SMM Jan 18: after jumping 80, 000 yuan / ton a day yesterday, according to the latest spot price of SMM, lithium metal jumped 80, 000 yuan again to 1.765 million yuan / ton on the basis of yesterday, a daily increase of up to 4.75%.
"Click to view the spot price of SMM metal
And battery-grade lithium carbonate has vividly interpreted the ultimate meaning of "rising constantly" since it entered 2022, and the price has repeatedly refreshed three-year historical highs. As of January 18, the average spot price of domestic battery-grade lithium carbonate was 334000 yuan / ton, up 3000 yuan / ton today, slightly slower than yesterday.
But even so, lithium hydroxide, which has been rising with lithium carbonate recently, is still "never giving up." Similarly, it rose again by 3000 yuan / ton in a single day, to 275500 yuan / ton.
SMM research shows that near the weekend, the extremely high price of lithium carbonate appears. At present, domestic battery-grade lithium carbonate smelters offer sporadic quotations. In the middle of last week, under the influence of the sharp drop in lithium prices in Wuxi, some traders began to release goods, but due to the limited inventory and a high degree of shortage downstream, spot prices remain high. As for lithium hydroxide, with the sharp rise in the price of lithium carbonate, the demand for high nickel increased obviously at the end of the year, the price difference between lithium hydroxide and lithium carbonate was obviously repaired, and the transaction price of mainstream manufacturers tended to be close to 270000 yuan / ton, and the quotation went up to about 300000 yuan / ton. It is expected that the transaction price of lithium hydroxide will go up further in the future. "View details
Affected by the sharp upward impact of lithium salt prices, the market is also quite concerned about the production and production capacity of lithium-related enterprises. In response to investors' inquiries on the interactive platform recently, China Mineral Resources said that its 25000-ton battery-grade lithium hydroxide and battery-grade lithium carbonate production line has been in good condition since it was put into production on August 19, 2021, of which lithium carbonate began to be sold this month. With the Spring Festival approaching, the company will also make reasonable arrangements for staff holidays, equipment maintenance and production according to the order demand.
In addition, it owns the TANCO mine in Canada and has an annual spodumene mining capacity of 120000 tons. Theoretically, it can produce about 4000 tons of battery-grade lithium carbonate.
Under the background of limited lithium carbonate inventory, the three domestic bases of Tianqi lithium industry are also in a state of full production and full sales. According to previous revelations, Tianqi Lithium Industry has a total capacity of about 34500 tons of lithium carbonate per year. In addition, Tianqi Lithium Industry has a project under construction to produce 20, 000 tons of battery-grade lithium carbonate a year in Suining Anju.
Mount Qomolangma in Tibet has previously said on an interactive platform that the adjusted application for an annual environmental assessment of 50,000 tons of lithium carbonate is in progress. At present, it mainly carries on the survey and design of water, electricity, transportation and other lines in the early stage of the project. The related work takes a lot of time, so the company carries out it ahead of time.
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