J P M O R G A N North America Equity Research 20 August 2025 Lithium July China Export/Import Data Chemicals: Specialty, Commodity, Agricultural, and Paper & Packaging Jeffrey J. Zekauskas AC (1-212) 622-6644 jeffrey.zekauskas@jpmorgan.com Katie Zhang (1-212) 622-3262 katie.zhang@jpmchase.com Silke Kueck (1-212) 622-6503 silke.x.kueck@jpmorgan.com Lydia Huang See page 6 for analyst certification and important disclosures. J.P. Morgan does and seeks to do business with companies covered in its research repor ...