Lithium supply disruption was a headfake

Reprising my view from a month ago, warning about the resumption of lower stock prices in listed Lithium companies…..

Back then lithium stocks were advancing on the news that CATL was seeing supply disruptions.

I’ll tell you this for nothing……Lithium stocks

Today, there is news that Chinese battery giant Contemporary Amperex Technology (CATL) is expected to soon resume production at its lithium mine in Yichun.

September 9, 2025