除了宁德时代的潜在产能削减外，Shang表示，近几周锂矿产量下降了14%。他写道:“我们看到近期锂价格的情绪上升，这也得益于9月至10月的传统旺季，阴极产量预计环比增长6%。这也应该会加速锂的去库存进程。”After the Ningde Era considered suspending some lithium mining and production operations, US lithium stocks soared.
Zhitong Finance learned that on Wednesday, after Ningde Times (300750.SZ), the world's largest electric vehicle battery manufacturer, considered suspending some lithium mining and production operations, US lithium stocks surged. At the close of trading on Wednesday, lithium miner Albemarle (ALB.US) easily became one of the biggest gainers in the S&P 500 index, up 13.6%.
Citibank analyst Jack Shang quoted industry insiders as saying that the Ningde Era is considering whether to seal its lithium mica mine in eastern China and one of three lithium carbonate production lines. He estimated that the Ningde era may choose to shut down two more lithium carbonate production lines in the future and reduce the monthly supply of up to 6,000 tons from the market.
In addition to potential capacity cuts during the Ningde era, Shang said lithium production has dropped 14% in recent weeks. He wrote, “We have seen a recent rise in lithium price sentiment, which is also due to the traditional peak season from September to October, where cathode production is expected to increase 6% month-on-month. This should also speed up the process of removing lithium from inventory.”
Other related lithium miners also rose, including Chile Mining & Chemical (SQM.US) up 10%, Arcadium lithium (ALTM.US) up 15.5%, Pilbara Minerals (PILBF.US) up 19.1%, Sigma lithium (SGML.US) up 12.8%, lithium Americas (LAC.US) up 5.9%, and Standard lithium ( SLI.US) rose 14.4%.
