[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
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

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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