Lithium Carbonate Enterprise Maintenance Plan Summary

Published: Jul 28, 2026 13:48

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Recently, multiple lithium chemical plants in China announced their production suspension and maintenance schedules from August to September. From the perspective of maintenance motivations, they can be categorized into three types: first, equipment technological transformation, with a combined impact on production of around 3,000 mt; second, production constraints caused by external circuit maintenance, with a combined impact on production ranging from 2,000 to 2,500 mt; third, routine maintenance, with a combined impact of around 4,000 mt in August. Some production line maintenance will continue into September, expected to have an impact on September production of around 2,500 mt. Considering the impacts of all types of maintenance, the total affected production in August is around 9,000 to 9,500 mt, while in September it is around 2,500 mt. Overall, the recent concentrated maintenance will cause periodic reductions on the supply side, and SMM will continue to track the pace and progress of subsequent production resumptions.

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