Mysteel's survey showed that China's lithium carbonate production came in at 101,200 tonnes in July 2026, down 4.0% month-on-month. Compared with early-July production schedules, the final surveyed output was revised lower, as some producers reduced operating rates due to insufficient spodumene feedstock or equipment maintenance.
It is expected that China's lithium carbonate production will likely rise 7.6% MoM at 108,900 tonnes in August, based on survey production scheduling. In August, feedstock arrivals for spodumene-based lines are expected to improve, with shipment from Africa gradually arriving at ports. Some producers that had previously halted the output due to ore shortages are planning to resume the production. In addition, the salt lake operations remain in their seasonal peak.
Overall, production schedules have risen notably month-on-month in August. However, attention should be paid to the actual pace of feedstock arrivals and the progress of maintenance restarts, which could affect the progress of these production schedules.
Source: Mysteel
Written by Aggie Hu, huchenying@mysteel.com
