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Lithium Price Forecasts Raised After China Supply Woes
UBS has revised its lithium price forecasts upwards, citing potential extended supply disruptions in China. Analyst Lachlan Shaw indicated that investigations into mining compliance within China could jeopardise up to 240,000 tonnes of lithium carbonate equivalent (LCE), representing approximately 15 per cent of the global supply. The potential disruptions include suspensions at operations such as Zangge Mining, CATL’s Jianxiawo mine, multiple Yichun lepidolite operations and Citic Guoan’s brine project in Qinghai. UBS now projects that CATL’s Jianxiawo mine will remain offline for approximately 12 months, ... (full story)
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- Aug 27, 2025 6:38pm Posted byFundamental Analysis274
