Rumor
CATL's Jianxiawo Lithium Mine Reportedly Fails December 5th Restart and Remains Closed
Tuesday, December 9, 2025 at 01:36 PM
The Jianxiawo lithium mine in Yichun, owned by Contemporary Amperex Technology Co. Limited (CATL) and responsible for a notable percentage of global lithium supply, allegedly remains closed due to an expired license after a planned December 5th restart did not occur, maintaining tight supply conditions in China.
Context
CATL's Jianxiawo lithium mine in Yichun, a significant source contributing approximately 3% of global lithium supply, reportedly failed to restart on December 5, 2025, and remains closed. Operations were initially suspended in early August 2025 due to an expired mining license, with regulatory approvals still pending. This prolonged closure has notably tightened lithium supply in China, creating market volatility.
The continued halt at Jianxiawo has impacted lithium prices, which experienced a bump in August-September following the initial shutdown. Prices recently surged above RMB 100,000 per ton in November before a correction. This situation underscores critical supply chain vulnerabilities for battery materials. A restart is anticipated to ease prices, though the exact timeline for this remains uncertain.
Sources (14)
CATL's Jianxiawo lithium mine in Yichun failed to restart on Dec 5 ...Automotive Technology Insight | Industry News | Supply ChainCATL Aims to Restart Key Chinese Lithium Mine by Early ...Lithium prices slump as Chinese giant eyes restartLithium Prices Jump as CATL Shuts Major Jianxiawo Mine ...CATL aims to restart key lithium mine in early Dec, report ...CATL Reportedly Plans to Restart Key Chinese Lithium ...CATL Lithium Mine Restart Strengthens Global Battery Supply Chain
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