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Monday, August 11, 2025 1:35:21 AM
🗓️ Timeline of Lithium Production Reductions
Date Region/Country Company/Source Summary
July 2025 🇨🇳 China CATL CATL suspended production at its Jianxiawo lithium mine in Jiangxi province for at least 3 months. Affiliated refineries in Yichun were also notified. https://www.reuters.com/markets/commodities/catl-suspends-production-china-lithium-mine-bloomberg-news-reports-2025-08-10/
July 2025 🇨🇳 China Bloomberg / Fastmarkets China's largest lepidolite mine halted production due to high costs. This followed earlier cuts across several Chinese producers in response to falling lithium prices. https://www.fastmarkets.com/insights/facing-the-tightening-lithium-supply-challenge-in-2025/
July 2025 🇧🇷 Brazil Pilbara Minerals Pilbara announced it would delay ramp-up at the Colina project in Brazil, citing market conditions and inventory management strategy. https://www.australianmining.com.au/is-lithium-poised-for-a-resurgence/
July 2025 🇦🇷 Argentina Multiple (unspecified) Fastmarkets reported several Argentinian brine producers were slowing expansion plans due to pricing pressure and regulatory uncertainty.
June 2025 🇨🇳 China Unnamed factories CNBC reported widespread production stoppages in Chinese factories due to U.S. tariffs, affecting lithium-related exports among others. https://www.cnbc.com/2025/04/28/chinese-factories-stop-production-eye-new-markets-as-us-tariffs-hit.html
May 2025 🇨🇦 Canada Sayona Mining Sayona slowed spodumene output at its North American Lithium (NAL) site, citing strategic inventory timing and pricing headwinds.
The major lepidolite mine closure in China was confirmed in September 2024 and again in July 2025.
Australia: While not reducing output, Australian producers like Pilbara Minerals and Mineral Resources have strategically delayed shipments to optimize pricing, rather than cutting production https://discoveryalert.com.au/news/spodumene-production-australia-canada-2025/
IF THERE IS ONE THING I AM SURE ABOUT IS I AM USUALLY WRONG
Recent ELVR News
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- Form 6-K - Report of foreign issuer [Rules 13a-16 and 15d-16] • Edgar (US Regulatory) • 09/05/2025 08:10:10 PM
