Thinking out loud.
Lithium's Q2 Round Trip: A Two-Year High, Then a Restart Scare
Jun 28, 2026 · lithium, battery-metals, commodities, lithium-carbonate, EV-supply-chain, market-commentary
Battery-grade lithium carbonate hit a 2½-year peak above ¥200,000/t in mid-May 2026, then gave back nearly a quarter of its value as supply restarts and speculation over CATL's shuttered Jianxiawo mine swept the market. What moved the price from April to June — and why.