Lithium Industry Annual Report 2023
2024-02-26 08:22:42 【Print】
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Contents
1. 1 Lithium Industry Overview 3
1.1 Definition 3
1.2 Type 3
1.3 Distribution 3
1.4. Application 3
2. Economy and Policy 3
2.1 MIIT to take measures to ensure supply and stabilize price of key NEV raw materials 3
3. Market Movement 5
3.1 Chinese Market Movements 5
3.1.1 Lithium carbonate 99.2%min Delivered D/P 5
3.1.2 Lithium carbonate 99.5%min Delivered D/A 180 days 6
3.1.3 Lithium hydroxide monohydrate 56.5%min Delivered D/A 180 days 7
3.1.4 Lithium hydroxide monohydrate 56.5%min, magnetic substance 0.0001%max Delivered D/A 180 days 7
3.1.5 Lithium chloride 99.3%min delivered China 8
3.1.6 Lithium metal 99%min Delivered D/A 180 days 9
3.1.7 Lithium metal 99.9%min Delivered D/A 180 days 10
3.1.8 LCO Co 60%min Delivered D/A 180 days 11
3.1.9 LNCMO 523/622 Delivered D/A 180 days 12
3.1.10 LMO 58%min Delivered D/A 180 days 14
3.1.11 Chinese LFP Delivered D/A 180 days 15
3.2 International Market Movements 16
3.2.1 Spodumene 6%min CIF China 16
3.2.2 Lithium carbonate 99.5%min CIF China 16
3.2.3 Lithium carbonate 99.5%min Delivered Europe 17
3.2.5 Lithium carbonate 99.5%min FOB South America 19
3.2.6 Lithium hydroxide monohydrate 56.5%min, magnetic substance 0.0001%max FOB China 20
3.2.7 Lithium hydroxide monohydrate 56.5%min, magnetic substance 0.0001%max Delivered South Korea 21
4. Company Review 22
5. Producers Statistics 26
5.1 Lithium carbonate producers statistics 26
5.1.2 Operating rates of lithium carbonate producers 27
5.1.3 Output of lithium carbonate producers 28
5.1.4 Stocks of lithium carbonate producers 29
5.2 Lithium hydroxide producers statistics 29
5.2.2 Operating rates of lithium hydroxide producers 29
5.2.3 Output of lithium hydroxide producers 30
5.2.4 Stocks of lithium hydroxide 30
5.3 LCO producers statistics 31
5.3.2 Operating rates of LCO producers 31
5.3.3 Output of LCO producers 32
5.3.4 Stocks of LCO producers 32
5.4 LNCMO producers statistics 33
5.4.1 Production capacity of LNCMO producers 33
5.4.2 Operating rates of LNCMO producers 33
5.4.3 Output of LNCMO producers 34
5.4.4 Stocks of LNCMO producers 34
6. Customs Statistics 34
6.1 China's lithium carbonate imports up by 6.67% YOY in 2023 34
6.2 China's lithium hydroxide exports up by 35.29% YOY in 2023 35
6.3 China's lithium carbonate exports down by 8.49% YOY in 2023 35
7. Market outlook for 2023 36
7.1 Lithium carbonate 99.2%min 36
7.2 Lithium carbonate 99.5%min 36
7.4 Lithium hydroxide 56.5%min, magnetic substance 0.0001%max 36
7.5 Lithium metal 99%min 36
7.6 Lithium metal 99.9%min 36
7.7 LCO Co 60%min 36
7.8 LNCMO 36
7.9 LMO 50%min 36
7.10 LFP 3.9%min 36
7.11 Spodumene 6%min 36
1. 1 Lithium Industry Overview 3
1.1 Definition 3
1.2 Type 3
1.3 Distribution 3
1.4. Application 3
2. Economy and Policy 3
2.1 MIIT to take measures to ensure supply and stabilize price of key NEV raw materials 3
3. Market Movement 5
3.1 Chinese Market Movements 5
3.1.1 Lithium carbonate 99.2%min Delivered D/P 5
3.1.2 Lithium carbonate 99.5%min Delivered D/A 180 days 6
3.1.3 Lithium hydroxide monohydrate 56.5%min Delivered D/A 180 days 7
3.1.4 Lithium hydroxide monohydrate 56.5%min, magnetic substance 0.0001%max Delivered D/A 180 days 7
3.1.5 Lithium chloride 99.3%min delivered China 8
3.1.6 Lithium metal 99%min Delivered D/A 180 days 9
3.1.7 Lithium metal 99.9%min Delivered D/A 180 days 10
3.1.8 LCO Co 60%min Delivered D/A 180 days 11
3.1.9 LNCMO 523/622 Delivered D/A 180 days 12
3.1.10 LMO 58%min Delivered D/A 180 days 14
3.1.11 Chinese LFP Delivered D/A 180 days 15
3.2 International Market Movements 16
3.2.1 Spodumene 6%min CIF China 16
3.2.2 Lithium carbonate 99.5%min CIF China 16
3.2.3 Lithium carbonate 99.5%min Delivered Europe 17
3.2.5 Lithium carbonate 99.5%min FOB South America 19
3.2.6 Lithium hydroxide monohydrate 56.5%min, magnetic substance 0.0001%max FOB China 20
3.2.7 Lithium hydroxide monohydrate 56.5%min, magnetic substance 0.0001%max Delivered South Korea 21
4. Company Review 22
5. Producers Statistics 26
5.1 Lithium carbonate producers statistics 26
5.1.2 Operating rates of lithium carbonate producers 27
5.1.3 Output of lithium carbonate producers 28
5.1.4 Stocks of lithium carbonate producers 29
5.2 Lithium hydroxide producers statistics 29
5.2.2 Operating rates of lithium hydroxide producers 29
5.2.3 Output of lithium hydroxide producers 30
5.2.4 Stocks of lithium hydroxide 30
5.3 LCO producers statistics 31
5.3.2 Operating rates of LCO producers 31
5.3.3 Output of LCO producers 32
5.3.4 Stocks of LCO producers 32
5.4 LNCMO producers statistics 33
5.4.1 Production capacity of LNCMO producers 33
5.4.2 Operating rates of LNCMO producers 33
5.4.3 Output of LNCMO producers 34
5.4.4 Stocks of LNCMO producers 34
6. Customs Statistics 34
6.1 China's lithium carbonate imports up by 6.67% YOY in 2023 34
6.2 China's lithium hydroxide exports up by 35.29% YOY in 2023 35
6.3 China's lithium carbonate exports down by 8.49% YOY in 2023 35
7. Market outlook for 2023 36
7.1 Lithium carbonate 99.2%min 36
7.2 Lithium carbonate 99.5%min 36
7.4 Lithium hydroxide 56.5%min, magnetic substance 0.0001%max 36
7.5 Lithium metal 99%min 36
7.6 Lithium metal 99.9%min 36
7.7 LCO Co 60%min 36
7.8 LNCMO 36
7.9 LMO 50%min 36
7.10 LFP 3.9%min 36
7.11 Spodumene 6%min 36
