碳酸锂：大跌3年，6月飞雪鸣不平？

Core Viewpoint - The extreme cold wave in South America, particularly in Chile and Argentina, has not significantly impacted lithium carbonate production, despite adverse effects on agriculture [1][2]. Summary by Sections Weather Impact - A polar high-pressure system has caused severe cold in South America, leading to unprecedented snowfall in the Atacama Desert, known for being the driest desert globally [1]. Lithium Carbonate Export Data - In June, Chile's total lithium carbonate exports reached 14,619 tons, showing a month-on-month increase of 3.38% but a year-on-year decrease of 30.21%. Exports to China specifically dropped by 41.23% year-on-year [1]. Production Insights - The recent cold wave has had a minimal effect on lithium carbonate production. The low shipment volumes in the past two months are attributed more to a significant drop in domestic lithium prices, which has dampened downstream purchasing enthusiasm, rather than the winter weather itself [2].