Monthly Lithium Market Report May 2026

Contents
1. Market Highlights 2
2. Economy and Policy 2
3. Market Movements 2
3.1 Chinese market 2
3.1.Asian Metal Copyright Company news 5 5 Producers Metrics: 10 5.Asian Metal Copyright1 Lithium carbonate 99.2%min Delivered D/P 2
3.1.Asian Metal Copyright1.Asian Metal Copyright2 Lithium carbonate 99.5%min Delivered D/A 2
3.1.Asian Metal Copyright22% MoM 17 5.Asian Metal Copyright3 Lithium hydroxide 56.Asian Metal Copyright1.Asian Metal Copyright5%min, magnetic 0.0001%max Delivered D/A 2
3.1.4 Lithium metal 99%min Delivered D/A 2
3.1.Asian Metal Copyright0001%max FOB China 4 3.Asian Metal Copyright5 Lithium metal 99.9%min Delivered D/A 2
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 3
3.1.10 LMO 58%min Delivered D/A 3
3.1.Asian Metal Copyright6 LMO 16 5.Asian Metal Copyright11 LFP Li 3.9%min Delivered D/A 3
3.2 International market 4
3.2.Asian Metal Copyright4.Asian Metal Copyright2 Lithium carbonate 99.5%min CIF China 4
3.2.Asian Metal Copyright6 LMO 16 5.Asian Metal Copyright3 Lithium carbonate 99.5%min Delivered EU 4
3.2.Asian Metal Copyright3 Chinese industrial grade lithium carbonate producers' stocks in May 2026 down by 50.Asian Metal Copyright4 Lithium carbonate 99.Asian Metal Copyright2 China's LCO output in May 2026 down by 1.Asian Metal Copyright5%min Delivered U.Asian Metal Copyright1 Chinese LMO producers' operating rate in May 2026 down 2.Asian Metal CopyrightS. 4
3.2.Asian Metal Copyright67% MoM 13 5.Asian Metal Copyright5 Lithium carbonate 99.5%min FOB South America 4
3.2.Asian Metal Copyright Economy and Policy 2 3.Asian Metal Copyright6 Lithium hydroxide monohydrate 56.Asian Metal Copyright10 LMO 58%min Delivered DA 3 3.Asian Metal Copyright5%min, magnetic 0.0001%max FOB China 4
3.2.Asian Metal Copyright2.Asian Metal Copyright7 Lithium hydroxide monohydrate 56.Asian Metal Copyright3 Lithium carbonate 99.Asian Metal Copyright5%min, magnetic 0.0001%max Delivered South Korea 5
4. Company news 5
5 Producers Metrics: 10
5.1 Lithium carbonate 99.2%min 10
5.1.Asian Metal Copyright20% YoY 15 5.Asian Metal Copyright1 Chinese industrial grade lithium carbonate producers' operating rate in May 2026 up by 1.68% YoY 10
5.1.Asian Metal Copyright6.Asian Metal Copyright2 China's industrial grade lithium carbonate output in May 2026 up by 8.07% YoY 10
5.1.Asian Metal Copyright6 LCO Co 60%min Delivered DA 3 3.Asian Metal Copyright3 Chinese industrial grade lithium carbonate producers' stocks in May 2026 down by 50.62% MoM 11
5.1.Asian Metal Copyright1 Lithium carbonate 99.Asian Metal Copyright4 Chinese industrial grade lithium carbonate producers' sales volume in May 2026 up by 11.42% MoM 11
5.2 Lithium carbonate 99.5%min 11
5.2.Asian Metal Copyright60% MoM 16 5.Asian Metal Copyright1 Chinese battery grade lithium carbonate producers' operating rate in May 2026 up by 5.87% MoM 11
5.2.Asian Metal Copyright1.Asian Metal Copyright2 China's battery grade lithium carbonate output in May 2026 up by 33.57% MoM 12
5.2.Asian Metal Copyright2 International market 4 3.Asian Metal Copyright3 China's battery grade lithium carbonate stocks in May 2026 down by 13.18% YoY 12
5.2.Asian Metal Copyright7.Asian Metal Copyright4 China's battery grade lithium carbonate sales volume in May 2026 up by 26.34% MoM 12
5.3 Lithium hydroxide 13
5.3.Asian Metal Copyright Market Movements 2 3.Asian Metal Copyright1 Chinese lithium hydroxide monohydrate producers' operating rate in May 2026 down by 11.51% MoM 13
5.3.Asian Metal Copyright7.Asian Metal Copyright2 China's lithium hydroxide monohydrate output in May 2026 down by 11.52% YoY 13
5.3.Asian Metal Copyright4 China's LFP sales volume in May 2026 up by 2.Asian Metal Copyright3 Chinese lithium hydroxide monohydrate producers' stocks in May 2026 up by 105.67% MoM 13
5.3.Asian Metal Copyright1.Asian Metal Copyright4 Chinese lithium hydroxide monohydrate producers' sales volume in May 2026 down by 30.07% MoM 13
5.4 LCO 14
5.4.Asian Metal Copyright2.Asian Metal Copyright1 Chinese LCO producers' operating rate in May 2026 down by 1.64% MoM 14
5.4.Asian Metal Copyright2 China's lithium hydroxide monohydrate output in May 2026 down by 11.Asian Metal Copyright2 China's LCO output in May 2026 down by 1.63% MOM 14
5.4.Asian Metal Copyright1.Asian Metal Copyright3 China's LCO stocks in May 2026 up by 11.11%%MoM 14
5.4.Asian Metal Copyright68% MoM 18 5.Asian Metal Copyright4 China's LCO sales volume in May 2026 down by 1.47% MoM 15
5.5 LNCMO 15
5.5.Asian Metal Copyright2.Asian Metal Copyright1 Chinese LNCMO producers' operating rate in May 2026 up by 2.49% MoM 15
5.5.Asian Metal Copyright5 Lithium carbonate 99.Asian Metal Copyright2 China's LNCMO output in May 2026 up by 2.20% YoY 15
5.5.Asian Metal Copyright2.Asian Metal Copyright4 China's LNCMO sales volume in May 2026 down by 14.60% MoM 16
5.6 LMO 16
5.6.Asian Metal Copyright2.Asian Metal Copyright1 Chinese LMO producers' operating rate in May 2026 down 2.62% MoM 16
5.6.Asian Metal Copyright3 Lithium hydroxide 56.Asian Metal Copyright2 China's LMO output in May 2026 up by 1.32% MoM 16
5.6.Asian Metal Copyright2 Lithium carbonate 99.Asian Metal Copyright3 China's LMO inventory in May 2026 up by 35.93% MoM 17
5.6.Asian Metal Copyright1 Chinese industrial grade lithium carbonate producers' operating rate in May 2026 up by 1.Asian Metal Copyright4 China's LMO sales volume in May 2026 down by 8.09% MoM 17
5.7 LFP 17
5.7.Asian Metal Copyright1.Asian Metal Copyright1 Chinese LFP producers' operating rate in May 2026 down by 4.95% MoM 17
5.7.Asian Metal Copyright1 Chinese LCO producers' operating rate in May 2026 down by 1.Asian Metal Copyright2 China's LFP output in May 2026 up by 4.22% MoM 17
5.7.Asian Metal Copyright1.Asian Metal Copyright3 China's LFP inventory in May 2026 down by 11.68% MoM 18
5.7.Asian Metal Copyright1.Asian Metal Copyright4 China's LFP sales volume in May 2026 up by 2.96% MoM 18


.Asian Metal Copyright Economy and Policy 2 3Asian Metal Copyright