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CITIC Construction Investment Futures: Attacks occurred in Mali, but the lithium mine and transportation routes in the south are expected to have limited actual impact
The price of battery-grade lithium carbonate remains steady at 173k yuan/ton, with lithium ore rising by 4 USD to 2,469 USD/ton. Zimbabwe’s first batch of lithium sulfate has been shipped. Despite attacks in Mali, the actual impact on lithium mining and shipping routes in the south is expected to be limited. The current short-term upward trend continues to attract sustained capital inflows, with stable fundamentals, lacking downside pressure, and prices are expected to remain high and fluctuate sideways. (CITIC Construction Investment Futures)