中国电池材料（锂）-历经 5 个月去库存后，锂重回备货状态-China Battery Materials Lithium into 1st week of Jan - lithium shifts back to stockpiling after 5M destocking

Flash | 08 Jan 2026 06:49:31 ET │ 9 pages China Battery Materials Lithium into 1st week of Jan – lithium shifts back to stockpiling after 5M destocking CITI'S TAKE Lithium inventory reads first stockpiling data after 5M destocking. Within that, we see downstream cathode makers are resistant to the surging lithium price as inventory of downstream declines to ~36.5k tons – the lowest level since Mar-25 whilst current cathode monthly output is ~38% higher than that time. Lithium witnesses an exciting week ente ...