Lithium Industry Association: The futures price of lithium carbonate has gradually increased in November, and the market is optimistic about the future price of lithium.

The Lithium Division of the China Nonferrous Metals Industry Association released the operating situation of the lithium industry in November 2025. In November 2025, the futures price of lithium carbonate gradually rose, with increasing volatility. The performance of lithium companies in the third quarter rebounded, and the market is optimistic about the future lithium price outlook. On the supply side, market inventories are gradually accelerating depletion, the news of the lithium mines under Ningde Times still causing disturbance, lithium salt production slightly decreased, lithium spodumene production slightly increased, and lithium mica production slightly decreased. On the demand side, new energy vehicles are rushing to sell before the subsidy decline, and energy storage performance is remarkable.