According to a Mysteel survey, China's lithium cobalt oxide (LCO) production in January 2026 reached 10,990 tonnes, marking a month-on-month decrease of 6.43% but a year-on-year increase of 28.39%. January fell within the seasonal demand off-season, and LCO producers mainly focused on maintaining stable deliveries.
China's LCO production in February 2026 is projected to be 9,000 tonnes, reflecting a month-on-month decline of 18.11% and a year-on-year growth of 19.52. With supply slightly tapering in line with demand and February coinciding with the Spring Festival holiday, LCO output is expected to follow a moderate downward trend.
Edited by Cassie Li, lixiangying@mysteel.com
