Monthly Lithium Market Report Oct 2025
2025-11-12 08:31:30 【Print】
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Contents
1. Market Highlights 2
2. Economy and Policy 2
3. Market Movements 2
3.1 Chinese market 2
3.1.1 Lithium carbonate 99.2%min Delivered D/P 2
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 3
3.1.7 LNCMO 523 Delivered D/A 3
3.1.8 LNCMO 613 Delivered D/A 3
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 4
3.2.2 Lithium carbonate 99.5%min CIF China 4
3.2.3 Lithium carbonate 99.5%min Delivered EU 4
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 5
4. Company news 5
5 Producers Statistics 6
5.1 Lithium carbonate 99.2%min 6
5.1.1 Chinese industrial grade lithium carbonate producers' operating rate in October 2025 up by 76.29% YoY 6
5.1.2 China's industrial grade lithium carbonate output in October 2025 up by 71% YoY 6
5.1.3 Chinese industrial grade lithium carbonate producers' stocks in October 2025 up by 34.24% MoM 7
5.2 Lithium carbonate 99.5%min 7
5.2.1 Chinese battery grade lithium carbonate producers' operating rate in October 2025 up by 18.84% MoM 7
5.2.2 China's battery grade lithium carbonate output in October 2025 up by 22.98% YoY 7
5.2.3 China's battery grade lithium carbonate stocks in October 2025 down by 3.2% YoY 8
5.3 Lithium hydroxide 8
5.3.1 Chinese lithium hydroxide monohydrate producers' operating rate in October 2025 up by 9.45% MoM 8
5.3.2 China's lithium hydroxide monohydrate output in October 2025 up by 1.11% YoY 8
5.3.3 Chinese lithium hydroxide monohydrate producers' stocks in October 2025 down by 5.3% MoM 9
5.4 LCO 9
5.4.1 Chinese LCO producers' operating rate in October 2025 up by 4.67% YoY 9
5.4.2 China's LCO output in October 2025 up by 4.67% YoY 9
5.4.3 China's LCO stocks in October 2025 down by 160t MoM 10
5.5 LNCMO 10
5.5.1 Chinese LNCMO producers' operating rate in October 2025 down by 0.62% YoY 10
5.5.2 China's LNCMO output in October 2025 up by 8.36% YoY 10
5.5.3 China's LNCMO inventory in October 2025 up by 18.37% YoY 11
5.6 LMO 11
5.6.1 Chinese LMO producers' operating rate in October 2025 down by 4.74% YoY 11
5.6.2 China's LMO output in October 2025 down by 4.73% MoM 11
5.6.3 China's LMO inventory in October 2025 down by 1.16% times YoY 12
5.7 LFP 12
5.7.1 Chinese LFP producers' operating rate in October 2025 down by 2.2% YoY 12
5.7.2 China's LFP output in October 2025 down by 0.84% YoY 12
5.7.3 China's LFP inventory in October 2025 down by 74.54% MoM 13
6. Customs Statistics 14
6.1 China's lithium carbonate import volume rose 23.54% YoY in Aug 2025 14
6.2 China's lithium carbonate export volume increased 56.97% YoY in Aug 2025 15
6.3 China's lithium hydroxide export volume rose 354.70% MoM in Aug 2025 15
1. Market Highlights 2
2. Economy and Policy 2
3. Market Movements 2
3.1 Chinese market 2
3.1.1 Lithium carbonate 99.2%min Delivered D/P 2
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 3
3.1.7 LNCMO 523 Delivered D/A 3
3.1.8 LNCMO 613 Delivered D/A 3
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 4
3.2.2 Lithium carbonate 99.5%min CIF China 4
3.2.3 Lithium carbonate 99.5%min Delivered EU 4
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 5
4. Company news 5
5 Producers Statistics 6
5.1 Lithium carbonate 99.2%min 6
5.1.1 Chinese industrial grade lithium carbonate producers' operating rate in October 2025 up by 76.29% YoY 6
5.1.2 China's industrial grade lithium carbonate output in October 2025 up by 71% YoY 6
5.1.3 Chinese industrial grade lithium carbonate producers' stocks in October 2025 up by 34.24% MoM 7
5.2 Lithium carbonate 99.5%min 7
5.2.1 Chinese battery grade lithium carbonate producers' operating rate in October 2025 up by 18.84% MoM 7
5.2.2 China's battery grade lithium carbonate output in October 2025 up by 22.98% YoY 7
5.2.3 China's battery grade lithium carbonate stocks in October 2025 down by 3.2% YoY 8
5.3 Lithium hydroxide 8
5.3.1 Chinese lithium hydroxide monohydrate producers' operating rate in October 2025 up by 9.45% MoM 8
5.3.2 China's lithium hydroxide monohydrate output in October 2025 up by 1.11% YoY 8
5.3.3 Chinese lithium hydroxide monohydrate producers' stocks in October 2025 down by 5.3% MoM 9
5.4 LCO 9
5.4.1 Chinese LCO producers' operating rate in October 2025 up by 4.67% YoY 9
5.4.2 China's LCO output in October 2025 up by 4.67% YoY 9
5.4.3 China's LCO stocks in October 2025 down by 160t MoM 10
5.5 LNCMO 10
5.5.1 Chinese LNCMO producers' operating rate in October 2025 down by 0.62% YoY 10
5.5.2 China's LNCMO output in October 2025 up by 8.36% YoY 10
5.5.3 China's LNCMO inventory in October 2025 up by 18.37% YoY 11
5.6 LMO 11
5.6.1 Chinese LMO producers' operating rate in October 2025 down by 4.74% YoY 11
5.6.2 China's LMO output in October 2025 down by 4.73% MoM 11
5.6.3 China's LMO inventory in October 2025 down by 1.16% times YoY 12
5.7 LFP 12
5.7.1 Chinese LFP producers' operating rate in October 2025 down by 2.2% YoY 12
5.7.2 China's LFP output in October 2025 down by 0.84% YoY 12
5.7.3 China's LFP inventory in October 2025 down by 74.54% MoM 13
6. Customs Statistics 14
6.1 China's lithium carbonate import volume rose 23.54% YoY in Aug 2025 14
6.2 China's lithium carbonate export volume increased 56.97% YoY in Aug 2025 15
6.3 China's lithium hydroxide export volume rose 354.70% MoM in Aug 2025 15
