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Lithium Inventory China – August 2026","monthly-lithium-inventory-china-august-2026","publications/briefings/lithium-inventory-tracker/monthly-lithium-inventory-china-august-2026",{"_uid":557,"date":558,"content":559,"excerpt":716,"component":717,"categories":718,"visibility":727,"publication_frequency":728,"formattedDate":729,"formattedArticleDate":730,"folder":731},"b8e8aa15-7650-4318-8e67-1a2de6f1fe81","2026-08-28 00:00",{"type":560,"attrs":561,"content":562},"doc",{"backgroundColor":49},[563,574,584,602,617,680,694,712],{"type":564,"attrs":565},"blok",{"id":566,"body":567},"bc72bd76-5ab7-4a6b-b0c4-fa50214e7e3e",[568],{"id":569,"_uid":570,"type":571,"component":572,"fixed_height":573,"use_fixed_height":50,"fixed_height_mobile":573,"fixed_height_tablet":573},"29830086","i-cb354335-fe24-4108-a890-f0f19d29b408","visualisation","ContentFlourish","",{"type":575,"attrs":576,"content":577},"paragraph",{"textAlign":49},[578],{"type":579,"attrs":580},"image",{"id":581,"alt":573,"src":582,"title":573,"source":573,"copyright":573,"meta_data":583},213935571527098,"https://a.storyblok.com/f/287943243085208/2271x331/29942a3bd1/inventory-top-table-aug-26.png",{},{"type":575,"attrs":585,"content":586},{"textAlign":49},[587,590,595,596,600],{"text":588,"type":589}," ","text",{"text":591,"type":589,"marks":592},"*",[593],{"type":594},"bold",{"text":588,"type":589},{"text":597,"type":589,"marks":598},"Lithium Chemicals Inventory ",[599],{"type":594},{"text":601,"type":589},"tracks changes in the lithium chemicals inventory across chemical producers, converters, traders, and any midstream or downstream end consumers in China.",{"type":575,"attrs":603,"content":604},{"textAlign":49},[605,611,615],{"text":606,"type":589,"marks":607},"A ",[608,609],{"type":594},{"type":610},"superscript",{"text":612,"type":589,"marks":613},"Cathode Inventory ",[614],{"type":594},{"text":616,"type":589},"tracks changes in the quantity of cathode active material held at midstream and downstream operations in China.",{"type":618,"content":619},"bullet_list",[620,638,648,658,668],{"type":621,"content":622},"list_item",[623],{"type":575,"attrs":624,"content":625},{"textAlign":49},[626,632],{"text":627,"type":589,"marks":628},"•",[629],{"type":630,"attrs":631},"textStyle",{"color":573},{"text":633,"type":589,"marks":634},"Throughout August 2026, lithium inventories were destocked further, as domestic downstream production continued to climb while chemical imports softened. Chilean chemical shipments to China decreased in July, with availability tightness further reinforced by maintenance work at several Sichuan converters. Rising LFP cathode production supported continued growth in domestic chemical consumption",[635],{"type":630,"attrs":636},{"color":637},"black",{"type":621,"content":639},[640],{"type":575,"attrs":641,"content":642},{"textAlign":49},[643],{"text":644,"type":589,"marks":645},"Lithium prices staged a modest rebound in August, encouraging chemical producers and converters to capitalise by lowering their own inventories by selling to the spot market. Traders were active buyers ahead of the seasonal \"golden September, silver October\" demand pickup, building stock in anticipation of heightened orders. Downstream customers remained cautious, however, with most holding inventory to cover only 7-10 days of near-term production",[646],{"type":630,"attrs":647},{"color":637},{"type":621,"content":649},[650],{"type":575,"attrs":651,"content":652},{"textAlign":49},[653],{"text":654,"type":589,"marks":655},"For LFP cathode, cell manufacturers ramped up production against a backdrop of tight iron phosphate supply, leaving CAM producers unable to meet delivery requirements and driving significant destocking of LFP cathode inventory",[656],{"type":630,"attrs":657},{"color":637},{"type":621,"content":659},[660],{"type":575,"attrs":661,"content":662},{"textAlign":49},[663],{"text":664,"type":589,"marks":665},"On the NCM side, orders for material increased as automakers looked to build up their inventories ahead of the peak demand season, resulting in a destocking of CAM at cell and cathode producers, albeit less marked than LFP drawdown",[666],{"type":630,"attrs":667},{"color":637},{"type":621,"content":669},[670,678],{"type":575,"attrs":671,"content":672},{"textAlign":49},[673],{"text":674,"type":589,"marks":675},"However, despite these increased order books, weakening precursor prices and lithium prices continuing to fluctuate meant cathode material producers took a cautious approach towards rebuilding large stockpiles",[676],{"type":630,"attrs":677},{"color":637},{"type":575,"attrs":679},{"textAlign":49},{"type":575,"attrs":681,"content":682},{"textAlign":49},[683,689],{"type":579,"attrs":684},{"id":685,"alt":573,"src":686,"title":573,"source":573,"copyright":573,"meta_data":687},213935700686283,"https://a.storyblok.com/f/287943243085208/2296x434/30f024c4f9/inventory-bottom-table-aug-26.png",{"size":688},"2296x434",{"type":579,"attrs":690},{"id":691,"alt":573,"src":692,"title":573,"source":573,"copyright":573,"meta_data":693},193129187355868,"https://a.storyblok.com/f/287943243085208/1620x91/54aebdbede/2026-06-30-key.png",{},{"type":575,"attrs":695,"content":696},{"textAlign":49},[697,699,704,706,710],{"text":698,"type":589},"  ",{"text":700,"type":589,"marks":701},"B, C ",[702,703],{"type":594},{"type":610},{"text":705,"type":589}," The ",{"text":707,"type":589,"marks":708},"Lithium Chemicals Inventory Change Break Down and the Cathode Inventory Change Break Down ",[709],{"type":594},{"text":711,"type":589},"illustrates where inventory sits within the supply chain for lithium chemicals and cathode active material, respectively. Lighter orange denotes lower-than-typical inventory levels, darker orange denotes higher-than-typical inventory levels. An up arrow indicates restocking, a flat arrow indicates a static balance, and a down arrow indicates destocking. The inventory changes at these supply chain steps comprise the overall change in the inventory trackers above.",{"type":575,"attrs":713,"content":714},{"textAlign":49},[715],{"text":698,"type":589},"Throughout August 2026, lithium inventories were destocked further, as domestic downstream production continued to climb while chemical imports softened. Chilean chemical shipments to China decreased in July, with availability tightness further reinforced by maintenance work at several Sichuan converters. Rising LFP cathode production supported continued growth in domestic chemical consumption\n","briefing",[719,721,724],{"slug":720,"name":8},"lithium",{"slug":722,"name":723},"critical-minerals","Critical Minerals",{"slug":725,"name":726},"raw-materials","Raw Materials","private","monthly","Aug 28, 2026","28th August 2026",{"slug":732,"title":733,"cardImage":734,"description":735,"frequency":736},"lithium-inventory-tracker","Lithium Inventory Tracker","https://a.storyblok.com/f/287943243085208/1504x784/f371111ea2/inventory-tracker.png","This Briefing charts and explains the levels of lithium and CAM inventory held in China.","Monthly",[],[],1789982634141]