What the news says
Lithium is a key input for battery manufacturing and electric vehicle production. Oversupply concerns from mine capacity restarts in China and Australia directly affect lithium-dependent sectors including EV manufacturers, battery producers, and energy storage companies reliant on stable input costs.
07/24, 07:00 AM
Lithium prices fell to a five-month low of 136,800 yuan per tonne on the Guangzhou Futures Exchange amid oversupply concerns from mine capacity restarts in China and Australia.
Lithium prices fell to a five-month low of 136,800 yuan per tonne on the Guangzhou Futures Exchange amid oversupply concerns from mine capacity restarts in China and Australia.
Affected assets
oilprice
07/24, 07:00 AM
Related updates
mining-com · 07/22, 10:43 PM
Market reactionLithium price falls to a five-month low as mine restarts fuel expectations of a 2027 surplus, despite strong near-term demand and new US stockpiling plans.
bloomberg-industries · 07/06, 08:43 PM
High impactEni SpA agreed to invest $225 million in an early-stage lithium project in Chile owned by EnergyX, deepening its push into critical minerals.
mining-com · 06/28, 11:46 PM
Market reactionNigeria announces a major new critical minerals district in Kaduna state, including a large lithium discovery.
investing-commodities · 06/27, 08:42 PM
Market reactionA media account focused on commodities reports that Bernstein suggests the lithium price rally may have room to run despite questions about whether prices have peaked.
mining-com · 06/24, 07:28 PM
Market reactionAn op-ed argues that emerging technologies could significantly boost lithium demand by 2050, but EVs remain the main driver.
mining-com · 06/22, 11:13 PM
Market reactionThe post reports that China's lithium price fell on speculation that the CATL-owned Jianxiawo mine may restart after being shut down in August 2025.
bloomberg-markets · 06/22, 03:57 PM
Market reactionThe post reports that Chinese lithium futures fell about 9% in two days on unconfirmed speculation that one of the world's largest mines for the battery metal, operated by CATL, may restart soon.
BLOOMBERG · 06/04, 08:01 PM
Event soonZimbabwe's mines minister says China's Zhejiang Huayou Cobalt plans to build a lithium carbonate plant in Zimbabwe.
jin10 · 07/19, 10:09 PM
High impactIran claimed its naval air defense shot down a US LUCAS drone off the southern coast, citing state media photos of a damaged drone.
FirstSquawk · 07/17, 02:55 PM
High impactVolvo Cars CFO stated that high raw material prices are widespread, with lithium, aluminium and nickel having increased significantly.
jin10 · 07/15, 10:00 PM
Market reactionChinese domestic futures closed mixed overnight, with PTA down over 2%, synthetic rubber up over 1%, and plastic and soybean meal up nearly 1%.
mining-com · 07/08, 10:51 PM
Market reactionChile lithium exports exceeded $3.2 billion, the highest since 2023, driven by rising prices and robust demand despite only two producers.
bloomberg-markets · 07/08, 11:34 AM
Market reactionThe US Department of Defense plans to buy up to $300 million of lithium for strategic stockpiles to reduce supply risks for critical minerals.
oilprice · 06/26, 02:00 AM
High impactLithium carbonate futures in China fell to a 10-week low on market speculation that CATL may soon restart its Jianxiawo lithium mine.
bloomberg-markets · 06/18, 10:11 AM
Event soonLithium market shows positive momentum as demand from energy storage and electric vehicles grows amid China's busy season.