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Lithium Carbonate: The inventory this Thursday afternoon is very important.

Lithium Carbonate: The inventory this Thursday afternoon is very important.

China time 7:43AM May21th,2026 Key Focus: Watch the new-sample inventory data from SMM this Thursday afternoon. Market Overview * High-Quality Lithium Carbonate: Market prices ranged from 175,000–183,700 RMB/ton, down by 7,650 RMB from the previous working day. * Battery-Grade Lithium Carbonate: Market prices ranged from

Li2CO3,A Paradox is Tearing the Market Apart: The Most Crowded Bearish Logic is Precisely the Strongest Bullish Reason

Li2CO3,A Paradox is Tearing the Market Apart: The Most Crowded Bearish Logic is Precisely the Strongest Bullish Reason

On May 12, 2026, the main lithium carbonate futures contract hit an intraday high of 209,900 RMB/ton, marking a near three-year peak. Just six days later, the price plunged back to 184,400 RMB, a correction of over 12% from its high. Bulls stampeded for the exits while

Anode Materials “Three-Way Battle”: Why Lithium Metal Stands Out

Anode Materials “Three-Way Battle”: Why Lithium Metal Stands Out

In the realm of solid-state battery anode materials, three main technical routes currently exist, each with its own strengths and weaknesses: -Graphite Anode: Mature and stable technology, but with an energy density ceiling of only 300 Wh/kg, unable to meet high-range demands. -Silicon-Based Anode: High theoretical capacity (exceeding 400

Brief Summary - What Happened to Lithium Carbonate 2026

Brief Summary - What Happened to Lithium Carbonate 2026

Since the start of 2026, the primary shift in the lithium carbonate market has been characterized by new energy vehicle (NEV) sales falling short of expectations, occurring simultaneously with persistent disruptions in the lithium resource supply chain.How has the current supply-demand landscape and market outlook changed? Upstream Shortages Impacting

Brief Summary of 2026 Lithium Market

Brief Summary of 2026 Lithium Market

Owen Chen - Senior Sales Manager @ Ganfeng Lithium Group 1、 What is the production plan The total production expectation is set at over 200,000 tons, of which approximately 100k-120ktons lithium carbonate(Li2CO3), 50k-100k tons lithium hydroxide(LiOH), and the rest will consist of products such as lithium phosphate, lithium