Key Highlights:
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Lithium Fluoride Prices stayed steady in early September as steady Chinese imports balanced rising costs.
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Supply recovered after August maintenance, keeping shipments smooth.
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Record August EV sales before tax credit cuts lifted demand for battery materials.
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Tesla鈥檚 share slipped as rivals like GM, Ford, and Hyundai gained from the buying rush.
In the first half of September xxxx, U.S. lithium fluoride prices remained stable, supported by a balance between steady supply and firm consumer demand. Imports of lithium fluoride from China continued without disruption, even as upstream cost pressures from rising fluorite prices and squeezed hydrofluoric acid margins kept production economics tight. Strong electric vehicle (EV) sales provided a demand boost, offsetting cost-side challenges and keeping lithium fluoride鈥檚 market sentiment neutral.
Asian exports, especially those from China, continued to keep up with supply flows into the United States. This stability came following mid-August maintenance at lithium hydroxide facilities,...
