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: Spodumene SC6, FOB Australia. The same tonne prices differently by origin — freight, quality, sanctions and policy set the differential. Deep dive →
| Origin | Basis | Price | vs benchmark | Market note |
|---|---|---|---|---|
🇦🇺 SC6 FOB Australia Australia · hard-rock reference | FOB | 985.00 | Benchmark | The 6% spodumene concentrate benchmark |
🇧🇷 Brazil (Grota do Cirilo) Brazil · green lithium | FOB | 955.00 | -30.00 (-3%)stable | Sigma green-lithium concentrate |
🇿🇼 Africa (Zimbabwe/Mali) Zimbabwe · new supply | FOB | 915.00 | -70.00 (-7.1%)stable | Bikita/Goulamina; grade and logistics discount |
🇨🇳 China lepidolite (equiv) China · marginal feed | SC6-equivalent | 865.00 | -120.00 (-12.2%)widening | High-cost lepidolite sets the marginal ton |
Differentials are indicative desk assessments over the live benchmark — 90-day spread trend shown per origin.
Track physical flows on the live vessel map →Indicative term structure · Contango
Converted from 985.00 USD/t · indicative FX
Spodumene 6% is traded in the battery metals segment, with price discovery referenced against OTC. The chart above shows the trailing indicative price path. Physical parcels of Spodumene 6% 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.