CATL mine shutdown threatens to flip lithium market into deficit

Mining08-14

Uncertainty over Contemporary Amperex Technology’s (CATL) Jianxiawo lithium mine is threatening to tighten global supply into 2027, even as speculation over its restart fuels sharp price swings that ...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/2659128929?lang=en_US&edition=fundamental","thumbnail":"https://www.mining.com/wp-content/uploads/2024/09/Contemporary-Amperex-Technology-Co.jpeg","is_english":true,"pubTime":"2026-08-14 04:08","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2659128929","market":"us","top_or_hot":-1,"title":"CATL mine shutdown threatens to flip lithium market into deficit","media":"Mining","content":"<div>\n<p>Uncertainty over Contemporary Amperex Technology’s (CATL) Jianxiawo lithium mine is threatening to tighten global supply into 2027, even as speculation over its restart fuels sharp price swings that ...</p>\n\n<a href=\"https://www.mining.com/catl-mine-shutdown-threatens-to-flip-lithium-market-into-deficit/\">Source Link</a>\n\n</div>\n","source":"mining_highlight","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>CATL mine shutdown threatens to flip lithium market into deficit</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\">\nCATL mine shutdown threatens to flip lithium market into deficit\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-08-14 04:08 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.mining.com/catl-mine-shutdown-threatens-to-flip-lithium-market-into-deficit/><strong>Mining</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Uncertainty over Contemporary Amperex Technology’s (CATL) Jianxiawo lithium mine is threatening to tighten global supply into 2027, even as speculation over its restart fuels sharp price swings that ...</p>\n\n<a href=\"https://www.mining.com/catl-mine-shutdown-threatens-to-flip-lithium-market-into-deficit/\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU1861214812.USD","symbol_name":"Blackrock Future of Transport A2 USD","start_time":0,"source_url":"https://www.mining.com/catl-mine-shutdown-threatens-to-flip-lithium-market-into-deficit/","article_id":"2659128929","we_media_id":null,"thumbnails":["https://www.mining.com/wp-content/uploads/2024/09/Contemporary-Amperex-Technology-Co.jpeg"],"rights":{"source":"mining_highlight","url":"https://www.mining.com/catl-mine-shutdown-threatens-to-flip-lithium-market-into-deficit/","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2659128929","pubTimestamp":1786651680,"columns":[],"sourceInfo":{"source_id":"mining_highlight","name":"MINING.COM"},"weMediaInfo":null,"summary":"Uncertainty over Contemporary Amperex Technology’s (CATL) Jianxiawo lithium mine is threatening to tighten global supply…","collect":0,"end_time":0,"defaultTopTitle":"mining.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"LU1861214812.USD":"Blackrock Future of Transport A2 USD","BK4545":"锂电池","TSLP":"TSLA收益溢价策略ETF-Kurv","07766":"南方两倍做多特斯拉","TSLQ":"2倍做空TSLA ETF-Tradr","ZSB":"USCF SUSTAINABLE BATTERY METALS STRATEGY FUND","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","TSLR":"2倍做多TSLA ETF-GraniteShares","VAW":"Vanguard Materials ETF","TESL":"Simplify Volt TSLA Revolution ETF","ZSC":"USCF SUSTAINABLE COMMODITY STRATEGY FUND","TSLS":"1倍做空TSLA ETF-Direxion","ILIT":"iShares Lithium Miners and Producers ETF","ALB":"美国雅保","BK4109":"特种化学制品","TEST":"YieldMax TSLA Performance & Distribution Target 25 ETF","LIMI":"Themes Lithium & Battery Metal Miners ETF","TSLT":"2倍做多TSLA ETF-T-Rex","BK4588":"碎股","TSLW":"TSLA周配息ETF-Roundhill","LU1244550494.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) ACC","TSII":"REX TSLA Growth & Income ETF","LU0823414551.USD":"BNP PARIBAS ENERGY TRANSITION \"C\" (USD) INC","LIT":"Global X Lithium & Battery Tech ETF","TSLY":"TSLA期权收益策略ETF-YieldMax","TSDD":"2倍做空TSLA ETF-GraniteShares","TLA":"GraniteShares Autocallable TSLA ETF","TSL":"1.25倍做多TSLA ETF-GraniteShares","ELOL":"Leverage Shares 100% TSLA and 100% SPCX Daily ETF","09766":"南方两倍做多特斯拉-U","TSLO":"2倍上限加速TSLA ETF-Leverage Shares","TSLZ":"2倍做空TSLA ETF-T-Rex","LU1244550221.USD":"FRANKLIN GLOBAL MULTI-ASSET  INCOME \"A\" (USDHEDGED) INC (M)","ALBG":"Leverage Shares 2X Long ALB Daily ETF","REMX":"VanEck Rare Earth and Strategic Metals ETF","LU1974910355.USD":"Allianz Thematica Cl AMg DIS USD","CRSH":"做空TSLA 期权收益策略ETF-YieldMax","TSLG":"2倍做多TSLA ETF-Leverage Shares","TSYY":"收益增强TSLA ETF-GraniteShares","LU1244550577.SGD":"FTIF - Franklin Global Multi-Asset Income A (Mdis) SGD-H1","IDRV":"iShares Self-Driving EV and Tech ETF","09366":"南方两倍做空特斯拉-U","SETM":"Sprott Critical Materials ETF","07366":"南方两倍做空特斯拉","LU2023250504.SGD":"Allianz Thematica Cl AMg DIS H2-SGD","FXZ":"First Trust Materials AlphaDEX Fund","TSLI":"2倍做多TSLA ETF-ProShares","TSLL":"2倍做多TSLA ETF-Direxion","LITP":"SPROTT LITHIUM MINERS ETF","LU2048586759.USD":"ALLIANZ SMART ENERGY \"AT\" (USD) ACC"},"translate_title":"宁德时代矿山关闭可能导致锂市场陷入赤字","themeId":null,"isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/29bc066ee1224146828abd1433e4a8de","symbols_score_info":{"07766":0.6,"TSL":1.5,"TSLQ":0.6,"LIMI":0.6,"REMX":0.6,"IDRV":0.6,"09366":0.6,"SETM":0.6,"TSLT":0.6,"07366":0.6,"TSII":0.6,"TSLR":0.6,"ALBG":0.6,"09766":0.6,"TSLL":0.6,"TSLS":0.6,"TSDD":0.6,"CRSH":0.6,"LITP":0.6,"ALB":1,"FXZ":1.5,"TSLO":0.6,"LIT":0.6,"ELOL":0.6,"ZSB":1.5,"TESL":0.6,"TSLG":0.6,"ILIT":0.6,"TSLY":0.6,"TEST":0.6,"VAW":1.5,"ZSC":1.5,"TSLP":0.6,"TSLZ":0.6,"TSLW":0.6,"TSLI":0.6,"TLA":0.6,"TSYY":0.6},"content_text":"Uncertainty over Contemporary Amperex Technology’s (CATL) Jianxiawo lithium mine is threatening to tighten global supply into 2027, even as speculation over its restart fuels sharp price swings that some analysts say are obscuring strengthening demand fundamentals.\nBenchmark Mineral Intelligence estimates a prolonged shutdown could put about 60,000 tonnes of lithium carbonate equivalent (LCE) supply at risk in China’s Jiangxi province. CATL suspended Jianxiawo in August 2025 after its mining licence expired. \nThe Chinese battery maker secured a safety production permit on June 29, clearing a key regulatory hurdle towards restarting the mine after a nearly year-long suspension, but operations have yet to resume. Benchmark’s base case, which assumed Jianxiawo would restart shortly after Lunar New Year in February, is therefore already outdated. The analysts warned that a later restart could materially reduce expected 2026 output from the operation, which accounts for about 4% of global supply.\nDoubts around the future of global lithium supply comes after prices for the white metal have fallen nearly 30% since May amid rumours and unverified reports about Jianxiawo’s return. \nThe most-active lithium carbonate contract on the Guangzhou Futures Exchange (GFEX) dropped 9% over two days in June after reports of a preliminary government land assessment fuelled restart bets. It then gained as much as 3% last Friday after local media reported the operation remained shut and was still awaiting environmental approval.\nThe delayed restart adds to other potential supply constraints. Zimbabwe, which accounts for just under 10% of mined lithium production, is preparing to ban lithium concentrate exports from Jan. 1.\n“A notable portion of global concentrate supply could be trapped in Zimbabwe,” CRU Group analyst Cameron Hughes told Bloomberg News.\nSupply squeeze\nJianxiawo has become a dominant influence on lithium trading just as demand from battery storage and improving electric-vehicle sales is beginning to reshape a market battered by oversupply since the price boom faded in 2022. Albemarle (NYSE: ALB), the world’s top lithium producer, described stationary-storage demand as “off the charts” during an earnings call last week, while Chinese automaker and battery producer BYD has struggled to satisfy demand for its second-generation blade batteries while increasing production.\nLithium carbonate futures began trading on GFEX in 2023, providing producers and buyers with another way to hedge risk while increasing transparency in Chinese lithium pricing. Open interest and trading volumes have since surged to records, but repeated price swings have forced the exchange to cap new positions or raise trading fees.\n\n\n\n\n(Courtesy of Benchmark Minerals Intelligence.)\n\nSome market participants argue Jianxiawo is attracting disproportionate attention, particularly among retail traders, while other fundamentals point towards a tighter market. Inventories remain low despite increased Australian production, while Zimbabwe, which accounts for just under 10% of mined supply, is due to enforce its concentrate export ban at the start of next year.\nBenchmark is considering cutting its 2026 Jianxiawo production assumption in half to about 55,700 tonnes LCE from 111,400 tonnes if the restart is delayed. It is also assessing whether to halve its forecast for Gotion’s Shuinanduan mine to 5,000 tonnes LCE from 10,000 tonnes.\nWider risk\nOther Jiangxi mines are expected to contribute about 108,000 tonnes LCE in 2026, but investigations into licences elsewhere in the province could uncover waste and tailings deficiencies similar to those identified at Jianxiawo, widening the potential supply risk.\nExpectations of unfavourable inspection results could also encourage producers to accelerate mining during the first half of 2026 to use quotas that might otherwise go unused later in the year, according to BMI analysts.\nThe consultancy currently forecasts a global lithium surplus of about 78,000 tonnes LCE in 2026. A sustained Jianxiawo delay combined with broader Jiangxi disruptions could erase much of that cushion and potentially push the market into deficit.\nSuch an outcome could force Benchmark to reassess its short-term lithium price assumptions for 2026 and the first half of 2027, though it does not expect the disruptions to alter its medium- or long-term price outlook.\n(With files from Bloomberg)","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"2","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"isLaohu8Offline":false,"tenantId":"TBGLOBAL","deviceId":"web-server-community-laohu8-v3","version":"4.48.0","shortVersion":"4.48.0","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2659128929","isCrawlerRequest":true}