Battery-makers front-load overseas shipments before the phased policy change begins on April 1, pushing carbonate prices to a more than two-year high
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The rally defied the industry’s typical seasonal lull, driven by policy-induced demand and supply tightness stemming from refinery maintenance. Photo: IC Photo
Ganfeng and Tianqi expect sharp first-half gains as higher lithium prices and energy storage demand lift upstream producers
The Guangzhou Futures Exchange’s move to allow overseas participation in the critical battery metal could enhance China’s…
Zimbabwe export curbs and China disruptions tighten supply as energy storage overtakes EVs as key driver
Shipments of EVs, lithium batteries and solar cells surged 51.6% to $118 billion in the first half of 2026
Miners, battery makers and traders outside China can now trade lithium carbonate futures and options on the Guangzhou Futures…
CATL, the world’s biggest battery producer, confirmed the closure of its Jianxiawo mine, saying it is seeking to renew its…
