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

By Martim Facada
Published: Friday, 01 November 2019

Lithium has traditionally been considered a specialty chemical, but it has been acting more like a commodity in recent years, according to analysts. Martim Facada considers how this development was sparked by the growth of the Chinese industry and raised quality expectations.

Once considered a specialty chemical produced and sold on spec for niche uses, lithium looks set to join the ranks of the world’s traded commodity products - albeit in relatively minor volumes.

Increasing production of lithium chemicals from diverse sources, higher quality requirements in China and frequent and sudden adjustments...

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