April 10th News: Tianqi Lithium Corporation publicly stated today that, given that the construction, resumption, and expansion cycles for lithium mines are longer than those for lithium salt processing, combined with factors such as changes in the external environment, it is expected that lithium ore supply will remain tight through the first half of 2026. Chempricehub's analysis of lithium carbonate: Bullish-Bearish Score: 1.5. Tianqi Lithium Corporation indicated that lithium ore supply will remain tight through the first half of 2026, primarily due to the longer construction, resumption, and expansion cycles for lithium mines compared to lithium salt processing, along with changes in the external environment. This is expected to have a significantly positive impact on the spot price of lithium carbonate, as reduced supply may lead to an increase in spot prices, given that demand (e.g., from new energy batteries) remains stable or grows. Considering lithium carbonate futures data (e.g., the 2609 contract saw an increase of 11,295 open interest positions, with a settlement price of 155,420 yuan per ton), although some contract prices have declined recently, the expectation of tight supply is likely to drive up forward futures prices, strengthening market bullish sentiment. The score of 1.5 reflects a relatively strong bullish outlook, as supply tightness is the core driving factor.