SMM Daily Review: Spot Lithium Carbonate Prices Steady Amid Peak Season Demand and Supply Dynamics

Published: Sep 9, 2025 15:30

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[SMM Daily Review: Spot Lithium Carbonate Prices Held Steady on September 9]

The SMM battery-grade lithium carbonate index stood at 74,589 yuan/mt, up 94 yuan/mt from the previous trading day. Battery-grade lithium carbonate traded at 73,700-75,500 yuan/mt, with an average price of 74,600 yuan/mt, flat from the prior session. Industrial-grade lithium carbonate ranged at 71,750-72,950 yuan/mt, averaging 72,350 yuan/mt, unchanged from the last trading day.

Demand side, the market remains in its peak season, sustaining just-in-time procurement by downstream players. However, WoW, procurement activity slowed slightly as futures prices rebounded. Supply side showed structural divergence: spodumene-sourced lithium carbonate accounted for over 60% of production, while lepidolite-derived output dropped to 15%. Overall, September saw synchronized supply and demand growth, but demand expanded faster, likely leading to temporary tightness in the month.

Data Source Statement: Except for publicly available information, all other data are processed by SMM based on publicly available information, market communication, and relying on SMM‘s internal database model. They are for reference only and do not constitute decision-making recommendations.

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