Chinese Lithium Production Halt Means Upside for These 3 Stocks

Chinese Lithium Production Halt Means Upside for These 3 Stocks

New data center buildouts and lower Chinese lithium production have sent prices soaring in July 2025, creating upside in these 3 stocks.

China shuts down a major lithium mine, triggering a surge in prices

The world's leading battery manufacturer has halted operations at one of its extraction sites, sending shockwaves through the lithium market while failing to dispel concerns over potential overproduction.

Aussie fund managers challenge lithium short sellers as miners surge

Australian fund managers are increasingly taking on hedge funds betting against lithium stocks, positioning for a rebound in prices that could force short sellers to cover and intensify the sector rally, according to a report by the Financial Review. Perth-based Argonaut’s David Franklyn increased his exposure to lithium in June, despite spodumene – the lithium variety mined in Australia – falling to a four-year low of $575 a tonne, leaving prod…

L1 Capital Rides Lithium Price Surge

Melbourne-based hedge fund L1 Capital, managing $8.7 billion in assets, is among those benefiting from the recent surge in lithium prices. This has allowed it to take on rival short sellers who have long targeted the sector. The fund’s significant stake in Mineral Resources (MinRes) has more than doubled in value this month, following Chinese battery giant CATL’s suspension of operations at a major mine. MinRes is a leading Australian mining ser…

CATL Shuts Down China Lithium Mine For 3 Months

Battery giant Contemporary Amperex Technology Co. Ltd. (CATL) has suspended production at a major lithium mine in China’s Jiangxi province for at least three months.