Lithium carbonate slides again as cathode makers work through inventory
Battery-grade carbonate remains under pressure amid ample spodumene supply and cautious restocking, though some producers signal output curtailments.
Benchmark: Battery-grade carbonate, China spot (GFEX-linked). The same tonne prices differently by origin — freight, quality, sanctions and policy set the differential. Deep dive →
| Origin | Basis | Price | vs benchmark | Market note |
|---|---|---|---|---|
🇨🇳 China domestic China · price setter | EXW China | 15,250.00 | Benchmark | Reference spot for battery-grade carbonate |
🇨🇱 Atacama Chile · brine, lowest cost | CIF Asia | 14,400.00 | -850.00 (-5.6%)widening | Contract carbonate lands under China spot |
🇦🇺 Spodumene converted Australia · hard rock | SC6 conv. equivalent | 14,050.00 | -1,200.00 (-7.9%)stable | Converter margin squeeze keeps equivalent below spot |
Differentials are indicative desk assessments over the live benchmark — 90-day spread trend shown per origin.
Track physical flows on the live vessel map →Indicative term structure · Backwardation
Converted from 15,250.00 USD/t · indicative FX
Lithium Carbonate is traded in the battery metals segment, with price discovery referenced against GFEX. The chart above shows the trailing indicative price path. Physical parcels of Lithium Carbonate can be sourced or placed through the Off Market desk, listed openly on the Marketplace, or intermediated by a specialist broker.
Battery-grade carbonate remains under pressure amid ample spodumene supply and cautious restocking, though some producers signal output curtailments.
Proposed licensing measures in a key producing region could lengthen lead times for several battery and rare-earth inputs, traders warn.