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<Research>Daiwa Predicts Lithium Prices Unlikely to Rise Further in Early-2026
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The lithium mine located in Jianxiawo, Yichun lithium, under CATL (03750.HK) might resume production around the Lunar New Year (LNY), Daiwa issued a research report saying. Although the market has already anticipated an increase in CATL's lithium output next year, the broker estimated that the current lithium futures prices will only reflect the short-term improving supply-demand balance. Considering the increase in lithium supply in 1H26 and the potential QoQ decline in 1Q26 demand, Daiwa believed that lithium prices will be unlikely to rise further early next year. AASTOCKS Financial News Website: www.aastocks.com |
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