Recently, a number of head salt lake lithium extraction enterprises in Qinghai suddenly spread the news of power transformation and phased production reduction. By the end of June, Qinghai will carry out large-scale power upgrading and transformation, and the whole maintenance cycle is expected to be as long as half a month. Affected
by the power outage, the production of many mainstream lithium extraction enterprises in salt lakes, such as Lanke Lithium Industry, Salt Lake Lithium Electricity, Huixin and Zangge, was interrupted, and some enterprises even temporarily chose to wait and see, and the domestic spot supply of lithium carbonate was reduced.
At the same time, with the simultaneous tightening of overseas supply, Chile's lithium salt exports to China fell sharply, with a ring-to-ring decline of 40.8%, while the increase in production of lithium mines in Africa fell short of expectations and the arrival volume in Hong Kong declined. While the
supply side is shrinking in an all-round way, the downstream demand for lithium power is very strong. In June, the production schedule of head battery companies increased by 14 GWh, corresponding to 8000 tons of new lithium carbonate equivalent demand, which directly led to a rebound in spot purchasing demand.
On the whole, the reduction of salt lake maintenance production and the reduction of overseas imports have formed multiple benefits on the supply side. The rapid adjustment of supply-demand relationship has led to the rapid recovery of market sentiment. The price of lithium carbonate has taken the lead in stopping falling and rebounding. The probability of 160000 yuan/ton has become the bottom range of this round of lithium carbonate price.
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