Lithium prices on a roll in China
Chinese lithium prices hit another record in September as weaker domestic lithium chemical production resulted in a material supply squeeze. All indications are that this shortage will persist into October with the week-long Chinese holiday also disrupting the market. SpodCon prices also continued their march higher, buoyed by higher chemical prices. Chinese LC import prices exceeded US$70/kg for the first time, implying that high carbonate prices are much more widespread than many commentators have previously suggested. A number of sell side analysts have implied in recent weeks that elevated LC price data is not “real” and is only relevant for...
Topics
China
Lithium
Lithium Carbonate
Lithium Hydroxide
Spodumene