#Lithium why futures have recently fallen strongly
Lithium carbonate futures in China fell more than 14% over three days after SMM changed how it estimates inventories.
SMM's revised data put stockpiles at 175,000 tons, against 78,800 tons previously.
The new method draws on a larger sample of manufacturers and showed stockpiling at downstream cathode-material plants, while upstream smelters and battery plants were destocking.
The revision has left traders and analysts questioning the reliability of lithium inventory data, Bloomberg reported.
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So now investing paper inventory moves the market ? Good luck fulfilling physical lithium demand with fictitious stockplie numbers.
Sep 12, 2026 · 11:44 PM UTC
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