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2018-2019 China Basic Lithium Salt Market Annual Report

Annual Report Overview

2018-2019 China Basic Lithium Salt Market Annual Report

Highlights

In 2018, China’s basic lithium salt prices declined from high levels. From the beginning of 2018, China’s 99.5% and 99% lithium carbonate prices kept dipping. Up to August, the 99.5% and 99% lithium carbonate prices dropped by 41.72% and 47.71% respectively from the beginning of 2018, due to the unbalanced supply and demand.

In H1, 2018, China’s basic lithium salt capacity was released intensively, and the monthly output increment of Tianqi Lithium, Shandong Ruifu Lithium, Yanhu Lanke Lithium, Hengxinrong Lithium and Nanshi Lithium averaged around 4kt. Moreover, the growth rate of basic lithium salt monthly output reached 44%. In terms of the demand for basic lithium salt, the state set the period before June 12 as a transition period of subsidy policy. Furthermore, the state greatly cut the subsidy standard and required the battery enterprises to improve its technical level and to de-stock. Besides, influenced by the capital chain rupture, Walmart started to sell battery at quite low prices. Therefore, the demand for basic lithium salt remained tepid. On the one hand, the lithium salt supply greatly increased. On the other hand, the downstream demand was tepid, as the battery enterprises carried out technical improvement. Thus, China’s lithium carbonate prices kept dropping. Up to the end of August, China’s basic lithium salt prices trended flat, but the substantial expansion of lithium salt capacity will accelerate the process of industry reshuffle.

In 2019, the basic lithium salt capacity will further expand, and the long-term contract prices of lithium concentrate in Australia will decline. Moreover, the lithium salt prices will decrease to rational levels due to the industry reshuffle. Most market participants will focus on 811NCM and NCA, and alternative fuel vehicles with high driving range will be more favored by consumers. In 2019, the overall technical level of the basic lithium salt industry will improve, and the overall industry will carry out reshuffle. Besides, China’s basic lithium salt prices will reach rational levels.

Based on the original data monitored by SCI, the report will make a full and detailed review for China’s basic lithium salt market in line with those authentic data from National Bureau of Statistics of the People’s Republic of China and General Administration of Customs, P.R. China. Besides, SCI will also analyze the market supply-demand fundamentals, profit changes, feedstock sources, downstream industries, technology improvements and policy changes, in partnership with industry senior specialists, China’s major producers and major downstream producers. This report includes the comprehensive analysis of the basic lithium salt market in 2018 and the forecast of the basic lithium salt market in 2019. Ultimately, the report will provide valuable guidance for market participants.

Report value:

1 To explore the root cause of price collapse in 2018 by analyzing the supply-demand fundamentals of basic lithium salt market.

2 To present China’s future basic lithium salt supply via full sample statistics of the capacity expansion at China’s lithium salt enterprises in the next three years.

3 To interpret China’s alternative fuel vehicle policy, analyze the alternative fuel vehicle market and objectively evaluate the transmission of the basic lithium salt value chain.

4 To analyze the domestic feedstock process cost profit in depth and analyze the trend changes to make market participants clearly understand the future market structure.

Contents

Part 1 China Basic Lithium Salt Market Overview

Part 2 2014-2018 China Basic Lithium Salt Supply and Demand Balance Analysis        

Part 3 2018 China Basic Lithium Salt Supply Pattern and Change Trend Analysis

3.1 2018 Global Basic Lithium Salt Capacity Layout Analysis

3.2 2018 China Basic Lithium Salt Capacity Layout Analysis

3.2.1 2014-2018 Basic Lithium Salt Capacity State and Change Trend Analysis

3.2.2 Basic Lithium Salt Newly Added Capacity Analysis

3.2.3 Basic Lithium Salt Capacity Analysis by Feedstock and Region

3.3 2018 China Basic Lithium Salt Output/Operating Rate Analysis

3.3.1 2014-2018 Basic Lithium Salt Output Trend Analysis

3.3.2 Basic Lithium Salt Output Major Driver Analysis

3.4 China Lithium Carbonate Import Analysis

3.4.1 2014-2018 China Lithium Carbonate Import Volume Trend Analysis

3.4.2 2018 China Lithium Carbonate Import Structure Analysis

3.4.3 China Lithium Carbonate Import Trend Change Influencing Factor Analysis

3.5 2019 China Basic Lithium Salt Supply Forecast

3.5.1 China Basic Lithium Salt Planned and Under-Construction Project Statistics

3.5.2 2019 China Basic Lithium Salt Capacity/Output Forecast

3.5.2 2019 China Lithium Carbonate Import Volume Forecast

Part 4 2018 China Basic Lithium Salt Demand Pattern and Change Trend Analysis

4.1 2018 China Basic Lithium Salt Demand Structure Analysis

4.1.1 China Actual Consumption Volume Analysis

4.1.2 2014-2018 China Consumption Volume Change Trend Analysis

4.2 China Lithium Hydroxide Export Analysis

4.2.1 2014-2018 China Lithium Hydroxide Export Volume Trend Analysis

4.2.2 2018 China Lithium Hydroxide Export Structure Analysis

4.2.3 China Lithium Hydroxide Export Trend Change Influencing Factor Analysis

4.3 China Basic Lithium Salt Downstream Market Analysis

4.3.1 China Downstream Consumer Scale and Demand Analysis by Industry

4.3.2 2019 China Downstream Industry Consumption Volume Growth Forecast

4.3.3 2019 China Basic Lithium Salt Consumption Volume Forecast

4.3.4 Downstream Procurement Key Factor Analysis

4.3.5 2018 China Anode Material Output Analysis

4.3.6 2014-2018 Alternative Fuel Vehicle Output and Sales Volume Analysis

Part 5 2018 Basic Lithium Salt Price Trend Analysis

5.1 2018 China Basic Lithium Salt Price Analysis

5.1.1 2018 China Lithium Carbonate Price Trend Analysis

5.1.2 2018 China Lithium Hydroxide Price Trend Analysis

5.2 2018 China Lithium Concentrate and Basic Lithium Salt Price Co-Movement Analysis

5.2.1 Lithium Concentrate and Lithium Carbonate Price Co-Movement Analysis

5.2.2 Lithium Concentrate and Lithium Hydroxide Price Co-Movement Analysis

5.2.3 Lithium Carbonate and Lithium Hydroxide Price Co-Movement Analysis

Part 6 2019 Basic Lithium Salt Market Forecast

6.1 Price Driver and Future Development Tendency Forecast

6.1.1 2018 China Alternative Fuel Vehicle Subsidy Policy Interpretation

6.1.2 Basic Lithium Salt Production Technology Development and Impact on Market

6.1.3 China Competitiveness Analysis and Forecast

6.1.4 2019-2021 Supply-Demand Balance Forecast

6.2 Value Chain Analysis and Forecast

6.3 2019 Basic Lithium Salt Price Influencing Factor Analysis

6.4 2019 China Basic Lithium Salt Price Trend Forecast

Appendix

I. Basic Lithium Salt Market Hotspot

II. 2018 Chronicle of China’s Basic Lithium Salt Industrial Events

III. Methodology and Related Definition

1. Data Statistical and Calculative Methodology

2. Forecasting Model Interpretation

3. Definition and Abbreviation

IV. Distributor List

V. Tables & Charts

VI. Related Products Annual Reports

2018-2019 China Anode Material Market Annual Report

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