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اقتصاد| الجزيرة نت
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اقتصاد

2026-09-08T19:42:27.000Z

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Lithium Inventory Rise Hits China Markets

The lithium market experienced sharp volatility following an unexpected surge in its stockpiles in China, attributed to a change in the methodology used to calculate the data. Estimates increased by more than 120%, from 78,800 tons to 175,000 tons. This correction led to a decline in lithium carbonate prices of over 14% over three days, before some of the losses were recovered. The adjustments, which involved expanding the sample of producers and altering evaluation methods, created a state of uncertainty regarding the actual level of inventories and future demand. This has prompted companies to consider adopting more diverse pricing mechanisms and has raised warnings of a potential oversupply, especially as new factory licensing has been temporarily halted to review production capacity in China’s energy storage sector.

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