After breaking out of a round of “expectation-driven correction” in July, lithium carbonate prices have recently shown signs of stabilizing. On August 10, LC2609, the main contract for lithium carbonate futures, closed at 146,360 yuan/ton, with a cumulative increase of 6.24% over 6 trading days. “It's been stable these days.” There are comments from people familiar with lithium carbonate futures. Earlier in July, lithium carbonate futures prices fell by nearly 20% due to pessimistic expectations of long-term oversupply. The ups and downs in the futures market did not affect the popularity of the industrial side. “Lithium carbonate production and sales are normal.” The head of a lithium salt company in Sichuan said that the enthusiasm for receiving goods from downstream has not abated, and the company no longer has much inventory. The company's status basically represents the industry as a whole — since July, Tianhua Xinneng and Jiuling Lithium have been undergoing maintenance one after another, but the downstream lithium battery production schedule in August has exceeded expectations. According to brokerage analysis, the pace of lithium carbonate removal from inventory is accelerating, and the overall supply and demand pattern remains tight.

After breaking out of a round of “expectation-driven correction” in July, lithium carbonate prices have recently shown signs of stabilizing. On August 10, LC2609, the main contract for lithium carbonate futures, closed at 146,360 yuan/ton, with a cumulative increase of 6.24% over 6 trading days. “It's been stable these days.” There are comments from people familiar with lithium carbonate futures. Earlier in July, lithium carbonate futures prices fell by nearly 20% due to pessimistic expectations of long-term oversupply. The ups and downs in the futures market did not affect the popularity of the industrial side. “Lithium carbonate production and sales are normal.” The head of a lithium salt company in Sichuan said that the enthusiasm for receiving goods from downstream has not abated, and the company no longer has much inventory. The company's status basically represents the industry as a whole — since July, Tianhua Xinneng and Jiuling Lithium have been undergoing maintenance one after another, but the downstream lithium battery production schedule in August has exceeded expectations. According to brokerage analysis, the pace of lithium carbonate removal from inventory is accelerating, and the overall supply and demand pattern remains tight.