Monthly Lithium Market Report Dec 2023
2024-01-11 15:52:10 【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 4
3.1.3 Lithium hydroxide 56.5%min delivered D/P 4
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 5
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 6
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 7
3.2.7 Lithium hydroxide monohydrate 56.5%min, magnetic 0.0001%max delivered South Korea 7
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 December 2023 reduces by 13.91% MoM 8
5.1.2 China's industrial grade lithium carbonate output in December 2023 down by 13.91% MoM 9
5.1.3 Chinese industrial grade lithium carbonate producers' stocks in December up by 43.47% MoM 9
5.2 Lithium carbonate 99.5%min 9
5.2.1 Chinese battery grade lithium carbonate producers' operating rate in December 2023 down by 5.26% MoM 9
5.2.2 China's battery grade lithium carbonate output in December 2023 down by 5.26% MoM 10
5.2.3 China's battery grade lithium carbonate stocks in December 2023 up by 40.87% MoM 10
5.3 Lithium hydroxide 11
5.3.1 Chinese lithium hydroxide monohydrate producers' operating rate in December 2023 up by 1.56% MOM 11
5.3.2 China's lithium hydroxide monohydrate output in December 2023 up by 1.55% MOM 11
5.3.3 Chinese lithium hydroxide monohydrate producers' stocks in December 2023 down by 28.74% MoM 12
5.4 LCO 12
5.4.1 Chinese LCO producers' operating rate in December 2023 down by 3.40% MoM 12
5.4.2 China's LCO output in December 2023 down by 3.40% MoM 13
5.4.3 China's LCO stocks in December 2023 down by 5.68% MOM 13
5.5 LNCMO 13
5.5.1 Chinese LNCMO producers' operating rate in December 2023 down by 11.31% MoM 13
5.5.2 China's LNCMO output in December 2023 down by 11.31% MoM 14
5.5.3 China's LNCMO inventory in December 2023 up by 2.33% MoM 14
6. Customs Statistics 14
6.1 China's lithium carbonate imports in November 2023 up by 58.33% MOM 14
6.2 China's lithium carbonate exports in November 2023 increases by 24.92% MOM 15
6.3 China's lithium hydroxide exports in November 2023 up by 49.20% MOM 15
7 Relevant Industry News 16
7.1 3C electronics market 16
7.2 Battery industry 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 16
8.2.3 Lithium carbonate 99.5%min delivered Europe prices 16
8.2.4 Lithium carbonate 99.5%min delivered U.S. prices 16
8.2.5 Lithium carbonate 99.5%min FOB South America prices 16
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 4
3.1.3 Lithium hydroxide 56.5%min delivered D/P 4
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 5
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 6
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 7
3.2.7 Lithium hydroxide monohydrate 56.5%min, magnetic 0.0001%max delivered South Korea 7
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 December 2023 reduces by 13.91% MoM 8
5.1.2 China's industrial grade lithium carbonate output in December 2023 down by 13.91% MoM 9
5.1.3 Chinese industrial grade lithium carbonate producers' stocks in December up by 43.47% MoM 9
5.2 Lithium carbonate 99.5%min 9
5.2.1 Chinese battery grade lithium carbonate producers' operating rate in December 2023 down by 5.26% MoM 9
5.2.2 China's battery grade lithium carbonate output in December 2023 down by 5.26% MoM 10
5.2.3 China's battery grade lithium carbonate stocks in December 2023 up by 40.87% MoM 10
5.3 Lithium hydroxide 11
5.3.1 Chinese lithium hydroxide monohydrate producers' operating rate in December 2023 up by 1.56% MOM 11
5.3.2 China's lithium hydroxide monohydrate output in December 2023 up by 1.55% MOM 11
5.3.3 Chinese lithium hydroxide monohydrate producers' stocks in December 2023 down by 28.74% MoM 12
5.4 LCO 12
5.4.1 Chinese LCO producers' operating rate in December 2023 down by 3.40% MoM 12
5.4.2 China's LCO output in December 2023 down by 3.40% MoM 13
5.4.3 China's LCO stocks in December 2023 down by 5.68% MOM 13
5.5 LNCMO 13
5.5.1 Chinese LNCMO producers' operating rate in December 2023 down by 11.31% MoM 13
5.5.2 China's LNCMO output in December 2023 down by 11.31% MoM 14
5.5.3 China's LNCMO inventory in December 2023 up by 2.33% MoM 14
6. Customs Statistics 14
6.1 China's lithium carbonate imports in November 2023 up by 58.33% MOM 14
6.2 China's lithium carbonate exports in November 2023 increases by 24.92% MOM 15
6.3 China's lithium hydroxide exports in November 2023 up by 49.20% MOM 15
7 Relevant Industry News 16
7.1 3C electronics market 16
7.2 Battery industry 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 16
8.2.3 Lithium carbonate 99.5%min delivered Europe prices 16
8.2.4 Lithium carbonate 99.5%min delivered U.S. prices 16
8.2.5 Lithium carbonate 99.5%min FOB South America prices 16
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
