Lithium carbonate slides again as cathode makers work through inventory
Battery-grade carbonate remains under pressure amid ample spodumene supply and cautious restocking, though some producers signal output curtailments.
Benchmark: GFEX battery-grade lithium carbonate, CNY/t. The same tonne prices differently by origin — freight, quality, sanctions and policy set the differential. Deep dive →
| Origin | Basis | Market note |
|---|---|---|
🇨🇳 China domestic China · price setter | EXW ChinaBenchmark | Reference spot for battery-grade carbonate |
🇨🇱 Atacama Chile · brine, lowest cost | CIF Asia | Contract carbonate lands under China spot |
🇦🇺 Spodumene converted Australia · hard rock | SC6 conv. equivalent | Converter margin squeeze keeps equivalent below spot |
Origin notes are qualitative context. Dollar differentials are not shown, because no public differential series is attached.
Track physical flows on the live vessel map →Converted from 9,000.00 USD/t · indicative FX
Lithium Carbonate is traded in the battery metals segment. The series on this page is the named public source, not a live feed. Physical parcels of Lithium Carbonate can be sourced or placed through the Off Market desk, listed openly on the Marketplace, or intermediated by a specialist broker.
Battery-grade carbonate remains under pressure amid ample spodumene supply and cautious restocking, though some producers signal output curtailments.
Proposed licensing measures in a key producing region could lengthen lead times for several battery and rare-earth inputs, traders warn.