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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":690,"relatedVideos":691},112468046561506,"3994dd50-44f0-4d27-ac25-2f1fbbb0ef21","What could CATL restarting its Chinese lithium mine mean for the market?","what-could-catl-restarting-its-chinese-lithium-mine-mean-for-the-market","article/what-could-catl-restarting-its-chinese-lithium-mine-mean-for-the-market",{"_uid":547,"date":548,"tags":549,"editor":562,"content":572,"excerpt":668,"featured":51,"reporter":669,"_editable":673,"component":674,"seo_title":543,"categories":675,"visibility":681,"author_company":49,"data_vis_image":682,"featured_image":685,"seo_description":668,"author_full_name":49,"author_job_title":49,"formattedDate":688,"formattedArticleDate":689},"aa26ecfb-2aec-4dbb-aab5-d39694bbbaf1","2025-02-11 00:00",[550,553,556,559],{"slug":551,"name":552},"catl","CATL",{"slug":554,"name":555},"china","China",{"slug":557,"name":558},"data-visualisation","Data Visualisation",{"slug":560,"name":561},"lithium-prices","Lithium prices",[563],{"slug":564,"name":565,"content":566},"didi-bostock","Didi Bostock",{"job_title":567,"image":568,"bio":570,"linkedin":571},"Editor - Energy Transition & Economics",{"filename":569},"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":573,"content":574},"doc",[575,600,605,610,623,632,637,642,653,660],{"type":576,"attrs":577,"content":578},"paragraph",{"textAlign":49},[579,582,590,592,598],{"text":580,"type":581},"CATL’s Jianxiawo ","text",{"text":583,"type":581,"marks":584},"mica mine",[585],{"type":586,"attrs":587},"link",{"href":588,"uuid":49,"anchor":49,"target":49,"linktype":589},"https://source.benchmarkminerals.com/video/watch/the-growing-role-of-chinese-mica-in-the-lithium-market?_branch_match_id=1544412236725434078&utm_source=facebook&utm_medium=share&_branch_referrer=H4sIAAAAAAAAA8soKSkottLXT0rNS87ITSzKzs3MSy1KzCnWSywo0MvJzMvWz05x8whOybcoCEyyrytKTUstKsrMS49PKsovL04tsnXOKMrPTQUAnpAALUgAAAA%3D","url",{"text":591,"type":581}," in Jiangxi, China is rumoured to be ",{"text":593,"type":581,"marks":594},"resuming operations",[595],{"type":586,"attrs":596},{"href":597,"uuid":49,"anchor":49,"target":49,"linktype":589},"https://source.benchmarkminerals.com/article/what-does-the-reported-shutdown-of-catls-mine-mean-for-the-lithium-market?_branch_match_id=1544412232417366955&utm_source=facebook&utm_medium=share&_branch_referrer=H4sIAAAAAAAAA8soKSkottLXT0rNS87ITSzKzs3MSy1KzCnWSywo0MvJzMvWT3NJ8ip1szQvCEyyrytKTUstKsrMS49PKsovL04tsnXOKMrPTQUAJARBzkgAAAA%3D",{"text":599,"type":581},", potentially weakening price support for lithium.",{"type":576,"attrs":601,"content":602},{"textAlign":49},[603],{"text":604,"type":581},"Through conversations with contacts, Benchmark understands that the local government has asked CATL to resume operations in a bid to increase local tax revenues and support jobs.",{"type":576,"attrs":606,"content":607},{"textAlign":49},[608],{"text":609,"type":581},"A final decision on whether to restart the mine has yet to be made. Both parties are understood by Benchmark to be negotiating favorable policies such as cheaper electricity and lower royalties.",{"type":576,"attrs":611,"content":612},{"textAlign":49},[613,615,621],{"text":614,"type":581},"CATL’s integrated plant at the site is also expected to resume operation once the mine restarts. Additionally, the company’s ",{"text":616,"type":581,"marks":617},"joint refinery operation with Lopal",[618],{"type":586,"attrs":619},{"href":620,"uuid":49,"anchor":49,"target":49,"linktype":589},"https://source.benchmarkminerals.com/article/lopal-signs-rmb-7-billion-lfp-supply-agreement-with-catl?_branch_match_id=1544412227586028263&utm_source=facebook&utm_medium=share&_branch_referrer=H4sIAAAAAAAAA8soKSkottLXT0rNS87ITSzKzs3MSy1KzCnWSywo0MvJzMvWD47MK8%2B2KHauDEyyrytKTUstKsrMS49PKsovL04tsnXOKMrPTQUA2vsb9EgAAAA%3D",{"text":622,"type":581}," in the province is also reported to be resuming operations.",{"type":576,"attrs":624,"content":625},{"textAlign":49},[626],{"type":627,"attrs":628},"image",{"id":49,"alt":629,"src":630,"title":49,"source":49,"copyright":49,"meta_data":631},"","https://a.storyblok.com/f/287943243085208/883c40c63d/bm-carbonate-price-annotated-with-jianxiawo-feb-10-20252x-1-1.png",{},{"type":576,"attrs":633,"content":634},{"textAlign":49},[635],{"text":636,"type":581},"“Lithium carbonate prices haven’t improved much since Jianxiawo was put into care and maintenance. As such, the mine is unlikely to be profitable when it reopens,” said Adam Megginson, a lithium price analyst at Benchmark. “This is less of a concern for a vertically integrated miner like CATL, which can make up for losses upstream with its more profitable downstream operations”",{"type":576,"attrs":638,"content":639},{"textAlign":49},[640],{"text":641,"type":581},"Benchmark’s analysis of the site through satellite imagery shows minimal activity at the site with some minor activities happening around the administrative and processing areas, potentially indicative of preparation work. As yet, there are no clear visual indicators of resumed mining operations.",{"type":643,"attrs":644},"blok",{"id":645,"body":646},"06bdeac3-92ac-4813-afad-83059938f6d1",[647],{"id":648,"_uid":649,"type":650,"_editable":651,"component":652,"fixed_height":629,"use_fixed_height":50,"fixed_height_mobile":629,"fixed_height_tablet":629},"21570280","i-cddc36cd-0ca5-4ab9-8afa-e7bb55c1200f","visualisation","\u003C!--#storyblok#{\"name\": \"ContentFlourish\", \"space\": \"\", \"uid\": \"i-cddc36cd-0ca5-4ab9-8afa-e7bb55c1200f\", \"id\": \"\"}-->","ContentFlourish",{"type":654,"attrs":655,"content":657},"heading",{"level":656,"textAlign":49},4,[658],{"text":659,"type":581},"What impact could this have on the market?",{"type":643,"attrs":661},{"id":662,"body":663},"c9aed719-6c1b-4b05-b923-c1d1fd17219f",[664],{"id":665,"_uid":666,"type":650,"_editable":667,"component":652,"fixed_height":629,"use_fixed_height":50,"fixed_height_mobile":629,"fixed_height_tablet":629},"21557259","i-9b286038-c4c2-4c08-ae94-6be9cb6bbd49","\u003C!--#storyblok#{\"name\": \"ContentFlourish\", \"space\": \"\", \"uid\": \"i-9b286038-c4c2-4c08-ae94-6be9cb6bbd49\", \"id\": \"\"}-->","CATL’s Jianxiawo mica mine in Jiangxi, China is rumoured to be resuming operations, potentially weakening price support for lithium. Through conversations with contacts, Benchmark understands that the local government has asked CATL to resume operations in a bid to increase local tax revenues and support jobs. A final decision on whether to restart the mine […]",[670],{"slug":564,"name":565,"content":671},{"job_title":567,"image":672,"bio":570,"linkedin":571},{"filename":569},"\u003C!--#storyblok#{\"name\": \"article\", \"space\": \"\", \"uid\": \"aa26ecfb-2aec-4dbb-aab5-d39694bbbaf1\", \"id\": \"\"}-->","article",[676,679],{"slug":677,"name":678},"critical-minerals","Critical Minerals",{"slug":680,"name":8},"lithium","private",{"id":49,"alt":629,"name":629,"focus":629,"title":629,"source":629,"filename":630,"copyright":629,"fieldtype":683,"meta_data":684,"is_external_url":51},"asset",{"alt":629,"title":629,"source":629,"copyright":629},{"id":49,"alt":629,"name":629,"focus":629,"title":629,"source":629,"filename":686,"copyright":629,"fieldtype":683,"meta_data":687,"is_external_url":51},"https://a.storyblok.com/f/287943243085208/4280a70002/bm-catl-headquarters-3.jpg",{"alt":629,"title":629,"source":629,"copyright":629},"Feb 11, 2025","11th February 2025",[],[],1786958886771]