Lithium mining stocks declined during the morning session. At the time of writing, Ganfeng Lithium Group Co., Ltd. (01772) dropped 7.54% to HK$61.35, while Tianqi Lithium Corporation (09696) fell 5.47% to HK$43.88. The decline followed a 13% drop, hitting the lower limit, for the main lithium carbonate futures contract in early trading on March 3, with the price reaching 150,860 yuan per ton. Huatai Futures suggested that the recent rise in lithium carbonate prices was primarily driven by developments related to a lithium mine incident in Zimbabwe, combined with accelerated inventory reduction downstream, which strengthened market sentiment and led to volatile high prices. However, the actual impact of this incident on supply and demand remains to be seen. There is also some uncertainty regarding the future release of demand from energy storage projects.
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