Global Trend Radar
Oil Price US energy 2026-06-26 04:00

リチウム価格が急落、CATLの供給増加に備えるトレーダーたち

原題: Lithium Prices Tumble As Traders Brace For CATL Supply Surge

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分析結果

カテゴリ
エネルギー
重要度
52
トレンドスコア
13
要約
リチウム価格が急落しており、トレーダーたちは中国のCATL(寧徳時代新能源科技)の供給増加に備えています。CATLはリチウムイオン電池の主要メーカーであり、供給の増加が市場に影響を与えると見込まれています。この動きは、リチウム市場の需給バランスに変化をもたらす可能性があり、トレーダーたちは今後の価格動向に注目しています。
キーワード
Lithium carbonate futures in China fell ~10% over two trading sessions, dropping to a 10-week low of approximately 157,000 yuan ($23,175) per tonne on Tuesday following market speculation that China’s EV battery giant, Contemporary Amperex Technology Co. (CATL), may soon restart its massive Jianxiawo mine. Reports from authorities in Jiangxi Province show that CATL’s Jianxiawo lithium mine in Yichun passed a preliminary land pre-review and site selection, with the Jiangxi Provincial Department of Natural Resources issuing a "Project… Lithium carbonate futures in China fell ~10% over two trading sessions, dropping to a 10-week low of approximately 157,000 yuan ($23,175) per tonne on Tuesday following market speculation that China’s EV battery giant, Contemporary Amperex Technology Co. (CATL), may soon restart its massive Jianxiawo mine. Reports from authorities in Jiangxi Province show that CATL’s Jianxiawo lithium mine in Yichun passed a preliminary land pre-review and site selection, with the Jiangxi Provincial Department of Natural Resources issuing a "Project…