The Zhitong Finance App learned that Fitch expects that although lithium prices have rebounded to more than $11,500 per ton in late November (up 38% in the second half of 2025), the weak trend in lithium prices will continue until 2026. Fitch added that given that in a fragmented and maturing market, production is affected by multiple complex factors such as economy, operations, and strategy, the short-term outlook is still uncertain. The agency said that prices, which are still sluggish compared to historical highs, have caused marginal producers to lose money, but this is not enough to trigger large-scale production capacity cuts.

The Zhitong Finance App learned that Fitch expects that although lithium prices have rebounded to more than $11,500 per ton in late November (up 38% in the second half of 2025), the weak trend in lithium prices will continue until 2026. Fitch added that given that in a fragmented and maturing market, production is affected by multiple complex factors such as economy, operations, and strategy, the short-term outlook is still uncertain. The agency said that prices, which are still sluggish compared to historical highs, have caused marginal producers to lose money, but this is not enough to trigger large-scale production capacity cuts.