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Mid-Nickel",103.5,99.73,3.78,13.78,6.78,[518,519,520,522,524,526,528,530,532,534,536,538],{"date":213,"value":512},{"date":216,"value":513},{"date":219,"value":521},99.19,{"date":222,"value":523},96.02,{"date":225,"value":525},98.23,{"date":467,"value":527},99.24,{"date":329,"value":529},101.29,{"date":339,"value":531},87.61,{"date":341,"value":533},92.44,{"date":344,"value":535},90.96,{"date":347,"value":537},92.24,{"date":350,"value":539},95.09,{"id":541,"uuid":542,"name":543,"slug":544,"full_slug":545,"content":546,"relatedArticles":666,"relatedVideos":667},112471066487104,"f699b568-7112-4d4d-ab38-1575d8ed082c","China EV recovery fails to stir lithium prices","china-ev-recovery-fails-to-stir-lithium-prices","article/china-ev-recovery-fails-to-stir-lithium-prices",{"_uid":547,"date":548,"tags":549,"editor":553,"content":563,"excerpt":646,"featured":51,"reporter":647,"_editable":651,"component":652,"seo_title":543,"categories":653,"visibility":659,"author_company":49,"featured_image":660,"seo_description":646,"author_full_name":49,"author_job_title":49,"formattedDate":664,"formattedArticleDate":665},"8433e734-a964-42d4-902d-f0f9837b2d35","2023-07-14 00:00",[550],{"slug":551,"name":552},"lithium-prices","Lithium prices",[554],{"slug":555,"name":556,"content":557},"didi-bostock","Didi Bostock",{"job_title":558,"image":559,"bio":561,"linkedin":562},"Editor - Energy Transition & Economics",{"filename":560},"https://a.storyblok.com/f/287943243085208/512x512/2c5ca5c1a3/didi-bostock.jpeg","Didi is the Energy Transition & Economics Editor at Benchmark, covering a broad range of markets across the energy transition. His remit spans from downstream sectors such as BESS and EVs, through to midstream such as new technologies and battery production, to upstream critical minerals mining. He also leads on financial analysis across these supply chains, alongside in-depth policy analysis.\n","https://www.linkedin.com/in/didi-bostock-656342198/",{"type":564,"content":565},"doc",[566,580,585,590,595,604,609,614,619,626,631,636,641],{"type":567,"attrs":568,"content":569},"paragraph",{"textAlign":49},[570,578],{"text":552,"type":571,"marks":572},"text",[573],{"type":574,"attrs":575},"link",{"href":576,"uuid":49,"anchor":49,"target":49,"linktype":577},"https://www.benchmarkminerals.com/price-assessments/lithium/portal/","url",{"text":579,"type":571}," have held steady this month, despite a recovery in electric vehicle sales, as robust seasonal domestic supply matches gradual demand growth.",{"type":567,"attrs":581,"content":582},{"textAlign":49},[583],{"text":584,"type":571},"Chinese spot lithium hydroxide prices fell by 4% over the past week to RMB 294,000 a tonne ($41,170), while battery-grade lithium carbonate prices held steady at RMB 306,500 ($42,921) a tonne. ",{"type":567,"attrs":586,"content":587},{"textAlign":49},[588],{"text":589,"type":571},"Lithium prices have failed to build on a recovery in May, when spot lithium hydroxide and carbonate prices in China surged by over 30% due to renewed orders from cathode producers in China. ",{"type":567,"attrs":591,"content":592},{"textAlign":49},[593],{"text":594,"type":571},"Carbonate prices have been supported by rising lithium iron phosphate (LFP) demand from the energy storage and electric sectors, while hydroxide prices have fallen on comparatively weaker NCM battery demand. ",{"type":567,"attrs":596,"content":597},{"textAlign":49},[598],{"type":599,"attrs":600},"image",{"id":49,"alt":601,"src":602,"title":49,"source":49,"copyright":49,"meta_data":603},"","https://a.storyblok.com/f/287943243085208/05fdb32204/bm-li-carbonate-exw-china.png",{},{"type":567,"attrs":605,"content":606},{"textAlign":49},[607],{"text":608,"type":571},"China’s production of NCM batteries was 17.7 gigawatt hours in June, down 5% from the previous month, according to the China Automotive Battery Innovation Alliance. Production of lithium iron phosphate (LFP) batteries rose by 12% to 42.2 GWh. ",{"type":567,"attrs":610,"content":611},{"textAlign":49},[612],{"text":613,"type":571},"In the wider Asian market, prices for spot lithium hydroxide material also softened moderately, by 1.1% w-o-w, reaching an average of $46,500/tonne (CIF Asia).",{"type":567,"attrs":615,"content":616},{"textAlign":49},[617],{"text":618,"type":571},"In addition, buyers’ healthy inventories mean they are not under pressure to make additional spot purchases, slowing spot purchasing activity.",{"type":620,"attrs":621,"content":623},"heading",{"level":622,"textAlign":49},4,[624],{"text":625,"type":571},"China’s EV sales rebound",{"type":567,"attrs":627,"content":628},{"textAlign":49},[629],{"text":630,"type":571},"China is forecast to account for 53% of battery-related lithium demand in 2023, according to Benchmark’s Lithium Forecast. ",{"type":567,"attrs":632,"content":633},{"textAlign":49},[634],{"text":635,"type":571},"Sales of battery electric vehicles rose by 10 per cent in June from a monther earlier to 573,000 vehicles, according to the China Association of Automobile Manufacturers. ",{"type":567,"attrs":637,"content":638},{"textAlign":49},[639],{"text":640,"type":571},"The latest NEV sales increase follows China’s efforts to stimulate rural demand for electric vehicles and its move last month to extend a sales tax break for electric vehicles until 2027.",{"type":567,"attrs":642,"content":643},{"textAlign":49},[644],{"text":645,"type":571},"Despite the flat prices, the global lithium market is still expected to be undersupplied in 2023. Benchmark expects a slight deficit of around 7,623 tonnes LCE from a previous estimate of 20,840 tonne LCE deficit made in the first quarter. ","Lithium prices have held steady this month, despite a recovery in electric vehicle sales, as robust seasonal domestic supply matches gradual demand growth. Chinese spot lithium hydroxide prices fell by 4% over the past week to RMB 294,000 a tonne ($41,170), while battery-grade lithium carbonate prices held steady at RMB 306,500 ($42,921) a tonne. Lithium […]",[648],{"slug":555,"name":556,"content":649},{"job_title":558,"image":650,"bio":561,"linkedin":562},{"filename":560},"\u003C!--#storyblok#{\"name\": \"article\", \"space\": \"\", \"uid\": \"8433e734-a964-42d4-902d-f0f9837b2d35\", \"id\": \"\"}-->","article",[654,657],{"slug":655,"name":656},"batteries","Batteries",{"slug":658,"name":8},"lithium","private",{"id":49,"alt":601,"name":601,"focus":601,"title":601,"source":601,"filename":661,"copyright":601,"fieldtype":662,"meta_data":663,"is_external_url":51},"https://a.storyblok.com/f/287943243085208/0bff836b4f/bm-lithium-argentina-1301579d2a28.jpg","asset",{"alt":601,"title":601,"source":601,"copyright":601},"Jul 14, 2023","14th July 2023",[],[],1782746830999]