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The new clean energy regime can be summarized in one incredible statistic: China installed more wind and solar power in a single year than the total amount of renewable energy currently operating in the United States.
Jul 25, 2025 18:41
The immediate catalyst for the futures rally stems from supply concerns over mining license compliance issues in Jiangxi. Market sources indicate eight lithium mines in Jiangxi face rectification orders for environmental and licensing violations, with one major mine's license set to expire in early August under uncertain renewal prospects. Should renewal fail, this could force a temporary suspension, potentially cutting monthly supply by 10,000 LCE (lithium carbonate equivalent).