[SMM Cobalt Lithium Morning Meeting Summary: At the beginning of this week, there was basically no significant change in the spot trading of spodumene and lepidolite compared with last week. Recently, the low auction price of Australian mines without actual transactions and the relatively small counteroffer range given by African mines to miners indicate a certain willingness to hold prices on the supply side of lithium mines...
Aug 6, 2024 08:52[SMM Cobalt Lithium Morning Meeting Summary: This week, the prices of lithium mica and spodumene continued to show a downward trend. In the spot market of lithium mica, trading conditions were relatively sluggish. Due to the still pessimistic price trend of lithium carbonate and the recent production scheduling impact of downstream material factories, the demand for lithium mica from lithium salt factories remained weak...]
Jul 12, 2024 08:23[SMM Cobalt Lithium Morning Meeting Summary: The spot trading of lithium carbonate market on Monday remained relatively sluggish. Upstream lithium salt manufacturers maintained a wait-and-see attitude, and the overall quotation today was still mainly stable. Futures and spot traders also quoted relatively stable prices today, and some traders reported that the market was relatively flat today, with fewer inquiries from downstream...]
Jul 9, 2024 08:52[SMM Analysis: Nickel Cobalt Lithium Salt Prices Continue to Decline Slightly, Scrap Prices Fall by a Small Margin] According to the SMM news on July 5, the average coefficient of nickel cobalt lithium for SMM ternary battery powder was 71% this week, the coefficient of ternary electrode powder was 74%, the average price of lithium point in iron lithium electrode powder was 3625 yuan/lithium point, and the average price of lithium point in iron lithium battery powder was 3275 yuan/lithium point. The average coefficient of nickel cobalt lithium for lithium cobaltate battery powder was 72.5%, and the coefficient of lithium cobaltate electrode powder was 75%.
Jul 5, 2024 22:21【SMM Cobalt Lithium Morning Meeting Summary: The trading condition of lithium mica spot market remains flat. Facing the pessimistic trend of continuous decline in the price of lithium carbonate, there are still pressures for the increase of operating rate of lithium salt plants in Jiangxi Province. Coupled with the impact of recent production scheduling of downstream material plants, the demand of lithium salt plants in this region remains weak...】
Jul 5, 2024 08:39【SMM Cobalt Lithium Morning Meeting Summary: The spot market transaction of lithium mica is relatively flat at present. From the perspective of demand, the operating rate of non-integrated lithium salt plants in Jiangxi region is still at a low level, and the demand for lithium mica is weak. In addition, lithium salt plants are pessimistic about the subsequent price of lithium carbonate, so it is difficult to improve the operating rate...
Jun 28, 2024 08:50【SMM analysis: lithium salt prices continue to decline, and "price without market" for scrap prices?】According to SMM on June 22, the average coefficient of ternary battery powder nickel cobalt lithium this week was 73.5%, and the coefficient of ternary electrode powder nickel cobalt lithium was 76.5%. The average price of iron lithium electrode powder lithium point was 4025 yuan/lithium point, and the average price of iron lithium battery powder lithium point was 3775 yuan/lithium point. The average coefficient of cobalt acid lithium battery powder nickel cobalt lithium was 74%, and the coefficient of cobalt acid lithium electrode powder nickel cobalt lithium was 76.5%.
Jun 22, 2024 22:02[SMM cobalt lithium morning meeting summary: at present, the spot trading market of lithium mica is relatively flat. From the demand side, the operating rate of non-integrated lithium salt factories in Jiangxi is still at a low level, and the demand for lithium mica purchases is weak. If the price of lithium carbonate continues to decline in the future, it will be difficult to improve the operating rate. Under this kind of purchasing sentiment, the supply side's sentiment of maintaining prices has also loosened...]
Jun 21, 2024 08:00SMM Cobalt Lithium Morning Meeting Summary: This week, the price of lithium mica is mainly stable. From the supply side, some miners are still maintaining stable production. From the demand side, at present, some lithium salt plants in Jiangxi still have a low operating rate due to environmental supervision factors. Some lithium salt plants have a downward expectation for the subsequent lithium carbonate price, so their purchases of lithium mica are mainly based on rigid demand, with little excessive stockpiling...
Jun 14, 2024 08:42【SMM Analysis: Scrap Metal Market Prices Fell Slightly at the Beginning of June】 According to SMM on June 7th, the mean coefficient of ternary battery powder nickel cobalt lithium of SMM this week was 74%, the coefficient of ternary cathode powder nickel cobalt lithium was 77%, the mean price of iron lithium cathode powder lithium point was 4575 yuan per lithium point, and the mean price of iron lithium battery powder lithium point was 4325 yuan per lithium point.
Jun 7, 2024 23:17