According to the price monitoring of business society, the price of lithium carbonate remained rising rapidly in January 2022, and the price continued to jump up until the end of the month. On January 27, the average price of industrial grade lithium carbonate in East China was 353600 yuan / ton, an increase of 32.93% compared with the average price at the beginning of the month (the average price of industrial carbon in East China was 266000 yuan / ton on January 1). On January 27, the average price of battery grade lithium carbonate in East China was 382000 yuan / ton, which was 35.46% higher than that at the beginning of the month (the average price of carbon in East China was 282000 yuan / ton). Until the 27th, the comprehensive price of industrial grade lithium carbonate was between 350000 and 383000 yuan / ton, and the comprehensive price of battery grade lithium carbonate was between 360000 and 41000 yuan / ton.

By observing the market changes, after the end of the new year’s Day holiday this month, the price of lithium carbonate continues to rise and the quotation continues to set a new high. The shutdown and overhaul of major manufacturers in the market and the gas restriction of natural gas in Qinghai still lead to the low supply, so the quotation of some enterprises is still rising. At present, the supply of goods in the market is still at a low level. All enterprises basically focus on the supply of long-term cooperative customers, and the quotations of some traders for industrial carbon and electric carbon are increasing.

Around the middle of January, the price of lithium in Wuxi fell sharply, and some enterprises in the market released a little. However, under the circumstances of limited inventory and high downstream demand, it had little impact on the price of lithium carbonate, and the spot price remained high. Although the Spring Festival holiday is approaching, the demand for downstream goods preparation is still strong, and the price of lithium salt continues to rise. Downstream lithium iron phosphate enterprises still have some shortage of goods, and ternary manufacturers have sufficient raw materials supported by some long orders. The market stock situation in February and March is not optimistic, and the order inquiry and purchase demand will continue. After the Spring Festival holiday, downstream manufacturers may reduce production due to the shortage of lithium carbonate raw materials.

The downstream lithium hydroxide market rose steadily, the price of raw material spodumene was high, lithium hydroxide actively followed the rise of raw materials, downstream inquiry and procurement were active, the market atmosphere was active, and the price rose. Before the festival, the downstream replenishment was positive, the demand side was improved, and the lithium hydroxide Market was strong.

The price trend of lithium iron phosphate in the downstream is upward. At present, the manufacturers are actively shipping. Due to the tight supply side, the focus of negotiation is high, the focus of the upstream market is high, and the price rises. The lithium iron phosphate Market has certain support, and the overall market is strong.

According to the lithium carbonate analyst of business society, the output of lithium carbonate fell for several weeks in January, and the gap between supply and demand is still widening. At the end of the month, the logistics market was basically shut down, and the upstream shipments gradually decreased, while the production scheduling demand for cathode materials remained high. Under the condition that the upstream shipments were still tight and the downstream stock sentiment remained unchanged, it is expected that the price of lithium carbonate may rise strongly after the year.