American Battery Shares Surge 6.48% as Lithium Demand Rides Policy, Infrastructure Wave

Shares of American Battery surged 6.48% in pre-market trading on December 12, 2025, driven by renewed optimism in the lithium market and infrastructure developments. The rally aligns with a broader rebound in battery materials following regulatory shifts and renewed demand dynamics.

Lithium prices climbed to 94,500 CNY/tonne, marking an 18-month high, as China announced plans to double EV charging capacity to 180 gigawatts by 2027. This infrastructure push, coupled with energy storage incentives, has bolstered confidence in long-term lithium demand. New energy vehicle production in China grew 33.1% year-to-date, with October sales accounting for 51.6% of the market—a historic milestone for the sector.

Supply-side adjustments also contributed to the positive momentum. Authorities approved the resumption of operations at a key lithium mine, signaling a recalibration of output controls to balance market stability. Analysts anticipate lithium demand to expand by 30% in 2026, supported by policy-driven infrastructure growth and EV adoption trends.