牛津大学能源研究所：2024锂价格波动：市场下一步走向何方？（英文版）

After a super-charged rally two years ago, the year-long slump in lithium (Li) and wider battery metals pricing has triggered a range of questions in the market: how sustainable are current spot prices? Has lithium’s marginal cost of production become more dynamic compared to previous years? What next for lithium prices and pricing? So far, lithium chemical spot prices have fallen by 80% from a historic high of US$80/kt (albeit a brief peak) to current levels near US$13/kt. Meanwhile, spodume