Tianqi Lithium’s profit beats expectations but falls quarter on quarter: Why are lithium prices falling alongside inventory drawdowns?
Tianqi Lithium’s earnings per share exceeded market consensus in the third quarter of 2026, but lower lithium prices weighed on quarter-on-quarter performance. Bernstein believes falling inventories and pressure on marginal supply will support lithium prices, with mine restarts and year-end battery demand as key variables.
Bernstein ·