SunSirs: Lithium Carbonate has Fallen below the Cost Line
May 21 2025 15:07:01
According to the commodity market analysis system of SunSirs: the price of lithium carbonate has continued to fall recently, even falling below the cost line.
As of May 27, the benchmark price of battery-grade lithium carbonate of SunSirs was 63,466 RMB/ton, down 0.42% in 5 days, 5.46% in 10 days, and 9.03% in 30 days; the benchmark price of industrial-grade lithium carbonate of SunSirs was 61,933 RMB/ton, down 0.75% in 5 days, 6.73% in 10 days, and 9.32% in 30 days.
Lithium salt plants move closer to salt lakes
Lithium prices continue to bottom out. In order to ensure profit margins, lithium salt companies have adjusted their cost structure and shifted from high-cost lithium mines to low-cost salt lakes.
Domestic giants such as Ganfeng Lithium and Zangge Mining have deployed domestic and foreign salt lake production capacity to reduce production costs. Previously, 70,000 RMB/ton was regarded as the cost line of lithium carbonate prices by the industry. As production capacity moves closer to salt lakes, the cost line may drop to 50,000 RMB/ton.
Demand gradually slows down
Although the output and installation volume of power batteries maintain high growth, the growth rate of lithium carbonate will gradually slow down due to the high penetration rate of new energy vehicles in my country.
Lithium carbonate data analysts at SunSirs believe that under the double negative factors of cost support and purchasing demand, the price of lithium carbonate will continue to fall, and specific market changes still need to be paid attention to.
If you have any questions, please feel free to contact SunSirs with support@sunsirs.com.
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