Monthly Lithium Market Report Jan 2026
2026-02-09 09:14:55 【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 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 4
3.1.8 LNCMO 613 Delivered D/A 4
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 5
3.2.3 Lithium carbonate 99.5%min Delivered EU 5
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 6
5 Producers Metrics: 7
5.1 Lithium carbonate 99.2%min 7
5.1.1 Chinese industrial grade lithium carbonate producers' operating rate in January 2026 up by 2.7% YoY 7
5.1.2 China's industrial grade lithium carbonate output in January 2026 up by 4.2% YoY 8
5.1.3 Chinese industrial grade lithium carbonate producers' stocks in January 2026 down by 27.8% MoM 8
5.1.4 Chinese industrial grade lithium carbonate producers' sales volume in January 2026 up by 5.4% MoM 8
5.2 Lithium carbonate 99.5%min 9
5.2.1 Chinese battery grade lithium carbonate producers' operating rate in January 2026 down by 2.8% MoM 9
5.2.2 China's battery grade lithium carbonate output in January 2026 down by 2.8% MoM 9
5.2.3 China's battery grade lithium carbonate stocks in January 2026 down by 5.9% YoY 9
5.2.4 China's battery grade lithium carbonate sales volume in January 2026 up by 0.6% MoM 10
5.3 Lithium hydroxide 10
5.3.1 Chinese lithium hydroxide monohydrate producers' operating rate in January 2026 down by 1.7% MoM 10
5.3.2 China's lithium hydroxide monohydrate output in January 2026 down by 1.7% YoY 10
5.3.3 Chinese lithium hydroxide monohydrate producers' stocks in January 2026 down by 24.5% MoM 11
5.3.4 Chinese lithium hydroxide monohydrate producers' sales volume in January 2026 up by 4% MoM 11
5.4 LCO 11
5.4.1 Chinese LCO producers' operating rate in January 2026 down by 9.9% YoY 11
5.4.2 China's LCO output in January 2026 down by 9.9% YoY 11
5.4.3 China's LCO stocks in January 2026 up by 613.3%MoM 12
5.4.4 China's LCO sales volume in January 2026 down by 22.3% MoM 12
5.5 LNCMO 12
5.5.1 Chinese LNCMO producers' operating rate in January 2026 down by 2.1% YoY 12
5.5.2 China's LNCMO output in January 2026 down by 2.1% YoY 13
5.5.3 China's LNCMO inventory in January 2026 down by 62.4% YoY 13
5.5.4 China's LNCMO sales volume in January 2026 up by 22.6% MoM 13
5.6 LMO 14
5.6.1 Chinese LMO producers' operating rate in January 2026 up 16.4% MoM 14
5.6.2 China's LMO output in January 2026 up by 33.3% MoM 14
5.6.3 China's LMO inventory in January 2026 down by 9% MoM 14
5.6.4 China's LMO sales volume in January 2026 up by 31.4% MoM 15
5.7 LFP 15
5.7.1 Chinese LFP producers' operating rate in January 2026 down by 2.9% YoY 15
5.7.2 China's LFP output in January 2026 down by 2.9% MoM 15
5.7.3 China's LFP inventory in January 2026 down by 21.8% MoM 16
5.7.4 China's LFP sales volume in January 2026 up by 0.5% MoM 16
6. Customs Statistics 14
6.1 China's lithium carbonate import volume declined 14.43% YoY in Dec 2025 14
6.2 China's lithium carbonate export volume grew 45.97% YoY in Dec 2025 15
6.3 China's lithium hydroxide export volume increased 88.23% MoM in Dec 2025 15
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 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 4
3.1.8 LNCMO 613 Delivered D/A 4
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 5
3.2.3 Lithium carbonate 99.5%min Delivered EU 5
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 6
5 Producers Metrics: 7
5.1 Lithium carbonate 99.2%min 7
5.1.1 Chinese industrial grade lithium carbonate producers' operating rate in January 2026 up by 2.7% YoY 7
5.1.2 China's industrial grade lithium carbonate output in January 2026 up by 4.2% YoY 8
5.1.3 Chinese industrial grade lithium carbonate producers' stocks in January 2026 down by 27.8% MoM 8
5.1.4 Chinese industrial grade lithium carbonate producers' sales volume in January 2026 up by 5.4% MoM 8
5.2 Lithium carbonate 99.5%min 9
5.2.1 Chinese battery grade lithium carbonate producers' operating rate in January 2026 down by 2.8% MoM 9
5.2.2 China's battery grade lithium carbonate output in January 2026 down by 2.8% MoM 9
5.2.3 China's battery grade lithium carbonate stocks in January 2026 down by 5.9% YoY 9
5.2.4 China's battery grade lithium carbonate sales volume in January 2026 up by 0.6% MoM 10
5.3 Lithium hydroxide 10
5.3.1 Chinese lithium hydroxide monohydrate producers' operating rate in January 2026 down by 1.7% MoM 10
5.3.2 China's lithium hydroxide monohydrate output in January 2026 down by 1.7% YoY 10
5.3.3 Chinese lithium hydroxide monohydrate producers' stocks in January 2026 down by 24.5% MoM 11
5.3.4 Chinese lithium hydroxide monohydrate producers' sales volume in January 2026 up by 4% MoM 11
5.4 LCO 11
5.4.1 Chinese LCO producers' operating rate in January 2026 down by 9.9% YoY 11
5.4.2 China's LCO output in January 2026 down by 9.9% YoY 11
5.4.3 China's LCO stocks in January 2026 up by 613.3%MoM 12
5.4.4 China's LCO sales volume in January 2026 down by 22.3% MoM 12
5.5 LNCMO 12
5.5.1 Chinese LNCMO producers' operating rate in January 2026 down by 2.1% YoY 12
5.5.2 China's LNCMO output in January 2026 down by 2.1% YoY 13
5.5.3 China's LNCMO inventory in January 2026 down by 62.4% YoY 13
5.5.4 China's LNCMO sales volume in January 2026 up by 22.6% MoM 13
5.6 LMO 14
5.6.1 Chinese LMO producers' operating rate in January 2026 up 16.4% MoM 14
5.6.2 China's LMO output in January 2026 up by 33.3% MoM 14
5.6.3 China's LMO inventory in January 2026 down by 9% MoM 14
5.6.4 China's LMO sales volume in January 2026 up by 31.4% MoM 15
5.7 LFP 15
5.7.1 Chinese LFP producers' operating rate in January 2026 down by 2.9% YoY 15
5.7.2 China's LFP output in January 2026 down by 2.9% MoM 15
5.7.3 China's LFP inventory in January 2026 down by 21.8% MoM 16
5.7.4 China's LFP sales volume in January 2026 up by 0.5% MoM 16
6. Customs Statistics 14
6.1 China's lithium carbonate import volume declined 14.43% YoY in Dec 2025 14
6.2 China's lithium carbonate export volume grew 45.97% YoY in Dec 2025 15
6.3 China's lithium hydroxide export volume increased 88.23% MoM in Dec 2025 15
