Lithium Hydroxide Output Expected to Reverse Decline in Feb

๊ฒŒ์‹œ๋จ: Feb 9, 2023 13:05
์ถœ์ฒ˜: SMM
China's lithium hydroxide output was 21,235 mt in January, down 16% MoM and up 31% YoY.

SHANGHAI, Feb 9 (SMM) - China's lithium hydroxide output was 21,235 mt in January, down 16% MoM and up 31% YoY.

Some new smelters started to ramp up the production, but the output fell as a result of maintenance. Meanwhile, causticising plants cut the production aggressively due to weak downstream demand.

In February, the enterprises are recovering from the maintenance, while the new capacity is released along with the increase in the output of causticising plants.

It is forecast that the lithium hydroxide output will reach 23,774 mt in February, up 12% MoM and 87% YoY.

๋ฐ์ดํ„ฐ ์ถœ์ฒ˜ ์„ค๋ช…: ๊ณต๊ฐœ ์ •๋ณด๋ฅผ ์ œ์™ธํ•œ ๋ชจ๋“  ๋ฐ์ดํ„ฐ๋Š” SMM์ด ๊ณต๊ฐœ ์ •๋ณด, ์‹œ์žฅ ์ปค๋ฎค๋‹ˆ์ผ€์ด์…˜ ๋ฐ SMM ๋‚ด๋ถ€ ๋ฐ์ดํ„ฐ๋ฒ ์ด์Šค ๋ชจ๋ธ์„ ๊ธฐ๋ฐ˜์œผ๋กœ ๊ฐ€๊ณตํ•œ ๊ฒƒ์ž…๋‹ˆ๋‹ค. ๋ณธ ์ž๋ฃŒ๋Š” ์ฐธ๊ณ ์šฉ์ด๋ฉฐ ์˜์‚ฌ๊ฒฐ์ • ๊ถŒ๊ณ ๋ฅผ ๊ตฌ์„ฑํ•˜์ง€ ์•Š์Šต๋‹ˆ๋‹ค.

๋ฌธ์˜ ์‚ฌํ•ญ์ด ์žˆ๊ฑฐ๋‚˜ ์ž์„ธํ•œ ์ •๋ณด๋ฅผ ์›ํ•˜์‹œ๋ฉด ์•„๋ž˜๋กœ ์—ฐ๋ฝํ•ด ์ฃผ์‹œ๊ธฐ ๋ฐ”๋ž๋‹ˆ๋‹ค: lemonzhao@smm.cn
๋ฆฌ์„œ์น˜ ๋ณด๊ณ ์„œ ์—ด๋žŒ ๋ฐฉ๋ฒ•์— ๋Œ€ํ•œ ์ž์„ธํ•œ ๋‚ด์šฉ์€ ์•„๋ž˜๋กœ ๋ฌธ์˜ํ•˜์‹œ๊ธฐ ๋ฐ”๋ž๋‹ˆ๋‹ค:service.en@smm.cn
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[SMM ๋ถ„์„: 8์›” ์ „์ง€๊ธ‰ ํ™ฉํ™”๋ฆฌํŠฌ ์ƒ์‚ฐ ๋ถ„์„, 4๋ถ„๊ธฐ ๊ธ‰์ฆํ• ๊นŒ?] 8์›” ์ค‘๊ตญ ํ™ฉํ™”๋ฆฌํŠฌ ์ƒ์‚ฐ๋Ÿ‰์€ 7.79mt์œผ๋กœ ์ „์›” ๋Œ€๋น„ 3.6%, ์ „๋…„ ๋™๊ธฐ ๋Œ€๋น„ 143% ์ฆ๊ฐ€ํ–ˆ๋‹ค. 4๋ถ„๊ธฐ ํ™ฉํ™”๋ฆฌํŠฌ ์ƒ์‚ฐ๋Ÿ‰์ด ๊ธ‰์ฆํ• ๊นŒ? ํ•˜๋ฅ˜ ์ˆ˜์š”๋กœ ๋ณผ ๋•Œ ํ˜„์žฌ๋กœ์„œ๋Š” ๊ฐ€๋Šฅ์„ฑ์ด ๋น„๊ต์  ๋‚ฎ์ง€๋งŒ ์™„๋งŒํ•œ ๋ฌผ๋Ÿ‰ ํ™•๋Œ€๋Š” ์ง€์†๋  ๊ฒƒ์ด๋‹ค. ์›”ํ‰๊ท  ์ƒ์‚ฐ๋Ÿ‰์€ 9~10mt ์ˆ˜์ค€์— ๋„๋‹ฌํ•  ๊ฒƒ์œผ๋กœ ์˜ˆ์ƒ๋˜๋ฉฐ, 3๋ถ„๊ธฐ ๋Œ€๋น„ ์†Œํญ ์ฆ๊ฐ€ํ•˜๋Š” ์ˆ˜์ค€์ด์ง€ ํญ๋ฐœ์ ์œผ๋กœ ๊ธ‰์ฆํ•˜์ง€๋Š” ์•Š์„ ๊ฒƒ์ด๋‹ค.
10์‹œ๊ฐ„ ์ „
[SMM ๋‹จ์‹ ] Albemarle, Wodgina ์Šคํฌ๋“€๋ฏผ ์ •๊ด‘ ๊ฒฝ๋งค ์™„๋ฃŒ... CIF ์ค‘๊ตญ ๊ธฐ์ค€ US$2,307/dmt
12์‹œ๊ฐ„ ์ „
[SMM ๋‹จ์‹ ] Albemarle, Wodgina ์Šคํฌ๋“€๋ฏผ ์ •๊ด‘ ๊ฒฝ๋งค ์™„๋ฃŒ... CIF ์ค‘๊ตญ ๊ธฐ์ค€ US$2,307/dmt
๋” ๋ณด๊ธฐ
[SMM ๋‹จ์‹ ] Albemarle, Wodgina ์Šคํฌ๋“€๋ฏผ ์ •๊ด‘ ๊ฒฝ๋งค ์™„๋ฃŒ... CIF ์ค‘๊ตญ ๊ธฐ์ค€ US$2,307/dmt
[SMM ๋‹จ์‹ ] Albemarle, Wodgina ์Šคํฌ๋“€๋ฏผ ์ •๊ด‘ ๊ฒฝ๋งค ์™„๋ฃŒ... CIF ์ค‘๊ตญ ๊ธฐ์ค€ US$2,307/dmt
SMM 9์›” 2์ผ: Albemarle๋Š” ์˜ค๋Š˜ ์ž์‚ฌ Wodgina ๊ด‘์‚ฐ์˜ ์Šคํฌ๋“€๋ฏผ ์ •๊ด‘์— ๋Œ€ํ•œ ์ƒˆ๋กœ์šด ์ž…์ฐฐ์„ ์™„๋ฃŒํ–ˆ์Šต๋‹ˆ๋‹ค. ์ž…์ฐฐ ๋ฌผ๋Ÿ‰์€ 15,840๊ฑด์กฐํ†ค์ด๋ฉฐ, ยฑ10%์˜ ์ˆ˜๋Ÿ‰ ํ—ˆ์šฉ ์˜ค์ฐจ๊ฐ€ ์ ์šฉ๋ฉ๋‹ˆ๋‹ค. ์ตœ์ข… ๊ฑฐ๋ž˜ ๊ฐ€๊ฒฉ์€ US$2,307/dmt CIF ์ค‘๊ตญ์œผ๋กœ ๋ณด๊ณ ๋˜์—ˆ์œผ๋ฉฐ, Liโ‚‚O 6% ๊ธฐ์ค€์œผ๋กœ ํ‘œ์ค€ํ™”๋˜์—ˆ์Šต๋‹ˆ๋‹ค. ํ™”๋ฌผ ๊ฐ€๊ฒฉ์€ ์ค‘๊ตญ ์ „์žฅํ•ญ CIF ๊ธฐ์ค€์ด๋ฉฐ, VAT๋Š” ์ œ์™ธ๋ฉ๋‹ˆ๋‹ค. ๊ฒฐ์ œ ์กฐ๊ฑด์€ ์„ ๋ถˆ ํ˜„๊ธˆ ๊ฒฐ์ œ๋กœ, 9์›” 8์ผ๊นŒ์ง€ ๋Œ€๊ธˆ ์ˆ˜๋ น์ด ์™„๋ฃŒ๋˜์–ด์•ผ ํ•ฉ๋‹ˆ๋‹ค.
12์‹œ๊ฐ„ ์ „
Lithium Hydroxide Output Expected to Reverse Decline in Feb - Shanghai Metals Market (SMM)