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Home / Metal News / LCO: LCO Quotations Follow the Rise of Spot Lithium Carbonate, with Limited Expected Impact from the New Policy

LCO: LCO Quotations Follow the Rise of Spot Lithium Carbonate, with Limited Expected Impact from the New Policy

iconJan 15, 2026 17:09

LCO cathode prices rose sharply again this week, mainly driven by higher lithium carbonate prices. Cathode plants have raised offers for standard products to above 400,000 yuan/mt, but no deals have been concluded at this level. The government introduced a new tax rebate policy last Friday. Given that direct exports of LCO cathode are relatively small and most LCO battery cells are exported as finished products with built-in cells, the impact of this policy on the LCO market is expected to be limited.

 

Wang Cong 021-51666838

Ma Rui 021-51595780

Feng Disheng 021-51666714

Lu Yanlin 021-20707875

Zhou Zhicheng 021-51666711

Zhang Haohan 021-51666752

Wang Zihan 021-51666914

Wang Jie 021-51595902

Xu Yang 021-51666760

Yang Lianting 021-51595835

Wang Zhaoyu 021-51666827

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

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