中国电池材料：锂价进入 8 月第二周 -宁德时代（CATL）矿山关闭后首个情况报告平淡-China Battery Materials_ Lithium into 2nd week of Aug - Unexciting first read post CATL's mine closure

Flash | 14 Aug 2025 06:39:25 ET │ 9 pages China Battery Materials Lithium into 2nd week of Aug – Unexciting first read post CATL's mine closure CITI'S TAKE The first weekly read on lithium production and inventory after CATL halted its mine operation might indicate potential upside risk on the supply elasticity. The increasing lithium price has incentivized brine-based carbonate and spodumene OEM processing to increase the utilization rate during the week. On top of the supply response from brine and spodum ...