China LCO production up 3.32% in June 2026

According to Mysteel's survey, China's lithium cobalt oxide (LCO) production reached 8,090 tonnes in June 2026, up 3.32% month-on-month but down 24.39% year-on-year. The momentum of demand recovery in the consumer electronics end-market remained insufficient. Although downstream battery cell manufacturers have seen some inventory digestion, a large-scale concentrated restocking has not yet commenced.

Edited by Cassie Li, lixiangying@mysteel.com