🏢 According to market news, there has been a resurgence of environmental issues in the Yichun area recently. Enterprises that cannot properly handle carp slag will be restricted from starting operations. At the same time, environmental inspections are planned for Yichun after the two sessions.

🏭 According to SMM research, core lithium salt enterprises in Jiangxi are still operating according to normal plans (enterprises originally scheduled for maintenance are still following the plan), and this incident has no actual impact on their operations.

According to SMM data ↘ , the expected production of lithium carbonate from carp mica in February is 7,750 tons, a decrease of 33% compared to January, mainly due to the impact of the Spring Festival holiday and annual maintenance. The expected production of lithium carbonate in China in February is 32,005 tons, a decrease of 17% compared to January. After March, the expected production of lithium carbonate from carp mica is 12,730 tons, an increase of 64% compared to the previous month, and the total expected production of lithium carbonate in China is 44,048 tons, an increase of 30% compared to the previous month.

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