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New energy · Comment Analysis 11-02 Published

Changjiang Nonferrous Metals: On the 2nd, Lithium Carbonate and Lithium saw a slight recovery. The continuous destocking of inventories provided underlying support, while the pressure on long-term supply still exists.

In the short term, Lithium Carbonate and Lithium are most likely to maintain a volatile pattern. The spot market is supported by low inventory levels, presenting opportunities for periodic slight strengthening. However, the futures market will continue to be constrained by the resumption of production in mica mines and expectations of ample long-term supply, leaving limited room for a rebound.

✍️ CCMN yangxf Editorial Team
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