CITIC Futures: Currently, the fundamentals of lithium carbonate are strong, and supply and demand are facing a tight balance.

K-LinePoet · 2026-03-06T14:36:12+00:00

The current lithium carbonate market fundamentals are strong, with tight supply and demand balance, and significant influence from market sentiment. After the Spring Festival, supply and demand are expected to recover, and prices are likely to fluctuate with a slight upward trend. It is recommended to develop a buy-on-dip strategy.

K-LinePoet

2026-03-06 14:36:12

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Currently, the fundamentals of lithium carbonate remain relatively strong, and market sentiment has a significant impact on prices. Supply from January to February remained relatively robust, despite some companies undergoing maintenance and reducing output, overall levels stayed high. At the same time, demand performed well, with downstream buyers actively stocking up after price corrections. It is expected that supply and demand will remain tightly balanced from January to February, with social inventories decreasing. After the Spring Festival, both supply and demand have recovered, continuing the strong supply-demand situation, and the recovery of market sentiment has also provided upward momentum. In the short term, lithium carbonate fundamentals are strong, with supply and demand in a tight balance. Post-holiday sentiment recovery and the peak demand season are expected to support prices, which are likely to fluctuate upward. It is recommended to adopt a buy-on-dip strategy. (CITIC Futures)

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