Ganfeng and Tianqi expect sharp first-half gains as higher lithium prices and energy storage demand lift upstream producers
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China’s two largest lithium producers are projecting sharp profit increases for the first half of 2026, as rebounding prices for the battery material and strong demand from the energy storage sector fuel a recovery across the upstream supply chain.
Soaring profits at Tianqi and Ganfeng highlight how global demand for energy independence is powering China’s lithium edge.
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