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Will a fall, or close to the end, a sharp rise in lithium carbonate futures across the board put an end to a war?
① Amid a one-sided decline that continued for many days, the lithium carbonate futures contract rose and stopped strongly across the board on December 7. ② According to the industry's price forecast for lithium carbonate in the 80,000-100,000 yuan range next year, the declining trend in lithium carbonate futures may be close to the end. ③ If the warehouse receipt registered by the short position is far lower than the position volume, there is a high probability that it will be rolled out close to the delivery month.
Domestic Firms Top EV Battery Installations
With the electric vehicle battery installation growing globally despite a slowdown in EV sales, Chinese battery makers have gained a larger footprint in the sector in the first ten months of this year.
Lithium carbonate futures are about to enter the first delivery month. The maximum volume of standard warehouse receipts for designated delivery warehouses is 3150 tons, and the daily delivery speed is 210 tons/day
Yesterday, the main contract for lithium carbonate futures opened low again in early trading. At one point in the intraday period, it fell below the 90,000 yuan mark, down nearly 40% from the same period last month, hitting a new low since this type of futures was listed.
Heatmap: Soda ash and lithium carbonate rose and stopped today! What is the relationship between the two?
Do you know about how many units of soda ash are needed to produce 1 unit of lithium carbonate?
Surge in Lithium Stocks Raise Hope Rout in EV Metal Almost Done
A sudden jump in the share prices of Chinese lithium producers is spurring optimism that a rout in the electric vehicle battery metal may be coming to an end.
Express News | The Ministry of Industry and Information Technology publicly solicited comments on the “Guidelines for Building a Comprehensive Standardization System for Lithium Ion Batteries (2023 Edition)” (Draft for Comments)
Are the bears fighting more and more brave? Lithium carbonate futures are once again at a standstill, inventory or insufficient position delivery
Today, lithium carbonate futures contracts continued to decline. The main contract, LC 2401, closed at 93,050 yuan/ton, continuing to hit a new low since listing. As the first delivery date for lithium carbonate futures approaches, the main contract holdings bucked the trend, but there was no support from spot prices.
The tonnage price of lithium carbonate futures fell to a halt again! Some people are happy, others are worried, and many industrial chain companies have responded
Following yesterday (December 4), the main lithium carbonate contract hit a standstill, closing at 6.95% to 96350 yuan/ton, the lithium carbonate futures price fell to a halt again today (December 5). The closing price of the same day was 93,050 yuan/ton, a daily decrease of 7%.
The capacity and stability of flexible sodium-ion batteries have been improved! New technology can prevent electrolyte salinization...
① Sodium-ion batteries are a promising alternative to lithium-ion batteries; ② novel hydrogel electrolytes can prevent salinization; ③ batteries have better stability and larger capacity.
Fall to a halt! The tonnage price of lithium carbonate futures fell below 100,000 yuan. When will “Uncle Lithium” return?
The main lithium carbonate futures contract fell below the 100,000 yuan/ton mark.
Is it expected to become a new generation of solid electrolytes? The key is the microstructure of the new synthetic material
① The latest synthetic materials have the potential to become next-generation battery electrolytes; ② This material is inspired by the unique microstructure of the Eastern bluebird (a type of North American thrush) feather; ③ It is easy to produce, expandable, and strong.
Lithium Carbonate Futures Report 12.4: Falling below the 100,000 mark, lithium carbonate has not yet bottomed out!
The Jinshi Futures App launched a special report on lithium carbonate futures, focusing on tracking the relevant data, fundamentals and future performance of the lithium carbonate futures market.
New group standards for sodium batteries released next year, or there may be new breakthroughs in the field of energy storage | Industry News
Financial News Agency, December 3 (Reporters Zeng Chuchu and Li Zijian) Although the decline in lithium prices in the first half of the year had an impact on the industrialization process, the development of the sodium battery industry chain and breakthroughs in application projects all foreshadowed its market potential.
Behind the sharp decline of nearly 60% in lithium carbonate: the total market value of the A-share lithium mine duo evaporated to a maximum of 400 billion dollars, and the stock price pressed the “slow down button” or “brake” ahead of schedule
① The largest fall of nearly 60% since the main futures contract for lithium carbonate futures was listed. The cumulative total market value of Tianqi Lithium and Ganfeng Lithium evaporated to a total of about 400 billion yuan, but the stock price decline in the fourth quarter slowed significantly compared to the decline in lithium prices; ② Over 10 listed companies, including Yahua Group and Salt Lake Co., Ltd., responded intensively to the current business situation and countermeasures this week. ③ Approaching the “circle of life and death” of 100,000, integrated enterprises such as Yongxing Materials and Tianqi Lithium are still profitable.
Lithium carbonate futures fell below record lows! Will spot trading clear the price below 100,000 next year?
Lithium carbonate futures “continue to fall”. The lithium carbonate futures LC2401 closed today at 10,8850 yuan/ton, a new low since listing. The average price of spot electricity and carbon was reported at 134,000 yuan/ton, a new low this year. This decline may continue. According to Zhang Xiaofei, chairman of Gaogong Lithium Battery, predicted that lithium carbonate may fall to 100,000 yuan/ton in the second half of 2024.
CITIC Securities: Lithium prices are expected to fall below 100,000 yuan/ton in 2024. Focus on industry mergers and acquisitions integration trends
The Zhitong Finance app learned that CITIC Securities released a research report saying that in the third quarter of 2023, the continued decline in lithium prices triggered South American salt lake lithium companies to lower their operating guidelines.
[Futures Hot Spot Tracking]] Lithium salt plants continue to accumulate lithium carbonate and open sharply lower
A number of agencies said that the global supply and demand of lithium carbonate will be nearly 200,000 tons next year. Under pessimism, lithium carbonate futures are likely to fall below the 100,000 yuan/ton mark.
The price of lithium batteries fell to the biggest drop in 2018. What are the differences behind this sharp decline?
The average battery pack price fell to $139 per kilowatt-hour this year, down 14% from $161 in 2022.
Is the beginning of a “major shock” in the battery industry? Giants at home and abroad have joined the market, and the era of sodium electricity will begin
① Sodium is cheaper than lithium, which currently dominates batteries, and has much more reserves; ② Sodium batteries are more suitable for low-end, short-range vehicles, or grid energy storage; ③ Some data shows that by 2035, sodium will replace about 272,000 tons of lithium demand. If lithium supply does not meet demand, the substitution effect will expand further to more than 1 million tons.
Lithium battery surplus warning comes true, companies compete for new technology and overseas racetracks, and capacity utilization is expected to pick up next year｜Direct attack on Gaogong Lithium Battery Annual Meeting
From materials to batteries, the domestic lithium battery market is “rolling” like crazy. When will it turn a corner and become the focus of the industry.