According to the monitoring of the commodity market analysis system of the business agency, the prices of industrial and battery grade Lithium carbonate rose first and then fell in June, but the overall trend is still slightly upward. On June 30, the average domestic mixed price of industrial Lithium carbonate was 298000 yuan/ton, up 2.76% from the average price of 290000 yuan/ton on June 1. On June 30, the domestic mixed average price of battery grade Lithium carbonate was 312400 yuan/ton, up 0.77% from the average price of 310000 yuan/ton on June 1.
| sulphamic acid |
From the observation of market changes, the price of Lithium carbonate rose first and then fell in June, and the price was weak and declined near the end of the month, but the overall trend of this month is still rising at the beginning. In mid to early June, the upstream raw material supply side was limited, resulting in unstable mica production, and the price of lithium mica continued to rise. Some lithium salt factories still faced difficulties in purchasing mica, leading to increased production costs. This makes the Spot market of Lithium carbonate still show the sentiment of being a detective, while the big factories also maintain the attitude of being very expensive. The price of Spodumene is relatively stable, so the production of some lithium salt plants is relatively stable.
In late June, the price of lithium mica remained stable, and although traders’ quotations remained high, the market trading dynamics were relatively flat. While the CIF price of Spodumene concentrate remained stable, and the pricing power of Australian mines remained strong during the price shock of Lithium carbonate, which made the price game between domestic lithium salt plants and Australian mines still fierce.
In terms of demand, the market activity in the first ten days of June was average. Due to the sufficient replenishment in the early downstream period and the pressure of Lithium carbonate price transmission, it was mainly wait-and-see. While the terminal car market has recovered, the inventory of Car dealership has been continuously consumed, and gradually recovered to the inventory warning index, which dropped to 55.4%. However, the Spot market of Lithium carbonate is in an obvious upswing mood, and the mentality of big manufacturers to support prices is maintained.
In late June, although the sentiment of large manufacturers supporting prices remained stable, due to weak demand for restocking in the current market, it was difficult to achieve transactions at high prices. In addition, due to the pressure of semi annual financial reports, some Lithium carbonate factories have been selling at low prices from time to time. In addition, downstream production is at a high level, so the supply-demand game is still evident.
The downstream Lithium hydroxide market ran at a high level after rising. In the first half of June, the upstream Spodumene price ran at a high level. The price of Lithium carbonate rose steadily, and the cost support was firm, which boosted the price mentality of the industry. The enterprise quotation rose. The manufacturers were dominated by long-term orders, and the downstream more just needed to follow up. The enthusiasm of inquiry increased. However, the market was generally closed with new orders, and the wait-and-see atmosphere was strong. In the second half of the month, the cost support continued, the operating rate of downstream material plants increased, and the enthusiasm for market inquiry was fair, but the actual transaction was limited, the capacity utilization rate of production enterprises was limited, and the focus of Lithium hydroxide market negotiation was stability.
The price of downstream Lithium iron phosphate rose slightly. The focus of market negotiation in June was on the high side. The operating rate of Lithium iron phosphate continued to increase due to better demand. The high price of upstream Lithium carbonate supported the cost of Lithium iron phosphate to a certain extent. The downstream market for new energy vehicles and energy storage is relatively active, with good delivery performance. However, the supply and demand sides of the market also maintain a game state and continue to wait and see.
According to Lithium carbonate analysts from the business agency, the current price trend of Lithium carbonate market is relatively weak, the low price selling state of enterprises has slightly increased, the willingness of downstream to accept high price Lithium carbonate has weakened, the game between market supply and demand has continued, the market has more to wait and see the demand and purchase volume, and it is expected that the price of Lithium carbonate may be adjusted weakly in the short term.
| http://www.sulfamic-acid.com |