Evolution in China’s lithium supply chain paves way for commoditization

By Martim Facada
Published: Thursday, 10 October 2019

Lithium has traditionally been considered a specialty chemical, but it has been acting more like a commodity in recent years, according to analysts - a development sparked by the growth of the Chinese industry and increased quality expectations.

Increasing production of lithium chemicals from diverse sources, higher quality requirements in China as well as frequent and sudden adjustments in global supply and demand have led to price volatility. These developments have also made lithium a much more fungible material.

China emerges as dominant supplier
China today accounts for...

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