In the second half of 2015, domestic lithium carbonate prices have been climbing to the peak, and the price of battery-grade and industrial-grade lithium carbonate units has exceeded 100,000 yuan. The rising price is a direct reflection of the tight supply at the supply end and the increase in the demand side. This year, the lithium market will continue to be in short supply, and the high price is expected to continue in the medium and long term. The development of the power battery industry still has great potential, and the commissioned processing model will bring a new atmosphere to the lithium industry. This year, we still have to say to everyone: New Year, "Lithium" is good.
In 2015, global lithium carbonate production declined year-on-year, resulting in tight supply, and a supply gap of 140,000 tons is expected throughout the year. This year, global lithium supply will increase slightly, and domestic lithium mining enterprises will have a significant increase in output. The production of lithium in the traditional salt lakes is weak. It is expected that although the global lithium supply will increase this year, the demand for supply will not change. It is estimated that the lithium supply will be 233,000 tons (lithium carbonate) this year, and the global lithium market will still have 0.5 million tons. Supply gap.
Demand for power batteries will continue to increase. It is expected that the demand for lithium carbonate in the power battery industry will reach 56,800 tons in 2016, an increase of 76% year-on-year. It will become the most important part of the lithium demand structure. It is expected that the demand for lithium carbonate will reach 23.8. Ten thousand tons, an increase of 17%.
At this year's CES show, the car became the target of the public. The car is becoming the fourth "C". The new new energy car will be unveiled at the show. In the future, the new energy car may introduce more cheap long-end models and have more models. With a larger battery capacity and longer battery life, new energy vehicles will continue to be the most important source of demand growth in the lithium industry.