According to SMM combing statistics, the total lithium salt planning in the country in 2018 reached 255,500 tons, of which lithium carbonate was increased by 172,500 tons and lithium hydroxide was 78,000 tons. (Note: This data is the total public plan for the company to announce the new plan, not for the construction capacity, smm will continue to track the environmental assessment information and construction progress of each project)
In terms of lithium carbonate, a total of 13 companies plan to add 172,500 tons of new capacity in 2018, as shown in the following figure. Among them, the design of raw materials for lithium ore accounted for 94%, and brine for 6%.
In terms of lithium hydroxide, a total of 6 companies plan to add 78,000 tons of new capacity in 2018, as shown in the following figure. Unlike lithium carbonate, the main manufacturers planning to build new capacity are mainly lithium salt manufacturers, and only one new industry entrant is Sichuan Energy Investment Lithium Industry Co., Ltd.
In 2017, the national lithium carbonate production was only 84,000 tons, and the lithium hydroxide production was 43,000 tons. In the case of the urgent need for lithium salt smelting capacity, the release of new lithium salt smelting capacity will undoubtedly greatly alleviate the current Supply and demand side. However, according to market participants, the current environmental protection requirements are becoming more and more stringent. The EIA progress of new projects needs to be focused on, and it is also cautious and skeptical about the progress of new projects. SMM believes that in addition to the feasibility of production commissioning, in terms of raw materials, the current excess raw materials are mainly lithium ore, and whether lithium carbonate made from raw ore can be applied to the field of dynamic cathode materials on a large scale is still worth tracking. SMM predicts that the supply of new lithium carbonate will not exceed 60,000 tons in 2018, and the supply of lithium hydroxide will not exceed 50,000 tons.
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