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spodumene

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Commodity Deep Dive ·

Lithium Is the Battery Metal Mined on Four Continents — and China Holds 70% of the Refining Capacity

Lithium deep dive — 290,000 t of 2025 mine supply after a 31% jump in one year, Australia at 92,000 t, roughly 70% of refining in China, and carbonate at $19,750/t after a 170% rally off the 2025 trough.