China cell output up 96% in first two months
China’s cell output rose 96% y/y YTD Feb to 277GWh. While production was down compared to the back end of last year, in line with …
Continue reading “China cell output up 96% in first two months”
China’s cell output rose 96% y/y YTD Feb to 277GWh. While production was down compared to the back end of last year, in line with …
Continue reading “China cell output up 96% in first two months”
Chinese cell output (EV+ESS) was up 45% y/y in 2024 at 1.6TWh of production. The end of the year, buoyed by ESS output, was particularly …
Chilean lithium carbonate exports remained elevated in December at 19.5Kt, amounting to 233.7Kt for the year, and up 24% y/y. Argentinean exports were 6.6Kt in …
Continue reading “Big increase in LatAm lithium carbonate exports in 2024”
The news of CATL’s Jianxiawo mine closure briefly buoyed the lithium market in September, but the fact is that Chinese domestic lithium carbonate output in …
Continue reading “Small output cuts, robust demand, high imports: No support for lithium prices”