中国锂行业:机遇与挑战-China Lithium_ Tailwinds and headwinds
ab 9 September 2025 Global Research China Lithium Tailwinds and headwinds Updates on China mining rights investigation After our recent updates on the potential further lithium supply disruption amid the mining rights investigation in China, we conducted further on-the-ground checks. In a meeting hosted last Wednesday, the government reiterated that eight lepidolite mines in Yichun would need to be verified as lithium mines, and hence will need to change the mining rights and apply for updated mining licenc ...