Galaxy Futures: Supply Disruptions Fuel Support for Lithium Carbonate Prices Remaining High

K-LinePoet · 2026-03-30T19:18:21+00:00

The latest April production schedule data shows that battery factories increased by 3-4% month-on-month, cathode material factories grew by 1.1% month-on-month, and demand has slightly increased. If there are no energy issues caused by the Middle East and no export bans on Zimbabwe, domestic output should see a significant increase and shift toward inventory accumulation. However, due to concerns about supply-side disruptions, there may be early stockpiling of minerals, providing support below. The upside potential depends on how the supply issues develop and whether funds can re-enter the market. We have observed that in the past two trading days, lithium carbonate positions have increased by nearly 10%. Currently, the long-term logic remains bullish, and funds returning to the non-ferrous metals sector are also favoring lithium carbonate. Therefore, we believe a bullish outlook is appropriate. (Galaxy Futures)

K-LinePoet

2026-03-30 19:18:21

April’s latest production scheduling data shows that battery manufacturers grew 3–4% month-over-month, cathode material manufacturers grew 1.1% month-over-month, and demand increased slightly. If there were no energy issues caused by the Middle East and no ban on Zimbabwean exports, domestic output would have increased significantly and should shift toward stockpiling. However, due to concerns about disruptions on the supply side, there may be a phenomenon of miners being stockpiled earlier than usual. Therefore, there is support below, and the upside space depends on how supply issues develop and whether capital can return to the market. We have observed that over the past two trading days, lithium carbonate positions increased by nearly 10%. At present, the long-term logic still leans bullish. Since funds returning to the base-metals sector also most prefer lithium carbonate, we believe a bullish approach should be taken. (Galaxy Futures)

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