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China Lithium Inventory Alert 20260511

Source: Mysteel May 11, 2026 09:06
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Lithium Inventory

High-priced lithium ore transactions continued last week. Mining companies took advantage of rallies in lithium carbonate futures to release cargoes in batches, with buyers showing strong willingness to take delivery. With market sentiment remaining optimistic about further price gains, the lithium refineries seized opportunities to fix prices below Yuan 195,000/tonne and have begun locking in ore supply for the third quarter, further tightening spot availability.

 

China lithium inventory

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