Lithium carbonate futures surged past CNY 150,000 per tonne in January, gaining nearly 30% since the start of the year to a two-year high, as signs of strong demand for power storage coincided with the outlook of capped supply. Chinese authorities lowered export rebates for battery producers from April, driving manufacturers to front-run lithium orders. In the meantime, ambitious bets in power and datacenter infrastructure by the Chinese government was combined with the announcement of higher power storage spending, supporting the outlook for lithium and other battery metals. This was combined with Beijing stating it would double EV charging capacity to 180 gigawatts by 2027, supporting lithium-rich energy storage systems. Meanwhile, authorities stated 27 mining permits were canceled in the lithium hub of Jiangxi, aligned with the earlier suspension of activity in CATL’s Jianxiawo lithium mine amid Beijing’s anti-involution campaign.

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