According to a research report by CSC Financial, Zimbabwe's exports have not yet substantially recovered. Assuming shipments resume at the end of April, it will still take a long time to transport materials back to domestic lithium salt plants, which will continue to impact domestic raw material supply from May to June. At the same time, oil shortages in Australia are affecting the operating rates of mining companies, so supply disruptions are expected to remain significant in the second quarte
According to a research report by CSC Financial, Zimbabwe's exports have not yet substantially recovered. Assuming shipments resume at the end of April, it will still take a long time to transport materials back to domestic lithium salt plants, which will continue to impact domestic raw material supply from May to June. At the same time, oil shortages in Australia are affecting the operating rates of mining companies, so supply disruptions are expected to remain significant in the second quarte
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On the consumer side, downstream production scheduling expectations are increasing month by month, and export data for energy storage and new energy vehicles show strong growth. Against the backdrop of low inventories, weak supply, and robust consumption, lithium prices are still expected to continue strengthening.
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