碳酸锂供需双增

期货日报11-06

近期，受江西锂矿停产、宏观氛围回暖以及供应收紧等因素影响，碳酸锂市场情绪不断变化，期货价格波动较大。海外供应增长澳大利亚方面，Pilgangoora矿山四季度为完成财年指引产量，预计将加快生产进度；KathleenValley矿山四季度转入地下生产后仍有增产空间。考虑到高矿价提振矿山生产积极性，预计澳矿整体维持增产态势。非洲方面，马里Goulamina矿山10月处于产能爬坡阶段，11月和12月产量...

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