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Lithium fluoride prices in the USA jumped sharply in early March after a volatile February that saw a mid-month setback tied to seasonal demand weakness. Early February held broadly balanced conditions, but mid-February weakness related to Lunar New Year slowdowns in China knocked spot momentum and left the lithium fluoride market range-bound through late February.
By early March, however, a rebound in enquiry activity and tighter near-term availability pushed lithium fluoride spot values higher, reversing some of the mid-month losses. The shift also coincided with rising geopolitical risk in the Middle East, where escalating conflict and disruption around the Strait of Hormuz lifted global energy and freight costs, adding a modest risk premium to chemical including bromine and battery-materials markets.
Downstream processors remained the key demand focus through February, with procurement for downstream manufacturing described as soft and capping spot upside even as...
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