Higher Lithium Prices Likely in April on Production Disruptions -- Market Talk

Dow Jones03-30

0641 GMT - Lithium prices could rise in April on production disruptions, Daiwa Capital Markets analysts say in a research report. Exports from Zimbabwe remain suspended at end-March after its decision last month to impose a lithium concentrate export ban, the analysts say. Given falling lithium inventories in China, lithium prices could rise in April if output from Zimbabwe remains low. The brokerage lifts its 2026 global lithium average selling price to CNY120,000-CNY150,000 per ton from CNY75,000-CNY90,000 per ton. It raises ratings on Ganfeng Lithium's H- and A-shares to outperform from underperform and target prices to HK$85.00 from HK$53.00 and to CNY90.00 from CNY65.00, respectively. It raises Tianqi Lithium's A-share rating to outperform from sell and target price to CNY66.00 from CNY50.00. (ronnie.harui@wsj.com)

(END) Dow Jones Newswires

March 30, 2026 02:41 ET (06:41 GMT)

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The brokerage lifts its 2026 global lithium average selling price to CNY120,000-CNY150,000 per ton from CNY75,000-CNY90,000 per ton. It raises ratings on <a href=\"https://laohu8.com/S/GNENF\">Ganfeng Lithium</a>'s H- and A-shares to outperform from underperform and target prices to HK$85.00 from HK$53.00 and to CNY90.00 from CNY65.00, respectively. It raises <a href=\"https://laohu8.com/S/TQLCF\">Tianqi Lithium</a>'s A-share rating to outperform from sell and target price to CNY66.00 from CNY50.00. (ronnie.harui@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  March 30, 2026 02:41 ET (06:41 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Higher Lithium Prices Likely in April on Production Disruptions -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHigher Lithium Prices Likely in April on Production Disruptions -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-03-30 14:41</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0641 GMT - Lithium prices could rise in April on production disruptions, Daiwa Capital Markets analysts say in a research report. Exports from Zimbabwe remain suspended at end-March after its decision last month to impose a lithium concentrate export ban, the analysts say. Given falling lithium inventories in China, lithium prices could rise in April if output from Zimbabwe remains low. The brokerage lifts its 2026 global lithium average selling price to CNY120,000-CNY150,000 per ton from CNY75,000-CNY90,000 per ton. It raises ratings on <a href=\"https://laohu8.com/S/GNENF\">Ganfeng Lithium</a>'s H- and A-shares to outperform from underperform and target prices to HK$85.00 from HK$53.00 and to CNY90.00 from CNY65.00, respectively. It raises <a href=\"https://laohu8.com/S/TQLCF\">Tianqi Lithium</a>'s A-share rating to outperform from sell and target price to CNY66.00 from CNY50.00. (ronnie.harui@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  March 30, 2026 02:41 ET (06:41 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"SGXZ81163826.USD","symbol_name":"UNITED CHINA A-SHARES INNOVATION \"A\" (USD) ACC","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2623399205","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2623399205","pubTimestamp":1774852860,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"0641 GMT - Lithium prices could rise in April on production disruptions, Daiwa Capital Markets analysts say in a research report. Exports from Zimbabwe remain suspended at end-March after its decision last month to impose a lithium concentrate export ban, the analysts say. Given falling lithium inventories in China, lithium prices could rise in April if output from Zimbabwe remains low. The brokerage lifts its 2026 global lithium average selling price to CNY120,000-CNY150,000 per ton from CNY75,000-CNY90,000 per ton. It raises ratings on Ganfeng Lithium's H- and A-shares to outperform from underperform and target prices to HK$85.00 from HK$53.00 and to CNY90.00 from CNY65.00, respectively. It raises Tianqi Lithium's A-share rating to outperform from sell and target price to CNY66.00 from CNY50.00. 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Exports from Zimbabwe remain suspended at end-March after its decision last month to impose a lithium concentrate export ban, the analysts say. Given falling lithium inventories in China, lithium prices could rise in April if output from Zimbabwe remains low. The brokerage lifts its 2026 global lithium average selling price to CNY120,000-CNY150,000 per ton from CNY75,000-CNY90,000 per ton. It raises ratings on Ganfeng Lithium's H- and A-shares to outperform from underperform and target prices to HK$85.00 from HK$53.00 and to CNY90.00 from CNY65.00, respectively. It raises Tianqi Lithium's A-share rating to outperform from sell and target price to CNY66.00 from CNY50.00. 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