Monthly Lithium Market Report Aug 2025
2025-09-12 23:53:07 【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 3
3.1.5 Lithium metal 99.9%min Delivered D/A 3
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 4
3.1.11 LFP Li 3.9%min Delivered D/A 4
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 5
3.2.6 Lithium hydroxide monohydrate 56.5%min, magnetic 0.0001%max FOB China 5
3.2.7 Lithium hydroxide monohydrate 56.5%min, magnetic 0.0001%max Delivered South Korea 6
4. Company news 6
4.1 Zangge Mining reports H1 2025 production results 6
4.2 Guizhou Jiashang's daily LMO output reaches 40t 6
4.3 Zhengkunyuan to build LMFP project in Changzhi High-Tech Zone 6
4.4 CATL suspends mining at Yichun lithium project 6
4.5 Tianyuan Group starts trial production at Dingjia phosphate mine 6
4.6 Ganfeng, LAR to consolidate lithium projects in Argentina 6
4.7 Jiuwu Hi-Tech to raise funds for lithium chloride pilot project 7
4.8 Jiuhui New Materials plans battery-grade lithium carbonate project 7
4.9 Yichun Yinli to resume lithium salt production 7
4.10 Yahua Group expects lithium salt capacity at 130kt by end-2025 7
4.11 Lopal Tech plans private placement to fund LFP projects 7
4.12 Sinomine reports strong light metals performance in H1 7
4.13 Dingneng kicks off aluminum slag and lithium battery recycling project 7
4.14 Fulin P.M. H1 revenue jumps as LFP shipments rise 8
4.15 Hunan Yuneng's phosphate cathode shipments surge in H1 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 August 2025 down by 26.32% YoY 8
5.1.2 China's industrial grade lithium carbonate output in August 2025 down by 28.35% YoY 8
5.1.3 Chinese industrial grade lithium carbonate producers' stocks in August 2025 down by 67.06% YoY 8
5.2 Lithium carbonate 99.5%min 8
5.2.1 Chinese battery grade lithium carbonate producers' operating rate in August 2025 up by 10.3% MoM 8
5.2.2 China's battery grade lithium carbonate output in August 2025 up by 14.16% YoY 8
5.2.3 China's battery grade lithium carbonate stocks in August 2025 down by 23.27% MoM 8
5.3 Lithium hydroxide 8
5.3.1 Chinese lithium hydroxide monohydrate producers' operating rate in August 2025 down by 28.63% YoY 8
5.3.2 China's lithium hydroxide monohydrate output in August 2025 down by 20.07% YoY 9
5.3.3 Chinese lithium hydroxide monohydrate producers' stocks in August 2025 up by 20.64% YoY 9
5.4 LCO 9
5.4.1 Chinese LCO producers' operating rate in August 2025 up by 8.39% YoY 9
5.4.2 China's LCO output in August 2025 up by 24.89% YoY 9
5.4.3 China's LCO stocks in August 2025 down by 48.56% YoY 9
5.5 LNCMO 10
5.5.1 Chinese LNCMO producers' operating rate in August 2025 up by 6.48% MoM 10
5.5.2 China's LNCMO output in August 2025 up by 17.71% YoY 10
5.5.3 China's LNCMO inventory in August 2025 up by 54.99% YoY 10
5.6 LMO 11
5.6.1 Chinese LMO producers' operating rate in August 2025 up by 8.56% MoM 11
5.6.2 China's LMO output in August 2025 up by 8.56% MoM 11
5.6.3 China's LMO inventory in August 2025 up by 1,360t YoY 11
5.7 LFP 12
5.7.1 Chinese LFP producers' operating rate in August 2025 up by 34.46% YoY 12
5.7.2 China's LFP output in August 2025 up by 50.73% YoY 12
5.7.3 China's LFP inventory in August 2025 up by 108.2% YoY 12
6. Customs Statistics 13
6.1 China's lithium carbonate import volume declined 42.67% YoY in Jul 2025 13
6.2 China's lithium carbonate export volume grew 37.20% YoY in Jul 2025 13
6.3 China's lithium hydroxide export volume decreased 86.28% YoY in Jul 2025 14
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 3
3.1.5 Lithium metal 99.9%min Delivered D/A 3
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 4
3.1.11 LFP Li 3.9%min Delivered D/A 4
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 5
3.2.6 Lithium hydroxide monohydrate 56.5%min, magnetic 0.0001%max FOB China 5
3.2.7 Lithium hydroxide monohydrate 56.5%min, magnetic 0.0001%max Delivered South Korea 6
4. Company news 6
4.1 Zangge Mining reports H1 2025 production results 6
4.2 Guizhou Jiashang's daily LMO output reaches 40t 6
4.3 Zhengkunyuan to build LMFP project in Changzhi High-Tech Zone 6
4.4 CATL suspends mining at Yichun lithium project 6
4.5 Tianyuan Group starts trial production at Dingjia phosphate mine 6
4.6 Ganfeng, LAR to consolidate lithium projects in Argentina 6
4.7 Jiuwu Hi-Tech to raise funds for lithium chloride pilot project 7
4.8 Jiuhui New Materials plans battery-grade lithium carbonate project 7
4.9 Yichun Yinli to resume lithium salt production 7
4.10 Yahua Group expects lithium salt capacity at 130kt by end-2025 7
4.11 Lopal Tech plans private placement to fund LFP projects 7
4.12 Sinomine reports strong light metals performance in H1 7
4.13 Dingneng kicks off aluminum slag and lithium battery recycling project 7
4.14 Fulin P.M. H1 revenue jumps as LFP shipments rise 8
4.15 Hunan Yuneng's phosphate cathode shipments surge in H1 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 August 2025 down by 26.32% YoY 8
5.1.2 China's industrial grade lithium carbonate output in August 2025 down by 28.35% YoY 8
5.1.3 Chinese industrial grade lithium carbonate producers' stocks in August 2025 down by 67.06% YoY 8
5.2 Lithium carbonate 99.5%min 8
5.2.1 Chinese battery grade lithium carbonate producers' operating rate in August 2025 up by 10.3% MoM 8
5.2.2 China's battery grade lithium carbonate output in August 2025 up by 14.16% YoY 8
5.2.3 China's battery grade lithium carbonate stocks in August 2025 down by 23.27% MoM 8
5.3 Lithium hydroxide 8
5.3.1 Chinese lithium hydroxide monohydrate producers' operating rate in August 2025 down by 28.63% YoY 8
5.3.2 China's lithium hydroxide monohydrate output in August 2025 down by 20.07% YoY 9
5.3.3 Chinese lithium hydroxide monohydrate producers' stocks in August 2025 up by 20.64% YoY 9
5.4 LCO 9
5.4.1 Chinese LCO producers' operating rate in August 2025 up by 8.39% YoY 9
5.4.2 China's LCO output in August 2025 up by 24.89% YoY 9
5.4.3 China's LCO stocks in August 2025 down by 48.56% YoY 9
5.5 LNCMO 10
5.5.1 Chinese LNCMO producers' operating rate in August 2025 up by 6.48% MoM 10
5.5.2 China's LNCMO output in August 2025 up by 17.71% YoY 10
5.5.3 China's LNCMO inventory in August 2025 up by 54.99% YoY 10
5.6 LMO 11
5.6.1 Chinese LMO producers' operating rate in August 2025 up by 8.56% MoM 11
5.6.2 China's LMO output in August 2025 up by 8.56% MoM 11
5.6.3 China's LMO inventory in August 2025 up by 1,360t YoY 11
5.7 LFP 12
5.7.1 Chinese LFP producers' operating rate in August 2025 up by 34.46% YoY 12
5.7.2 China's LFP output in August 2025 up by 50.73% YoY 12
5.7.3 China's LFP inventory in August 2025 up by 108.2% YoY 12
6. Customs Statistics 13
6.1 China's lithium carbonate import volume declined 42.67% YoY in Jul 2025 13
6.2 China's lithium carbonate export volume grew 37.20% YoY in Jul 2025 13
6.3 China's lithium hydroxide export volume decreased 86.28% YoY in Jul 2025 14
