Minor metals · Comment Analysis 06-15 Published

Inventory inflection point appears! With the support of tight supply-demand balance, where will the future of lithium carbonate go?

On June 15, the domestic lithium carbonate market showed a typical divergent pattern of "slight increase in spot prices and decline in futures prices", and the sentiment of the long-short game heated up. At present, the industry's inventory structure is gradually optimized. Coupled with the approaching peak season for downstream industries, the market fundamentals are slowly improving. However, there are differences in the short-term market sentiment, which directly leads to the special market situation where the spot and futures prices move in opposite directions.

✍️ CCMN yangxf Editorial Department
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Lithium carbonate
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