Monthly Lithium Market Report Jul 2025
2025-08-13 00:00:20 【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 3
3.1.4 Lithium metal 99%min Delivered D/A 3
3.1.5 Lithium metal 99.9%min Delivered D/A 3
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 4
3.1.10 LMO 58%min Delivered D/A 4
3.1.11 LFP Li 3.9%min Delivered D/A 4
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. 5
3.2.5 Lithium carbonate 99.5%min FOB South America 5
3.2.6 Lithium hydroxide monohydrate 56.5%min, magnetic 0.0001%max FOB China 5
3.2.7 Lithium hydroxide monohydrate 56.5%min, magnetic 0.0001%max Delivered South Korea 6
4. Company news 6
4.1 Sinomine to upgrade lithium salt production line 6
4.2 KanHoo and Pure Lithium New Energy sign strategic cooperation deal 6
4.3 Ganfeng ships first batch of lithium concentrate from Mali 6
4.4 Hainan Mining secures spodumene supply from Bougouni lithium project 6
4.5 Shuneng Mineral secures over 2000 tonnes in LFP orders 6
4.6 Fulin P.M. and SD Lomon team up on LFP and precursor projects 7
4.7 Mamicuo salt lake lithium project obtains construction permit 7
4.8 Jiuhui New Materials plans battery-grade lithium carbonate project 7
4.9 Zangge Lithium ordered to suspend production 7
4.10 Mamicuo Mining secures lithium mining permit 7
4.11 Anhui Tiantie signs copper-lithium composite strip supply deal 7
4.12 Hunan Yuneng to invest in LFP plant in Malaysia 7
5 Producers Statistics 7
5.1 Lithium carbonate 99.2%min 7
5.1.1 Chinese industrial grade lithium carbonate producers' operating rate in July 2025 down by 26.32% YoY 7
5.1.2 China's industrial grade lithium carbonate output in July 2025 down by 28.35% YoY 8
5.1.3 Chinese industrial grade lithium carbonate producers' stocks in July 2025 down by 67.06% YoY 8
5.2 Lithium carbonate 99.5%min 8
5.2.1 Chinese battery grade lithium carbonate producers' operating rate in July 2025 up by 10.3% MoM 8
5.2.2 China's battery grade lithium carbonate output in July 2025 up by 14.16% YoY 9
5.2.3 China's battery grade lithium carbonate stocks in July 2025 down by 23.27% MoM 9
5.3 Lithium hydroxide 9
5.3.1 Chinese lithium hydroxide monohydrate producers' operating rate in July 2025 down by 28.63% YoY 9
5.3.2 China's lithium hydroxide monohydrate output in July 2025 down by 20.07% YoY 10
5.3.3 Chinese lithium hydroxide monohydrate producers' stocks in July 2025 up by 20.64% YoY 10
5.4 LCO 10
5.4.1 Chinese LCO producers' operating rate in July 2025 up by 8.06% YoY 10
5.4.2 China's LCO output in July 2025 up by 25.12% YoY 11
5.4.3 China's LCO stocks in July 2025 down by 381t YoY 11
5.5 LNCMO 11
5.5.1 Chinese LNCMO producers' operating rate in July 2025 up by 5.54% MoM 11
5.5.2 China's LNCMO output in July 2025 up by 14.15% YoY 12
5.5.3 China's LNCMO inventory in July 2025 up by 70.95% YoY 12
5.6 LMO 12
5.6.1 Chinese LMO producers' operating rate in July 2025 down by 12.74% YoY 12
5.6.2 China's LMO output in July 2025 down by 5.14% YoY 13
5.6.3 China's LMO inventory in July 2025 up by 1,600t YoY 13
5.7 LFP 13
5.7.1 Chinese LFP producers' operating rate in July 2025 up by 36.46% YoY 13
5.7.2 China's LFP output in July 2025 up by 53.87% YoY 14
5.7.3 China's LFP inventory in July 2025 up by 95.38% YoY 14
6. Customs Statistics 14
6.1 China's lithium carbonate import volume declined 16.31% MoM in Jun 2025 14
6.2 China's lithium carbonate export volume grew 49.84% MoM in Jun 2025 15
6.3 China's lithium hydroxide import volume grew 182.31% YoY in Jun 2025 16
6.4 China's lithium hydroxide export volume decreased 56.06% YoY in Jun 2025 16
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 3
3.1.4 Lithium metal 99%min Delivered D/A 3
3.1.5 Lithium metal 99.9%min Delivered D/A 3
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 4
3.1.10 LMO 58%min Delivered D/A 4
3.1.11 LFP Li 3.9%min Delivered D/A 4
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. 5
3.2.5 Lithium carbonate 99.5%min FOB South America 5
3.2.6 Lithium hydroxide monohydrate 56.5%min, magnetic 0.0001%max FOB China 5
3.2.7 Lithium hydroxide monohydrate 56.5%min, magnetic 0.0001%max Delivered South Korea 6
4. Company news 6
4.1 Sinomine to upgrade lithium salt production line 6
4.2 KanHoo and Pure Lithium New Energy sign strategic cooperation deal 6
4.3 Ganfeng ships first batch of lithium concentrate from Mali 6
4.4 Hainan Mining secures spodumene supply from Bougouni lithium project 6
4.5 Shuneng Mineral secures over 2000 tonnes in LFP orders 6
4.6 Fulin P.M. and SD Lomon team up on LFP and precursor projects 7
4.7 Mamicuo salt lake lithium project obtains construction permit 7
4.8 Jiuhui New Materials plans battery-grade lithium carbonate project 7
4.9 Zangge Lithium ordered to suspend production 7
4.10 Mamicuo Mining secures lithium mining permit 7
4.11 Anhui Tiantie signs copper-lithium composite strip supply deal 7
4.12 Hunan Yuneng to invest in LFP plant in Malaysia 7
5 Producers Statistics 7
5.1 Lithium carbonate 99.2%min 7
5.1.1 Chinese industrial grade lithium carbonate producers' operating rate in July 2025 down by 26.32% YoY 7
5.1.2 China's industrial grade lithium carbonate output in July 2025 down by 28.35% YoY 8
5.1.3 Chinese industrial grade lithium carbonate producers' stocks in July 2025 down by 67.06% YoY 8
5.2 Lithium carbonate 99.5%min 8
5.2.1 Chinese battery grade lithium carbonate producers' operating rate in July 2025 up by 10.3% MoM 8
5.2.2 China's battery grade lithium carbonate output in July 2025 up by 14.16% YoY 9
5.2.3 China's battery grade lithium carbonate stocks in July 2025 down by 23.27% MoM 9
5.3 Lithium hydroxide 9
5.3.1 Chinese lithium hydroxide monohydrate producers' operating rate in July 2025 down by 28.63% YoY 9
5.3.2 China's lithium hydroxide monohydrate output in July 2025 down by 20.07% YoY 10
5.3.3 Chinese lithium hydroxide monohydrate producers' stocks in July 2025 up by 20.64% YoY 10
5.4 LCO 10
5.4.1 Chinese LCO producers' operating rate in July 2025 up by 8.06% YoY 10
5.4.2 China's LCO output in July 2025 up by 25.12% YoY 11
5.4.3 China's LCO stocks in July 2025 down by 381t YoY 11
5.5 LNCMO 11
5.5.1 Chinese LNCMO producers' operating rate in July 2025 up by 5.54% MoM 11
5.5.2 China's LNCMO output in July 2025 up by 14.15% YoY 12
5.5.3 China's LNCMO inventory in July 2025 up by 70.95% YoY 12
5.6 LMO 12
5.6.1 Chinese LMO producers' operating rate in July 2025 down by 12.74% YoY 12
5.6.2 China's LMO output in July 2025 down by 5.14% YoY 13
5.6.3 China's LMO inventory in July 2025 up by 1,600t YoY 13
5.7 LFP 13
5.7.1 Chinese LFP producers' operating rate in July 2025 up by 36.46% YoY 13
5.7.2 China's LFP output in July 2025 up by 53.87% YoY 14
5.7.3 China's LFP inventory in July 2025 up by 95.38% YoY 14
6. Customs Statistics 14
6.1 China's lithium carbonate import volume declined 16.31% MoM in Jun 2025 14
6.2 China's lithium carbonate export volume grew 49.84% MoM in Jun 2025 15
6.3 China's lithium hydroxide import volume grew 182.31% YoY in Jun 2025 16
6.4 China's lithium hydroxide export volume decreased 56.06% YoY in Jun 2025 16
