In the week to February 14, Chinese lithium carbonate prices fell on expectations of increased supply. One Chinese trader remains optimistic about the market outlook.
A producer said the increase in lithium carbonate prices may be due to downstream demand, but the price trend after the year is uncertain.
On December 26th, Tesla has reached an energy storage battery supply agreement with Yiwei Lithium Energy. Yiwei Lithium Energy's Malaysian factory plans to start supplying energy storage batteries to Tesla in the United States in 2026. We checked with Yiwei Lithium Energy on this news, and Yiwei Lithium Energy replied that "the company's business is subject to the company's announcement." Tesla has relied on increasing the number of suppliers to control the pricing power of batteries this year.
Golden Ten Futures, December 6th, the Guangzhou Futures Exchange announced that the amendments to the "Guangzhou Futures Exchange Lithium Carbonate Futures Contract" and the "Guangzhou Futures Exchange Lithium Carbonate Futures and Options Business Detailed Rules" have been deliberated and approved by the board of directors of the Guangzhou Futures Exchange, and reported to the China Securities Supervision Commission, and are hereby issued. Among them, the amendments to Articles 4, 13 and 14 of ...
The main lithium carbonate contract rose by 2.00% during the day, and is now reported at 79,650 yuan/ton.
On the supply side, from a medium-term perspective, the quarterly report of Australian mining companies was released, and production was reduced or production was suspended. The pressure of oversupply narrowed. However, in the short term, under the background of price rebound, weekly production continued to increase slightly month-on-month. On the demand side, the production schedule of lithium iron phosphate cathode materials continued to increase month-on-month, but it was affected by high pri...
On November 20th, the lithium ore concept sector rose sharply yesterday. There are market rumors that Sichuan has held a relevant meeting to raise the price of lithium carbonate long-term association. Green Futures' research report on lithium carbonate also said that the market rumors that large factories will re-negotiate long-term association orders, with the intention of reducing the proportion of long-term association and increasing the proportion of loose orders and warehouse receipts. The ...
On November 20th, today (November 20th), the major event of China's lithium industry - the new third pulse (X03) of Asia's largest lithium spodumene single vein will be bid opening at 10 am. The new third pulse (X03) is a super large lithium mine, with lithium oxide resources that are three times that of the Dezha Nongba lithium mine. The auction of the Dezha Nongba lithium mine was the largest business war in the history of the domestic lithium industry two years ago. In the end, Ningde Times w...
The main lithium carbonate contract rose by 4.00% during the day, and is now reported at 82,700 yuan/ton.
Class A share of energy metal plate changes pull up, Wei Ling shares, Ganfeng lithium industry limit, mining resources, Tianli lithium energy, Yongxing materials, Tianqi lithium industry and so on up.
Gold Ten Futures, November 14th, the rise of lithium carbonate has many factors, which may include good demand, the cost support effect caused by the reduction of production, the confirmation of the bottom brought by the industrial receipt, and the temporary imbalance of long and short forces. But the pressure above is also large, and the logic of bears is simple and clear. The risk of falling back cannot be ruled out on the demand side. After the price rises, the supply may also rebound. Standi...
Growth enterprises market refers to the late decline of more than 3%, F5G concept, lithography machine concept decline.
According to industry insiders, with the gradual balance of market supply and demand in the future, lithium prices are expected to stabilize and rebound, providing a better market environment for the development of related enterprises. "The peak period of supply-side capacity release has ended. From incomplete statistics, there are no large-scale projects that have been clearly put into production since the second half of 2025. On the demand side, new energy vehicles, energy storage, etc. are ex...
At the close of the afternoon, the main contracts of domestic futures were mixed, lithium carbonate rose more than 3%, live pigs rose more than 1%, soda ash, caustic soda, Shanghai lead, short fiber rose nearly 1%. In terms of decline, vegetable oil, butadiene rubber, No. 20 rubber fell more than 3%, Shanghai silver, soybean oil, Shanghai aluminum, alumina, rubber, SC crude oil, glass, Shanghai gold fell more than 2%.
China's lithium prices rebounded as the price of Guangzhou Futures' lithium carbonate contract rose, a Chinese trader said that the price increase of Guangzhou Futures' lithium carbonate was mainly due to...