中国电池材料_锂在各种猜测中陷入拉锯战-China Battery Materials_ Lithium into 2nd week of Sep-Lithium in a tug of war among speculations

Flash | 11 Sep 2025 10:34:40 ET │ 9 pages China Battery Materials Lithium into 2nd week of Sep – Lithium in a tug of war among speculations CITI'S TAKE Lithium market extends volatility in last couple of days, testing price level of Rmb70k/t on the speculation of CATL's mine resumption. Our read follows: (1) we do not think the government's underlying purpose is to take out lepidolite from market for years long, but wants to regulate miners to operate in a more compliant way (i.e., proper mine license & res ...