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 Copyright2 China's industrial grade lithium carbonate output in November 2024 down by 15.Asian Metal Copyright1 Lithium carbonate 99.2%min delivered D/P 2
3.1.Asian Metal Copyright5.Asian Metal Copyright2 Lithium carbonate 99.5%min delivered D/A 2
3.1.Asian Metal Copyright2.Asian Metal Copyright3 Lithium hydroxide 56.Asian Metal Copyright7 LNCMO 523 delivered DA 3 3.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 Copyright4% MOM 12.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 Copyright1.Asian Metal Copyright11 LFP Li 3.9%min delivered D/A 4
3.2 International market 4
3.2.Asian Metal Copyright2.Asian Metal Copyright2 Lithium carbonate 99.5%min CIF China 4
3.2.Asian Metal Copyright1 Lithium carbonate 99.Asian Metal Copyright3 Lithium carbonate 99.5%min delivered EU 4
3.2.Asian Metal Copyright2.Asian Metal Copyright4 Lithium carbonate 99.Asian Metal Copyright06% MoM 8 5.Asian Metal Copyright5%min delivered U.Asian Metal Copyright10 LMO 58%min delivered DA 3 3.Asian Metal CopyrightS. 4
3.2.Asian Metal Copyright1.Asian Metal Copyright5 Lithium carbonate 99.5%min FOB South America 4
3.2.Asian Metal Copyright1 Lithium carbonate 99.Asian Metal Copyright6 Lithium hydroxide monohydrate 56.Asian Metal Copyright3.Asian Metal Copyright5%min, magnetic 0.0001%max FOB China 5
3.2.Asian Metal Copyright1.Asian Metal Copyright7 Lithium hydroxide monohydrate 56.Asian Metal Copyright4.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 China's lithium carbonate exports in October 2024 increases by 81.Asian Metal Copyright1 Chinese industrial grade lithium carbonate producers' operating rate in November 2024 up by 14.26% MoM 6
5.1.Asian Metal Copyright2 Lithium carbonate 99.Asian Metal Copyright2 China's industrial grade lithium carbonate output in November 2024 down by 15.16% MoM 6
5.1.Asian Metal Copyright4.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 Copyright0001%max FOB China 5 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 Copyright1.Asian Metal Copyright2 China's battery grade lithium carbonate output in November 2024 up by 6.8% MoM 7
5.2.Asian Metal Copyright03% MOM 8 5.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 Copyright2 Lithium carbonate 99.Asian Metal Copyright1 Chinese lithium hydroxide monohydrate producers' operating rate in November 2024 down by 0.036% MOM 8
5.3.Asian Metal Copyright2 International market 4 3.Asian Metal Copyright2 China's lithium hydroxide monohydrate output in November 2024 down by 0.03% MOM 8
5.3.Asian Metal Copyright1.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 Copyright2%min delivered DP 2 3.Asian Metal Copyright1 Chinese LCO producers' operating rate in November 2024 down by 11.3% MoM 9
5.4.Asian Metal Copyright2 China's lithium carbonate exports in October 2024 increases by 81.Asian Metal Copyright2 China's LCO output in November 2024 down by 3.2% MoM 9
5.4.Asian Metal Copyright Market Movements 2 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 Copyright6 LCO Co 60%min delivered DA 3 3.Asian Metal Copyright1 Chinese LNCMO producers' operating rate in November 2024 down by 2.85% MoM 10
5.5.Asian Metal Copyright5 Lithium metal 99.Asian Metal Copyright2 China's LNCMO output in November 2024 down 2.85% MoM 10
5.5.Asian Metal Copyright7 Lithium hydroxide monohydrate 56.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 Copyright3 China's lithium hydroxide exports in October 2024 down by 38Asian Metal Copyright