Monthly Lithium Market Report Feb 2025
2025-03-12 09:40:41 【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 Red Star Electronic to build lithium battery recycling project 6
4.2 Tianqi Lithium calls off 24ktpa lithium hydroxide project 6
4.3 CBL postponed production expansion plan for spodumene 6
4.4 Chengxin Lithium resumes production of lithium carbonate 7
4.5 Canmax signs deal to develop lithium resources in Nigeria 7
4.6 Boshi High-tech resumes production of LMO 7
4.7 China Salt Lake inaugurated in Qinghai 7
4.8 Easpring Technology and CNGR sign lithium battery materials cooperation deal 7
4.9 Ganfeng Lithium starts production at Mariana salt lake project 7
4.10 Xinjiang Blue Diamond increases output of lithium carbonate 7
4.11 Mineral Resources releases FY25 half year results 7
4.12 Yibin Tianyi plans to resume production of lithium hydroxide 8
4.13 TWH begins production at 100ktpa LMFP project 8
4.14 TONZE announces start of trial production at lithium fluoride project 8
4.15 Jiuhuan Xinyue begins construction of battery materials project 8
4.16 Wanhua Chemical breaks ground on battery materials industrial park 8
4.17 EIA released for Brunp Contemporary's 450ktpa LFP project 8
4.18 Guanghua Sci-Tech to build lithium battery materials project 8
5 Producers Statistics 9
5.1 Lithium carbonate 99.2%min 9
5.1.1 Chinese industrial grade lithium carbonate producers' operating rate in February 2025 down by 19.67% YoY 9
5.1.2 China's industrial grade lithium carbonate output in February 2025 up by 14.6% YoY 9
5.1.3 Chinese industrial grade lithium carbonate producers' stocks in February 2025 down by 70.49% YoY 9
5.2 Lithium carbonate 99.5%min 10
5.2.1 Chinese battery grade lithium carbonate producers' operating rate in February 2025 up by 29.42% YoY 10
5.2.2 China's battery grade lithium carbonate output in February 2025 up by 89.26% YoY 10
5.2.3 China's battery grade lithium carbonate stocks in February 2025 up by 21.23% YoY 10
5.3 Lithium hydroxide 11
5.3.1 Chinese lithium hydroxide monohydrate producers' operating rate in February 2025 down by 23.61% YoY 11
5.3.2 China's lithium hydroxide monohydrate output in February 2025 down by 10.17% YoY 11
5.3.3 Chinese lithium hydroxide monohydrate producers' stocks in February 2025 down by 27.33% YoY 11
5.4 LCO 12
5.4.1 Chinese LCO producers' operating rate in February 2025 down by 17.6% YoY 12
5.4.2 China's LCO output in February 2025 down by 10.76% MoM 12
5.4.3 China's LCO stocks in February 2025 down by 79.41% YoY 12
5.5 LNCMO 13
5.5.1 Chinese LNCMO producers' operating rate in February 2025 down by 7.96% MoM 13
5.5.2 China's LNCMO output in February 2025 up by 13.97% YoY 13
5.5.3 China's LNCMO inventory in February 2025 up by 6.76% YoY 13
5.6 LMO 14
5.6.1 Chinese LMO producers' operating rate in February 2025 down by 29.69% YoY 14
5.6.2 China's LMO output in February 2025 down by 20.61% YoY 14
5.6.3 China's LMO inventory in February 2025 up by 24.67% MoM 14
5.7 LFP 15
5.7.1 Chinese LFP producers' operating rate in February 2025 up by 48.54% YoY 15
5.7.2 China's LFP output in February 2025 up by 86.79% YoY 15
5.7.3 China's LFP inventory in February 2025 down by 35.11% YoY 15
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 Red Star Electronic to build lithium battery recycling project 6
4.2 Tianqi Lithium calls off 24ktpa lithium hydroxide project 6
4.3 CBL postponed production expansion plan for spodumene 6
4.4 Chengxin Lithium resumes production of lithium carbonate 7
4.5 Canmax signs deal to develop lithium resources in Nigeria 7
4.6 Boshi High-tech resumes production of LMO 7
4.7 China Salt Lake inaugurated in Qinghai 7
4.8 Easpring Technology and CNGR sign lithium battery materials cooperation deal 7
4.9 Ganfeng Lithium starts production at Mariana salt lake project 7
4.10 Xinjiang Blue Diamond increases output of lithium carbonate 7
4.11 Mineral Resources releases FY25 half year results 7
4.12 Yibin Tianyi plans to resume production of lithium hydroxide 8
4.13 TWH begins production at 100ktpa LMFP project 8
4.14 TONZE announces start of trial production at lithium fluoride project 8
4.15 Jiuhuan Xinyue begins construction of battery materials project 8
4.16 Wanhua Chemical breaks ground on battery materials industrial park 8
4.17 EIA released for Brunp Contemporary's 450ktpa LFP project 8
4.18 Guanghua Sci-Tech to build lithium battery materials project 8
5 Producers Statistics 9
5.1 Lithium carbonate 99.2%min 9
5.1.1 Chinese industrial grade lithium carbonate producers' operating rate in February 2025 down by 19.67% YoY 9
5.1.2 China's industrial grade lithium carbonate output in February 2025 up by 14.6% YoY 9
5.1.3 Chinese industrial grade lithium carbonate producers' stocks in February 2025 down by 70.49% YoY 9
5.2 Lithium carbonate 99.5%min 10
5.2.1 Chinese battery grade lithium carbonate producers' operating rate in February 2025 up by 29.42% YoY 10
5.2.2 China's battery grade lithium carbonate output in February 2025 up by 89.26% YoY 10
5.2.3 China's battery grade lithium carbonate stocks in February 2025 up by 21.23% YoY 10
5.3 Lithium hydroxide 11
5.3.1 Chinese lithium hydroxide monohydrate producers' operating rate in February 2025 down by 23.61% YoY 11
5.3.2 China's lithium hydroxide monohydrate output in February 2025 down by 10.17% YoY 11
5.3.3 Chinese lithium hydroxide monohydrate producers' stocks in February 2025 down by 27.33% YoY 11
5.4 LCO 12
5.4.1 Chinese LCO producers' operating rate in February 2025 down by 17.6% YoY 12
5.4.2 China's LCO output in February 2025 down by 10.76% MoM 12
5.4.3 China's LCO stocks in February 2025 down by 79.41% YoY 12
5.5 LNCMO 13
5.5.1 Chinese LNCMO producers' operating rate in February 2025 down by 7.96% MoM 13
5.5.2 China's LNCMO output in February 2025 up by 13.97% YoY 13
5.5.3 China's LNCMO inventory in February 2025 up by 6.76% YoY 13
5.6 LMO 14
5.6.1 Chinese LMO producers' operating rate in February 2025 down by 29.69% YoY 14
5.6.2 China's LMO output in February 2025 down by 20.61% YoY 14
5.6.3 China's LMO inventory in February 2025 up by 24.67% MoM 14
5.7 LFP 15
5.7.1 Chinese LFP producers' operating rate in February 2025 up by 48.54% YoY 15
5.7.2 China's LFP output in February 2025 up by 86.79% YoY 15
5.7.3 China's LFP inventory in February 2025 down by 35.11% YoY 15
