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Lithium Daily: Lithium demand robust in off-season despite holiday impact

Source: Mysteel Feb 04, 2026 09:02
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Lithium Demand Price Supply
For lithium carbonate, the refineries were increasingly unwilling to sell with futures price pulling back from previous high. On the demand end, Mysteel's survey indicated that the LFP production is estimated at around 383,200 tonnes in February 2026, a small monthly fall of 5.48% primarily due to impact from the Chinese New Year holiday, while the orders were robust still against the traditional off-peak season.

For lithium carbonate, the refineries were increasingly unwilling to sell with futures price pulling back from previous high. On the demand end, Mysteel's survey indicated that the LFP production is estimated at around 383,200 tonnes in February 2026, a small monthly fall of 5.48% primarily due to impact from the Chinese New Year holiday, while the orders were robust still against the traditional off-peak season.

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