China Lithium Inventory Alert 20250922

Last week, China's lithium ore inventory saw a smooth destocking amidst port arrivals, indicating active production of downstream factories. Demand is expected to remain strong in September and October, while the players held divergent opinions over November demand outlook. Nevertheless, the energy storage sector is expected to outperform. In the short term, lithium price is likely to truggle for a direction on sentiment swings and relatively weak fundamentals.

 

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