China Commodity Futures Close: Lithium Carbonate Main Contract Falls Over 8%

The scale of the lithium carbonate move stands out against an otherwise mixed session, where gains in asphalt, iron ore and fuel oil sit alongside steep losses in palladium and silver. That dispersion points to commodity-specific pressures rather than a single macro driver, with lithium's own supply-demand story doing the work. For participants across battery materials and the broader industrial complex, the question worth watching is whether lithium's weakness stays contained or starts to color sentiment toward the rest of the board.