[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  Mith & Abe [@Mith_](/creator/twitter/Mith_) on x 1687 followers Created: 2025-07-21 13:15:03 UTC With the positive movement in lithium prices as of late, I have been watching for an indication that China is ramping up processing to ensure its stockpiles are at a sufficient level so that, if there is a healthy increase in prices, it is in a position to possibly offset it. The recent XX% surge in Zimbabwe’s spodumene exports, despite weak market prices, is a strong signal that this may already be happening. Spodumene from Zimbabwe goes to only one place, China. While fluctuations in export volumes are common, this scale of increase during a period of low prices stands out. It suggests that the growth in demand from processors is now outpacing production. With domestic output in China constrained by cost, importing low-priced spodumene allows inventory to build ahead of any recovery in lithium prices. This may be an early signal of a reversal in market sentiment and the return of upward price momentum.  XXX engagements  **Related Topics** [surge](/topic/surge) [china](/topic/china) [mith](/topic/mith) [Post Link](https://x.com/Mith_/status/1947284185858920906)
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
Mith & Abe @Mith_ on x 1687 followers
Created: 2025-07-21 13:15:03 UTC
With the positive movement in lithium prices as of late, I have been watching for an indication that China is ramping up processing to ensure its stockpiles are at a sufficient level so that, if there is a healthy increase in prices, it is in a position to possibly offset it. The recent XX% surge in Zimbabwe’s spodumene exports, despite weak market prices, is a strong signal that this may already be happening.
Spodumene from Zimbabwe goes to only one place, China. While fluctuations in export volumes are common, this scale of increase during a period of low prices stands out. It suggests that the growth in demand from processors is now outpacing production. With domestic output in China constrained by cost, importing low-priced spodumene allows inventory to build ahead of any recovery in lithium prices. This may be an early signal of a reversal in market sentiment and the return of upward price momentum.
XXX engagements
