China Battery Materials_ Lithium into 1st week of Feb - Downstream extended the resilience albeit inched down during CNY
-·2025-02-10 08:58
Flash | 06 Feb 2025 10:03:30 ET │ 12 pages China Battery Materials Lithium into 1st week of Feb – Downstream extended the resilience albeit inched down during CNY CITI'S TAKE Latest weekly inventory was largely flattish vs end of Jan, mainly attributable to the production cut & resilient downstream demand amidst the CNY period. Our channel check with ZE Consulting suggests that Top- 5 battery makers' Jan-25 production pipeline was flattish MoM to Dec-24 and +89% YoY. In the meantime, the production pipeline ...