How CATL’s Lithium Mine Shutdown Sparks Price Surge and Market Volatility in Global Battery Metals
CATL, the world’s largest electric vehicle battery manufacturer, has suspended operations at its major lithium mine in Jiangxi province due to an expired mining license. This shutdown, affecting about 3% of global lithium output, has triggered a significant surge in lithium prices and increased market volatility. The suspension underscores broader regulatory efforts in China to curb mining overcapacity and reflects global shifts toward tighter lithium supply amid rising demand for electric vehicles. Investors are now focusing on supply chain diversification, low-cost upstream assets, and recycling technologies as lithium markets rebalance following this impactful production halt.


