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A Glance of China Lithium-ion Battery Materials Market 20251223

Source: Mysteel Dec 23, 2025 09:40

After hovering rangebound for several weeks, the most-traded GFEX LC contract broke the range and regained momentum after progress concerning Jianxiawo's restart came along. On the fundamentals, Mysteel's survey of 97 sampled players indicated sustained lithium carbonate inventory drawdown among industrial players. However, the marketable inventory held by traders and lithium refineries further increased as high lithium prices put the downstream players on the sidelines, with the daily spot trading volume remaining at a low level. On the contrary, the refineries actively sold to the traders when lithium carbonate prices were above Yaun 105,000/tonne, resulting in continued accumulation of traders' stocks.

A Glance of China Lithium-ion Battery Materials Market 20251223