Monthly Lithium Market Report May 2025
2025-06-12 19:29:01 【Print】
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Contents
1. Market Highlights 3
2. Economy and Policy 3
2.1 China and U.S. reach deal to scale back tariffs 3
2.2 China adjusts tariffs on US imports 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 Aosheng reduces output of lithium metal 6
4.2 Easpring Finland breaks ground on cathode material plant 6
4.3 Chengdu Youngy decreases output of lithium carbonate 6
4.4 Zangge Mining announces Q1 production and sales results 6
4.5 Tangshan Xinfeng resumes production of lithium carbonate 7
4.6 Lopal Tech's subsidiaries sign LFP cathode materials sales agreement 7
4.7 Xinjiang Blue Diamond resumed production of lithium carbonate 7
4.8 China Minmetals increases the output of lithium carbonate 7
4.9 Yahua International and Core Lithium terminate spodumene offtake agreement 7
4.10 Anhui Tiantie to raise output of lithium metal 7
4.11 Yacimientos de Litio plans to expand production 7
4.12 Golmud Zangge raises the output of lithium carbonate 7
4.13 Wanrun New Energy signs LFP supply deal with CATL 8
4.14 Hubei Rongtong increases the output of LFP 8
4.15 Ningxia Baofeng puts into commercial production of LFP 8
4.16 Nandu Huabo puts into production of a new line of lithium carbonate 8
4.17 Jiangxi Yun Lithium resumes production of lithium carbonate 8
4.18 Zhejiang Tiantie and Xinjie Energy form strategic partnership on lithium metal anode 8
4.19 Hainan Mining produces first batch of battery-grade lithium hydroxide 8
4.20 Nantong Reshine raises production of LFP 8
4.21 Lubei Wanrun reduces output of LFP 8
4.22 Shengrong begins production at lithium cathode additive project in Hunan 9
4.23 CORNEX and LBM sign long-term LFP supply deal 9
5 Producers Statistics 9
5.1 Lithium carbonate 99.2%min 9
5.1.1 Chinese industrial grade lithium carbonate producers' operating rate in May 2025 down by 26.33% YoY 9
5.1.2 China's industrial grade lithium carbonate output in May 2025 down by 11.27% YoY 9
5.1.3 Chinese industrial grade lithium carbonate producers' stocks in May 2025 up by 127.14% YoY 10
5.2 Lithium carbonate 99.5%min 10
5.2.1 Chinese battery grade lithium carbonate producers' operating rate in May 2025 down by 28.59% YoY 10
5.2.2 China's battery grade lithium carbonate output in May 2025 up by 2.7% MoM 10
5.2.3 China's battery grade lithium carbonate stocks in May 2025 up by 24.42% YoY 11
5.3 Lithium hydroxide 11
5.3.1 Chinese lithium hydroxide monohydrate producers' operating rate in May 2025 down by 33.05% YoY 11
5.3.2 China's lithium hydroxide monohydrate output in May 2025 down by 16.77% YoY 11
5.3.3 Chinese lithium hydroxide monohydrate producers' stocks in May 2025 down by 13.89% YoY 12
5.4 LCO 12
5.4.1 Chinese LCO producers' operating rate in May 2025 up by 24.79% YoY 12
5.4.2 China's LCO output in May 2025 up by 57.14% YoY 12
5.4.3 China's LCO stocks in May 2025 down by 1,930t YoY 13
5.5 LNCMO 13
5.5.1 Chinese LNCMO producers' operating rate in May 2025 up by 4.12% YoY 13
5.5.2 China's LNCMO output in May 2025 up by 18.74% YoY 13
5.5.3 China's LNCMO inventory in May 2025 up by 47.73% YoY 14
5.6 LMO 14
5.6.1 Chinese LMO producers' operating rate in May 2025 down by 28.8% YoY 14
5.6.2 China's LMO output in May 2025 down by 4.1% YoY 14
5.6.3 China's LMO inventory in May 2025 up by 340% YoY 15
5.7 LFP 15
5.7.1 Chinese LFP producers' operating rate in May 2025 up by 23.95% YoY 15
5.7.2 China's LFP output in May 2025 up by 67.92% YoY 15
5.7.3 China's LFP inventory in May 2025 up by 89.06% YoY 16
6. Customs Statistics 16
6.1 China's lithium carbonate import volume rose 56.33% MoM in Apr 2025 16
6.2 China's lithium carbonate export volume grew 233.72% MoM in Apr 2025 16
6.3 China's lithium hydroxide import volume grew 120.86% YoY in Apr 2025 17
6.4 China's lithium hydroxide export volume decreased 60.99% YoY in Apr 2025 18
1. Market Highlights 3
2. Economy and Policy 3
2.1 China and U.S. reach deal to scale back tariffs 3
2.2 China adjusts tariffs on US imports 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 Aosheng reduces output of lithium metal 6
4.2 Easpring Finland breaks ground on cathode material plant 6
4.3 Chengdu Youngy decreases output of lithium carbonate 6
4.4 Zangge Mining announces Q1 production and sales results 6
4.5 Tangshan Xinfeng resumes production of lithium carbonate 7
4.6 Lopal Tech's subsidiaries sign LFP cathode materials sales agreement 7
4.7 Xinjiang Blue Diamond resumed production of lithium carbonate 7
4.8 China Minmetals increases the output of lithium carbonate 7
4.9 Yahua International and Core Lithium terminate spodumene offtake agreement 7
4.10 Anhui Tiantie to raise output of lithium metal 7
4.11 Yacimientos de Litio plans to expand production 7
4.12 Golmud Zangge raises the output of lithium carbonate 7
4.13 Wanrun New Energy signs LFP supply deal with CATL 8
4.14 Hubei Rongtong increases the output of LFP 8
4.15 Ningxia Baofeng puts into commercial production of LFP 8
4.16 Nandu Huabo puts into production of a new line of lithium carbonate 8
4.17 Jiangxi Yun Lithium resumes production of lithium carbonate 8
4.18 Zhejiang Tiantie and Xinjie Energy form strategic partnership on lithium metal anode 8
4.19 Hainan Mining produces first batch of battery-grade lithium hydroxide 8
4.20 Nantong Reshine raises production of LFP 8
4.21 Lubei Wanrun reduces output of LFP 8
4.22 Shengrong begins production at lithium cathode additive project in Hunan 9
4.23 CORNEX and LBM sign long-term LFP supply deal 9
5 Producers Statistics 9
5.1 Lithium carbonate 99.2%min 9
5.1.1 Chinese industrial grade lithium carbonate producers' operating rate in May 2025 down by 26.33% YoY 9
5.1.2 China's industrial grade lithium carbonate output in May 2025 down by 11.27% YoY 9
5.1.3 Chinese industrial grade lithium carbonate producers' stocks in May 2025 up by 127.14% YoY 10
5.2 Lithium carbonate 99.5%min 10
5.2.1 Chinese battery grade lithium carbonate producers' operating rate in May 2025 down by 28.59% YoY 10
5.2.2 China's battery grade lithium carbonate output in May 2025 up by 2.7% MoM 10
5.2.3 China's battery grade lithium carbonate stocks in May 2025 up by 24.42% YoY 11
5.3 Lithium hydroxide 11
5.3.1 Chinese lithium hydroxide monohydrate producers' operating rate in May 2025 down by 33.05% YoY 11
5.3.2 China's lithium hydroxide monohydrate output in May 2025 down by 16.77% YoY 11
5.3.3 Chinese lithium hydroxide monohydrate producers' stocks in May 2025 down by 13.89% YoY 12
5.4 LCO 12
5.4.1 Chinese LCO producers' operating rate in May 2025 up by 24.79% YoY 12
5.4.2 China's LCO output in May 2025 up by 57.14% YoY 12
5.4.3 China's LCO stocks in May 2025 down by 1,930t YoY 13
5.5 LNCMO 13
5.5.1 Chinese LNCMO producers' operating rate in May 2025 up by 4.12% YoY 13
5.5.2 China's LNCMO output in May 2025 up by 18.74% YoY 13
5.5.3 China's LNCMO inventory in May 2025 up by 47.73% YoY 14
5.6 LMO 14
5.6.1 Chinese LMO producers' operating rate in May 2025 down by 28.8% YoY 14
5.6.2 China's LMO output in May 2025 down by 4.1% YoY 14
5.6.3 China's LMO inventory in May 2025 up by 340% YoY 15
5.7 LFP 15
5.7.1 Chinese LFP producers' operating rate in May 2025 up by 23.95% YoY 15
5.7.2 China's LFP output in May 2025 up by 67.92% YoY 15
5.7.3 China's LFP inventory in May 2025 up by 89.06% YoY 16
6. Customs Statistics 16
6.1 China's lithium carbonate import volume rose 56.33% MoM in Apr 2025 16
6.2 China's lithium carbonate export volume grew 233.72% MoM in Apr 2025 16
6.3 China's lithium hydroxide import volume grew 120.86% YoY in Apr 2025 17
6.4 China's lithium hydroxide export volume decreased 60.99% YoY in Apr 2025 18
