Report Information - Report Title: Carbonate Lithium Futures Daily Report [1] - Date: January 16, 2026 [2] - Researcher: Zhang Ping, Yu Feifei, Peng Jinglin [3] Industry Investment Rating - Not provided Core View - The carbonate lithium futures price bottomed out and rebounded, closing with a doji star. The total open interest decreased by 11,436 lots, showing a trend of long - position exits. The spot price dropped to 158,500, a decrease of 3,350 from the previous day, and the spot discount to the futures widened. The prices of ternary cathode and lithium iron phosphate remained flat. The downstream showed resistance to price drops. This week, the weekly output of carbonate lithium increased by 70 tons and inventory decreased by 263 tons. The expectation of lithium - battery export rush is leading to early inventory stocking by the downstream, and the demand - side support is gradually emerging. It is expected that the carbonate lithium futures will stop falling [11] Summary by Directory 1. Market Review and Operation Suggestions - Carbonate lithium futures price bottomed out and rebounded, hitting the previous day's low again. Total open interest decreased by 11,436 lots, indicating a long - position exit trend [11] - The spot price was reported at 158,500, a 3,350 decrease from yesterday, and the spot discount to the futures widened [11] - The prices of ternary cathode and lithium iron phosphate remained flat, and the downstream showed resistance to price drops [11] - This week, the weekly output of carbonate lithium increased by 70 tons and inventory decreased by 263 tons. The expectation of lithium - battery export rush is leading to early inventory stocking by the downstream, and the demand - side support is gradually emerging [11] 2. Industry News - Australian lithium mining company Elevra Lithium plans to advance its lithium - ore (spodumene) production expansion plan in its Quebec project by two years, aiming to complete construction by the end of 2029. The expansion will increase spodumene production to 315,000 tons per year from the current 200,000 tons per year. The revised plan allows for a more dispersed capital investment over a longer period [14] - After a months - long review on whether foreign imports threaten US national security, US President Trump decided not to impose new tariffs on key mineral imports for now. He will seek to reach agreements with foreign countries through negotiations to ensure an adequate supply of key minerals in the US and relieve supply - chain vulnerabilities. Trump is considering a "price - floor" mechanism rather than relying solely on traditional percentage tariffs to promote supply - chain development within the US ally camp. He also warned that import restrictions including tariffs may be imposed if satisfactory agreements cannot be reached within the specified time [14]
碳酸锂期货日报-20260116
Jian Xin Qi Huo·2026-01-16 01:38