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The "cold winter" is not over yet! Industry worries: lithium prices are still difficult to achieve a significant rebound this year.
① After experiencing two years of cyclical adjustments, many industry insiders predict that Lithium prices may still face challenges in 2025; ② With the ongoing surplus in Lithium supply, and the possibility that some mines might restart if prices rise, it means that this Battery Metal may still be unlikely to see a significant rebound this year.
The risk of oversupply is hard to diminish. Analysts say that lithium prices are more likely to fall than to rise this year.
The stubborn elasticity of lithium supply remains an obstacle to recovery.
Stubbornly Resilient Lithium Supply Remains Hurdle to Recovery
Hong Kong stocks fluctuated | Lithium stocks warmed up in the morning, GANFENGLITHIUM (01772) remains optimistic about the medium to long-term demand in the lithium Industry, and the Sector still has allocation value.
Lithium stocks rebounded in the morning, as of the time of reporting, GANFENGLITHIUM (01772) rose by 3.72%, trading at 20.1 Hong Kong dollars; Tianqi Lithium Corporation (09696) increased by 2.8%, trading at 23.85 Hong Kong dollars.
Lithium stocks have stopped falling and stabilized. GANFENGLITHIUM (01772) rose by 4.23%. Institutions indicate that the price center of lithium is expected to rise in 2025.
Jinwu Finance News | Lithium stocks have stopped falling and stabilized. As of the time of writing, GANFENGLITHIUM (01772) is up 4.23%, and Tianqi Lithium Corporation (09696) is up 2.37%. According to news, Soochow released a Research Report stating that in the previous cycle, five Australian mines announced production cuts, which was one of the important factors for stopping the decline in lithium prices. In this current decline cycle, eight Australian mines have announced production cuts, and among them, seven mines announced production cuts intensively in 24H2, indicating a clear clearing signal in the Industry. There is space for inventory replenishment in the industry by 2025, with an actual growth rate expected to be nearly 30%, supply surplus narrowing, and the lithium price central expected to return to 0.08-0.085 million yuan, but the supply and demand situation.
Estimating The Intrinsic Value Of Tianqi Lithium Corporation (SZSE:002466)
