Commodity Market Report
Global Lithium short-term outlook April 2022
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*Please note that this report only includes an Excel data file if this is indicated in "What's included" below
Report summary
The lithium market continues its fast paced journey. In our April short term outlook, we look continued strong demand from the electric vehicles supply chain. Supply of lithium chemicals in to key markets continue to grow but growth in export of spodumene concentrate from Australia has not yet materialised. We expect export volumes to increase as several operators in Western Australia is gearing up for additional production. Demand continues despite COVID-19 related disruptions in Shanghai but if lockdowns continue it is possible that the supply chain could see an impact. Lithium prices have increased on quarter by quarter basis but there are indications of prices reaching a plateau. Demand continues despite COVID-19 related disruptions in Shanghai but if lockdowns continue it is possible that the supply chain could see an impact. Lithium prices have increased on quarter by quarter basis but there are indications of prices reaching a plateau.
Table of contents
- Current prices
-
Price outlook
- Lithium carbonate
- Lithium hydroxide
- Spodumene concentrate
- Electric vehicles
- Lithium
- Lithium chemical
- Spodumene concentrate
-
Resources
- Restart of Wodgina accelerated
- Production expansion at Mt Marion announced
- Zijin Mining completes acquisition of Neo Lithium
-
Refining
- Avalon to build lithium refinery in Canada
-
Downstream and other
- VW to build battery cell plant in Spain
- Biden invokes Defence Production Act
-
China market
- Ganfeng to acquire Hebei Tianyuan Lithium
- CATL wins exploration right in Jiangxi lithium resource
- BYD to partner with Chengxin Lithium in securing upstream material
Tables and charts
This report includes the following images and tables:
- Electric vehicle sales by region, thousands of vehicles
- Cathode demand by type, t
- Lithium demand from EV sales, t LCE
- Lithium demand by product, kt LCE
- Lithium chemical supply outlook by product, kt LCE
- Chinese lithium carbonate import
- Lithium carbonate
- Lithium hydroxide
- Lithium carbonate
- Lithium hydroxide
- Spodumene concentrate export
- Quarterly lithium carbonate price forecast, US$/t CIF excluding VAT, nominal
- 2 more item(s)...
What's included
This report contains:
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