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First portal solely dedicated to comprehensive coverage of Lithium market, the most crucial commodity of XXI century.

 


 

PRICES


Lithium Basis Price range Date Price change Market pressure
Carbonate 99.5% min. Battery grade EXW China SUBSCRIBE
Carbonate 99.5% min. Battery grade CIF Japan & Korea SUBSCRIBE
Carbonate 99.5% min. Battery grade EXW EU SUBSCRIBE
Carbonate 99.5% min. Battery grade EXW US SUBSCRIBE
Hydroxide Monohydrate 56.5% min. EXW China SUBSCRIBE
Hydroxide Monohydrate 56.5% min. CIF Japan/Korea SUBSCRIBE
Hydroxide Monohydrate 56.5% min. EXW EU SUBSCRIBE
Hydroxide Monohydrate 56.5% min. EXW US SUBSCRIBE
Metal 99.0 % min. EXW China SUBSCRIBE

 

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LITHIUM MARKET WIRE


19th November 2018

According to Real Li Research – well known Chinese domestic research company, in October 2018, the total installed lithium batteries capacity in Chinese EV market reached XXGWh, a year-on-year increase of XX, and continues to maintain a very good trend.

Lithium carbonate prices are rather stable in the last days. The spread between industrial and battery grade keeps on narrowing. The price of industrial grade remains in a range of XX….

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15th November 2018

Suzhou Ta&A Ultra Clean Tech, Contemporary Amperex Technology and Yibin Tianyuan plan a construction of new lithium carbonate and hydroxide factory with annual capacity of XX tons in Sichuan province, as a JV.

The project is scheduled for two phases. By the end of 2019 production capacity of XX tons of lithium compounds is planned to be ready, while the second stage is planned to be finalized by the end of 2021.

Johnson Controls International has entered a USD 13.2bn agreement to sell its power solutions business to Brookfield Business Partners. Upon finalization of this transaction…

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14th November 2018

Lithium hydroxide prices continue their fall. It is a direct result of increased downstream production capacity in China, slowly finding its way on the market. The healthy demand from the side of grease, pharma and battery industries does not help to support a price level from the summer season. In the late summer season, price was in the range of XX for 56.5% min. grade, while battery grade was trading at a level of XX.

Currently the prices for both grades declined to the levels of XX and XX, respectively. The smaller drop for battery grade comes from the fact that up to XX of current hydroxide monohydrate production capacity can only deliver a standard grade material. In the near future, it is quite likely that standard grade hydroxide will fall further. As a demand for standard grade hydroxide, especially used in greases is decreasing – at that price level, grease producers are hard pressed to look for substitutes. On the other hand the battery grade prices shall…

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13th November 2018

China produced XX GWh of batteries in October. All together XX GWh of batteries has been produced from the beginning of the year. These numbers are relatively small in comparison to what awaits in the pipeline. Wanxiang Group just announced to invest in 80 GWh lithium battery factory, that would be used in its future EV production.

Prices for lithium carbonate battery grade remain unchanged in the last days. The spread between industrial and battery grade is narrowing. Lithium compounds manufacturers experience increased buying interest, which does not seem to materialize. The price for industrial grade lithium carbonate is in the range of XX, while the price for lithium battery grade oscillates in the range of XX. Demand for lithium hydroxide also did not experience any support. The average price for lithium hydroxide monohydrate 56.5% is at a level of XX while battery grade trades in a range of XX and is…

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FEATURED ARTICLE


The image presented to foreign players in lithium sector, regarding economic, political and social environment in the South American Lithium Triangle is usually very simplified. It paints a picture of stable and growing Chile, Argentina getting back on track with its technocratic leader and regional enfant terrible Bolivia with its populistic – and hence by definition labelled as business unfriendly policies. More detailed analysis of socio-economic and political situation in these countries rarely reaches lithium industry decision makers and analysts. The Chinese quest for dominance in lithium and battery sector best reflected by a series of bold acquisitions and investment, concluded or attempted is also rarely discussed in a wider geopolitical context of changing US foreign policy, particularly in relation to Latin America and in context of frantic attempts to regain a level playing field by large Korean and Japanese corporations. We aim to fill-in this gap and re-examine some of those commonly hold perception and believes by taking a more macro view and providing a reader with better understanding of local realities.

 

Chile’s flawed image of stable democracy

Since it’s embrace of democracy in 1990 Chile became a model of development – politically and economically for its South American peers. Yet with rising inequalities, as illustrated by growing Gini index (Chile outranks Nigeria and is in top 25 of most unequal economies) and wide disenchantment with politics embodied by falling voting turnout rates (In 1989, 86 percent of voters cast a ballot. In last election only 46 percent did, with decline in turnout especially among poorer parts of society – who traditionally were more likely to vote left). Chile’s image has been tarnished. Future also remains uncertain. On one hand we have a right-wing president, detached from liberal society being in favor of extended abortion rights, stricter environmental protection measures and rights for sexual minorities. On the other, leftist government promising to curb corruption in which elites drawing its power from the time of Pinochet have been involved – failing to deliver while the left’s leader family member gets entangled in land dealing scandals.

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FEATURED REPORT


 

All lithium production estimates that we have encountered are quiet opaque regarding the methodology and data sources employed. They state the number of total production without quoting the exact sources, based on which estimate is build. Moreover, as per our previous article, the only free of charge report available including global lithium production estimates, published every year, comes from USGS. For most of commodities with high geopolitical and macroeconomic importance, there is usually more than one free of charge source available. 

 

Rightly so, as this opens up the room for further discussion and cross checks the validity of estimates. Since business decisions are often based on commodities supply and demand estimates, we believe that they should be transparent, discussed and continuously improved, for any commodity and raw material.

 

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FEATURED SERVICE


 

Lithium Today looks at an ambitious and innovative project of tracking and forecasting lithium production from space. Read on how we could use satellite imagery to give you an edge in the market.

Satellite technology experiences a quiet revolution. It is driven by an entry of privately-owned SMEs into the market, which through most of its relatively short history has been dominated by governments with its closely guarded secrets.

At that time satellites have only existed in one dimension. They were massive. Their huge size has been to large extent derived from doubling and tripling devices on board to make their probability to fail when in space very small.  From time to time they have failed nevertheless.

At some point engineers working with governments realized that instead of trying to build one fool proof expensive satellite which may still fail, it would make more economic sense to perhaps build a series of small, light, cheap satellites that could work together in constellations, even if it means that some of them will surely quickly become dysfunctional.

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INTERVIEW


Samir Madani is a real influencer on the oil market. His innovative initiatives as crowd sourced research represented by OOTT hashtag or Tanker Trackers are great examples to follow for analysts covering other commodity classes.  In an interview with Lithium Today, he talks about success factors behind his projects and new ideas that have potential to make an impact in commodities space.

 

Lithium Today (LT): Samir, your personal tweeter account has 22.8K followers at the moment of writing this, while FT Commodities have 34.4K followers and Reuters Commodities 29.1K followers. These are organizations with big teams, big budgets and long traditions behind them, while you are a single person who started not long ago.

Do you feel the influence on the markets? What were the key factors behind this growth of “popularity” in still a niche field?

Samir Madani: Some nights I’ll be watching CNBC or Bloomberg and hear someone talking about oil, and they’ll mention something that was raised possibly in a #OOTT retweet or discussion on Twitter. I think that’s fantastic because we’re all working with real-time information. It benefits everyone!

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TALK TO AN EXPERT


Order a 1 hour live webinar with our analyst who will walk you through lithium market and industry fundamentals.

 

Among discussed topics you will find:

 

  • Production process
  • Key players
  • Lithium trading
  • Grades traded
  • Geopolitical influences
  • Main categories of lithium consumers
  • Regulations impacting lithium market
  • Further sources of information
  • Q&A
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RESEARCH


Across the globe, lithium can be found mainly in pegmatite type deposits and brine deposits, with brine resources accounting for a large part of the resources. 

Deposits discussed here cover deposits not discussed in the Lithium supply by countries section. They are either not in production, or Lithium from this deposits is produced in small quantities or as in case of U.S., the data regarding the production levels is not publicly available. This part covers Canada, U.S., Russia, Finland, Czech Republic, Serbia and Mali.

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Portugal has had a difficult mining history with labour and unions and suffers from the high price of the Euro but may prove to be a beneficial destination for lithium production from a European perspective. Close proximity to European automotive manufacturers will give desirable supply for product which has traditionally been sold for glass & ceramics. 

Find out if existing operations and projects under development give hope for EU Lithium independence.

The Bikita mine is one of the largest lithium mines in Zimbabwe. The mine is located in southern part of the country in Masvingo Province, known for its natural beauty.  Bikita mine is run by Bikita Minerals, Zimbabwe’s largest Lithium producer. In 2017 according to sources Bikita Minerals spend around USD 7 millions on equipment upgrade and further geological expansion.

Learn about existing and prospective operations in the reviving Zimbabwean economy. 

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