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

Published: Jan 15, 2026 17:09

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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

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