According to Mysteel, China's lithium carbonate output reached 105,400 tonnes in June 2026, an increase of 4.2% from the previous month. Compared with early-June production schedules, the final production was revised upward, mainly because some spodumene producers did not cut or halt production as previously expected due to ore shortages, resulting in a slight upward adjustment to final output.
Source: Mysteel
China's lithium carbonate production is estimated at 103,400 tonnes in July, down 2.0% month-on-month. In July, spot lithium ore supply is expected to remain tight. Some producers with their own mines may reduce operating rates due to slower-than-expected overseas ore shipments, while operating rates at toll processors in northern China are likely to remain low.
Written by Cora Ji, jiruyan@mysteel.com
