January 2019

Trade log January 2019: Lithium

Trade log for battery-grade lithium carbonate in China including trades, bids and offers reported to Fastmarkets.

Neometals lithium spodumene production down 15% in Oct-Dec 2018

Australian lithium miner Neometals produced 15.33% less lithium spodumene year-on-year in the October-December quarter of 2018, the company reported on Wednesday January 30.

Trade log January 2019: Cobalt

Cobalt trade log including business, bids and offers reported to Fastmarkets.

COMMENT: The battery boom and emerging spot cobalt hydroxide market

Cobalt consumers are increasing their exposure to the emerging hydroxide spot market in 2019 in response to rising supply volumes of intermediates and differing fundamentals at other points along the supply chain.

PRICING NOTICE: Proposal to launch two reference prices for the cobalt hydroxide market

Fastmarkets proposes to launch two reference prices for the cobalt hydroxide market to capture and quantify the standalone fundamentals of the cobalt intermediates market through its emerging spot trade.

Chinese spherical graphite exports up 36% in 2018, prices well supported

Rapid growth in demand for new energy vehicles (NEVs) continues to drive China’s domestic and export spherical graphite markets, with significant demand coming from Asia.

Trade log January 2019: Cobalt Sulfate

Trade log for cobalt sulfate in China including transactions, bids and offers reported to Fastmarkets MB.

BATTERY RAW MATERIALS MARKET REPORT 25/01: Cobalt price slide slows below $20 per lb watermark

An overview of the battery raw materials markets and their price moves from the past week.

GLOBAL LITHIUM WRAP: Chinese domestic lithium carbonate suppliers lower offers to secure cash ahead of Lunar New Year

China’s domestic spot battery-grade lithium carbonate price weakened on Thursday January 24 after some suppliers sold at lower levels to boost cash flow ahead of the Lunar New Year holiday, while the battery-grade lithium hydroxide price in China and those in the rest of the world were unchanged.

Lithium market turns focus to spodumene price trends

There has been increasing emphasis on spodumene pricing due to the growing importance of this concentrate as a major source of feedstock for conversion in lithium compounds and the potential knock-on effect in the downstream electric vehicle and battery sectors.