Dear Users,
To better reflect the monthly inventory status across the entire lithium carbonate industry chain, we have optimized and adjusted the statistical scope of the "Cobalt & Lithium_Lithium Carbonate Inventory" data as follows:
1. Renaming of Existing Indicator:
The original indicator "Lithium Carbonate Inventory: Total (mt in physical content)" only covered inventories from smelters and downstream sectors.
Following this adjustment, the indicator has been officially renamed:
"Lithium Carbonate Inventory: Upstream + Downstream Total (mt in physical content)".
2. Addition of New Indicators:
On top of the existing smelter and downstream categories, an "Others" segment inventory has been added (covering traders, battery cell manufacturers, etc.).
A new total inventory indicator covering the "Others" segment has also been introduced:
"Lithium Carbonate Inventory: All Segments Total (mt in physical content)".
This indicator = Smelters + Downstream + Others.
These adjustments have taken effect in the data tables since May 2026, with no changes to historical data.
Thank you for your continued support and trust! Should you have any questions, please feel free to contact us.
SMM New Energy Research Team
June 11, 2026