Uncertainty Over CATL Lithium Mine Restart Could Fuel Price Volatility: Analysts The uncertainty surrounding CATL's lithium mine restart has been building for months, and it looks like we're in for a wild ride.
Supply chain volatility is at the heart of the issue, with CATL's lepidolite mine accounting for around 4 to 5% of global lithium supply when operating at full capacity.
The latest development is that the local environmental regulator has pulled the plug on CATL's environmental impact assessment report.