[SMM Analysis][SMM Analysis] China imported 619,000 mt of spodumene in August, down 17.5% MoM, equivalent to 56,000 mt LCE.

Published: Sep 29, 2025 19:23

Source: SMM

Save

China imported 619,000 mt of spodumene in August, down 17.5% MoM, equivalent to ~56,000 mt LCE.

According to customs statistics, China imported roughly 619,000 t of spodumene in August 2025, down 17.5 % month-on-month and equal to about 56,000 t LCE (after SMM adjustments for average grade and moisture).

By origin, Australia, Nigeria and Zimbabwe still supplied 70.2 % of the total, but volumes diverged sharply:

Australia shipped 212,000 t, –50.5 % MoM;

Nigeria sent 105,000 t, –9.6 % MoM;

Zimbabwe delivered 118,000 t, +84 % MoM.

Notable increases were seen from Mali (73,000 t) and Brazil (18,000 t), both the result of single, concentrated cargoes.

SMM’s further screening shows that 470,000 t of the arrivals were spodumene concentrate, accounting for 76 % of the month’s total, with the rise driven largely by the rebound in Australian deliveries.

Source: China Customs, compiled and analyzed by SMM

new energy prices Lithium Prices Battery Industry Lithium Resources Lithium Carbonate Price Lithium Battery Recycling New Energy Metals Battery Storage

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.

For any inquiries or to learn more information, please contact: lemonzhao@smm.cn

For more information on how to access our research reports, please contact:service.en@smm.cn

Related News

5 hours ago

Tinci Materials: Net Profit Was up 181% YoY in 2025

Tinci Materials announced that in 2025, the company achieved operating revenue of 16.649 billion yuan, up 33.00% YoY; net profit was 1.362 billion yuan, up 181.43% YoY. The company planned to distribute a cash dividend of 3 yuan (tax included) for every 10 shares to all shareholders.

5 hours ago

CATL: Net Profit Reached 72.2 billion yuan in 2025, up 42.28% YoY

CATL announced that in 2025, it recorded operating revenue of 423.702 billion yuan, up 17.04% YoY, and net profit of 72.201 billion yuan, up 42.28% YoY. The company plans to distribute a cash dividend of 69.57 yuan per 10 shares to all shareholders (tax included). CATL stated that in 2025, it achieved lithium-ion battery sales of 661 Gwh, up 39.16% YoY.

5 hours ago

CPCA: In January, 35% of Used Cars Transferred Across Registration Jurisdictions, Setting a New Record

CPCA： in January 2026, transaction volume in China’s used car market reached 1.73 million units, down 8% MoM and up 18% YoY, with transaction value at 110.6 billion yuan, up 14.8% YoY. From January to December 2025, cumulative used car transactions totaled 20.11 million units, up 2.5% YoY, with transaction value at 1,289.8 billion yuan, up 0.4%. In recent years, the proportion of inter-provincial used car transfers had fluctuated between 25% and 30%, reaching a record high of 35% for the period in January 2026, transaction volume in China’s new energy used car market reached 158,000 units, down 6% MoM and up 74% YoY, with a new energy penetration rate of 12.2%. From January to December 2025, cumulative transactions of new energy used cars totaled 1.61 million units, up 43% YoY.

5 hours ago