China's lithium carbonate production reached 104,800 tonnes in March, up 27.1% from the previous month. In March, utilization rates at spodumene-based production lines in Sichuan, Jiangxi, and Xinjiang rose significantly, while toll producers largely maintained high operating rates driven by ample o

China's spodumene imports totaled around 557,700 tonnes in February 2026, down 33.0% month-on-month, according to data from the General Administration of Customs of the People's Republic of China (GACC). This included 114,000 tonnes of raw ore from South Africa (-30.4% MoM), 280,000 tonnes from Aust

With lithium carbonate prices re-gaining momentum last week, the market narrative has shifted from "demand-driven" to "supply-side disruption". Mysteel's data indicated that the total lithium ore inventories held by traders have dropped to 193,000 tonnes as of March 27, with only 95,000 tonnes marke

China's lithium ore prices closed last week in the positive, as supply disruptions in Zimbabwe persisted for a month with slower-than-expected progress. Lithium refineries and traders significantly ramped up the inquiries and restocking activity, yet market liquidity remained tight and highly concen

China's LFP industry chain showed strengthening momentum recently, driven by recovering downstream demand and improving earnings expectations, with operating rates across the sector rising steadily.   From an end-use perspective, LFP batteries continued to account for over 80% of total production in