Lithium Industry Branch: Lithium carbonate prices fell at an accelerated pace in September; spodumene imports increased; Zimbabwean lithium ore arriving at ports gradually

Zhitong Finance APP has learned that the Lithium Industry Branch released the lithium industry operating conditions for September 2026. In September 2026, lithium carbonate prices fell at an accelerated pace, spodumene imports increased, and Zimbabwean lithium ore arrived at ports successively. Meanwhile, downstream battery production schedules exceeded expectations, with energy storage and power batteries simultaneously driving demand upward. However, the market focused more on the looser long-term supply situation, and prices came under pressure and moved lower.