According to Mysteel, China's lithium carbonate production reached 93,800 tonnes, up 5.1% month-on-month. In November, some large-scale refineries in Jiangxi and certain lepidolite-based toll processing lines maintained high operating rates, while most other producers operated at steady levels. Production in Qinghai remained stable, while new production lines in Xinjiang were in the ramp-up phase. Furthermore, production cuts were observed among some leading recycling enterprises due to technical upgrades or maintenance shutdowns, and some refineries in Sichuan also reduced production due to line maintenance. However, China's overall lithium carbonate supply demonstrated an upward trend in November.
Looking ahead, China's lithium carbonate production is estimated at 98,400 tonnes in December, up 4.9% MoM.
Large-scale refineries in Jiangxi are expected to maintain stable operation in December. Lepidolite-based lithium refineries continue to actively secure tolling orders and ensure production by procuring lepidolite externally. Some refineries in Sichuan that were previously under maintenance have now resumed production. In Qinghai, production schedules at some enterprises are expected to be slightly reduced due to seasonal factors, while other capacities remain generally stable. Additionally, the increased supply of scrap materials from automotive companies has led relevant recycling enterprises to correspondingly raise their December production plans.
Source: Mysteel
Written by Cora Ji, jiruyan@mysteel.com
