Monthly Lithium Market Report Jan 2025
2025-02-12 19:24:09 【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 4
3.1.5 Lithium metal 99.9%min Delivered D/A 4
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 5
3.1.11 LFP Li 3.9%min Delivered D/A 5
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 6
3.2.6 Lithium hydroxide monohydrate 56.5%min, magnetic 0.0001%max FOB China 6
3.2.7 Lithium hydroxide monohydrate 56.5%min, magnetic 0.0001%max Delivered South Korea 6
4. Company news 6
4.1 Sichuan Nengtou to suspend production of lithium carbonate 6
4.2 Donglian Mining awarded new permit for lithium-containing clay mineral 6
4.3 SIGMA LITHIUM exceeds 4Q2024 targets with 75,000t of quintuple zero green lithium production 6
4.4 Boshi High-tech to reduce production of LMO 7
4.5 GEM to increase NCM precursor production capacity in Indonesia 7
4.6 Anhui Tianli sells cathode material project assets 7
4.7 Construction kicks off on lithium extraction equipment project in Jiangsu 7
4.8 BLBM New Energy (AP) inks five-year LFP supply deal 7
4.9 CITIC Guoan increases output of lithium carbonate 7
4.10 Brunp Contemporary to build 450ktpa LFP project 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 January 2025 down by 20.88% YoY 7
5.1.2 China's industrial grade lithium carbonate output in January 2025 up by 8.96% YoY 8
5.1.3 Chinese industrial grade lithium carbonate producers' stocks in January 2025 down by 24.7% MoM 8
5.2 Lithium carbonate 99.5%min 8
5.2.1 Chinese battery grade lithium carbonate producers' operating rate in January 2025 down by 18.2% MoM 8
5.2.2 China's battery grade lithium carbonate output in January 2025 up by 38.49% YoY 9
5.2.3 China's battery grade lithium carbonate stocks in January 2025 up by 56.96% MoM 9
5.3 Lithium hydroxide 9
5.3.1 Chinese lithium hydroxide monohydrate producers' operating rate in January 2025 down by 48.3% YoY 9
5.3.2 China's lithium hydroxide monohydrate output in January 2025 down by 45.36% MoM 10
5.3.3 Chinese lithium hydroxide monohydrate producers' stocks in January 2025 down by 24.26% MoM 10
5.4 LCO 10
5.4.1 Chinese LCO producers' operating rate in January 2025 down by 17.09% YoY 10
5.4.2 China's LCO output in January 2025 down by 9.8% MoM 11
5.4.3 China's LCO stocks in January 2025 up by 225% MOM 11
5.5 LNCMO 11
5.5.1 Chinese LNCMO producers' operating rate in January 2025 down by 2.85% MoM 11
5.5.2 China's LNCMO output in January 2025 up by 9.65% YoY 12
5.5.3 China's LNCMO inventory in January 2025 down by 16.98% MoM 12
5.6 LMO 12
5.6.1 Chinese LMO producers' operating rate in January 2025 down by 37.11% YoY 12
5.6.2 China's LMO output in January 2025 down by 34.05% MoM 13
5.6.3 China's LMO inventory in January 2025 down by 3.45% MoM 13
5.7 LFP 13
5.7.1 Chinese LFP producers' operating rate in January 2025 up by 36.34% YoY 13
5.7.2 China's LFP output in January 2025 up by 72.35% YoY 14
5.7.3 China's LFP inventory in January 2025 down by 62.26% MoM 14
6. Customs Statistics 14
6.1 China's lithium carbonate imports in December 2024 increased by 45.75% MOM 14
6.2 China's lithium carbonate exports in December 2024 up by 187.15% MOM 15
6.3 China's lithium hydroxide exports in December 2024 down by 42.98% YOY 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 4
3.1.5 Lithium metal 99.9%min Delivered D/A 4
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 5
3.1.11 LFP Li 3.9%min Delivered D/A 5
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 6
3.2.6 Lithium hydroxide monohydrate 56.5%min, magnetic 0.0001%max FOB China 6
3.2.7 Lithium hydroxide monohydrate 56.5%min, magnetic 0.0001%max Delivered South Korea 6
4. Company news 6
4.1 Sichuan Nengtou to suspend production of lithium carbonate 6
4.2 Donglian Mining awarded new permit for lithium-containing clay mineral 6
4.3 SIGMA LITHIUM exceeds 4Q2024 targets with 75,000t of quintuple zero green lithium production 6
4.4 Boshi High-tech to reduce production of LMO 7
4.5 GEM to increase NCM precursor production capacity in Indonesia 7
4.6 Anhui Tianli sells cathode material project assets 7
4.7 Construction kicks off on lithium extraction equipment project in Jiangsu 7
4.8 BLBM New Energy (AP) inks five-year LFP supply deal 7
4.9 CITIC Guoan increases output of lithium carbonate 7
4.10 Brunp Contemporary to build 450ktpa LFP project 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 January 2025 down by 20.88% YoY 7
5.1.2 China's industrial grade lithium carbonate output in January 2025 up by 8.96% YoY 8
5.1.3 Chinese industrial grade lithium carbonate producers' stocks in January 2025 down by 24.7% MoM 8
5.2 Lithium carbonate 99.5%min 8
5.2.1 Chinese battery grade lithium carbonate producers' operating rate in January 2025 down by 18.2% MoM 8
5.2.2 China's battery grade lithium carbonate output in January 2025 up by 38.49% YoY 9
5.2.3 China's battery grade lithium carbonate stocks in January 2025 up by 56.96% MoM 9
5.3 Lithium hydroxide 9
5.3.1 Chinese lithium hydroxide monohydrate producers' operating rate in January 2025 down by 48.3% YoY 9
5.3.2 China's lithium hydroxide monohydrate output in January 2025 down by 45.36% MoM 10
5.3.3 Chinese lithium hydroxide monohydrate producers' stocks in January 2025 down by 24.26% MoM 10
5.4 LCO 10
5.4.1 Chinese LCO producers' operating rate in January 2025 down by 17.09% YoY 10
5.4.2 China's LCO output in January 2025 down by 9.8% MoM 11
5.4.3 China's LCO stocks in January 2025 up by 225% MOM 11
5.5 LNCMO 11
5.5.1 Chinese LNCMO producers' operating rate in January 2025 down by 2.85% MoM 11
5.5.2 China's LNCMO output in January 2025 up by 9.65% YoY 12
5.5.3 China's LNCMO inventory in January 2025 down by 16.98% MoM 12
5.6 LMO 12
5.6.1 Chinese LMO producers' operating rate in January 2025 down by 37.11% YoY 12
5.6.2 China's LMO output in January 2025 down by 34.05% MoM 13
5.6.3 China's LMO inventory in January 2025 down by 3.45% MoM 13
5.7 LFP 13
5.7.1 Chinese LFP producers' operating rate in January 2025 up by 36.34% YoY 13
5.7.2 China's LFP output in January 2025 up by 72.35% YoY 14
5.7.3 China's LFP inventory in January 2025 down by 62.26% MoM 14
6. Customs Statistics 14
6.1 China's lithium carbonate imports in December 2024 increased by 45.75% MOM 14
6.2 China's lithium carbonate exports in December 2024 up by 187.15% MOM 15
6.3 China's lithium hydroxide exports in December 2024 down by 42.98% YOY 16
