The Global Lithium Podcast Episode 215: The End of the Lithium Winter
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Jul 28, 2025 The host delves into the end of the so-called 'lithium winter,' revealing insights on market recovery. There's an optimistic outlook on price stabilization, suggesting a new upward cycle is underway. The discussion highlights China's inventory levels and how advancements in battery technology are driving increased demand for lithium. It's a deep dive into the shifting landscape of lithium economics, packed with intriguing market dynamics!
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End of Lithium Winter Confirmed
- Lithium prices have bottomed and a new upward cycle has started, but expect a slow and volatile recovery.
- China’s recent mine closures signal a recognition that prices need to rise to incentivize Western lithium investments.
China Signals Price Correction Needed
- Chinese government actions to temporarily close lithium mines indicate that prices have gone too low and need adjustment.
- China knows long-term supply will require Western investment, which needs better price incentives.
China’s Lithium Inventory Normalized
- Lithium inventories in China likely peaked around October 2024 and excess stock has now been worked off.
- Current inventory levels are reasonable compared to fast-growing demand, not indicating a glut.