21 July 2025 | 9:57PM HKT Our review of the licenses suggests that 1) the incompleteness rate of the mining licenses, related to the scope of the minerals permitted for mining/extraction and license expiration dates, could technically reach 45% of the total output, 2) mining licenses of 7% of the total output are subject to inclusion of lithium resources in brine extraction, including one project that has been suspended (link), and 3) mining licenses of 30% of the total output are subject to clarification o ...

Asia Pacific Equity Research 18 July 2025 This material is neither intended to be distributed to Mainland China investors nor to provide securities investment consultancy services within the territory of Mainland China. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. China Lithium Dashboard More supply disruption news, but limited fundamental improvement Asia Basic Materials Avery Chan AC (852) 2800-8659 avery.chan@jpmorgan.com J.P. ...

VANCOUVER, BC, July 21, 2025 /PRNewswire/ - Century Lithium Corp. (TSXV: LCE) (OTCQX: CYDVF) (Frankfurt: C1Z) ("Century Lithium" or "the Company") is pleased to report progress by Alpha-En Corporation of Hopewell Junction, New York, on its successful conversion of Century Lithium's lithium carbonate (Li2CO3) into battery-grade lithium-metal anodes ("Li-MA"). The Li-MA was produced using lithium carbonate derived from Century Lithium's wholly owned lithium project, Angel Island in Esmeralda County, Nevada an ...

2025 年 7 月 21 日 碳酸锂：关注锂矿行业政策，偏强运行 | 邵婉嫕 投资咨询从业资格号：Z0015722 | shaowanyi@gtht.com | | --- | --- | | 刘鸿儒（联系人） 期货从业资格号：F03124172 | liuhongru@gtht.com | 【基本面跟踪】 碳酸锂基本面数据 | | | | T | T-1 | T-5 | T-10 | T-22 | T-66 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | 2509合约（收盘价） | 69,960 | 2,000 | 5,680 | 6,680 | 10,080 | -1,860 | | | | 2509合约（成交量） | 1,206,323 | 379,384 | 803,507 | 858,594 | 1,025,277 | 1,200,554 | | | | 2509合约（持仓量） | 377,305 | 13,629 | 54,445 | 52,017 | 70,420 | 356,314 | | | 盘面 | 2511 ...

2025 年 7 月 18 日 碳酸锂：供给端扰动再起，短期走势或偏强 | | | 邵婉嫕 | | 投资咨询从业资格号：Z0015722 | | | shaowanyi@gtht.com | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | 刘鸿儒（联系人） 期货从业资格号：F03124172 | | | | liuhongru@gtht.com | | | | 【基本面跟踪】 | | | | | | | | | | 碳酸锂基本面数据 | | | | | | | | | | | | T | T-1 | T-5 | T-10 | T-22 | T-66 | | | | 2509合约（收盘价） | 67,960 | 1,540 | 3,780 | 3,880 | 8,100 | -4,120 | | | | 2509合约（成交量） | 826,939 | 348,825 | 428,917 | 405,972 | 645,333 | 818,899 | | | | 2509合约（持仓量） | 363,676 | 23,058 | 3 ...

 CALGARY, ALBERTA, July 17, 2025 – TheNewswire - Lithium Chile Inc. (“Lithium Chile” or the “Company”), is pleased to announce that several directors and officers have exercised stock options previously granted under the Company’s stock-based compensation plan.A total of 475,000 options were exercised at a price of $0.51 per share, generating $245,250 in proceeds to the Company. This insider participation reflects strong confidence in Lithium Chile’s strategy and the ongoing progress toward closing a trans ...

Core Viewpoint - LithiumBank Resources Corp. has been awarded CAD $3.9 million in non-dilutive funding from Emissions Reduction Alberta to advance the Boardwalk Lithium Brine Project, which is expected to enhance lithium production capabilities in Alberta [1][2]. Funding and Project Development - The funding will reimburse 50% of eligible expenditures for each completed milestone, up to a total of CAD $3.9 million [1]. - The company aims to complete specific tasks by the end of 2026, which include drilling, DLE testing, and a feasibility study [3][6]. Strategic Positioning - Alberta is recognized for its favorable geology and lithium resources, positioning the Boardwalk project as a leading lithium initiative in Canada with significant scaling potential [2]. - LithiumBank has consolidated strategic Brine Hosted Mineral Licenses, making it the largest holder of lithium brine resources in North America [4]. Project Milestones - Key milestones include: 1. Completing an additional drill hole through the Leduc formation to support an advanced reservoir model and future production [6]. 2. Conducting longer cycle DLE testing and optimization for lithium carbonate conversion [6]. 3. Completing a feasibility study assessing a low Capex, modular approach to lithium production [6]. Company Overview - LithiumBank Resources Corp. focuses on developing its two flagship projects, Boardwalk and Park Place, which host some of the largest lithium brine resources in North America [14]. - The company holds 1,237,487 acres of brown-field brine hosted mineral licenses across Alberta and Saskatchewan [14].

Group 1: Industry Investment Rating - There is no information about the industry investment rating in the provided reports. Group 2: Core View - Domestic lithium carbonate supply in July is expected to be loose, with the domestic social inventory of lithium carbonate increasing month - on - month. Due to the clearing of lithium carbonate products from extraction projects and automobile consumption rules, there is upward potential for lithium carbonate prices. It is recommended to hold long positions in light - volume contracts and pay attention to the support level around 58,000 - 62,000 and the resistance level around 66,000 - 70,000 [1][4][6]. Group 3: Summary by Related Catalogs Lithium Carbonate Futures - **Price and Volume**: On July 16, 2025, the closing price of the active lithium carbonate futures contract was 66,420 yuan/ton, a decrease of 240 yuan compared to the previous day. The trading volume was 478,114 lots, a decrease of 285,914 lots, and the open interest was 340,618 lots, a decrease of 1,528 lots. The inventory was 10,655 tons, a decrease of 548 tons [1]. - **Spread and Basis**: The spread between the near - month and the first - consecutive contract was 180 yuan, a decrease of 20 yuan; the spread between the first - consecutive and the second - consecutive contract was 580 yuan, an increase of 20 yuan; the spread between the second - consecutive and the third - consecutive contract was 0 yuan, unchanged. The basis (SMM battery - grade lithium carbonate average price - active lithium carbonate futures contract closing price) was - 1,470 yuan, an increase of 290 yuan [1]. Lithium Spot Prices - Various lithium - related products' prices showed different trends. For example, the average price of battery - grade lithium carbonate (99.5% domestic) was 64,950 yuan/ton, an increase of 50 yuan; the average price of industrial - grade lithium carbonate (99.2% domestic) was 63,350 yuan/ton, an increase of 50 yuan [1]. Supply - side Information - Some lithium carbonate production enterprises in Jiangxi Shanggao and Yichun started maintenance from July 10 for 5 - 10 days, which may affect the production volume by 0.00 tons. The production capacity of Guangdong Haohai Lithium's 1,000 - ton battery - grade lithium carbonate is expected to be put into production in July 2025, and Zijin Mining's 25,000 - ton battery - grade lithium carbonate production capacity will be completed and put into production in December 2025. The production volume of industrial and battery - grade lithium carbonate in China may increase month - on - month, but the supply is expected to be loose [4]. - The production volume of lithium hydroxide in China (smelting and causticizing methods) in July may decrease month - on - month, and the inventory may increase month - on - month. The export volume may also decrease month - on - month [4]. Demand - side Information - The monthly average in - production cost of phosphoric acid iron in China with different production processes is 10,600 - 12,900 yuan/ton, and the inventory in July may increase month - on - month. The monthly average in - production cost of lithium iron phosphate is 29,000 - 35,000 yuan/ton [5]. Company News - Panasonic Holdings decided to postpone the full - scale operation of its new US electric vehicle battery factory in Kansas due to Tesla's sales slump [2]. - Savoye announced that the drilling at the 2014 Canadian Quebec Mobilele project ended, with 116 new drill holes showing high - grade lithium mineralization, which is expected to increase resource reserves [2]. - Hubei Wanrun's planned project in Wuhan will automatically terminate after expiration [2]. - Australia's Cabic Company (CC9) successfully raised 100,000 Australian dollars through private placement for asset acquisition [3]. - Ganfeng Lithium's Mali project and Tianqi Lithium's project have achieved production increases [4].

Vancouver, British Columbia--(Newsfile Corp. - July 16, 2025) - Eureka Lithium Corp. (CSE: ERKA) (OTCQB: SCMCF) (FSE: S580) ("Eureka Lithium" or "Eureka" or the "Company") announces, further to its news release of July 14, 2025, that the warrants ("Warrants") issued in connection with its recently- completed private placement offering ("Offering") may not be exercised unless and until the Company's shareholders approve the terms of the Offering by way of an ordinary resolution. This requirement arises pursu ...

   VANCOUVER, BC –  July 16, 2025 – TheNewswire - One World Lithium Inc. (CSE-OWLI) (OTCQB-OWRDF) (the “Company” or “OWL”) is pleased to announce it has now received two separate lithium brine samples from a major mining company’s lithium project in South America. The samples are currently at the lab where they will be tested for Lithium Recovery using the Company’s novel lithium recovery technology that will enable lithium carbonate production directly from natural brines in a single step. In November 202 ...