Supply / Demand Li Carb Balance 2015

Hi all,

I believe that the China battery manufacturers primary demand catalyst was electric bus demand for 2015.

However, what was the demand and supply balance in 2015?

I do not see this discussed anywhere so have provided the information below (Google Translate Below):

http://mt.sohu.com/20160229/n438822891.shtml

Lithium carbonate in 2015 rose .... for two main reasons:

1. the demand for new energy vehicles lithium pull clear. According to Li Industry Branch Secretary-General estimated that in 2015 domestic cathode material for lithium carbonate demand was 45,000 tons, an increase of 14,000 tons over the previous year, an increase of 45%, the shortage of 11,500 tons, enough to drive the lithium prices rose sharply;

2. The upstream resource bottleneck. Competition with different cathode material, lithium salt industry chain, the relative concentration of processing capacity, the supply of resources is a high degree of monopoly, so that when the demand for the outbreak, ordered the release of production capacity still can play pricing.


2016 final numbers in terms of market supply / demand balance is going to be very interesting based on the conversations that I have been having.

Best Wishes,
Super Ninja