Flash | 21 Aug 2025 06:17:09 ET │ 12 pages China Battery Materials Lithium into 3rd Week of Aug – Weekly Data Suggests CATL Halted its Conversion Production CITI'S TAKE After CATL's mine closure as of 9th August, SMM weekly data suggests CATL halted its lithium conversion production during this week (vs ~9k LCE tons in Jul-25), indicating CATL may have run out of its lepidolite inventory currently. Offsetting the output drop from CATL, spodumene- based smelters have accelerated its production pipeline in th ...