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Chempricehub Alert: Analysis of the Zero-Tariff Lithium Concentrate Import Incident in Hainan
Published on 2026-01-12

January 12th News: On January 9th, the first batch of 30,000 tons of Mali lithium concentrate imported by Hainan Star-Sea New Materials Co., Ltd. successfully arrived at Yangpu Port in Hainan Province. This batch of lithium ore is the first new energy mineral resource declared for duty-free entry at Yangpu Port after Hainan Island's customs closure operation. Chempricehub's analysis of lithium carbonate shows a long-short score of -1. The article reports that Hainan Star-Sea imported 30,000 tons of Mali lithium concentrate duty-free, reducing the raw material cost of lithium carbonate and increasing supply expectations, which exerts downward pressure on the spot price of lithium carbonate. Combined with lithium carbonate futures data (e.g., the settlement price of the 2605 contract is 143,180 yuan/ton, with a change of -220; the settlement price of the 2607 contract is 144,080 yuan/ton, with a change of -240), most contract prices have declined, and changes in open interest indicate bearish market sentiment. This event may reinforce the downward trend in futures prices, as increased supply expectations intensify market pessimism.

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