90,000, the last defense line of lithium prices? | Jianzhi Research
Has this round of liquidation just begun?
Worsened lithium prices? Annual production capacity increased by 79%, with four mines in Argentina jointly contributing, including Zijin Mining and Ganfeng Lithium.
Four new lithium mining projects in Argentina will be put into production in the coming weeks to months, which will nearly double Argentina's lithium production capacity. Although the new capacity will not be put into use immediately, the increased certainty of future supply will undoubtedly further increase the downward pressure on lithium prices.
Sichuan Yahua Industrial Group secures another large lithium order with Tesla | Jianzhi Research
Tesla, the largest customer deeply bound to the company, signed a long-term contract for the third time with Sichuan Yahua Industrial Group.
Metals & Mining Monitor | Gold Hits Record High Again; Alamos Gold to Buy Argonaut Gold for $325M, Spin Off Argonaut's Non-Canadian Assets
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Why This Lithium Miner Doubles Its Supply Amid Price Plunge
Pilbara Minerals stated this increase demonstrates the demand for Pilbara Minerals' spodumene concentrate while preserving optionality for the Company as they assess long-term downstream opportunities in line with their growth strategy.
Ganfeng Lithium bucked the trend and bought lithium ore | Insight Research
Pilbara drastically increased the supply of lithium concentrate to Ganfeng Lithium from 24 to 26