Request Benchmark's Special Issue - Lithium Supply Disruptions: Price Moves Without a Deficit
CATL’s suspension of output at its Jianxiawo lithium mine in Jiangxi province — accounting for ~3% of global supply — comes alongside reports of a brief outage at Albemarle’s La Negra chemical plant in Chile. While both events have sparked supply concerns, Benchmark data indicates fundamentals remain intact. With sentiment already lifting prices, could this fuel a speculative rally even in the absence of a real supply squeeze?