The lithium industry ushered in a major impact, and the market value of related mining companies shrank sharply

ALBJust in, a major update from the lithium industry:
China’s CATL has restarted lithium mining operations in Ganzhou, Jiangxi.
The mine accounts for about 8% of global lithium supply.

This directly triggered a sharp drop in lithium prices, causing global lithium miners’ share prices to plunge.
Australia’s mining sector lost approximately AUD 8.4 billion in market value in one day.
Several major lithium mining stocks fell by more than 10%.

Investors are concerned that lithium prices will remain under long-term pressure, compressing profit margins across the industry.

Over the past two years, lithium has been known as “white oil”, with tight supply and surging prices.
Now, additional supply from giants like CATL is expected to break the fragile supply-demand balance.

If a price war begins, small mining companies and high-cost producers may be hit first.

In the short term, the lithium sector is likely to face valuation corrections and downward revisions in earnings expectations.

Stock example: ALB (Albemarle)