The global lithium market has entered a period of heightened volatility, driven largely by recent production decisions in China.

Guidelines for the Establishment of Benchmark Prices for the Sale of Metallic Mineral and Coal Commodities (No. 268.K/MB.01/MEM.B/2025)

EVE's all-solid-state battery excels in wide temperature range, cycle life, storage, and power performance. It is expected to complete the construction of the pilot production line by 2025, launch a 350Wh/kg product in 2026, and introduce a product with over 1000Wh/L in 2028, adopting sulphide + halide composite electrolyte technology, which gives it a technological edge.

According to market perspectives, involved mine enterprises lacking complete data need to conduct re-exploration and drilling, a lengthy process that will inevitably lead to overdue report submissions. Moreover, the review timeline and stringency after submission add further uncertainties. Regarding the potential resumption date of CATL's mine, the market also holds significant divergences: One side believes that considering Jiangxi's local economic dependence on the lithium industry, it will push for CATL's review to be completed within 1-3 months; the other side, referencing past lithium mine approval cases and regulatory stringency, judges that the review timeline may extend to half a year or more. More critically, if the other seven mines are confirmed to require license renewal according to lithium mine standards, their shutdowns will further reduce monthly lithium carbonate supply by approximately 5,000-7,000 mt, potentially exacerbating the supply shortage. 

The progress of the recall incident this week is as follows: