Sharp pullback! What’s going on with lithium carbonate?

Catalytic flameout

Gelonghui FinanceJun 6 18:08

Tianqi Lithium Calls 2026 EGM to Revamp Capital Structure and Governance Framework

TipRanksJun 5 19:39

Hong Kong Market Movers | Lithium mining stocks decline again; Tianqi Lithium (09696.HK) and Ganfeng Lithium (01772.HK) have each fallen over 30% in the past month

Lithium mining stocks declined again, with Tianqi Lithium (09696) and Ganfeng Lithium (01772) both falling by more than 30% over the past month.

Zhitong FinanceJun 5 14:59

J.P. Morgan Sticks to Their Hold Rating for Tianqi Lithium Corp. Class H (9696)

TipRanksJun 5 08:26 · Ratings

Guojin Securities: Lithium battery production schedules remain at elevated levels in June

Guojin Securities' research report stated that lithium battery production schedules in June remained at a high level of activity, with month-over-month growth of 1%–6% and year-over-year growth of 49%–66%. From January to June 2026, cumulative scheduled production for batteries/cathodes/anodes/separators/electrolytes is projected to increase year-over-year by 46%/49%/47%/53%/59%, respectively, with both electrolytes and batteries exceeding 60% year-over-year growth. Overall, lithium battery supply chain production in June continued to grow from the already elevated base established after the significant rebound in May, shifting in the short term from rapid acceleration to steady high-level output—reflecting sustained downstream demand resilience and persistently strong industry sentiment. In May, prices across the lithium battery supply chain continued to exhibit structural divergence, with

Gelonghui FinanceJun 5 07:45

JPMorgan: Lithium stocks skewed to the downside on risks; maintains 'neutral' ratings on Tianqi Lithium (09696.HK) and Ganfeng Lithium (01772.HK)

JPMorgan published a report stating that lithium carbonate futures fell by 4% on June 3 to RMB 167,000 per tonne, while Chinese lithium stocks declined between 0% and 2%. Market sentiment weakened amid record-high lithium carbonate warehouse warrants on the Guangzhou Futures Exchange. The report noted that although downstream demand remains solid, the firm has revised upward its earnings forecasts for Tianqi Lithium (09696.HK) and Ganfeng Lithium (01772.HK) for 2026–2028, based on higher long-term lithium price assumptions and expectations of improved profit margins in lithium compounds and battery businesses. However, it expects sentiment in both commodity and equity markets to remain difficult to reverse in the near term. Market concerns persist regarding the lithium supply-demand balance.

AASTOCKSJun 4 16:22