese battery grade lithium carbonate producers' operating rate in March 2025 up by 13.29% MoM 9
5.2.2 China's battery grade lithium carbonate output in March 2025 up by 49.51% YoY 9
5.2.3 China's battery grade lithium carbonate stocks in March 2025 up by 60.81% MoM 10
5.3 Lithium hydroxide 10
5.3.1 Chinese lithium hydroxide monohydrate producers' operating rate in March 2025 up by 63.49% YoY 10
5.3.2 China's lithium hydroxide monohydrate output in March 2025 up by 63.49% MoM 10
5.3.3 Chinese lithium hydroxide monohydrate producers' stocks in March 2025 up by 28% MoM 11
5.4 LCO 11
5.4.1 Chinese LCO producers' operating rate in March 2025 down by 38.98% MoM 11
5.4.2 China's LCO output in March 2025 up by 38.99% MoM 11
5.4.3 China's LCO stocks in March 2025 down by 92.96% YoY 12
5.5 LNCMO 12
5.5.1 Chinese LNCMO producers' operating rate in March 2025 up by 19.77% MoM 12
5.5.2 China's LNCMO output in March 2025 up by 19.78% MoM 12
5.5.3 China's LNCMO inventory in March 2025 up by 90.18% YoY 13
5.6 LMO 13
5.6.1 Chinese LMO producers' operating rate in March 2025 up by 25.05% MoM 13
5.6.2 China's LMO output in March 2025 up by 25.07% MoM 13
5.6.3 China's LMO inventory in March 2025 up by 22.99% MoM 14
5.7 LFP 14
5.7.1 Chinese LFP producers' operating rate in March 2025 up by 26.89% YoY 14
5.7.2 China's LFP output in March 2025 up by 60.34% YoY 14
5.7.3 China's LFP inventory in March 2025 up by 95.9% YoY 15
6. Customs Statistics 15
6.1 China's lithium carbonate import volume decreased 38.73% MoM in Feb 2025 15
6.2 China's lithium hydroxide export volume fell 51.84% YoY in Feb 2025 16
1. Market Highlights 3
2. Economy and Policy 3
3. Market Movements 3
3.1 Chinese market 3
3.1.1 Lithium carbonate 99.2%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, magnetic 0.0001%max Delivered D/A 3
3.1.4 Lithium metal 99%min Delivered D/A 4
3.1.5 Lithium metal 99.9%min Delivered D/A 4
3.1.6 LCO Co 60%min Delivered D/A 4
3.1.7 LNCMO 523 Delivered D/A 4
3.1.8 LNCMO 613 Delivered D/A 4
3.1.9 LNCMO 8312 Delivered D/A 4
3.1.10 LMO 58%min Delivered D/A 5
3.1.11 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 5
3.2.4 Lithium carbonate 99.5%min Delivered U.S. 5
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 news 6
4.1 Hainan Mining's lithium hydroxide project finishes hot commissioning 6
4.2 50tpa lithium and magnesium materials project breaks ground in Sichuan 6
4.3 Easpring Technology and SK On ink cathode materials supply agreement 6
4.4 Sinomine restructures lithium raw material and rare light metal sectors 7
4.5 Shinghwa Lianjiang inks deal to supply electrolyte to CATL 7
4.6 Fulin P.M. and CATL forge strategic partnership on lithium iron phosphate 7
4.7 Easpring Technology and LGES ink long-term cathode material supply agreement 7
4.8 China Salt Lake commissions lithium extraction upgrade project 7
4.9 Hunan Yuneng sets new record in phosphate cathode materials shipments 7
4.10 Xinyu Guoxing puts into commercial production of lithium carbonate 7
4.11 Qinghai Yanhu Industry reports higher lithium production and sales in 2024 8
4.12 Zangge Mining's annual copper production up 8% YoY 8
4.13 Yichun Shengyuan receives mining license for lithium-containing deposit 8
5 Producers Statistics 8
5.1 Lithium carbonate 99.2%min 8
5.1.1 Chinese industrial grade lithium carbonate producers' operating rate in March 2025 down by 27.09% YoY 8
5.1.2 China's industrial grade lithium carbonate output in March 2025 up by 7.59% MoM 8
5.1.3 Chinese industrial grade lithium carbonate producers' stocks in March 2025 down by 62.79% YoY 9
5.2 Lithium carbonate 99.5%min 9
5.2.1 Chinese battery grade lithium carbonate producers' operating rate in March 2025 up by 13.29% MoM 9
5.2.2 China's battery grade lithium carbonate output in March 2025 up by 49.51% YoY 9
5.2.3 China's battery grade lithium carbonate stocks in March 2025 up by 60.81% MoM 10
5.3 Lithium hydroxide 10
5.3.1 Chinese lithium hydroxide monohydrate producers' operating rate in March 2025 up by 63.49% YoY 10
5.3.2 China's lithium hydroxide monohydrate output in March 2025 up by 63.49% MoM 10
5.3.3 Chinese lithium hydroxide monohydrate producers' stocks in March 2025 up by 28% MoM 11
5.4 LCO 11
5.4.1 Chinese LCO producers' operating rate in March 2025 down by 38.98% MoM 11
5.4.2 China's LCO output in March 2025 up by 38.99% MoM 11
5.4.3 China's LCO stocks in March 2025 down by 92.96% YoY 12
5.5 LNCMO 12
5.5.1 Chinese LNCMO producers' operating rate in March 2025 up by 19.77% MoM 12
5.5.2 China's LNCMO output in March 2025 up by 19.78% MoM 12
5.5.3 China's LNCMO inventory in March 2025 up by 90.18% YoY 13
5.6 LMO 13
5.6.1 Chinese LMO producers' operating rate in March 2025 up by 25.05% MoM 13
5.6.2 China's LMO output in March 2025 up by 25.07% MoM 13
5.6.3 China's LMO inventory in March 2025 up by 22.99% MoM 14
5.7 LFP 14
5.7.1 Chinese LFP producers' operating rate in March 2025 up by 26.89% YoY 14
5.7.2 China's LFP output in March 2025 up by 60.34% YoY 14
5.7.3 China's LFP inventory in March 2025 up by 95.9% YoY 15
6. Customs Statistics 15
6.1 China's lithium carbonate import volume decreased 38.73% MoM in Feb 2025 15
6.2 China's lithium hydroxide export volume fell 51.84% YoY in Feb 2025 16
