Ningde Times Lithium Mine Shutdown Causes Concerns Over Supply Interruption, Morgan Stanley Warns of Upside Risks to Lithium Prices

According to the app of Securities Times, Morgan Stanley released a research report stating that CATL's (03750) lithium mine in Jiangxi is reported to be shut down for at least three months; Morgan Stanley had previously estimated that the mine's production in 2025 would account for about 4% of global supply. Therefore, a long-term interruption could weaken their predicted supply surplus. However, in the long run, supply-demand balance still faces challenges.