Dec. 17 at 8:32 PM
$GNENF Ganfeng Lithium’s Strategic Moves Amid Market Challenges 🔋
While lithium prices have fallen 22% YoY to ~
$10,400/t, Ganfeng Lithium continues to make bold investments to secure its position in the global supply chain. Recent M&A activity highlights the confidence major players have in a market rebound driven by EV demand.
🔑 Key Highlights:
Ganfeng acquired Bacanora Lithium for
$1B in 2024, strengthening its resource base.
Lithium prices remain near break-even, but demand for EVs and energy storage is expected to drive recovery in the next 6–18 months.
Global lithium producers, including Ganfeng, are leading the way to ensure supply stability as the market evolves.
If you’re following the lithium sector, this article breaks down market trends, recent acquisitions, and opportunities for investors.
👉 https://www.researchfrc.com/content/analyst-ideas/post/191/rio-tintos-25b-lithium-bet-our-take