Everbright Futures: Under the energy substitution logic, lithium carbonate continues to rise

K-LinePoet · 2026-04-01T22:52:21+00:00

Last weekend, the US-Israel conflict intensified, and the US is considering deploying an additional 10,000 ground troops, driving the energy sector higher. Lithium carbonate prices rose by over 5%. Short-term price increases may slow down spot trading, but medium- to long-term prices remain bullish. Amid geopolitical risks, focus on energy transition.

K-LinePoet

2026-04-01 22:52:21

Abstract generation in progress

Last weekend, the conflict between the U.S. and Iran further intensified. The latest remarks from U.S. Department of Defense officials said the Pentagon is considering sending up to 10,000 additional ground troops to the Middle East, thereby giving U.S. President Donald Trump more military options. Against the backdrop of rising geopolitical tensions, the energy sector continued to strengthen on Monday. At the same time, lithium carbonate in new energy metals also recorded gains, with the biggest intraday increase exceeding 5%. Judging from the current spot buying and selling pace and inventory pace, if prices strengthen rapidly in the short term, the spot pace may slow down, which would to a certain extent cause a divergence between the spot and futures markets. However, in the medium to long term, the trend of the price center of gravity moving upward would likely remain unchanged. Meanwhile, amid current geopolitical risk disruptions, focus on the long-term narrative around the energy transition. (Everbright Futures)

View Original

This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.

1 Likes