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Spot price fluctuations of battery-grade lithium carbonate and supply chain disruptions: The survival game of new energy enterprises | Synapse
March 3, 2026
Spot price fluctuations of battery-grade lithium carbonate and supply chain disruptions: The survival game of new energy enterprises
BL
Boqiang Lin
JL
Jiangnan Li
Key Points
Spot price fluctuations of battery-grade lithium carbonate create significant challenges for new energy enterprises.
A 15% increase in lithium carbonate price directly correlates with supply chain disruptions reported over the last quarter.
Analysis of market trends highlights the effect of supply chain disruptions on energy production timelines.
Urgent adaptations in procurement strategies may enable improved resilience against supply chain issues.
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Lin et al. (Mon,) studied this question.
synapsesocial.com/papers/69a765a4badf0bb9e87d9d70
https://doi.org/https://doi.org/10.1016/j.renene.2026.125372