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Mid-Nickel",103.5,99.73,3.78,13.78,6.78,[518,519,520,522,524,526,528,530,532,534,536,538],{"date":213,"value":512},{"date":216,"value":513},{"date":219,"value":521},99.19,{"date":222,"value":523},96.02,{"date":225,"value":525},98.23,{"date":467,"value":527},99.24,{"date":329,"value":529},101.29,{"date":339,"value":531},87.61,{"date":341,"value":533},92.44,{"date":344,"value":535},90.96,{"date":347,"value":537},92.24,{"date":350,"value":539},95.09,{"id":541,"uuid":542,"name":543,"slug":544,"full_slug":545,"content":546,"relatedArticles":673,"relatedVideos":674},112398777881225,"2efd203f-77f4-49ff-bf04-d23ea6c4ce65","CATL and Gotion secure reserve approvals as Jiangxi permitting deadline looms","catl-and-gotion-secure-reserve-approvals-as-jiangxi-permitting-deadline-looms","article/catl-and-gotion-secure-reserve-approvals-as-jiangxi-permitting-deadline-looms",{"_uid":547,"date":548,"tags":549,"editor":565,"content":575,"excerpt":653,"featured":51,"reporter":654,"_editable":658,"component":659,"seo_title":543,"categories":660,"visibility":666,"author_company":49,"featured_image":667,"seo_description":653,"author_full_name":49,"author_job_title":49,"formattedDate":671,"formattedArticleDate":672},"59af097d-b4fb-4fe9-8b40-b7fd7b31b693","2025-09-30 00:00",[550,553,556,559,562],{"slug":551,"name":552},"catl","CATL",{"slug":554,"name":555},"china","China",{"slug":557,"name":558},"jiangxi","Jiangxi",{"slug":560,"name":561},"lithium-prices","Lithium prices",{"slug":563,"name":564},"policy","Policy",[566],{"slug":567,"name":568,"content":569},"didi-bostock","Didi Bostock",{"job_title":570,"image":571,"bio":573,"linkedin":574},"Editor - Energy Transition & Economics",{"filename":572},"https://a.storyblok.com/f/287943243085208/512x512/2c5ca5c1a3/didi-bostock.jpeg","Didi is the Energy Transition & Economics Editor at Benchmark, covering a broad range of markets across the energy transition. His remit spans from downstream sectors such as BESS and EVs, through to midstream such as new technologies and battery production, to upstream critical minerals mining. He also leads on financial analysis across these supply chains, alongside in-depth policy analysis.\n","https://www.linkedin.com/in/didi-bostock-656342198/",{"type":576,"content":577},"doc",[578,585,600,612,617,630,635,643,648],{"type":579,"attrs":580,"content":581},"paragraph",{"textAlign":49},[582],{"text":583,"type":584},"Chinese authorities have approved reserve reports for two key lithium mines in Jiangxi province, bringing months of uncertainty over the outlook for the lithium-rich region’s mining sector closer to a conclusion.","text",{"type":579,"attrs":586,"content":587},{"textAlign":49},[588,590,598],{"text":589,"type":584},"CATL’s Jianxiawo mine – which was ",{"text":591,"type":584,"marks":592},"suspended on 10 August following the expiration of its mining permit",[593],{"type":594,"attrs":595},"link",{"href":596,"uuid":49,"anchor":49,"target":49,"linktype":597},"https://source.benchmarkminerals.com/article/catl-suspends-operations-at-jianxiawo-mine-as-permit-expires","url",{"text":599,"type":584}," – is reported to have received reserve approval, paving the way for operations to restart in Q4. Fellow battery manufacturer Gotion High-Tech (Gotion) also announced approval for mine reserves ahead of the 30 September deadline, avoiding a shutdown of operations.",{"type":601,"attrs":602},"blok",{"id":603,"body":604},"a23c7b09-748c-4a78-ac3b-6b9e8698c7c0",[605],{"id":606,"_uid":607,"type":608,"_editable":609,"component":610,"fixed_height":611,"use_fixed_height":50,"fixed_height_mobile":611,"fixed_height_tablet":611},"25397396","i-56fa2727-9d96-4ca6-9627-cf2eddc5ff1c","visualisation","\u003C!--#storyblok#{\"name\": \"ContentFlourish\", \"space\": \"\", \"uid\": \"i-56fa2727-9d96-4ca6-9627-cf2eddc5ff1c\", \"id\": \"\"}-->","ContentFlourish","",{"type":579,"attrs":613,"content":614},{"textAlign":49},[615],{"text":616,"type":584},"Turmoil in Jiangxi’s lithium sector was sparked by amendments to China’s New Mineral Resources Act, which took effect in early July. These changes, which are designed to strengthen regulatory oversight after an audit indicated that miners in Jiangxi were under-stating reserves, required eight mica mines in the region to resubmit paperwork to authorities.",{"type":579,"attrs":618,"content":619},{"textAlign":49},[620,622,628],{"text":621,"type":584},"This created concerns around China’s lithium supply outlook which caused prices to rally in late August. However, speculation that the Jianxiawo mine would restart sooner than initially expected subsequently weakened this momentum, later ",{"text":623,"type":584,"marks":624},"confirmed by CATL in mid-September",[625],{"type":594,"attrs":626},{"href":627,"uuid":49,"anchor":49,"target":49,"linktype":597},"https://source.benchmarkminerals.com/article/rangebound-prices-ahead-as-jiangxi-permits-set-floor-and-ceiling",{"text":629,"type":584},".",{"type":579,"attrs":631,"content":632},{"textAlign":49},[633],{"text":634,"type":584},"Six projects in Jiangxi are still awaiting regulatory approvals, with mines such as Jiuling and Yongxing facing tougher regulatory hurdles as their high grade material can no longer be treated as a by-product. Nevertheless, market participants report that they expect limited near-term supply risks, with the 30 September permitting deadline appearing set to result in paperwork updates rather than widespread suspensions.",{"type":601,"attrs":636},{"id":637,"body":638},"53c5b3e9-9fcb-4b0b-bf5e-cfdad04ce972",[639],{"id":640,"_uid":641,"type":608,"_editable":642,"component":610,"fixed_height":611,"use_fixed_height":50,"fixed_height_mobile":611,"fixed_height_tablet":611},"25396433","i-2a649e37-eac0-4e53-bfe0-3ad111306e9a","\u003C!--#storyblok#{\"name\": \"ContentFlourish\", \"space\": \"\", \"uid\": \"i-2a649e37-eac0-4e53-bfe0-3ad111306e9a\", \"id\": \"\"}-->",{"type":579,"attrs":644,"content":645},{"textAlign":49},[646],{"text":647,"type":584},"The news comes as some relief to China’s battery supply chain, with lithium refiners already beginning to feel the effects of the Jianxiawo suspension. In late September, Lopal – a supplier in CATL’s supply chain – announced it had temporarily suspended operations at a lithium carbonate facility, citing a lack of available feedstock.",{"type":579,"attrs":649,"content":650},{"textAlign":49},[651],{"text":652,"type":584},"Ultimately, minimal impact is expected on the lithium market balance as a result of the recent uncertainty. Indeed, the Q3 edition of the Benchmark Lithium Forecast, released in late September, shows the lithium market sustaining structural oversupply through 2030, supported in large part by supply additions across Africa and China.","Chinese authorities have approved reserve reports for two key lithium mines in Jiangxi province, bringing months of uncertainty over the outlook for the lithium-rich region’s mining sector closer to a conclusion. CATL’s Jianxiawo mine – which was suspended on 10 August following the expiration of its mining permit – is reported to have received reserve […]",[655],{"slug":567,"name":568,"content":656},{"job_title":570,"image":657,"bio":573,"linkedin":574},{"filename":572},"\u003C!--#storyblok#{\"name\": \"article\", \"space\": \"\", \"uid\": \"59af097d-b4fb-4fe9-8b40-b7fd7b31b693\", \"id\": \"\"}-->","article",[661,664],{"slug":662,"name":663},"critical-minerals","Critical Minerals",{"slug":665,"name":8},"lithium","private",{"id":49,"alt":611,"name":611,"focus":611,"title":611,"source":611,"filename":668,"copyright":611,"fieldtype":669,"meta_data":670,"is_external_url":51},"https://a.storyblok.com/f/287943243085208/39e88178e2/bm-china-flag.jpg","asset",{"alt":611,"title":611,"source":611,"copyright":611},"Sep 30, 2025","30th September 2025",[],[],1783010315830]