The suspension of the lithium mine project by CATL has triggered concerns over supply tightness, leading to a pre-market surge in U.S.-listed lithium stocks

The suspension of CATL's lithium mine project has led to a surge in U.S.-listed lithium stocks, with Albemarle Corp rising nearly 9%, Sociedad Quimica y Minera up 6.5%, and Lithium Americas increasing by nearly 9%. Smaller companies such as Standard Lithium, Piedmont Lithium, and Sigma Lithium saw gains ranging from 5.6% to 13.8%. Morgan Stanley analysts expect the lithium supply surplus to decrease to 60,000 tons by 2025, with short-term risks of rising lithium prices, but long-term attention still needed on supply constraints