Monthly Lithium Market Report Apr 2025
2025-05-12 19:59:15 【Print】
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Contents
1. Market Highlights 3
2. Economy and Policy 3
2.1 China raises tariffs on imported US products to 125% 3
2.2 China's Q1 foreign trade hits all-time high 3
3. Market Movements 4
3.1 Chinese market 4
3.1.1 Lithium carbonate 99.2%min Delivered D/P 4
3.1.2 Lithium carbonate 99.5%min Delivered D/A 4
3.1.3 Lithium hydroxide 56.5%min, magnetic 0.0001%max Delivered D/A 4
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 5
3.1.8 LNCMO 613 Delivered D/A 5
3.1.9 LNCMO 8312 Delivered D/A 5
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 6
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 news 7
4.1 Qinghai Yanhu Industry reports higher lithium production and sales in 2024 7
4.2 Zangge Mining's annual copper production up 8% YoY 7
4.3 Lopal Tech reports steady growth in LFP cathode material sales 7
4.4 Guangzhou Youmei to put into pilot production of lithium carbonate 7
4.5 Xinjiang Blue Diamond suspend production of lithium carbonate 7
4.6 Nanjing Titanium Dioxide terminates investment in LFP 7
4.7 Brunp Contemporary breaks ground on 450ktpa LFP project 7
4.8 Jiangxi Yun Lithium halt production of lithium carbonate 8
4.9 Transfer results released for two lithium exploration rights in Xinjiang 8
4.10 Liaoning Hongjing suspend production of lithium carbonate 8
4.11 Fengyuan Lithium Energy signs LFP supply agreement with BYD Battery 8
4.12 Tangshan Hengkun to resume production of LFP 8
4.13 CBL decreases output of lithium carbonate 8
4.14 Shandong RuiFu reduces production of lithium carbonate 8
4.15 Zhejiang Youngdream decrease production of lithium hydroxide 8
4.16 Shidai Ruixiang begins production at 20ktpa LMFP project 8
4.17 Fulin Group signs agreement to build LFP project in Shehong 8
4.18 Qinghai Yanhu releases Q1 lithium carbonate production and sales results 9
4.19 SDIC Xinjiang to break ground on phase two of lithium carbonate 9
4.20 Panzhihua Seven Star to resume production of lithium carbonate 9
4.21 Shandong Moris puts into production of lithium metal 9
4.22 Shuneng Mineral begins delivery of hundred-ton LFP order 9
4.23 Lopal Tech reports higher LFP shipment in Q1 9
5 Producers Statistics 9
5.1 Lithium carbonate 99.2%min 9
5.1.1 Chinese industrial grade lithium carbonate producers' operating rate in April 2025 down by 15.87% YoY 9
5.1.2 China's industrial grade lithium carbonate output in April 2025 up by 14.6% YoY 9
5.1.3 Chinese industrial grade lithium carbonate producers' stocks in April 2025 up by 234% YoY 10
5.2 Lithium carbonate 99.5%min 10
5.2.1 Chinese battery grade lithium carbonate producers' operating rate in April 2025 up by 29.42% YoY 10
5.2.2 China's battery grade lithium carbonate output in April 2025 down by 18.76% MoM 10
5.2.3 China's battery grade lithium carbonate stocks in April 2025 up by 34.16% YoY 11
5.3 Lithium hydroxide 11
5.3.1 Chinese lithium hydroxide monohydrate producers' operating rate in April 2025 down by 32.66% YoY 11
5.3.2 China's lithium hydroxide monohydrate output in April 2025 down by 15.47% YoY 11
5.3.3 Chinese lithium hydroxide monohydrate producers' stocks in April 2025 down by 7.03% MoM 12
5.4 LCO 12
5.4.1 Chinese LCO producers' operating rate in April 2025 up by 2.67% YoY 12
5.4.2 China's LCO output in April 2025 up by 25.27% YoY 12
5.4.3 China's LCO stocks in April 2025 down by 1,420t YoY 13
5.5 LNCMO 13
5.5.1 Chinese LNCMO producers' operating rate in April 2025 down by 8.69% YoY 13
5.5.2 China's LNCMO output in April 2025 up by 3.74% YoY 13
5.5.3 China's LNCMO inventory in April 2025 up by 125.38% YoY 14
5.6 LMO 14
5.6.1 Chinese LMO producers' operating rate in April 2025 down by 11.79% YoY 14
5.6.2 China's LMO output in April 2025 down by 4.1% YoY 14
5.6.3 China's LMO inventory in April 2025 up by 15.38% MoM 15
5.7 LFP 15
5.7.1 Chinese LFP producers' operating rate in April 2025 up by 30.49% YoY 15
5.7.2 China's LFP output in April 2025 up by 73.96% YoY 15
5.7.3 China's LFP inventory in April 2025 up by 88.97% YoY 16
6. Customs Statistics 16
6.1 China's lithium carbonate import volume grew 47.03% MoM in Mar 2025 16
6.2 China's lithium carbonate export volume decreased 47.25% MoM in Mar 2025 17
6.3 China's lithium hydroxide import volume increased 91.84% YoY in Mar 2025 17
6.4 China's lithium hydroxide export volume declined 66.83% YoY in Mar 2025 18
1. Market Highlights 3
2. Economy and Policy 3
2.1 China raises tariffs on imported US products to 125% 3
2.2 China's Q1 foreign trade hits all-time high 3
3. Market Movements 4
3.1 Chinese market 4
3.1.1 Lithium carbonate 99.2%min Delivered D/P 4
3.1.2 Lithium carbonate 99.5%min Delivered D/A 4
3.1.3 Lithium hydroxide 56.5%min, magnetic 0.0001%max Delivered D/A 4
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 5
3.1.8 LNCMO 613 Delivered D/A 5
3.1.9 LNCMO 8312 Delivered D/A 5
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 6
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 news 7
4.1 Qinghai Yanhu Industry reports higher lithium production and sales in 2024 7
4.2 Zangge Mining's annual copper production up 8% YoY 7
4.3 Lopal Tech reports steady growth in LFP cathode material sales 7
4.4 Guangzhou Youmei to put into pilot production of lithium carbonate 7
4.5 Xinjiang Blue Diamond suspend production of lithium carbonate 7
4.6 Nanjing Titanium Dioxide terminates investment in LFP 7
4.7 Brunp Contemporary breaks ground on 450ktpa LFP project 7
4.8 Jiangxi Yun Lithium halt production of lithium carbonate 8
4.9 Transfer results released for two lithium exploration rights in Xinjiang 8
4.10 Liaoning Hongjing suspend production of lithium carbonate 8
4.11 Fengyuan Lithium Energy signs LFP supply agreement with BYD Battery 8
4.12 Tangshan Hengkun to resume production of LFP 8
4.13 CBL decreases output of lithium carbonate 8
4.14 Shandong RuiFu reduces production of lithium carbonate 8
4.15 Zhejiang Youngdream decrease production of lithium hydroxide 8
4.16 Shidai Ruixiang begins production at 20ktpa LMFP project 8
4.17 Fulin Group signs agreement to build LFP project in Shehong 8
4.18 Qinghai Yanhu releases Q1 lithium carbonate production and sales results 9
4.19 SDIC Xinjiang to break ground on phase two of lithium carbonate 9
4.20 Panzhihua Seven Star to resume production of lithium carbonate 9
4.21 Shandong Moris puts into production of lithium metal 9
4.22 Shuneng Mineral begins delivery of hundred-ton LFP order 9
4.23 Lopal Tech reports higher LFP shipment in Q1 9
5 Producers Statistics 9
5.1 Lithium carbonate 99.2%min 9
5.1.1 Chinese industrial grade lithium carbonate producers' operating rate in April 2025 down by 15.87% YoY 9
5.1.2 China's industrial grade lithium carbonate output in April 2025 up by 14.6% YoY 9
5.1.3 Chinese industrial grade lithium carbonate producers' stocks in April 2025 up by 234% YoY 10
5.2 Lithium carbonate 99.5%min 10
5.2.1 Chinese battery grade lithium carbonate producers' operating rate in April 2025 up by 29.42% YoY 10
5.2.2 China's battery grade lithium carbonate output in April 2025 down by 18.76% MoM 10
5.2.3 China's battery grade lithium carbonate stocks in April 2025 up by 34.16% YoY 11
5.3 Lithium hydroxide 11
5.3.1 Chinese lithium hydroxide monohydrate producers' operating rate in April 2025 down by 32.66% YoY 11
5.3.2 China's lithium hydroxide monohydrate output in April 2025 down by 15.47% YoY 11
5.3.3 Chinese lithium hydroxide monohydrate producers' stocks in April 2025 down by 7.03% MoM 12
5.4 LCO 12
5.4.1 Chinese LCO producers' operating rate in April 2025 up by 2.67% YoY 12
5.4.2 China's LCO output in April 2025 up by 25.27% YoY 12
5.4.3 China's LCO stocks in April 2025 down by 1,420t YoY 13
5.5 LNCMO 13
5.5.1 Chinese LNCMO producers' operating rate in April 2025 down by 8.69% YoY 13
5.5.2 China's LNCMO output in April 2025 up by 3.74% YoY 13
5.5.3 China's LNCMO inventory in April 2025 up by 125.38% YoY 14
5.6 LMO 14
5.6.1 Chinese LMO producers' operating rate in April 2025 down by 11.79% YoY 14
5.6.2 China's LMO output in April 2025 down by 4.1% YoY 14
5.6.3 China's LMO inventory in April 2025 up by 15.38% MoM 15
5.7 LFP 15
5.7.1 Chinese LFP producers' operating rate in April 2025 up by 30.49% YoY 15
5.7.2 China's LFP output in April 2025 up by 73.96% YoY 15
5.7.3 China's LFP inventory in April 2025 up by 88.97% YoY 16
6. Customs Statistics 16
6.1 China's lithium carbonate import volume grew 47.03% MoM in Mar 2025 16
6.2 China's lithium carbonate export volume decreased 47.25% MoM in Mar 2025 17
6.3 China's lithium hydroxide import volume increased 91.84% YoY in Mar 2025 17
6.4 China's lithium hydroxide export volume declined 66.83% YoY in Mar 2025 18
