Zhi Tong Cai Jing·2025-08-11 14:38Core Viewpoint - Lithium battery concept stocks experienced a strong performance, with notable increases in share prices for companies such as Lithium Americas, Albemarle, SQM, and Microvast, following the news of a significant mining project suspension by CATL in China [1] Group 1: Market Reaction - Lithium Americas (LAC.US) rose over 10%, Albemarle (ALB.US) increased by more than 9%, SQM (SQM.US) gained over 7%, and Microvast (MVST.US) saw a rise of over 6% [1] - The market sentiment is expected to be positively influenced by the supply disruption, despite analysts not anticipating a hard supply shortage from the reduction of approximately 9,000 tons of lithium supply per month [1][1] Group 2: Analyst Insights - Citigroup analyst Kate McCutcheon noted that the news of the supply reduction is likely to boost market sentiment in the short term [1] - Analyst Jack Shang from Citigroup estimated that the sentiment surrounding the supply disruption could drive lithium prices above $11,000 per ton in the coming days [1]