Monthly Lithium Market Report Jan 2024
2024-02-04 08:47:30 【Print】
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Contents
1. Market Highlights 3
2. Economy and Policy 3
2.1 Chinese 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 delivered D/P 3
3.1.4 Lithium hydroxide 56.5%min, magnetic 0.0001%max delivered D/A 4
3.1.5 Lithium chloride 99.3%min delivered D/A 4
3.1.6 Lithium metal 99%min delivered D/A 4
3.1.7 Lithium metal 99.9%min delivered D/A 4
3.1.8 LCO Co 60%min delivered D/A 4
3.1.9 LNCMO 523 delivered D/A 5
3.1.10 LNCMO 622 delivered D/A 5
3.1.11 LMO 58%min delivered D/A 5
3.1.12 LFP Li 3.9%min delivered D/A 5
3.2 International market 5
3.2.2 Lithium carbonate 99.5%min CIF China 6
3.2.3 Lithium carbonate 99.5%min delivered EU 6
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 new 7
5 Producers Statistics 8
5.1 Lithium carbonate 99.2%min 8
5.1.1 Chinese industrial grade lithium carbonate producers' operating rate in January 2024 reduces by 4.44% MoM 8
5.1.2 China's industrial grade lithium carbonate output in January 2024 down by 1.69% MoM 9
5.1.3 Chinese industrial grade lithium carbonate producers' stocks in January down by 50.60% MoM 9
5.2 Lithium carbonate 99.5%min 9
5.2.1 Chinese battery grade lithium carbonate producers' operating rate in January 2024 down by 8.19% MoM 9
5.2.2 China's battery grade lithium carbonate output in January 2024 down by 8.17% MoM 10
5.2.3 China's battery grade lithium carbonate stocks in January 2024 down by 17.09% MoM 10
5.3 Lithium hydroxide 11
5.3.1 Chinese lithium hydroxide monohydrate producers' operating rate in January 2024 up by 3.44% MOM 11
5.3.2 China's lithium hydroxide monohydrate output in January 2024 up by 2.47% MOM 11
5.3.3 Chinese lithium hydroxide monohydrate producers' stocks in January 2024 up by 2.30% MoM 12
5.4 LCO 12
5.4.1 Chinese LCO producers' operating rate in January 2024 up by 1.06% MoM 12
5.4.2 China's LCO output in January 2024 up by 1.07% MoM 13
5.4.3 China's LCO stocks in January 2024 down by 3.01% MOM 13
5.5 LNCMO 13
5.5.1 Chinese LNCMO producers' operating rate in January 2024 up by 3.08% MoM 13
5.5.2 China's LNCMO output in January 2024 up by 3.07% MoM 14
5.5.3 China's LNCMO inventory in January 2024 down by 0.33% MoM 14
6. Customs Statistics 15
6.1 China's lithium carbonate imports in December 2023 up by 19.34% MOM 15
6.2 China's lithium carbonate exports in December 2023 decreases by 22.47% MOM 15
6.3 China's lithium hydroxide exports in December 2023 down by 19.42% MOM 15
7 Relevant Industry News 16
7.1 3C electronics market 16
8. Market Outlook for Next Month 16
8.1 Chinese market 16
8.1.1 Delivered prices for Lithium carbonate 99.2%min 16
8.1.2 Delivered prices for lithium carbonate 99.5%min 16
8.1.3 Delivered prices for lithium hydroxide 56.5%min 16
8.1.4 Delivered prices for lithium hydroxide 56.5%min, magnetic 0.0001%max 16
8.1.5 Delivered prices for lithium chloride 99.3%min 16
8.1.6 Delivered prices for lithium metal 99%min 16
8.1.7 Delivered prices for lithium metal 99.9%min 16
8.1.8 Delivered prices for LCO Co 60%min 16
8.1.9 Delivered prices for LNCMO 523 16
8.1.10 Delivered prices for LNCMO 622 16
8.1.11 Delivered prices for LMO 58%min 16
8.1.12 Delivered prices for LFP 3.9%min 16
8.2 International market 16
8.2.1 Spodumene 6%min CIF China prices 16
8.2.2 Lithium carbonate 99.5%min CIF China prices 17
8.2.3 Lithium carbonate 99.5%min delivered Europe prices 17
8.2.4 Lithium carbonate 99.5%min delivered U.S. prices 17
8.2.5 Lithium carbonate 99.5%min FOB South America prices 17
8.2.6 FOB China prices for lithium hydroxide monohydrate 56.5%min, magnetic 0.0001%max 17
8.2.7 Delivered South Korea prices for lithium hydroxide monohydrate 56.5%min, magnetic 0.0001%max 17
1. Market Highlights 3
2. Economy and Policy 3
2.1 Chinese 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 delivered D/P 3
3.1.4 Lithium hydroxide 56.5%min, magnetic 0.0001%max delivered D/A 4
3.1.5 Lithium chloride 99.3%min delivered D/A 4
3.1.6 Lithium metal 99%min delivered D/A 4
3.1.7 Lithium metal 99.9%min delivered D/A 4
3.1.8 LCO Co 60%min delivered D/A 4
3.1.9 LNCMO 523 delivered D/A 5
3.1.10 LNCMO 622 delivered D/A 5
3.1.11 LMO 58%min delivered D/A 5
3.1.12 LFP Li 3.9%min delivered D/A 5
3.2 International market 5
3.2.2 Lithium carbonate 99.5%min CIF China 6
3.2.3 Lithium carbonate 99.5%min delivered EU 6
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 new 7
5 Producers Statistics 8
5.1 Lithium carbonate 99.2%min 8
5.1.1 Chinese industrial grade lithium carbonate producers' operating rate in January 2024 reduces by 4.44% MoM 8
5.1.2 China's industrial grade lithium carbonate output in January 2024 down by 1.69% MoM 9
5.1.3 Chinese industrial grade lithium carbonate producers' stocks in January down by 50.60% MoM 9
5.2 Lithium carbonate 99.5%min 9
5.2.1 Chinese battery grade lithium carbonate producers' operating rate in January 2024 down by 8.19% MoM 9
5.2.2 China's battery grade lithium carbonate output in January 2024 down by 8.17% MoM 10
5.2.3 China's battery grade lithium carbonate stocks in January 2024 down by 17.09% MoM 10
5.3 Lithium hydroxide 11
5.3.1 Chinese lithium hydroxide monohydrate producers' operating rate in January 2024 up by 3.44% MOM 11
5.3.2 China's lithium hydroxide monohydrate output in January 2024 up by 2.47% MOM 11
5.3.3 Chinese lithium hydroxide monohydrate producers' stocks in January 2024 up by 2.30% MoM 12
5.4 LCO 12
5.4.1 Chinese LCO producers' operating rate in January 2024 up by 1.06% MoM 12
5.4.2 China's LCO output in January 2024 up by 1.07% MoM 13
5.4.3 China's LCO stocks in January 2024 down by 3.01% MOM 13
5.5 LNCMO 13
5.5.1 Chinese LNCMO producers' operating rate in January 2024 up by 3.08% MoM 13
5.5.2 China's LNCMO output in January 2024 up by 3.07% MoM 14
5.5.3 China's LNCMO inventory in January 2024 down by 0.33% MoM 14
6. Customs Statistics 15
6.1 China's lithium carbonate imports in December 2023 up by 19.34% MOM 15
6.2 China's lithium carbonate exports in December 2023 decreases by 22.47% MOM 15
6.3 China's lithium hydroxide exports in December 2023 down by 19.42% MOM 15
7 Relevant Industry News 16
7.1 3C electronics market 16
8. Market Outlook for Next Month 16
8.1 Chinese market 16
8.1.1 Delivered prices for Lithium carbonate 99.2%min 16
8.1.2 Delivered prices for lithium carbonate 99.5%min 16
8.1.3 Delivered prices for lithium hydroxide 56.5%min 16
8.1.4 Delivered prices for lithium hydroxide 56.5%min, magnetic 0.0001%max 16
8.1.5 Delivered prices for lithium chloride 99.3%min 16
8.1.6 Delivered prices for lithium metal 99%min 16
8.1.7 Delivered prices for lithium metal 99.9%min 16
8.1.8 Delivered prices for LCO Co 60%min 16
8.1.9 Delivered prices for LNCMO 523 16
8.1.10 Delivered prices for LNCMO 622 16
8.1.11 Delivered prices for LMO 58%min 16
8.1.12 Delivered prices for LFP 3.9%min 16
8.2 International market 16
8.2.1 Spodumene 6%min CIF China prices 16
8.2.2 Lithium carbonate 99.5%min CIF China prices 17
8.2.3 Lithium carbonate 99.5%min delivered Europe prices 17
8.2.4 Lithium carbonate 99.5%min delivered U.S. prices 17
8.2.5 Lithium carbonate 99.5%min FOB South America prices 17
8.2.6 FOB China prices for lithium hydroxide monohydrate 56.5%min, magnetic 0.0001%max 17
8.2.7 Delivered South Korea prices for lithium hydroxide monohydrate 56.5%min, magnetic 0.0001%max 17
