CATL holds meeting to accelerate reopening of the Jianxiawo Lithium Mine

Opinion Pieces

9

Sept

2025

CATL holds meeting to accelerate reopening of the Jianxiawo Lithium Mine

Sources indicate that the process is progressing rapidly, with optimistic projections that operations could restart on 20 September.

On 9 September 2025, People's Finance News reported that CATL subsidiary, Yichun Times New Energy Mining Co, convened a "Work Meeting on the Reopening of the Jianxiawo Lithium Mine" to specifically advance resumption of production.

Sources indicate that CATL's application for extending mining rights and licenses at Jianxiawo is progressing more rapidly than market expectations, with production potentially resuming as early as 20 September. Initial expectations had ranged from three to twelve months until production resumed.

It has been 31 days since operations were halted when the mining license expired on 9 August. In the meantime, CATL’s associated downstream refineries have continued operating, utilising stockpiles and externally sourced material.

Should operations resume as early as 20 September, it would mark a total of 42 days of closure. Overall, the net impact on ore and concentrate availability is therefore likely to be muted, as the operation could be ramped back to pre-closure capacity by the end of the year, if not sooner. Considering that the refineries have also remained in production during the closure period, the availability of lithium carbonate for consumption in the Chinese battery sector has remained ample, resulting in downward pressure on prices since the peak in August.

The announcement may also dampen the risk of further closures to seven other mines in the Jiangxi Province, the operators for which have until 30 September to submit resource, reserves and grade reports or face closure.


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