Lithium carbonate (Li2CO3) Price — China Factory EXW 2026

Lithium carbonate (Li2CO3) price Spec: Industrial Grade;China national standards;99%;High purity

China EXW, VAT excluded

Newest China EXW USD 14,440.08 / MT · VAT excluded unchanged as of 20261106

Newest Price 14,440.08

Price Date 20261106

Day's Change 0

Day's Range 14,440.08 - 14,440.08

Month's Change +2,378.42

Month's Range 14,440.08 - 16,818.5

Year's Change +4,309.03

Year's Range 14,440.08 - 10,131.05

The storage segment is now the real demand engine, not EVs. Storage cell output jumped to 41% of total battery production, and overseas utility-scale projects are front-loading ord...

Opinions

What is driving the lithium carbonate price rebound from its 2025 trough, and how sustainable is the current rally?

The storage segment is now the real demand engine, not EVs. Storage cell output jumped to 41% of total battery production, and overseas utility-scale projects are front-loading orders. This structural shift means lithium demand is less tied to auto sales cycles, which could support prices even if EV growth slows. Watch for policy risks like battery tax rebate changes in 2027.

Why is the lithium market showing 'strong reality, weak expectations' and what does it mean for Q4 pricing?

The 'strong reality' is partly self-reinforcing—low inventories force downstream buyers to pay up, but this also incentivizes new supply. The key swing factor is Jiangxi's lepidolite restart timing. If those mines resume before year-end, the tightness could ease quickly. For buyers, locking in Q4 volumes now via term contracts may be prudent given the bullish seasonal demand.

How are China's salt lake lithium producers reshaping the supply landscape and cost curve?

The strategic reserve plan is the wildcard. Beijing is building lithium stockpiles to buy low and sell high, which could smooth price volatility. But note that most new Tibetan capacity won't hit until 2028-2030. Near-term supply still leans on imported spodumene, so overseas mine disruptions remain a bigger price driver than domestic salt lake ramp-ups.

People Also Watch

Sodium hydroxide

Last Price 133.7522

%Change 0%

Sodium carbonate

Last Price 141.0619

%Change +0%

DOTP

Last Price 1432.1504

%Change -1%

n-Butyl acetate

Last Price 1118.7788

%Change 0%

Cyclohexane

Last Price 1179.7965

%Change -1%

1-Methyl-2-pyrrolidinone

Last Price 1350.4779

%Change +2%

Lithium carbonate (Li2CO3) price context

What drives Lithium carbonate (Li2CO3) prices

What is driving the lithium carbonate price rebound from its 2025 trough, and how sustainable is the current rally?: The storage segment is now the real demand engine, not EVs. Storage cell output jumped to 41% of total battery production, and overseas utility-scale projects a...

Why is the lithium market showing 'strong reality, weak expectations' and what does it mean for Q4 pricing?: The 'strong reality' is partly self-reinforcing—low inventories force downstream buyers to pay up, but this also incentivizes new supply. The key swing factor ...

How we assess Lithium carbonate (Li2CO3) price

China factory / mainstream market EXW quotes (VAT excluded where shown) - not a single global public index

Regional and specification detail so buyers can compare like-for-like grades

Landed cost figures from our calculator are planning estimates, not a customs ruling

Overview

Lithium carbonate (Li2CO3, CAS 554-13-2) is a white crystalline powder that is the fundamental lithium salt used across the battery and ceramics supply chains. It is the key upstream material for lithium-ion batteries powering electric vehicles and energy storage systems.

Battery: the primary precursor for cathode materials such as lithium iron phosphate and nickel-cobalt-manganese oxides.
Industrial: used in glass, ceramics, and aluminium smelting as a flux and additive.
Pharmaceutical: a source of lithium ions used in treatments for bipolar disorder.

China's production landscape spans hard-rock spodumene processing, lepidolite, and salt-lake brine extraction, with salt-lake and recycling routes gaining share. The market has seen intense debate over supply-demand data, with inventory and output figures from information providers periodically revised, causing sharp price swings. Domestic output has grown rapidly, and the country remains a major producer and consumer.

Key domestic producers:
Ganfeng Lithium – integrated producer with mines in Australia, Argentina, and domestic salt-lake assets.
Salt Lake Industry – low-cost salt-lake brine producer with rapidly expanding capacity.

Properties

Name

Lithium carbonate (Li2CO3)

CAS Number

554-13-2

HS Code

2836910000

Cookie Preferences

Essential Cookies

Analytics Cookies

ChemPriceHub