Monthly Lithium Market Report Jun 2025
2025-07-12 21:48:12 【Print】
The following is a brief synopsis of the report. Your access is restricted as it is a subscription based service.
Please contact us for a subscription.
Please contact us for a subscription.
Contents
1. Market Highlights 2
2. Economy and Policy 2
3. Market Movements 2
3.1 Chinese market 2
3.1.1 Lithium carbonate 99.2%min Delivered D/P 2
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 3
3.1.5 Lithium metal 99.9%min Delivered D/A 3
3.1.6 LCO Co 60%min Delivered D/A 3
3.1.7 LNCMO 523 Delivered D/A 3
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 4
3.1.11 LFP Li 3.9%min Delivered D/A 4
3.2 International market 4
3.2.2 Lithium carbonate 99.5%min CIF China 4
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 5
3.2.6 Lithium hydroxide monohydrate 56.5%min, magnetic 0.0001%max FOB China 5
3.2.7 Lithium hydroxide monohydrate 56.5%min, magnetic 0.0001%max Delivered South Korea 5
4. Company news 5
4.1 LBM New Energy (AP) signs long-term LFP supply deal 5
4.2 Tianqi Lithium eyes EIA approval for lithium carbonate project 6
4.3 Qinghai Yanhu's lithium extraction project enters trial production phase 6
4.4 Jiangxi Shenghua and CATL expand LFP supply agreement 6
4.5 Hainan Mining begins trial production at battery-grade lithium hydroxide project 6
4.6 Tianqi Lithium eyes EIA approval for lithium carbonate project 6
4.7 Jianli Chemical begins first phase of LiPF6 project 6
4.8 Baiyin Zhongtian's high-purity lithium fluoride recognized in Gansu 6
4.9 Dazhong Mining's lithium resources exceed expectations 7
4.10 XTC's new energy materials sales up over 20% in Jan–May 7
4.11 Yahua Group consolidates lithium business 7
4.12 Dazhong Mining to launch lithium metal battery materials project 7
4.13 Jiangxi Xiangnan obtains EIA approval for lithium carbonate 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 June 2025 down by 23.01% YoY 7
5.1.2 China's industrial grade lithium carbonate output in June 2025 down by 21.81% YoY 8
5.1.3 Chinese industrial grade lithium carbonate producers' stocks in June 2025 up by 28.3% MoM 8
5.2 Lithium carbonate 99.5%min 8
5.2.1 Chinese battery grade lithium carbonate producers' operating rate in June 2025 down by 27.6% YoY 8
5.2.2 China's battery grade lithium carbonate output in June 2025 up by 11.73% MoM 9
5.2.3 China's battery grade lithium carbonate stocks in June 2025 up by 31.11% YoY 9
5.3 Lithium hydroxide 9
5.3.1 Chinese lithium hydroxide monohydrate producers' operating rate in June 2025 down by 32.23% YoY 9
5.3.2 China's lithium hydroxide monohydrate output in June 2025 down by 19.68% YoY 10
5.3.3 Chinese lithium hydroxide monohydrate producers' stocks in June 2025 down by 64.94% YoY 10
5.4 LCO 10
5.4.1 Chinese LCO producers' operating rate in Jun 2025 down by 14.5% MoM 10
5.4.2 China's LCO output in June 2025 up by 26.21% YoY 11
5.4.3 China's LCO stocks in June 2025 down by 1,441t YoY 11
5.5 LNCMO 11
5.5.1 Chinese LNCMO producers' operating rate in June 2025 up by 17.62% YoY 11
5.5.2 China's LNCMO output in June 2025 up by 37.41% YoY 12
5.5.3 China's LNCMO inventory in June 2025 up by 85.21% YoY 12
5.6 LMO 12
5.6.1 Chinese LMO producers' operating rate in June 2025 down by 13.24% YoY 12
5.6.2 China's LMO output in June 2025 up by 10.52% MoM 13
5.6.3 China's LMO inventory in June 2025 up by 1,600t YoY 13
5.7 LFP 13
5.7.1 Chinese LFP producers' operating rate in June 2025 up by 22.02% YoY 13
5.7.2 China's LFP output in June 2025 up by 61.19% YoY 14
5.7.3 China's LFP inventory in June 2025 up by 108.53% YoY 14
6. Customs Statistics 14
6.1 China's lithium carbonate import volume decreased 25.37% MoM in May 2025 14
6.2 China's lithium carbonate export volume declined 60.95% MoM in May 2025 15
6.3 China's lithium hydroxide import volume rose 220.40% YoY in May 2025 15
6.4 China's lithium hydroxide export volume fell 53.53% YoY in May 2025 16
1. Market Highlights 2
2. Economy and Policy 2
3. Market Movements 2
3.1 Chinese market 2
3.1.1 Lithium carbonate 99.2%min Delivered D/P 2
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 3
3.1.5 Lithium metal 99.9%min Delivered D/A 3
3.1.6 LCO Co 60%min Delivered D/A 3
3.1.7 LNCMO 523 Delivered D/A 3
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 4
3.1.11 LFP Li 3.9%min Delivered D/A 4
3.2 International market 4
3.2.2 Lithium carbonate 99.5%min CIF China 4
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 5
3.2.6 Lithium hydroxide monohydrate 56.5%min, magnetic 0.0001%max FOB China 5
3.2.7 Lithium hydroxide monohydrate 56.5%min, magnetic 0.0001%max Delivered South Korea 5
4. Company news 5
4.1 LBM New Energy (AP) signs long-term LFP supply deal 5
4.2 Tianqi Lithium eyes EIA approval for lithium carbonate project 6
4.3 Qinghai Yanhu's lithium extraction project enters trial production phase 6
4.4 Jiangxi Shenghua and CATL expand LFP supply agreement 6
4.5 Hainan Mining begins trial production at battery-grade lithium hydroxide project 6
4.6 Tianqi Lithium eyes EIA approval for lithium carbonate project 6
4.7 Jianli Chemical begins first phase of LiPF6 project 6
4.8 Baiyin Zhongtian's high-purity lithium fluoride recognized in Gansu 6
4.9 Dazhong Mining's lithium resources exceed expectations 7
4.10 XTC's new energy materials sales up over 20% in Jan–May 7
4.11 Yahua Group consolidates lithium business 7
4.12 Dazhong Mining to launch lithium metal battery materials project 7
4.13 Jiangxi Xiangnan obtains EIA approval for lithium carbonate 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 June 2025 down by 23.01% YoY 7
5.1.2 China's industrial grade lithium carbonate output in June 2025 down by 21.81% YoY 8
5.1.3 Chinese industrial grade lithium carbonate producers' stocks in June 2025 up by 28.3% MoM 8
5.2 Lithium carbonate 99.5%min 8
5.2.1 Chinese battery grade lithium carbonate producers' operating rate in June 2025 down by 27.6% YoY 8
5.2.2 China's battery grade lithium carbonate output in June 2025 up by 11.73% MoM 9
5.2.3 China's battery grade lithium carbonate stocks in June 2025 up by 31.11% YoY 9
5.3 Lithium hydroxide 9
5.3.1 Chinese lithium hydroxide monohydrate producers' operating rate in June 2025 down by 32.23% YoY 9
5.3.2 China's lithium hydroxide monohydrate output in June 2025 down by 19.68% YoY 10
5.3.3 Chinese lithium hydroxide monohydrate producers' stocks in June 2025 down by 64.94% YoY 10
5.4 LCO 10
5.4.1 Chinese LCO producers' operating rate in Jun 2025 down by 14.5% MoM 10
5.4.2 China's LCO output in June 2025 up by 26.21% YoY 11
5.4.3 China's LCO stocks in June 2025 down by 1,441t YoY 11
5.5 LNCMO 11
5.5.1 Chinese LNCMO producers' operating rate in June 2025 up by 17.62% YoY 11
5.5.2 China's LNCMO output in June 2025 up by 37.41% YoY 12
5.5.3 China's LNCMO inventory in June 2025 up by 85.21% YoY 12
5.6 LMO 12
5.6.1 Chinese LMO producers' operating rate in June 2025 down by 13.24% YoY 12
5.6.2 China's LMO output in June 2025 up by 10.52% MoM 13
5.6.3 China's LMO inventory in June 2025 up by 1,600t YoY 13
5.7 LFP 13
5.7.1 Chinese LFP producers' operating rate in June 2025 up by 22.02% YoY 13
5.7.2 China's LFP output in June 2025 up by 61.19% YoY 14
5.7.3 China's LFP inventory in June 2025 up by 108.53% YoY 14
6. Customs Statistics 14
6.1 China's lithium carbonate import volume decreased 25.37% MoM in May 2025 14
6.2 China's lithium carbonate export volume declined 60.95% MoM in May 2025 15
6.3 China's lithium hydroxide import volume rose 220.40% YoY in May 2025 15
6.4 China's lithium hydroxide export volume fell 53.53% YoY in May 2025 16
