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Lithium Prices in China Drop Over 20% in September as Demand Weakens

China’s battery manufacturing capacity has expanded rapidly relative to demand

October 5, 2026

/ B.S. Nagaraj
/ Energy Storage, Market & Policy, Paid
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Lithium carbonate futures on Chinese markets plunged more than 20% in September 2026 amid weakening demand and concerns over excess battery cell production capacity.

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B.S. Nagaraj

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ChinaElectric VehiclesEnergy StorageLithium
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