#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.

Sep 12, 2026 路 5:43 PM UTC

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Replying to @Oxymoron_Invest
So now investing paper inventory moves the market ? Good luck fulfilling physical lithium demand with fictitious stockplie numbers.
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Replying to @Oxymoron_Invest
Because the goalposts get moved by the Chinese as they manipulate pricing. The west needs to set up a separate exchange that has a higher price floor. Then watch the producers flock to it.
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