B · Normal
[Lithium carbonate futures price has fallen sharply, and the industry chain is under pressure and short-term supply and demand are expected to maintain a tight balance] September 17th, entering September, the lithium carbonate market, which should have ushered in the traditional "Golden September and Silver October" peak season, has gone out of a unilateral downward trend, driving the stock prices of listed companies in the lithium mining sector to weaken simultaneously. On September 16, the price of the main domestic lithium carbonate futures contract once fell to 124,020 yuan/ton, a cumulative decline of more than 20% since September. Going back to May this year, the price of the main domestic lithium carbonate futures contract once reached a maximum of around 210,000 yuan/ton. In just four months, it fell by more than 40%, basically flattening the year's gains. During the interview, the reporter learned that this round of decline in lithium carbonate prices was affected by market news such as rumors of lower production schedules by leading battery manufacturers, switching of inventory statistics, or adjustments to overly optimistic expectations in the early stage. Of course, there are also views that the Federal Reserve's expectations for interest rate hikes and the market's pessimistic expectations for forward demand are also influencing factors. Industry insiders believe that the current market demand is at a high level and lithium carbonate will still maintain a tight balance between supply and demand in the short term. Subsequent price trends require close observation of terminal demand, inventory changes and the release of new production capacity. (Securities Times)
Futures Market Intelligence 🕐 2026-09-17 07:38

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