Lithium futures jump 11% in China as AI data center demand collides with EV market – Startup Fortune

Lithium futures jump 11% in China as AI data center demand collides with EV market


China’s new energy storage installations grew 46.31% year over year from January through October, reaching 94.81 GWh, with order backlogs for storage cells stretching into 2026. Meanwhile, CATL’s Jianxiawo lithium mine in Yichun, closed since August 2025, remained shut as of August 2026 pending environmental approval.



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