According to Mysteel, China's lithium carbonate production in January 2026 was 96,200 tonnes, falling by 2.0% month-on-month. Although ramp-ups at some facilities and tolling production increased, the overall lithium carbonate production declined month-on-month, impacted by concentrated maintenance at spodumene-based production lines in mid-to-late January.

Source: Mysteel
Looking ahead, China's lithium carbonate production for February is projected to reach 88,300 tonnes, indicating an 8.2% decrease month-on-month. The production in February is expected to be affected by the Chinese New Year holiday, maintenance on spodumene-based lines, and seasonal production cuts at salt lakes in northern China. Despite some lines maintaining high operating rates and continuing their ramp-ups, the overall production for the month is projected to follow a downward trend.
Written by Cora Ji, jiruyan@mysteel.com