碳酸锂期货日报-20250610

Group 1: Report Core View - Carbonate lithium futures are in a weak and volatile state, with a total position reduction of 5,545 lots, indicating a weakening of capital gaming sentiment. Spot prices have increased, with electric carbonate rising by 50 to 60,250. Australian ore and lithium mica prices remain flat, while lithium iron phosphate has increased by 15 - 80 yuan, and ternary materials have decreased by 50 - 170. Overall, the industrial chain prices have changed slightly. Last week, the weekly production and inventory of carbonate lithium both increased, and the high supply pressure still persists. However, as the carbonate lithium price has dropped to 60,000, the short - selling momentum in the market has slowed down, and the rebound has not broken through the trend, indicating weak rebound momentum. Before the demand side picks up, it is expected that the carbonate lithium futures price will continue to fluctuate weakly at the bottom [7] Group 2: Industry News - On June 5th, Lithium Energy announced obtaining 6,150 hectares of mineral mining rights in Utah, known as the White Plains lithium brine project, with a total of 760 mining rights. The company believes this geological environment may contain lithium brine mineralization, and this acquisition is part of its strategy to resume trading on the Australian Securities Exchange [8] - On June 5th, Shengxin Lithium Energy stated in an institutional survey that its 60,000 - ton lithium salt project in Indonesia started trial production in 2024, and it is expected to start mass - supplying in the third quarter. The company is optimistic about the development prospects of solid - state batteries, has a 500 - ton metal lithium production capacity, and is promoting a new 2,500 - ton metal lithium production capacity project [8] - On June 3rd, BASF announced that its Black Mass plant in Schwarzheide, Germany, has been successfully put into commercial operation. It is one of the largest Black Mass commercial plants in Europe, with an annual processing capacity of up to 15,000 tons of scrap lithium - ion batteries and production waste, equivalent to about 40,000 electric vehicle batteries per year [9]