Macroeconomics 1. [US Tariffs] On July 21 (local time), US President Trump announced via social media that all generic drugs imported into the US would continue

Price trends According to the Commodity Market Analysis System of SunSirs, the price of premium-grade power-type ferrous lithium phosphate (LFP) stood at 59,000 RMB/ton as of

Analysts said that from the supply side, overseas constraints have not been fully lifted, and the weak traditional demand in the current quarter has exerted

The price of lithium carbonate futures in China has gradually become a pricing benchmark for international trade and a "barometer" of global trade. After lithium

I. Full Context of the Event: Chuanfa Longmang Terminates New Project Amidst Converging Operational Challenges and Industry Bubble 1. Project Timeline In October 2023, Chuanfa Longmang’s board

Price trend According to the Commodity Market Analysis System of SunSirs, as of June 23, the price of premium-grade power-type ferrous lithium phosphate (LFP) stood at

As of June 22, the upward price trend for Lithium Iron Phosphate (LFP) has persisted throughout the year, with spot prices nearly doubling compared to

Price Trends According to the Commodity Market Analysis System of SunSirs, as of June 12, the price of premium-grade power-type ferrous lithium phosphate (LFP) stood at

Shanghai, June 10 (Xinhua Finance): A piece of information regarding Ningde Times' land use procedures for the Jixiwo lithium mine has sparked abnormal movements in

Macroeconomics 1. [PPI] National Bureau of Statistics: In May 2026, China's producer prices for industrial products rose by 3.9% year-on-year and 0.5% month-on-month. Purchase prices for

According to the China Chemical Industry News, the domestic lithium iron phosphate (LFP) industry has recently embarked on a new wave of capacity expansion. Companies

Orders for lithium iron phosphate (LFP) have surged, driving prices to double in less than a year, reaching 60,000 RMB/ton. The LFP market has recently

According to CCTV Finance, the scale and growth rate of China’s energy storage product exports have been impressive so far this year. Customs data shows

In April 2026, the domestic lithium iron phosphate market exhibited a trend characterized by ‘volatility at high levels, an upward shift in the price centre,

Data indicates that in the first quarter of 2026, shipments of energy storage lithium batteries in China reached 215 GWh, representing a year-on-year increase of

Xinhua Finance in Shanghai, April 22: In the first quarter, Tianqi Lithium's profit is expected to increase by 18 times, Hengtai Lithium's and Zangge Mining's

China's battery manufacturing industry has surged ahead globally, and metallic lithium is an indispensable material. It is known as the "white oil" for electric vehicle

In recent years, lithium-ion batteries have seen widespread application in new energy vehicles, consumer electronics, and energy storage. Industrial clusters are primarily concentrated in the

Based on a baseline scenario of steady progress in the energy transition, existing lithium supply projects are unlikely to meet demand by the mid-2030s, highlighting