Lithium Industry Annual Report 2024

Contents
1. Lithium Industry Overview 2
1.1 Definition 2
1.2 Type 2
1.3 Distribution 2
1.4. Application 2
2. Economy and Policy 2
3. Market Movement 6
3.1 Chinese Market Movements 6
3.1.Asian Metal Copyright6 Lithium metal 99.Asian Metal Copyright1 Lithium carbonate 99.2%min Delivered D/P 6
3.1.Asian Metal Copyright2 Operating rates of LNCMO producers 35 5.Asian Metal Copyright2 Lithium carbonate 99.5%min Delivered D/A 180 days 7
3.1.Asian Metal Copyright1.Asian Metal Copyright4 Lithium hydroxide monohydrate 56.Asian Metal Copyright3 Output of lithium carbonate producers 29 5.Asian Metal Copyright5%min, magnetic substance 0.0001%max Delivered D/A 180 days 8
3.1.6 Lithium metal 99%min Delivered D/A 180 days 9
3.1.Asian Metal Copyright2 Lithium carbonate 99.Asian Metal Copyright7 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 523/622/613 Delivered D/A 180 days 12
3.1.10 LMO 58%min Delivered D/A 180 days 13
3.1.11 Chinese LFP Delivered D/A 180 days 14
3.2 International Market Movements 15
3.2.1 Spodumene 6%min CIF China 15
3.2.Asian Metal Copyright Customs Statistics 36 6.Asian Metal Copyright2 Lithium carbonate 99.5%min CIF China 16
3.2.Asian Metal Copyright Market outlook for 2024 37 7.Asian Metal Copyright3 Lithium carbonate 99.5%min Delivered Europe 17
3.2.Asian Metal Copyright2 Operating rates of LNCMO producers 35 5.Asian Metal Copyright5 Lithium carbonate 99.5%min FOB South America 18
3.2.Asian Metal Copyright5 Lithium metal 99%min 38 7.Asian Metal Copyright6 Lithium hydroxide monohydrate 56.Asian Metal Copyright Customs Statistics 36 6.Asian Metal Copyright5%min, magnetic substance 0.0001%max FOB China 19
3.2.Asian Metal Copyright2 Lithium carbonate 99.Asian Metal Copyright7 Lithium hydroxide monohydrate 56.Asian Metal Copyright1.Asian Metal Copyright5%min, magnetic substance 0.0001%max Delivered South Korea 20
4. Company Review 21
5. Producers Statistics 27
5.1 Lithium carbonate producers statistics 27
5.1.2 Operating rates of lithium carbonate producers 28
5.1.3 Output of lithium carbonate producers 29
5.1.4 Stocks of lithium carbonate producers 30
5.2 Lithium hydroxide producers statistics 31
5.2.2 Operating rates of lithium hydroxide producers 31
5.2.3 Output of lithium hydroxide producers 31
5.2.4 Stocks of lithium hydroxide 32
5.3 LCO producers statistics 32
5.3.2 Operating rates of LCO producers 33
5.3.3 Output of LCO producers 33
5.3.4 Stocks of LCO producers 34
5.4 LNCMO producers statistics 34
5.4.1 Production capacity of LNCMO producers 34
5.4.2 Operating rates of LNCMO producers 35
5.4.3 Output of LNCMO producers 35
5.4.4 Stocks of LNCMO producers 36
6. Customs Statistics 36
6.1 China's lithium carbonate imports up by 48% YOY in 2024 36
6.2 China's lithium hydroxide exports down by 7.09% YOY in 2024 37
6.3 China's lithium carbonate exports down by 60.1% YOY in 2024 37
7. Market outlook for 2024 37
7.1 Lithium carbonate 99.2%min 37
7.2 Lithium carbonate 99.5%min 38
7.4 Lithium hydroxide 56.Asian Metal Copyright1 Lithium carbonate 99.Asian Metal Copyright5%min, magnetic substance 0.0001%max 38
7.5 Lithium metal 99%min 38
7.6 Lithium metal 99.9%min 38
7.7 LCO Co 60%min 38
7.8 LNCMO 38
7.9 LMO 50%min 38
7.10 LFP 3.9%min 38
7.11 Spodumene 6%min 38

.Asian Metal Copyright8 LNCMO 38 7Asian Metal Copyright