Australia Lithium Exports Gain Momentum in November
Australian lithium exports increased in November, reaching approximately 402,300 tonnes. This represents the second-highest monthly volume this year, reflecting stronger spodumene prices. Major ports, including Bunbury and Port Hedland, loaded 155,700t and 122,000t, up 21% and 2.5% respectively from October. Key producers such as PLS, Mineral Resources, and Covalent Lithium transported spodumene from Greenbushes mine, co-owned by IGO, Tianqi Lithium, and Albemarle. Meanwhile, Liontown Resources shipped over 44,500t via Geraldton port.
Price Dynamics and Market Outlook for Lithium
Spodumene prices climbed from $920–980/t cif China in early November to $1,170–1,235/t by early December. Chinese salt plants secured feedstock for Q1 2026 amid rising demand, maintaining pressure on suppliers. Esperance port reported a strong 87% monthly increase to 61,400t, largely driven by Mineral Resources’ Mount Marion project, 50% owned by Ganfeng. Fremantle port shipped over 18,600t. Early December data suggest a potentially stronger loading volume, reinforcing Australia’s role as a leading lithium exporter.
SuperMetalPrice Commentary:
November’s lithium export growth highlights Australia’s critical role in the EV battery supply chain. Rising spodumene prices incentivize higher production and shipments. Chinese demand remains strong, supporting a bullish short-term outlook for Australian lithium. Investors and producers should monitor port throughput and pricing trends closely, as global EV adoption drives lithium consumption and market tightness.
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