8月份碳酸锂价格为每吨71000元人民币,保持了6月2日60200元人民币的四年低点的大部分反弹,因为企业发展和政府监管将缓解供应过剩的担忧。中国主要生产商臧格矿业表示,由于缺乏文件,当局下令其停止活动,根据该矿商的指导,今年将清除11000吨碳酸盐。此外,中国内阁承诺对电动汽车行业的竞争进行监管,这是其应对通缩风险的众多改革之一,旨在提高电池制造商的利润率。这是因为中国、印度尼西亚和刚果民主共和国的锂产量增加继续给销售竞争带来压力,国际能源署的估计表明,去年锂供应激增了35%。由于矿商不愿关闭业务以保留市场份额以及与政府和电池生产商的业务关系,产量将继续上升。
Lithium carbonate prices were at CNY 71,000 per tonne in August, holding most of the rebound from the four-year low of CNY 60,200 on June 2nd as corporate developments and government regulation were set to soften oversupply concerns. Major Chinese producer Zangge Mining said it was ordered by authorities to halt activity due to lack of documentation, set to remove 11,000 tons of carbonate this year according to the miner's guidance. Also, China's cabinet pledged to regulate competition in the electric vehicle industry in one of its many overhauls to tackle deflationary risks, improving margins for battery manufacturers. This is as higher lithium output in China, Indonesia, and the DR Congo continued to pressure selling competition, with estimates from the IEA indicating that lithium supply surged 35% last year. Output is set to continue rising since miners refrain from closing operations to retain market share and business relationships with governments and battery producers.