Lithium carbonate prices fell to CNY 78,350 per tonne, dropping from the one-year high of CNY 87,100 on August 19th as market reconsidered the magnitude of supply cuts out of China. Prices had surged ver 40% since the start of the third quarter after the world's top battery producer, CATL, suspended activity in its Jianxiawo mine after failing to extend a key mining permit. The mine is responsible for around 5% of global supply. In addition to removal of the mine's supply, the move supported the possibility that the Chinese government would further its overhaul to cut capacity in oversupplied sectors and combat producer deflation. Still, carbonate inventories in China rose by more than 30% to 150 thousand tonnes as of May, as competition for market share drove firms to ignore low output prices. Further, uncertainty on whether Beijing will stick to aggressive capacity cuts for lithium following potential initial moves also pared the third-quarter's rally.
Lithium fell to 74,992.50 CNY/T on September 5, 2025, down 1.21% from the previous day. Over the past month, Lithium's price has risen 5.70%, and is up 3.44% compared to the same time last year, according to trading on a contract for difference (CFD) that tracks the benchmark market for this commodity. Historically, Lithium reached an all time high of 5750000 in December of 2022. Lithium - data, forecasts, historical chart - was last updated on September 6 of 2025.
Lithium fell to 74,992.50 CNY/T on September 5, 2025, down 1.21% from the previous day. Over the past month, Lithium's price has risen 5.70%, and is up 3.44% compared to the same time last year, according to trading on a contract for difference (CFD) that tracks the benchmark market for this commodity. Lithium is expected to trade at 75899.91 CNY/T by the end of this quarter, according to Trading Economics global macro models and analysts expectations. Looking forward, we estimate it to trade at 78689.63 in 12 months time.