In China, several power battery manufacturers have begun adjusting their procurement strategies to secure supply stability. Meanwhile, orders from the energy storage sector are also accelerating, further boosting lithium salt demand.
Experts suggest that while short-term price increases may put cost pressure on downstream companies, they will also encourage diversification in technology pathways and resource strategies. In the long run, advancements in recycling and solid-state battery technology are expected to play a crucial role in balancing supply and demand.