American Battery Rallies 6.48% on Lithium Boom, China's EV Charging Push

American Battery shares surged 6.48% in pre-market trading on Dec. 12, 2025, driven by renewed optimism in the lithium market and expanding demand for energy storage infrastructure.

The rally aligns with lithium carbonate futures hitting 94,500 yuan/tonne, a 1.07% daily gain and a 23.69% increase year-to-date. China’s pledge to double EV charging capacity to 180 gigawatts by 2027 has bolstered confidence in long-term lithium demand, while new energy vehicle production grew 33.1% year-to-date, with October sales capturing 51.6% market share. Major producer Ganfeng highlighted a projected 30% rise in lithium demand for 2026, reinforcing sector momentum.

Supply-side developments also contributed to the upward trend. CATL announced plans to restart operations at its Jiangxi mine, a key facility accounting for 3% of global lithium supply, following regulatory approvals. This follows earlier suspensions linked to Beijing’s anti-inflationary measures, signaling a potential easing of supply constraints.

The market remains focused on balancing infrastructure growth with policy interventions, as Beijing’s support for lithium-rich energy storage systems continues to shape investor sentiment in the sector.