Mysteel's survey showed that China's lithium carbonate production in August 2026 stood at 106,500 tonnes, up 5.2% month-on-month. Compared with early-August production scheduling, the final surveyed output was revised lower, as some production lines ramped up more slowly than expected post overhaul, coupled with supply disruptions in lepidolite operations in Jiangxi.
It is expected that in September 2026, China's domestic lithium carbonate production will likely reach 116,800 tonnes, up 9.7% month-on-month. In September, lithium ore shipments from Zimbabwe are expected to arrive progressively, with related production lines likely to approach full capacity following maintenance. Some new spodumene-based lines will continue their ramp-up, while a spodumene producer in Xinjiang is expected to resume operations after maintenance, contributing to a substantial month-on-month increase in overall production schedules.
Source: Mysteel
Written by Aggie Hu, huchenying@mysteel.com
