Lithium Miners News For The Month Of February 2025

2025-02-25 06:38:08 ET

Summary

• China lithium carbonate spot prices and spodumene spot prices were generally flat the past month. CATL’s refinery restart weighs on prices.
• Lithium market news - Fastmarkets projects a lithium oversupply of just 10,000 tonnes LCE in 2025, and swinging to a 1,500-tonne deficit in 2026.
• Lithium miner news - Albemarle misses earnings expectations, further reduces CapEx by $100M. Ganfeng starts lithium production at Argentina's Mariana Project.
• IGO sinks to massive loss on Kwinana lithium refinery JV (with Tianqi Lithium). Mineral Resources Underlying NPAT of ($196M), down 200% YoY.

Welcome to the February 2025 edition of the lithium miner news.

The past month saw China lithium carbonate spot prices and spodumene prices generally flat.

Lithium price news

Metal.com reported lithium spodumene concentrate Index (Li2O 5.5%-6.2%, excluding tax/insurance/freight) spot price of USD 838, as of February 21, 2025, generally flat the past month....

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