Monthly Lithium Market Report Dec 2025
2026-01-12 08:26:50 【Print】
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Contents
1. Market Highlights 3
2. Economy and Policy 3
2.1 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 3
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 4
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 5
4. Company news 6
5 Producers Metrics: 8
5.1 Lithium carbonate 99.2%min 8
5.1.1 Chinese industrial grade lithium carbonate producers' operating rate in December 2025 down by 9.71% YoY 8
5.1.2 China's industrial grade lithium carbonate output in December 2025 down by 28.31% YoY 8
5.1.3 Chinese industrial grade lithium carbonate producers' stocks in December 2025 down by 66.63% MoM 9
5.1.4 Chinese industrial grade lithium carbonate producers' sales volume in December 2025 down by 20.42% MoM 9
5.2 Lithium carbonate 99.5%min 9
5.2.1 Chinese battery grade lithium carbonate producers' operating rate in December 2025 up by 2.32% MoM 9
5.2.2 China's battery grade lithium carbonate output in December 2025 up by 2.31% MoM 9
5.2.3 China's battery grade lithium carbonate stocks in December 2025 up by 18.5% YoY 10
5.2.4 China's battery grade lithium carbonate sales volume in December 2025 up by 0.4% MoM 10
5.3 Lithium hydroxide 10
5.3.1 Chinese lithium hydroxide monohydrate producers' operating rate in December 2025 down by 4.9% MoM 10
5.3.2 China's lithium hydroxide monohydrate output in December 2025 down by 4.89% YoY 11
5.3.3 Chinese lithium hydroxide monohydrate producers' stocks in December 2025 down by 10.19% MoM 11
5.3.4 Chinese lithium hydroxide monohydrate producers' sales volume in December 2025 up by 4.4% MoM 11
5.4 LCO 12
5.4.1 Chinese LCO producers' operating rate in December 2025 down by 1.21% YoY 12
5.4.2 China's LCO output in December 2025 down by 1.21% YoY 12
5.4.3 China's LCO stocks in December 2025 up by 4 times MoM 12
5.4.4 China's LCO sales volume in December 2025 down by 3.03% MoM 13
5.5 LNCMO 13
5.5.1 Chinese LNCMO producers' operating rate in December 2025 down by 0.4% YoY 13
5.5.2 China's LNCMO output in December 2025 down by 0.41% YoY 13
5.5.3 China's LNCMO inventory in December 2025 up by 36.39% YoY 13
5.5.4 China's LNCMO sales volume in December 2025 down by 13.01% MoM 14
5.6 LMO 14
5.6.1 Chinese LMO producers' operating rate in December 2025 down by 0.71% YoY 14
5.6.2 China's LMO output in December 2025 down by 0.71% MoM 14
5.6.3 China's LMO inventory in December 2025 down by 14.32% MoM 15
5.6.4 China's LMO sales volume in December 2025 down by 0.12% MoM 15
5.7 LFP 15
5.7.1 Chinese LFP producers' operating rate in December 2025 up by 0.73% YoY 15
5.7.2 China's LFP output in December 2025 up by 0.72% YoY 16
5.7.3 China's LFP inventory in December 2025 up by 33.59% MoM 16
5.7.4 China's LFP sales volume in December 2025 down by 0.6% MoM 16
6. Customs Statistics 14
6.1 China's lithium carbonate import volume grew 14.66% YoY in Nov 2025 14
6.2 China's lithium carbonate export volume increased 249.00% YoY in Nov 2025 15
6.3 China's lithium hydroxide export volume declined 38.90% YoY in Nov 2025 15
1. Market Highlights 3
2. Economy and Policy 3
2.1 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 3
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 4
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 5
4. Company news 6
5 Producers Metrics: 8
5.1 Lithium carbonate 99.2%min 8
5.1.1 Chinese industrial grade lithium carbonate producers' operating rate in December 2025 down by 9.71% YoY 8
5.1.2 China's industrial grade lithium carbonate output in December 2025 down by 28.31% YoY 8
5.1.3 Chinese industrial grade lithium carbonate producers' stocks in December 2025 down by 66.63% MoM 9
5.1.4 Chinese industrial grade lithium carbonate producers' sales volume in December 2025 down by 20.42% MoM 9
5.2 Lithium carbonate 99.5%min 9
5.2.1 Chinese battery grade lithium carbonate producers' operating rate in December 2025 up by 2.32% MoM 9
5.2.2 China's battery grade lithium carbonate output in December 2025 up by 2.31% MoM 9
5.2.3 China's battery grade lithium carbonate stocks in December 2025 up by 18.5% YoY 10
5.2.4 China's battery grade lithium carbonate sales volume in December 2025 up by 0.4% MoM 10
5.3 Lithium hydroxide 10
5.3.1 Chinese lithium hydroxide monohydrate producers' operating rate in December 2025 down by 4.9% MoM 10
5.3.2 China's lithium hydroxide monohydrate output in December 2025 down by 4.89% YoY 11
5.3.3 Chinese lithium hydroxide monohydrate producers' stocks in December 2025 down by 10.19% MoM 11
5.3.4 Chinese lithium hydroxide monohydrate producers' sales volume in December 2025 up by 4.4% MoM 11
5.4 LCO 12
5.4.1 Chinese LCO producers' operating rate in December 2025 down by 1.21% YoY 12
5.4.2 China's LCO output in December 2025 down by 1.21% YoY 12
5.4.3 China's LCO stocks in December 2025 up by 4 times MoM 12
5.4.4 China's LCO sales volume in December 2025 down by 3.03% MoM 13
5.5 LNCMO 13
5.5.1 Chinese LNCMO producers' operating rate in December 2025 down by 0.4% YoY 13
5.5.2 China's LNCMO output in December 2025 down by 0.41% YoY 13
5.5.3 China's LNCMO inventory in December 2025 up by 36.39% YoY 13
5.5.4 China's LNCMO sales volume in December 2025 down by 13.01% MoM 14
5.6 LMO 14
5.6.1 Chinese LMO producers' operating rate in December 2025 down by 0.71% YoY 14
5.6.2 China's LMO output in December 2025 down by 0.71% MoM 14
5.6.3 China's LMO inventory in December 2025 down by 14.32% MoM 15
5.6.4 China's LMO sales volume in December 2025 down by 0.12% MoM 15
5.7 LFP 15
5.7.1 Chinese LFP producers' operating rate in December 2025 up by 0.73% YoY 15
5.7.2 China's LFP output in December 2025 up by 0.72% YoY 16
5.7.3 China's LFP inventory in December 2025 up by 33.59% MoM 16
5.7.4 China's LFP sales volume in December 2025 down by 0.6% MoM 16
6. Customs Statistics 14
6.1 China's lithium carbonate import volume grew 14.66% YoY in Nov 2025 14
6.2 China's lithium carbonate export volume increased 249.00% YoY in Nov 2025 15
6.3 China's lithium hydroxide export volume declined 38.90% YoY in Nov 2025 15
