Key Highlights:
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August’s lithium carbonate production hit a record xx,xxx tons, offsetting the Yichun mine pause.
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China’s EV share stayed above xxx, while US sales rose ahead of a tax-credit deadline.
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The US kept high tariffs but prolonged certain exclusions until late November.
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Balanced supply-demand points to continued market stability in September xxxx.
Entering September xxxx, the lithium carbonate market looks noticeably steadier than the whipsaw moves seen in mid-August. On the supply side, China’s lithium carbonate output set a fresh monthly record in August, cushioning the impact of a temporary mining pause at the key Jiangxi project. On the demand side, China’s EV penetration remains structurally high, while the US is experiencing a near-term pull-forward in EV purchases ahead of the late-September incentive change. Meanwhile, Washington’s tariff architecture on Chinese EVs, batteries, and critical minerals like lithium carbonate remains intact through some product exclusion, just received a...
