中国电池材料_锂:8 月第四周周报-China Battery Materials_ Lithium into 4th week of Aug - Stagnant weekly data; Increasing spod import in Jul _ Lithium into 4th week of Aug – Stagnant weekly data; Increasing spod import in Jul
2025-08-31 16:21
Flash | 28 Aug 2025 06:29:25 ET │ 9 pages China Battery Materials Lithium into 4th week of Aug – Stagnant weekly data; Increasing spod import in Jul CITI'S TAKE Latest weekly data from SMM suggests lithium production and inventory level still hovers at high level, largely flattish WoW last week. 3 interesting points we would like to share – (1) inventory structure had a material change in the last couple of weeks, evidenced by increasing inventory shifting to downstream clients, traders and GFEX; and (2) re ...