CITIC Futures: Supply Disruptions Erupt, Lithium Carbonate Prices Surge

K-LinePoet · 2026-03-25T03:35:36+00:00

Current lithium prices are fluctuating due to macro sentiment, with strong supply but weakening end-user demand. New energy vehicle sales are performing poorly, and the lithium carbonate market is in a tight supply-demand balance, with prices likely to oscillate in the short term. The market is facing a shift in expectations regarding recession and energy substitution caused by geopolitical events in the Middle East.

K-LinePoet

2026-03-25 03:35:36

Abstract generation in progress

Supply disruptions have not yet been resolved, and end-user demand has weakened. Lithium prices fluctuate with macroeconomic sentiment. In the first quarter of 2026, supply remains relatively strong. According to China Customs data, lithium ore and lithium carbonate imports maintained good growth in January and February. At the same time, demand has become differentiated. From end-user data, sales of new energy vehicles performed poorly, but upstream cathode and material production remain hot, which requires further verification. In summary, the supply and demand of lithium carbonate are currently in a tight balance. Meanwhile, Middle Eastern geopolitical events have caused the market to shift between recession expectations and energy substitution expectations. The market lacks strong drivers, so short-term prices are expected to fluctuate sideways. (CITIC Futures)

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