Lithium Americas (Argentina) Corp

LAAC: XTSE (CAN)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
	CAD 38.00	Vzsdcy	Bgyzftj

Lithium: Producer Shares Rally on High-Cost Supply Cut

Seth Goldstein

Sep 11, 2024

Lithium stocks rallied on the news that battery producer CATL planned to adjust lithium production at its lepidolite-based mines in China in response to low lithium prices. While many lithium producers have slowed or paused supply expansion plans or announced supply cuts in 2025, this marks one of the first major supply cuts in 2024. The news of the supply cut sent China lithium carbonate futures and spot prices higher as the cut will move the lithium market closer to balance. The market is currently oversupplied, which has led index prices to fall to $10,500 from a recent cyclical peak of $78,000 per metric ton in November 2022.

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