Lithium Miners Plunge as CATL Prepares to Restart Operations

Lithium producers fell on Tuesday after CATL announced it would restart operations at its Jianxiawo mine earlier than expected, adding supply pressure to an already overwhelmed market. Albemarle, Sigma Lithium, Liontown Resources, and Pilbara Minerals sank by 11.5%, 6.9%, 18.4%, and over 17% respectively. Despite the slump, the sector attracts strategic deals, with Codelco and SQM finalizing a partnership for Chile's Atacama salt flats, and Jindalee Lithium advancing plans to create a new lithium company through a merger.

September 10, 2025

Lithium producers experienced a significant downturn on Tuesday following CATL's announcement to restart operations at its Jianxiawo mine earlier than anticipated. This decision added supply pressure to an already strained market. Major players such as Albemarle, Sigma Lithium, Liontown Resources, and Pilbara Minerals saw their stocks drop by 11.5%, 6.9%, 18.4%, and over 17% respectively List of Lithium Stocks^[1].

Despite the market's slump, the lithium sector continues to attract strategic deals. Codelco and SQM have finalized a partnership for Chile's Atacama salt flats, while Jindalee Lithium is advancing plans to create a new lithium company through a merger . These deals indicate the sector's resilience and potential for growth, even in the face of increased supply.

In other news, Nevada Lithium Resources Inc. (TSXV: NVLH; OTCQB: NVLHF; FSE: 87K) reported a Preliminary Economic Assessment (PEA) for its Bonnie Claire Lithium Project, indicating a US$6.83 billion after-tax NPV, a 32.3% after-tax IRR, and a 2.8-year capital payback . Meanwhile, Stardust Power Completes its Front End Loading 3 Report (FEL 3) for its Oklahoma Lithium Refinery, revealing a Phase 1 capacity of 25,000 metric tons per annum of battery-grade lithium, with a capital expenditure of ~$500 million .

The sector's ongoing developments and strategic partnerships suggest a balanced approach to market volatility, with both supply-side adjustments and strategic consolidations shaping the future of the lithium market.

References:
List of Lithium Stocks^[1] GreenStockNews.com, "Lithium Stocks," accessed September 10, 2025.
GreenStockNews.com, "Lithium Stocks," accessed September 10, 2025.
Nevada Lithium Resources Inc., "Nevada Lithium Files Preliminary Economic Assessment Technical Report on Bonnie Claire Lithium Project," accessed September 10, 2025.
GreenStockNews.com, "Lithium Stocks," accessed September 10, 2025.