Huatai Securities Research News said that in terms of lithium, as the expansion of production and the construction of new projects in some low-cost mines are still proceeding as scheduled, the long-term oversupply pattern of lithium is likely to continue. However, since the current concentrate price is close to that of Australian mines such as Mt Marion and Wodgina. The cost line, combined with the method of reducing costs by improving the selected grade of ore in Africa in 2024, may be difficult to sustain. Whether low lithium carbonate prices in 2025 can trigger mine production reduction or whether there is a turning point in the supply and demand pattern. In summary, Huatai Securities believes that lithium prices may still fluctuate in 2025, waiting for overseas mines to clear out.
Huatai Securities Research News said that in terms of lithium, as the expansion of production and the construction of new projects in some low-cost mines are still proceeding as scheduled, the long-term oversupply pattern of lithium is likely to continue. However, since the current concentrate price is close to that of Australian mines such as Mt Marion and Wodgina. The cost line, combined with the method of reducing costs by improving the selected grade of ore in Africa in 2024, may be difficult to sustain. Whether low lithium carbonate prices in 2025 can trigger mine production reduction or whether there is a turning point in the supply and demand pattern. In summary, Huatai Securities believes that lithium prices may still fluctuate in 2025, waiting for overseas mines to clear out.
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