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China Galaxy Securities: Lithium Mine Supply Constraints Signal Potential Further Rise in Lithium Salt Prices
2025-08-12 /
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Author：小编
Amidst tight supply conditions for lithium mines, prices of lithium salts are poised to reach new heights. The suspension of production at CATL's Jianxiawo ceramic clay mine is anticipated to curtail domestic lithium carbonate output by approximately 12%. Furthermore, Yichun City has mandated eight lithium-related mining enterprises to complete the verification of mineral type changes, fueling market concerns about a further tightening of lithium mine supply. Given these and other industry policy factors, lithium salt prices are forecast to continue their upward trajectory.
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