It was confirmed early last week that relevant enterprises in Zimbabwe have obtained their respective export quotas, though physical shipments have yet to commence.
Domestically in China, some lithium refineries have already secured their inventory for the second quarter, while others, particularly several large-scale producers, still face raw material gaps and are actively seeking supplies in the market. Arrivals of Australia’s spodumene in China have picked up in April, and spot inventories held by traders have stabilized for now, with no further decline observed. On the spot market, some traders have begun rolling over positions and are now quoting against the September futures contract.
Join Mysteel’s April 30 webinar to explore whether supply disruptions will drive the next leg higher for lithium and nickel markets in Q2 2026.
https://www.mysteel.net/event-listings/100067-q2-2026-lithium-and-nickel-will-supply-disruptions-fuel-further-price-hikes