[SMM Analysis]October Lithium Battery Recycling: LCO and Ternary Black Mass Payables Decline, Market Under Pressure

By MMPI News Desk On Nov 14, 2026 16 0

In October, lithium carbonate production at hydrometallurgical plants in the lithium battery recycling sector continued its downward trend. Production fell about 8% MoM from September, marking the third consecutive monthly pullback. The operating rate also declined, pulling back from above 30% in September to around 26%.

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