锂-复苏还是虚晃一枪-Lithium_ A comeback or a false start_
2025-12-01 00:49

25 November 2025 Lithium Equities A comeback or a false start? Global Lithium prices inching up again: Lithium carbonate (BG China) prices are up c55% from the June trough. Spodumene (FOB) prices are up c83%, also from a trough. Unlike the August rally, which was supported by potential supply disruptions, this time the rally is driven by strong demand from ESS and inventory de-stocking. Lithium chemical inventories as well as cathode inventories in China have fallen for the past few months. While strong dem ...