Lithium carbonate prices in China fell to CNY 147,000 per tonne in September, the lowest in nearly one month, as the outlook of higher production in Australia offset supply uncertainty in China. Industry players reiterated the outlook of ample supply from major producers to maintain the ongoing supply surplus through the next decade. These were led by Australian lithium producers, with Mineral Resources restarting its Bald Hill lithium mine following an 18-month suspension, while Core Lithium restarted its Finniss project. A sharper pullback was prevented by more disruption in CATL's Jianxiawo mine, China's largest by capacity and responsible for 4% of global supply. Chinese authorities revoked their environmental approvals for the mine to extend the period of permit hurdles for over one year, coinciding with Beijing's anti-involution campaign and efforts to combat producer overcapacity.
Lithium fell to 147,500 CNY/T on September 7, 2026, down 2.96% from the previous day. Over the past month, Lithium's price has risen 2.08%, and is up 97.30% compared to the same time last year, according to trading on a contract for difference (CFD) that tracks the benchmark market for this commodity. Historically, Lithium reached an all time high of 5750000 in December of 2022. Lithium - data, forecasts, historical chart - was last updated on September 8 of 2026.
Lithium fell to 147,500 CNY/T on September 7, 2026, down 2.96% from the previous day. Over the past month, Lithium's price has risen 2.08%, and is up 97.30% compared to the same time last year, according to trading on a contract for difference (CFD) that tracks the benchmark market for this commodity. Lithium is expected to trade at 153241.33 CNY/T by the end of this quarter, according to Trading Economics global macro models and analysts expectations. Looking forward, we estimate it to trade at 170680.80 in 12 months time.