Monthly Lithium Market Report Nov 2024

Contents
1. Market Highlights 2
2. Economy and Policy 2
3. Market Movements 2
3.1 Chinese market 2
3.1.Asian Metal Copyright Market Movements 2 3.Asian Metal Copyright1 Lithium carbonate 99.2%min delivered D/P 2
3.1.Asian Metal Copyright2 Lithium carbonate 99.Asian Metal Copyright2 Lithium carbonate 99.5%min delivered D/A 2
3.1.Asian Metal Copyright2% MoM 9 5.Asian Metal Copyright3 Lithium hydroxide 56.Asian Metal Copyright5 LNCMO 10 5.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 Copyright1.Asian Metal Copyright5 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 Delivered prices for LNCMO 613 3
3.1.9 Delivered prices for LNCMO 8312 3
3.1.10 LMO 58%min delivered D/A 3
3.1.Asian Metal Copyright5%min, magnetic 0.Asian Metal Copyright11 LFP Li 3.9%min delivered D/A 4
3.2 International market 4
3.2.Asian Metal Copyright6 LCO Co 60%min delivered DA 3 3.Asian Metal Copyright2 Lithium carbonate 99.5%min CIF China 4
3.2.Asian Metal Copyright5.Asian Metal Copyright3 Lithium carbonate 99.5%min delivered EU 4
3.2.Asian Metal Copyright1 China's lithium carbonate imports in October 2024 up by 42.Asian Metal Copyright4 Lithium carbonate 99.Asian Metal Copyright4.Asian Metal Copyright5%min delivered U.Asian Metal Copyright5%min delivered DA 2 3.Asian Metal CopyrightS. 4
3.2.Asian Metal Copyright5 Lithium carbonate 99.Asian Metal Copyright5 Lithium carbonate 99.5%min FOB South America 4
3.2.Asian Metal Copyright0001%max FOB China 5 3.Asian Metal Copyright6 Lithium hydroxide monohydrate 56.Asian Metal Copyright69% MOM 10 5.Asian Metal Copyright5%min, magnetic 0.0001%max FOB China 5
3.2.Asian Metal Copyright5%min FOB South America 4 3.Asian Metal Copyright7 Lithium hydroxide monohydrate 56.Asian Metal Copyright1 Chinese battery grade lithium carbonate producers' operating rate in November 2024 down by 2.Asian Metal Copyright5%min, magnetic 0.0001%max delivered South Korea 5
4. Company new 5
5 Producers Statistics 6
5.1 Lithium carbonate 99.2%min 6
5.1.Asian Metal Copyright2%min delivered DP 2 3.Asian Metal Copyright1 Chinese industrial grade lithium carbonate producers' operating rate in November 2024 up by 14.26% MoM 6
5.1.Asian Metal Copyright5%min FOB South America 4 3.Asian Metal Copyright2 China's industrial grade lithium carbonate output in November 2024 down by 15.16% MoM 6
5.1.Asian Metal Copyright1.Asian Metal Copyright3 Chinese industrial grade lithium carbonate producers' stocks in October down by 43.19% MoM 7
5.2 Lithium carbonate 99.5%min 7
5.2.Asian Metal Copyright6 LCO Co 60%min delivered DA 3 3.Asian Metal Copyright1 Chinese battery grade lithium carbonate producers' operating rate in November 2024 down by 2.56% MoM 7
5.2.Asian Metal Copyright5%min FOB South America 4 3.Asian Metal Copyright2 China's battery grade lithium carbonate output in November 2024 up by 6.8% MoM 7
5.2.Asian Metal Copyright5%min delivered EU 4 3.Asian Metal Copyright3 China's battery grade lithium carbonate stocks in November 2024 down by 25.06% MoM 8
5.3 Lithium hydroxide 8
5.3.Asian Metal Copyright0001%max FOB China 5 3.Asian Metal Copyright1 Chinese lithium hydroxide monohydrate producers' operating rate in November 2024 down by 0.036% MOM 8
5.3.Asian Metal Copyright4 Lithium metal 99%min delivered DA 2 3.Asian Metal Copyright2 China's lithium hydroxide monohydrate output in November 2024 down by 0.03% MOM 8
5.3.Asian Metal Copyright2%min delivered DP 2 3.Asian Metal Copyright3 Chinese lithium hydroxide monohydrate producers' stocks in November 2024 down by 21.86% MoM 9
5.4 LCO 9
5.4.Asian Metal Copyright1 China's lithium carbonate imports in October 2024 up by 42.Asian Metal Copyright1 Chinese LCO producers' operating rate in November 2024 down by 11.3% MoM 9
5.4.Asian Metal Copyright5 Lithium carbonate 99.Asian Metal Copyright2 China's LCO output in November 2024 down by 3.2% MoM 9
5.4.Asian Metal Copyright11 LFP Li 3.Asian Metal Copyright3 China's LCO stocks in November 2024 down by 35.69% MOM 10
5.5 LNCMO 10
5.5.Asian Metal Copyright1 China's lithium carbonate imports in October 2024 up by 42.Asian Metal Copyright1 Chinese LNCMO producers' operating rate in November 2024 down by 2.85% MoM 10
5.5.Asian Metal Copyright4.Asian Metal Copyright2 China's LNCMO output in November 2024 down 2.85% MoM 10
5.5.Asian Metal Copyright2.Asian Metal Copyright3 China's LNCMO inventory in November 2024 down by 4.1% MoM 11
6. Customs Statistics 11
6.1 China's lithium carbonate imports in October 2024 up by 42.6% MOM 11
6.2 China's lithium carbonate exports in October 2024 increases by 81.2% MOM 11
6.3 China's lithium hydroxide exports in October 2024 down by 38.4% MOM 12
.Asian Metal Copyright6 Lithium hydroxide monohydrate 56Asian Metal Copyright