Lithium carbonate prices in China rose past $195,000 per tonne in May, the highest in nearly three years, amid evidence of strong demand and supply tightness. The volatility in crude oil and refined fuel prices since the start of the war in the Middle East in March added to recent tailwinds on global demand for electric vehicles. New data in top consumer China showed that new energy vehicles output, the top source of lithium demand due to their batteries, rose by 5.5% annually to 1.32 million units, while sales rose by 9.7% to 1.34 million units. Demand also remained supported by Chinese investment in power infrastructure, recently consolidated with Beijing stating it would double national EV charging capacity to 180 gigawatts by 2027. Meanwhile, Zimbabwe announced quotas for exports of lithium concentrates and a full export ban to start next year. Africa's top producer stated exports would be allowed for processed lithium to stimulate the investment in local processing.
Lithium fell to 191,500 CNY/T on May 18, 2026, down 0.26% from the previous day. Over the past month, Lithium's price has risen 11.01%, and is up 200.63% compared to the same time last year, according to trading on a contract for difference (CFD) that tracks the benchmark market for this commodity. Historically, Lithium reached an all time high of 5750000 in December of 2022. Lithium - data, forecasts, historical chart - was last updated on May 18 of 2026.
Lithium fell to 191,500 CNY/T on May 18, 2026, down 0.26% from the previous day. Over the past month, Lithium's price has risen 11.01%, and is up 200.63% compared to the same time last year, according to trading on a contract for difference (CFD) that tracks the benchmark market for this commodity. Lithium is expected to trade at 194572.80 CNY/T by the end of this quarter, according to Trading Economics global macro models and analysts expectations. Looking forward, we estimate it to trade at 213427.20 in 12 months time.