China Battery Materials Flash | 27 Nov 2025 11:28:30 ET │ 11 pages Lithium into 4th week of Nov – All eyes on JXW CITI'S TAKE The latest weekly dataset suggests brine-based lithium carbonate output should swing to the downtrend due to the winter seasonality, bringing the weekly lithium output to be down by 265 tons. According to ZE Consulting, lithium production pipeline is estimated to be up by 4% MoM to reach a monthly record high level at 94,600 tons in Dec-25. Within that, we believe ZE Consulting has f ...