China's lithium-ion battery industry chain is gradually shifting in the second half of 2026, moving away from a simple surplus and price-war dynamic toward structural differentiation and a rebalancing of supply-demand toward tightness.   The September production of battery cells is expected to hit y

Mysteel's survey showed that China's lithium carbonate production in August 2026 stood at 106,500 tonnes, up 5.2% month-on-month. Compared with early-August production scheduling, the final surveyed output was revised lower, as some production lines ramped up more slowly than expected post overhaul,

In the near term, market concerns over supply stability for 2027 have intensified, with the possibility of forward supply contraction on the horizon. Strong LFP order books in August and September are gradually validating peak-season demand, and prices are expected to trade in a firm but volatile ra

China's domestic lithium carbonate prices opened the week low and then rebounded in the second half in the session ending August 21. Prices traded in a volatile and slightly weaker range from Monday to Thursday before rallying sharply on Friday, closing the week on a firm note.   As of August 24,

China's domestic lithium ore prices moved higher in line with lithium carbonate last week. A leading Australian mine held an auction, with the deal settled at a premium to futures. Major lithium refineries have largely completed their Q3 feedstock restocking and remained cautious on the price outloo