[{"data":1,"prerenderedAt":1153},["ShallowReactive",2],{"story-article/lithium-price-reversal-gets-respite-then-deepens-q3-2026-lithium-price-review":3,"story-settings":600,"ticker-data":611},{"id":4,"uuid":5,"name":6,"slug":7,"full_slug":8,"content":9,"relatedArticles":598,"relatedVideos":599},226327054747744,"9596343b-2e90-41a5-89c9-25abbca33488","Lithium price reversal gets respite then deepens: Q3 2026 Lithium Price Review","lithium-price-reversal-gets-respite-then-deepens-q3-2026-lithium-price-review","article/lithium-price-reversal-gets-respite-then-deepens-q3-2026-lithium-price-review",{"_uid":10,"date":11,"tags":12,"editor":28,"content":38,"excerpt":532,"featured":533,"reporter":534,"component":545,"seo_title":546,"categories":547,"visibility":557,"data_vis_image":558,"featured_image":561,"seo_description":565,"side_panel_banner":566,"formattedDate":596,"formattedArticleDate":597},"493c7538-e14d-49bf-af83-d9170867c0d1","2026-10-02 00:00",[13,16,19,22,25],{"slug":14,"name":15},"lithium-prices","Lithium prices",{"slug":17,"name":18},"quarterly-price-review","Quarterly Price Review",{"slug":20,"name":21},"catl","CATL",{"slug":23,"name":24},"china","China",{"slug":26,"name":27},"australia","Australia",[29],{"slug":30,"name":31,"content":32},"matthew-bird","Matthew Bird",{"job_title":33,"image":34,"bio":36,"linkedin":37},"Senior Editor - Supply Chains & Data Visualisation",{"filename":35},"https://a.storyblok.com/f/287943243085208/512x512/14738033ec/matthew-bird.jpeg","Matthew writes, edits and produces content for Benchmark Intelligence and Benchmark Source across the whole mine to grid supply chain. He also acts as a liaison to the press. He has a PhD in electrochemistry from the University of Nottingham.","https://www.linkedin.com/in/birdmatthew/",{"type":39,"attrs":40,"content":42},"doc",{"backgroundColor":41},null,[43,72,80,102,114,124,132,140,148,184,206,214,222,230,252,260,268,276,298,348,356,364,451,456],{"type":44,"attrs":45,"content":46},"paragraph",{"textAlign":41},[47,55,67],{"text":48,"type":49,"marks":50},"Both lithium chemical and feedstock prices fell notably across Q3 2026, extending the ","text",[51],{"type":52,"attrs":53},"textStyle",{"color":54},"#000000",{"text":56,"type":49,"marks":57},"lithium price correction that began in Q2",[58,65],{"type":59,"attrs":60},"link",{"href":61,"uuid":62,"anchor":41,"target":63,"linktype":64},"/article/continued-rally-before-reversal-q2-2026-lithium-price-review","99d034ed-5fc4-4f82-a7d7-38baff07f0c9","_self","story",{"type":52,"attrs":66},{"color":54},{"text":68,"type":49,"marks":69},". A volatile decline through July gave way to a notable August rally, before a sharp September reversal that erased the quarter's gains in a matter of days.",[70],{"type":52,"attrs":71},{"color":54},{"type":44,"attrs":73,"content":74},{"textAlign":41},[75],{"text":76,"type":49,"marks":77},"Benchmark tracked a fall of 20.8% in battery grade lithium carbonate prices (EXW China), ending the quarter at  RMB127,750/tonne (USD19,025/tonne). Likewise, EXW China lithium hydroxide prices dropped 19.2% to RMB120,000/tonne (USD17,875/tonne) whilst FOB Australia spodumene concentrate prices fell 23.5% to USD17,000/tonne.",[78],{"type":52,"attrs":79},{"color":54},{"type":44,"attrs":81,"content":82},{"textAlign":41},[83,88,97],{"text":84,"type":49,"marks":85},"“Overall, Q3 was defined by genuine lithium ore supply disruption and then a ",[86],{"type":52,"attrs":87},{"color":54},{"text":89,"type":49,"marks":90},"renewed inventory",[91,95],{"type":59,"attrs":92},{"href":93,"uuid":94,"anchor":41,"target":63,"linktype":64},"/publications/briefings/lithium-inventory-tracker/monthly-lithium-inventory-china-september-2026","8cef1d71-efbc-47ba-8b6b-2aa95b7e5efd",{"type":52,"attrs":96},{"color":54},{"text":98,"type":49,"marks":99}," and demand scare,” said Adam Megginson, Benchmark’s principal lithium price analyst. “The latter ultimately dominated price action into the end of the quarter, despite fundamentals remaining strong.”",[100],{"type":52,"attrs":101},{"color":54},{"type":103,"attrs":104},"blok",{"id":105,"body":106},"df369c28-9290-4a53-a22c-f28bc7d778bb",[107],{"id":108,"_uid":109,"type":110,"component":111,"fixed_height":112,"use_fixed_height":113,"fixed_height_mobile":112,"fixed_height_tablet":112},"30433625","i-560233af-02b9-4fdb-a22d-50b3844cfed8","visualisation","ContentFlourish","",false,{"type":115,"attrs":116,"content":118},"heading",{"level":117,"textAlign":41},2,[119],{"text":120,"type":49,"marks":121},"Why did lithium prices keep falling through Q3?",[122],{"type":52,"attrs":123},{"color":54},{"type":44,"attrs":125,"content":126},{"textAlign":41},[127],{"text":128,"type":49,"marks":129},"Chinese domestic carbonate rose at the start of July as feedstock balances tightened, then fell throughout the rest of the month, as the market continued digesting Jianxiawo’s brief restart and the Chinese government aimed to counteract overcapacity in the cell and LFP cathode sectors.",[130],{"type":52,"attrs":131},{"color":54},{"type":44,"attrs":133,"content":134},{"textAlign":41},[135],{"text":136,"type":49,"marks":137},"Spodumene tracked the move lower in tandem, as feedstock costs continued to soften alongside chemical prices. Seaborne Asia, Europe and North America carbonate lagged the Chinese decline by several weeks, consistent with the transmission pattern seen throughout 2026.",[138],{"type":52,"attrs":139},{"color":54},{"type":115,"attrs":141,"content":142},{"level":117,"textAlign":41},[143],{"text":144,"type":49,"marks":145},"What happened to CATL's Jianxiawo mine in Q3?",[146],{"type":52,"attrs":147},{"color":54},{"type":44,"attrs":149,"content":150},{"textAlign":41},[151,156,165,170,179],{"text":152,"type":49,"marks":153},"Jianxiawo's saga took another turn this quarter. Having secured a ",[154],{"type":52,"attrs":155},{"color":54},{"text":157,"type":49,"marks":158},"safety production permit at the end of Q2",[159,163],{"type":59,"attrs":160},{"href":161,"uuid":162,"anchor":41,"target":63,"linktype":64},"/article/catl-secures-safety-production-permit-for-jianxiawo-lithium-mine","db188e75-4e76-4922-8b2d-44e9328b6e3c",{"type":52,"attrs":164},{"color":54},{"text":166,"type":49,"marks":167},", Benchmark’s satellite analysis showed activity ",[168],{"type":52,"attrs":169},{"color":54},{"text":171,"type":49,"marks":172},"resuming informally in July",[173,177],{"type":59,"attrs":174},{"href":175,"uuid":176,"anchor":41,"target":63,"linktype":64},"/article/jianxiawo-is-back-yet-jiangxi-s-lithium-balance-holds-firm","982f0aa3-9ed9-431c-8768-8d8769f8a03b",{"type":52,"attrs":178},{"color":54},{"text":180,"type":49,"marks":181},". However, the restart bypassed an unresolved dispute over the mine's tailings pond, drawing more than 70 formal complaints and prompting activity to stop again in the first week of August.",[182],{"type":52,"attrs":183},{"color":54},{"type":44,"attrs":185,"content":186},{"textAlign":41},[187,192,201],{"text":188,"type":49,"marks":189},"By early September, regulators had revoked the ",[190],{"type":52,"attrs":191},{"color":54},{"text":193,"type":49,"marks":194},"mine's environmental impact assessment entirely",[195,199],{"type":59,"attrs":196},{"href":197,"uuid":198,"anchor":41,"target":63,"linktype":64},"/article/catl-s-jianxiawo-lithium-mine-has-eia-revoked","cb719a40-609d-4a30-84c2-92928d5a9533",{"type":52,"attrs":200},{"color":54},{"text":202,"type":49,"marks":203},", forcing CATL to restart the review process and putting the mine back into care and maintenance.",[204],{"type":52,"attrs":205},{"color":54},{"type":44,"attrs":207,"content":208},{"textAlign":41},[209],{"text":210,"type":49,"marks":211},"Benchmark cut its 2026 mined output forecast for Jianxiawo nearly in half, warning the review could stretch into Q4 or even 2027. This tightening supply signal plus more converters than usual undertaking maintenance helped drive prices higher through late August, with EXW China carbonate climbing from RMB 142,000/tonne (USD21,025/tonne) by 2 September.",[212],{"type":52,"attrs":213},{"color":54},{"type":115,"attrs":215,"content":216},{"level":117,"textAlign":41},[217],{"text":218,"type":49,"marks":219},"How did Australian restarts and Chinese demand policy impact lithium prices?",[220],{"type":52,"attrs":221},{"color":54},{"type":44,"attrs":223,"content":224},{"textAlign":41},[225],{"text":226,"type":49,"marks":227},"As Jianxiawo faltered, Australian supply continued to come back online: Mineral Resources restarted Bald Hill after an 18-month suspension and Core Lithium resumed operations at Finniss. This added to other resumptions Benchmark flagged at Ngungaju, Pioneer Dome and Mt Marion in Q2.",[228],{"type":52,"attrs":229},{"color":54},{"type":44,"attrs":231,"content":232},{"textAlign":41},[233,238,247],{"text":234,"type":49,"marks":235},"On the demand side, China moved toward confirming the removal of a ",[236],{"type":52,"attrs":237},{"color":54},{"text":239,"type":49,"marks":240},"domestic battery tax exemption",[241,245],{"type":59,"attrs":242},{"href":243,"uuid":244,"anchor":41,"target":63,"linktype":64},"/article/china-s-finance-ministry-announces-end-to-domestic-lithium-ion-tax-exemption-with-likely-boost-for-sodium-ion","a4200b51-f45d-4a66-8e1d-1ef5ac7f8c81",{"type":52,"attrs":246},{"color":54},{"text":248,"type":49,"marks":249}," Benchmark flagged as speculation at the end of Q2.",[250],{"type":52,"attrs":251},{"color":54},{"type":44,"attrs":253,"content":254},{"textAlign":41},[255],{"text":256,"type":49,"marks":257},"“This added a fresh source of downstream margin pressure just as the market was absorbing additional feedstock arrivals,” Megginson said.",[258],{"type":52,"attrs":259},{"color":54},{"type":115,"attrs":261,"content":262},{"level":117,"textAlign":41},[263],{"text":264,"type":49,"marks":265},"Why did prices crash in mid-September?",[266],{"type":52,"attrs":267},{"color":54},{"type":44,"attrs":269,"content":270},{"textAlign":41},[271],{"text":272,"type":49,"marks":273},"The quarter's sharpest single move came on 16 September, when EXW China carbonate fell 7.3% and CIF Asia spot carbonate fell 11.9% from the previous assessment. A Chinese third-party data provider dramatically revised up its estimate of lithium inventory. It later revealed that the change was primarily methodological.",[274],{"type":52,"attrs":275},{"color":54},{"type":44,"attrs":277,"content":278},{"textAlign":41},[279,284,293],{"text":280,"type":49,"marks":281},"Nonetheless, the change shook trader confidence and spurred long contract holders on futures exchanges to unwind their positions. By contrast, Benchmark’s Inventory Tracker China continued to show a ",[282],{"type":52,"attrs":283},{"color":54},{"text":285,"type":49,"marks":286},"consistent lithium chemical destocking trend",[287,291],{"type":59,"attrs":288},{"href":289,"uuid":290,"anchor":41,"target":63,"linktype":64},"/article/what-is-really-going-on-with-lithium-inventory-levels-","0a4c4580-035a-4c1d-81ee-9d6d8e1009d0",{"type":52,"attrs":292},{"color":54},{"text":294,"type":49,"marks":295}," throughout the quarter.",[296],{"type":52,"attrs":297},{"color":54},{"type":44,"attrs":299,"content":300},{"textAlign":41},[301,306,315,320,329,334,343],{"text":302,"type":49,"marks":303},"Cell production scheduling data for September showed NCM cathode output plans had slowed month-on-month while LFP rose only modestly. This came alongside market rumours that several cell buyers were attempting to shift orders ",[304],{"type":52,"attrs":305},{"color":54},{"text":307,"type":49,"marks":308},"away from CATL to rival battery suppliers",[309,313],{"type":59,"attrs":310},{"href":311,"uuid":312,"anchor":41,"target":63,"linktype":64},"/article/chinese-ev-makers-increasingly-prioritise-cell-supply-diversification","f74f6ad7-18ba-4606-858c-12d29172ca20",{"type":52,"attrs":314},{"color":54},{"text":316,"type":49,"marks":317},". Additionally, the Chinese government announced a pause on ",[318],{"type":52,"attrs":319},{"color":54},{"text":321,"type":49,"marks":322},"new ESS",[323,327],{"type":59,"attrs":324},{"href":325,"uuid":326,"anchor":41,"target":63,"linktype":64},"/article/china-reportedly-set-to-pause-bess-cell-capacity-approvals","7f6bbf6a-6d37-4cd7-9fe7-ab97931f1456",{"type":52,"attrs":328},{"color":54},{"text":330,"type":49,"marks":331}," and ",[332],{"type":52,"attrs":333},{"color":54},{"text":335,"type":49,"marks":336},"later EV cell capacity",[337,341],{"type":59,"attrs":338},{"href":339,"uuid":340,"anchor":41,"target":63,"linktype":64},"/article/china-to-expand-new-cell-capacity-approvals-pause-to-ev","1b95ccc3-5c17-4952-a8b3-6f057aa70945",{"type":52,"attrs":342},{"color":54},{"text":344,"type":49,"marks":345}," expansion approvals.",[346],{"type":52,"attrs":347},{"color":54},{"type":44,"attrs":349,"content":350},{"textAlign":41},[351],{"text":352,"type":49,"marks":353},"“The combination cooled sentiment and dragged chemical and spodumene prices down together to close the quarter lower,” Megginson said.",[354],{"type":52,"attrs":355},{"color":54},{"type":115,"attrs":357,"content":358},{"level":117,"textAlign":41},[359],{"text":360,"type":49,"marks":361},"What could impact lithium prices in Q4 2026?",[362],{"type":52,"attrs":363},{"color":54},{"type":365,"attrs":366,"content":368},"ordered_list",{"order":367},1,[369,387,403,419,435],{"type":370,"content":371},"list_item",[372],{"type":44,"attrs":373,"content":374},{"textAlign":41},[375,382],{"text":376,"type":49,"marks":377},"Jianxiawo's environmental review",[378,380],{"type":52,"attrs":379},{"color":54},{"type":381},"bold",{"text":383,"type":49,"marks":384},": whether it concludes within Q4 as Benchmark's base case assumes, or slips into 2027 as flagged as a risk.",[385],{"type":52,"attrs":386},{"color":54},{"type":370,"content":388},[389],{"type":44,"attrs":390,"content":391},{"textAlign":41},[392,398],{"text":393,"type":49,"marks":394},"CATL supplier-switching rumours",[395,397],{"type":52,"attrs":396},{"color":54},{"type":381},{"text":399,"type":49,"marks":400},": whether these translate into confirmed order losses, or fade as market chatter or buyer negotiation strategy.",[401],{"type":52,"attrs":402},{"color":54},{"type":370,"content":404},[405],{"type":44,"attrs":406,"content":407},{"textAlign":41},[408,414],{"text":409,"type":49,"marks":410},"DSO viability",[411,413],{"type":52,"attrs":412},{"color":54},{"type":381},{"text":415,"type":49,"marks":416},": whether continued pressure on feedstock prices render currently marginal DSO shipments uneconomic.",[417],{"type":52,"attrs":418},{"color":54},{"type":370,"content":420},[421],{"type":44,"attrs":422,"content":423},{"textAlign":41},[424,430],{"text":425,"type":49,"marks":426},"Sentiment reversal: ",[427,429],{"type":52,"attrs":428},{"color":54},{"type":381},{"text":431,"type":49,"marks":432},"fundamentals do not support recent bearishness holding to the end of the year.",[433],{"type":52,"attrs":434},{"color":54},{"type":370,"content":436},[437],{"type":44,"attrs":438,"content":439},{"textAlign":41},[440,446],{"text":441,"type":49,"marks":442},"NCM production plans",[443,445],{"type":52,"attrs":444},{"color":54},{"type":381},{"text":447,"type":49,"marks":448},": continued sluggish NCM cathode production schedules have been a genuine source of demand-side weakness, and if the trend continues it could further weigh on hydroxide prices.",[449],{"type":52,"attrs":450},{"color":54},{"type":115,"attrs":452,"content":453},{"level":117,"textAlign":41},[454],{"text":455,"type":49},"Read more Q3 Price Reviews:",{"type":457,"content":458},"bullet_list",[459,472,484,496,508,520],{"type":370,"content":460},[461],{"type":44,"attrs":462,"content":463},{"textAlign":41},[464],{"text":465,"type":49,"marks":466},"Mid-year production quotas and underwhelming NCM demand weaken market fundamentals: Q3 2026 Nickel Price Review",[467],{"type":59,"attrs":468},{"href":469,"uuid":470,"anchor":41,"target":471,"linktype":64},"/article/mid-year-production-quotas-and-underwhelming-ncm-demand-weaken-market-fundamentals-nickel-q3-2026-price-review","aeb4d7ca-7604-4b28-b860-2f8e563085a0","_blank",{"type":370,"content":473},[474],{"type":44,"attrs":475,"content":476},{"textAlign":41},[477],{"text":478,"type":49,"marks":479},"Export interventions and payables under pressure: Q3 2026 Black Mass Price Review",[480],{"type":59,"attrs":481},{"href":482,"uuid":483,"anchor":41,"target":471,"linktype":64},"/article/export-interventions-and-payables-under-pressure-q3-2026-black-mass-price-review","ab4fe86c-8b9c-4107-837c-925e27f3cf58",{"type":370,"content":485},[486],{"type":44,"attrs":487,"content":488},{"textAlign":41},[489],{"text":490,"type":49,"marks":491},"Ex-China heavy rare earths continue to surge: Q3 2026 Rare Earths Price Review",[492],{"type":59,"attrs":493},{"href":494,"uuid":495,"anchor":41,"target":471,"linktype":64},"/article/ex-china-heavy-rare-earths-continue-to-surge-q3-2026-rare-earths-price-review","c667c14e-f8b7-4ab6-8558-8ec901778ab2",{"type":370,"content":497},[498],{"type":44,"attrs":499,"content":500},{"textAlign":41},[501],{"text":502,"type":49,"marks":503},"Feedstock costs rise but AAM prices hold firm: Anode and Graphite Q3 2026 Price Review",[504],{"type":59,"attrs":505},{"href":506,"uuid":507,"anchor":41,"target":471,"linktype":64},"/article/feedstock-costs-rise-but-aam-prices-hold-firm-anode-and-graphite-q3-2026-price-review","de97d2ba-5af8-4efb-b17e-a6f58fd907bc",{"type":370,"content":509},[510],{"type":44,"attrs":511,"content":512},{"textAlign":41},[513],{"text":514,"type":49,"marks":515},"Hydroxide standoff and broad decline: Q3 2026 Cobalt Price Review",[516],{"type":59,"attrs":517},{"href":518,"uuid":519,"anchor":41,"target":471,"linktype":64},"/article/hydroxide-standoff-and-broad-decline-q3-2026-cobalt-price-review","651ba593-7261-427d-9afa-2b8633b3754b",{"type":370,"content":521},[522],{"type":44,"attrs":523,"content":524},{"textAlign":41},[525],{"text":526,"type":49,"marks":527},"Rangebound trading persists as firm costs offset muted battery demand: Manganese Sulphate Q3 2026 Price Review",[528],{"type":59,"attrs":529},{"href":530,"uuid":531,"anchor":41,"target":63,"linktype":64},"/article/rangebound-trading-persists-as-firm-costs-offset-muted-battery-demand-manganese-sulphate-q3-2026-price-review","0cadd742-8c7e-43e5-91b4-f38dc3898a1d","Both lithium chemical and feedstock prices fell notably across Q3 2026, extending the lithium price correction that began in Q2. A volatile decline through July gave way to a notable August rally, before a sharp September reversal that erased the quarter's gains in a matter of days.",true,[535],{"slug":536,"name":537,"content":538},"adam-megginson","Adam Megginson",{"job_title":539,"image":540,"bio":542,"linkedin":543,"markets_covered":544},"Principal Analyst",{"filename":541},"https://a.storyblok.com/f/287943243085208/512x512/f25205e28d/adam-megginson.jpeg","Adam is a Principal Analyst at Benchmark Mineral Intelligence and is responsible for the lithium, graphite, synthetic graphite and anode price assessments. Adam is in constant communication with buyers, sellers, traders and distributors to collect first-hand price data and insights which are published in Benchmark's price assessments. He has presented battery supply chain analysis to executives and senators in the UK, US, France, Morocco, Germany and Japan. Before joining Benchmark, Adam worked at an energy transition impact investment company. There he focussed on distributing LPG smartmeters for cooking in Kenya and Tanzania. Adam graduated with a First Class Honours BSc in International Management from Warwick Business School..","https://www.linkedin.com/in/adam-megginson/","Lithium,natural graphite, synthetic graphite, anode","article","Q3 2026 Lithium Price Review",[548,551,554],{"slug":549,"name":550},"lithium","Lithium",{"slug":552,"name":553},"critical-minerals","Critical Minerals",{"slug":555,"name":556},"raw-materials","Raw Materials","public",{"id":41,"alt":41,"name":112,"focus":41,"title":41,"source":41,"filename":112,"copyright":41,"fieldtype":559,"meta_data":560},"asset",{},{"id":562,"alt":112,"name":112,"focus":112,"title":112,"source":112,"filename":563,"copyright":112,"fieldtype":559,"meta_data":564,"is_external_url":113},129073343493929,"https://a.storyblok.com/f/287943243085208/468e52b5cf/bm-truck-carrying-australian-lithium.jpg",{},"Both lithium chemical and feedstock prices fell notably across Q3 2026, extending the lithium price correction that began in Q2. 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