Domestic production stoppages due to rectification combined with restricted imports from abroad have led to a short-term "double squeeze" on lithium carbonate supply.

Recently, the official website of the Jiangxi Provincial Department of Natural Resources concentrated on publishing the evaluation reports of the mining rights revenue for 4 porcelain clay mines in Yichun, clearly stating that the revenue from the mining rights transfer will be levied based on the actual use of lithium resources. "This is the second time the evaluation of the Jingxiawo mine rights has been made public since November last year, indicating that the rectification of 'certificate mismatch' for Yichun lithium mines has entered a substantive stage," said a local mining company official to reporters. Several industry insiders have indicated that the mines publicized this time are expected to enter the temporary shutdown for re-licensing phase in May this year, and the main ore type will be changed from "porcelain clay" to "lithium mica," making it difficult to resume production in the short term. At the same time, the export ban on lithium concentrates from Zimbabwe is still ongoing, and the domestic supply of lithium carbonate is facing both domestic capacity contraction due to internal rectification and overseas supply constraints, causing a "double squeeze."