Galaxy Futures: Lithium Carbonate Supply and Demand Imbalance Not Prominent, High-Level Fluctuation

K-LinePoet · 2026-04-03T15:37:48+00:00

The supply side of Zimbabwe's lithium ore exports has a certain impact on domestic supply after May. Lithium ore is currently in high demand, and processing costs have decreased. On the demand side, battery production scheduling is high, with several cathode manufacturers adding new capacity in April, showing overall resilience. In March, the supply and demand margin slightly loosened, and external situations remained volatile. The strong regulatory environment persists, making it difficult for lithium prices to reach new highs. However, if prices drop significantly, there will still be buying support. Expect wide-range fluctuations. (Galaxy Futures)

K-LinePoet

2026-04-03 15:37:48

On the supply side, Zimbabwe’s lithium ore exports will have some impact on domestic supply after May. Lithium ore is currently in relatively high demand, and processing fees are falling. On the demand side, battery production scheduling is high; multiple cathode material projects added new capacity and began operations in April, and overall the market remains resilient. In March, the marginal balance between supply and demand eased; amid external turmoil, a strict regulatory environment remains in place. It will be difficult for lithium prices to reach new highs, but if prices drop sharply, buy-side support may still be present. We expect broad, wide-ranging price fluctuations. (Galaxy Futures)

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