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油价两周跌回站前，但目前的交易性质已经变了！油市的“复常”只演完了第一幕，接下来将如何演变？一文帮你找到真正的胜负手藏在哪

Minmetals Futures said weekend reports of supply-side restarts are pressuring lithium carbonate and prices are likely to open lower. Supply: H2 incremental lithium carbonate output will be driven mainly by spodumene, with overall release pacing slightly faster than H1. Demand: downstream orders remain full; July–August is a seasonal EV consumption trough but downstream production continues to rise MoM, and peak demand is expected in Sept–Oct. Overall, Minmetals judges the annual supply–demand balance will remain tight — even if a large Jiangxi lithium mine resumes production. A near-term price decline may prompt downstream buyers to bring forward restocking, which would limit downside.