Futures Hotspot Tracking

Lithium carbonate futures continued to weaken, falling nearly 7%. With expectations of production resumption resurfacing, institutional perspectives suggest that in the short term, due to the suppression by warehouse receipts and anticipated production resumption at Jianxiawo, prices remain under pressure. However, fundamentally, the sector is still in a destocking phase, and current market trends appear somewhat detached from the fundamentals. Moreover, resumption of production has not been fully confirmed.