December 4, 2025 07:22 AM GMT Ganfeng Lithium Co. Ltd. | Asia Pacific Business Update Call Takeaways Key Takeaways Mgmt expects Ganfeng's lithium chemicals production to be 170-180kt LCE in 2025, growing by 50kt LCE in 2026, of which 30-50kt will come from its own mines. Project updates: Management sees a tight supply-demand balance for lithium in 2026, with demand being ~2mnt LCE and supply being 2-2.1mnt LCE, assuming some restarts following recent lithium price hikes. The s-d balance could be even tighte ...