In January 2026, the domestic lithium carbonate production is predicted at 95,000 tonnes based on Mysteel's survey of refineries' production scheduling, a month-on-month decrease of 3.2%. The delayed resumption of operations at Jianxiawo has resulted in continued low operating rates for lepidolite-based production lines in Jiangxi. Additionally, some spodumene production lines will undergo maintenance, accompanied by proactive inventory accumulation. These factors have led to a significant buildup of inventories at lithium refineries. On the traders side, after a continuous rise, lithium carbonate prices experienced a brief pullback, prompting traders to accelerate sales and successfully reduce their inventory levels.