The Lithium Branch of the China Nonferrous Metals Industry Association announced the operation of the lithium industry in November 2025. In November 2025, the price of lithium carbonate futures gradually increased, and the fluctuation gradually increased. The performance of lithium companies has rebounded in the third quarter, and the market is optimistic about future lithium prices. On the supply side, market inventories are gradually being removed at an accelerated pace, and news about lithium ore under the Ningde Era is still disturbing. Lithium salt production fell slightly, spodumene lithium production increased slightly, and lithium production from lithium mica fell slightly. On the demand side, new energy vehicles grabbed sales before subsidies declined, and energy storage performance was impressive.

The Lithium Branch of the China Nonferrous Metals Industry Association announced the operation of the lithium industry in November 2025. In November 2025, the price of lithium carbonate futures gradually increased, and the fluctuation gradually increased. The performance of lithium companies has rebounded in the third quarter, and the market is optimistic about future lithium prices. On the supply side, market inventories are gradually being removed at an accelerated pace, and news about lithium ore under the Ningde Era is still disturbing. Lithium salt production fell slightly, spodumene lithium production increased slightly, and lithium production from lithium mica fell slightly. On the demand side, new energy vehicles grabbed sales before subsidies declined, and energy storage performance was impressive.