Weekly Lithium Carbonate Market Review: Lithium Carbonate Prices Fluctuated and Declined [SMM Weekly Review]

A blocked Strait of Hormuz would upend global methanol supplies, hammer conventional methanol markets, and elevate green methanol’s strategic value, pushing China to diversify imports and boost green methanol for supply security.

[Dawn Automobile: Production and Sales of Certain Car Models Surged YoY in February 2026] Dawn Automobile announced that in February 2026, the company’s complete-vehicle production was 281 units, up 3,022.22% YoY; cumulative production for the year was 562 units, up 1,270.73% YoY. Complete-vehicle sales were 123 units, up 61.84% YoY; cumulative sales for the year were 171 units, up 5.56% YoY. Among them, pickup and special-purpose vehicle production and sales both rose sharply YoY. However, axle production and sales both declined YoY, and the YoY decline in new-energy axle production and sales was significant.

March 6 Update: Northern ports: South African high-iron 31.9-34 yuan/mtu, up WoW from last Friday; South African semi-carbonate 38.2-38.7 yuan/mtu, up WoW from last Friday; Gabon 43.3-43.9 yuan/mtu, up WoW from last Friday; 46% Australian lumps 43.4-43.9 yuan/mtu, up WoW from last Friday. south China ports: South African high-iron 33-33.5 yuan/mtu, up WoW from last Friday; South African semi-carbonate 35.3-35.8 yuan/mtu, up WoW from last Friday; Gabon 42-42.5 yuan/mtu, up WoW from last Friday; 46% Australian lumps 43.4-43.9 yuan/mtu, up WoW from last Friday.