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Marché
Rapport
Unité

COT Lithium hydroxide (Fastmarkets CIF CJK, COMEX)

Période
Échelle

As-of mardi · close vendredi · source CFTC

Long vs Short

Long et short en % d’OI (catégorie focus)

Δ 4 semaines

Variation du net vs le rapport d’il y a 4 semaines

Cette semaine

Catégorie Long Short Spreading Net Δ Long Δ Short Δ Net % OI long % OI short

Historique

Industrial metals · COMEX

What is the COMEX lithium hydroxide futures contract?

Battery-grade lithium hydroxide

Satellite of High Grade Copper (Copper #1, COMEX)

A long means…

Exposure to a rise in battery-grade lithium hydroxide, CIF China–Japan–Korea — not carbonate and not spodumene.

What is this?

COMEX lithium hydroxide is battery-grade salt delivered CIF into China, Japan and Korea — not “lithium”, not carbonate, not spodumene. Fastmarkets assesses it as monohydrate, 56.5% LiOH·H2O minimum. The future settles to the average of those assessments over the month. It is the feedstock for high-nickel cathodes; carbonate mainly serves iron-phosphate (LFP) batteries.

Batteries take 88% of world lithium demand. Converters and cathode makers hedge an Asian purchase here; miners hedge output.

Pitfalls

  • Hydroxide ≠ carbonate.
  • Cash-settled Fastmarkets, not COMEX-style delivery.
  • Not as liquid as HG copper.

Univers LIX

Le positionnement n’est pas le risque

Le COT décrit qui est positionné. Le LIX décrit le niveau de risque de marché — 12 indicateurs, hors COT.