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",[588],{"type":583},{"text":590,"type":578},"tracks changes in the lithium chemicals inventory across chemical producers, converters, traders, and any midstream or downstream end consumers in China.",{"type":564,"attrs":592,"content":593},{"textAlign":49},[594,600,604],{"text":595,"type":578,"marks":596},"A ",[597,598],{"type":583},{"type":599},"superscript",{"text":601,"type":578,"marks":602},"Cathode Inventory ",[603],{"type":583},{"text":605,"type":578},"tracks changes in the quantity of cathode active material held at midstream and downstream operations in China.",{"type":607,"content":608},"bullet_list",[609,622,632,642],{"type":610,"content":611},"list_item",[612],{"type":564,"attrs":613,"content":614},{"textAlign":49},[615],{"text":616,"type":578,"marks":617},"Throughout June 2026, lithium inventories were drawn down moderately, as robust consumption outstripped restocking efforts. Opportunistic restocking early in the month, spurred by dipping raw materials prices, reduced the pressure to buy lithium chemicals by the end of the period. By the end of June, lithium carbonate and hydroxide inventory had fallen 1,400 tonnes LCE.",[618],{"type":619,"attrs":620},"textStyle",{"color":621},"black",{"type":610,"content":623},[624],{"type":564,"attrs":625,"content":626},{"textAlign":49},[627],{"text":628,"type":578,"marks":629},"Lithium chemical shipments from Chile to China decreased in May, tightening material availability. Additionally, one brine producer in Qinghai Province undertook maintenance. This tightening was mostly counterbalanced by consistent hard rock conversion activity and increased chemical shipments from South Korea to China – primarily comprising consumers reselling excess material. Earthquakes in Qinghai during the month did not cause damage to brine operations, nor disrupt supply.",[630],{"type":619,"attrs":631},{"color":621},{"type":610,"content":633},[634],{"type":564,"attrs":635,"content":636},{"textAlign":49},[637],{"text":638,"type":578,"marks":639},"Production schedules and inventory levels at NCM cathode producers were steady in June, maintaining the momentum of May’s domestic commercial vehicle and export EV demand pull-through. For LFP cathode producers, Benchmark tracked rising stocks, especially among larger players, leading to a total CAM inventory increase to 1.8 weeks worth of consumption.",[640],{"type":619,"attrs":641},{"color":621},{"type":610,"content":643},[644],{"type":564,"attrs":645,"content":646},{"textAlign":49},[647],{"text":648,"type":578,"marks":649},"Among cell producers, demand forecasts remained robust and production levels were consistent. However, impending half-year financial reporting prompted cautious procurement, as companies worked to reduce the inventory on their balance sheets.",[650],{"type":619,"attrs":651},{"color":621},{"type":564,"attrs":653,"content":654},{"textAlign":49},[655,660],{"type":568,"attrs":656},{"id":657,"alt":562,"src":658,"title":562,"source":562,"copyright":562,"meta_data":659},193129527745773,"https://a.storyblok.com/f/287943243085208/2296x434/b49d701e20/2026-06-30-bottom-table.png",{},{"type":568,"attrs":661},{"id":662,"alt":562,"src":663,"title":562,"source":562,"copyright":562,"meta_data":664},193129187355868,"https://a.storyblok.com/f/287943243085208/1620x91/54aebdbede/2026-06-30-key.png",{},{"type":564,"attrs":666,"content":667},{"textAlign":49},[668,670,675,677,681],{"text":669,"type":578},"  ",{"text":671,"type":578,"marks":672},"B, C ",[673,674],{"type":583},{"type":599},{"text":676,"type":578}," The ",{"text":678,"type":578,"marks":679},"Lithium Chemicals Inventory Change Break Down and the Cathode Inventory Change Break Down ",[680],{"type":583},{"text":682,"type":578},"illustrates where inventory sits within the supply chain for lithium chemicals and cathode active material, respectively. Lighter orange denotes lower-than-typical inventory levels, darker orange denotes higher-than-typical inventory levels. An up arrow indicates restocking, a flat arrow indicates a static balance, and a down arrow indicates destocking. The inventory changes at these supply chain steps comprise the overall change in the inventory trackers above.",{"type":564,"attrs":684,"content":685},{"textAlign":49},[686],{"text":669,"type":578},"briefing",[689,691,694],{"slug":690,"name":8},"lithium",{"slug":692,"name":693},"critical-minerals","Critical Minerals",{"slug":695,"name":696},"raw-materials","Raw Materials","private","Jun 30, 2026","30th June 2026",[],[],1783682728999]