Lithium

[behappyalways]

China has discovered a "super lithium mine" and said its reserves have jumped to the second in the world.
Lithium has become a strategic material in the new era.
Chinese state media reported the good news in a high-profile manner.

中國發現"超級鋰礦" 稱儲藏量躍至全球第二 鋰礦成新時代戰略物資 中國官媒高調報佳音│記者 盧巧萍│國際焦點20250110│三立新聞台

https://m.youtube.com/watch?v=TCUMrhi79k0

[behappyalways]

The production of electric vehicles drives demand, and the world competes for "white oil" lithium mines

電動車生產帶動需求 全球爭奪"白色石油"鋰礦 #TVBS文茜的世界財經周報 #電動車 #鋰礦 20250202

https://m.youtube.com/watch?v=JgmEp0JIbG0

[behappyalways]

Lithium Futures Soar After CATL Shuts Mega Mine, In-Line With Beijing's "Anti-Involution" Campaign
https://www.zerohedge.com/commodities/l ... n-campaign

[behappyalways]

US Government Takes 10% Stake In Lithium Americas
https://www.zerohedge.com/markets/us-go ... m-americas

[winston]

Demand for China's lithium batteries will slump in early 2026

Demand for Chinese lithium batteries will likely slump in early 2026 due to an expected tumble in domestic electric vehicle sales and slowing battery exports.

A big drop in demand will hurt battery makers including Contemporary Amperex Technology Ltd (CATL) (3750) and EVE Energy.

Green passenger vehicle sales will fall at least 30 percent early next year, from the fourth quarter, as tax incentives for car purchases are being phased out.

In addition, electric vehicles for commercial use will "definitely" slump in early 2026 after buyers rushed to buy vehicles by year-end for subsidies and tax breaks.

The loss in domestic demand is unlikely to be offset by exports, he said.

China's lithium battery exports to the European Union, its biggest overseas market, rose 4 percent in 2025 from a year ago, while exports to the United States tumbled 9.5 percent.

Source: The Standard

https://www.thestandard.com.hk/market/article/320281/

[winston]

<Research>Daiwa Predicts Lithium Prices Unlikely to Rise Further in Early-2026

The lithium mine located in Jianxiawo, Yichun lithium, under CATL (03750.HK) might resume production around the Lunar New Year (LNY), Daiwa issued a research report saying.

Although the market has already anticipated an increase in CATL's lithium output next year, the broker estimated that the current lithium futures prices, will only reflect the short-term improving supply-demand balance.

Related News; CICC Initiates Coverage on CATL w/ Rating Outperform, TP HKD580

Considering the increase in lithium supply in 1H26 and the potential QoQ decline in 1Q26 demand, Daiwa believed that lithium prices will be unlikely to rise further early next year.

Source: AASTOCKS Financial News

http://www.aastocks.com/en/stocks/news/ ... -news/AAFN