Logo 29 Jan 2024

Source to sink

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Lithium prices are tanking as battery overcapacity outweighs demand growth.
The latest: Last week, battery-grade lithium carbonate prices hovered around RMB 93,500-99,500/metric ton – down nearly 80% y/y.

Domestic analysts broadly consider RMB 100,000/metric ton the floor for a healthy industry.

I...