Mon Network Focus: Downward Trend of Lithium Prices in New Energy Sector, Companies Entering the Market Stir Up Supply and Demand Dynamics

Sep 21, 2025 Leave a message

In the recent focus area of the metal industry on Monkey Network, a series of complex and crucial situations have emerged. With the subtle changes in the global economic situation and the adjustment of the industry's own supply and demand structure, the metal market has experienced ups and downs.
From the overall market performance, although the market had high expectations for the loose policies and envisioned a "loose carnival", the actual situation was contrary to expectations. The US stock market showed significant differentiation, commodities generally declined, and the metal market mostly closed lower. In the precious metals sector, gold and silver futures all closed lower, and the accumulated gains were significantly reversed. Gold, as a traditional safe-haven asset, its price fluctuations have always attracted much attention. Usually, during periods of economic instability, investors will flood into the gold market to seek preservation of value, but this time the trend failed to continue, reflecting the complex transformation of market investors' sentiments and the influence of other potential factors.
Silver, due to its unique dual attributes of industrial and investment use, has a more special performance. In the industrial field, the photovoltaic industry is booming, and the demand for silver continues to rise. The continuous innovation in the electronics industry also creates numerous application scenarios for silver. These strong industrial demands provide solid fundamental support for the price of silver. In addition, when the ratio of gold and silver is at a high level, silver often has a rebound opportunity, but its price fluctuation is relatively intense, which also brings greater risks and opportunities for investors.
In the basic metals sector, there is a general downward trend. The LME copper price fell below the key 10,000 US dollar mark, zinc, aluminum, lead and other varieties also followed the decline, and only the LME nickel price remained unchanged. Copper, which holds a crucial position in the modern industrial system, especially in the fields of new energy and power grid upgrading, has long been favored by demand prospects. With the popularization of new energy vehicles, the demand for charging piles and battery manufacturing has shown explosive growth; in the process of power grid upgrading, a large amount of wire and cable laying also cannot do without copper. Therefore, although the copper price has experienced a correction at present, in the long run, this may provide an opportunity for investors to position.
The decline in the prices of zinc, aluminum, lead and other metals is closely related to their respective supply and demand patterns. Zinc is mainly used in the galvanizing industry, and the fluctuation of the real estate market has a significant impact on its demand. When the real estate market is in a period of adjustment, the demand for zinc also shrinks. Aluminum is widely used in construction and transportation industries, and the intensified industry competition and overcapacity in some regions have put pressure on the aluminum price. Lead is widely used in battery manufacturing and other fields, and with the development of new energy battery technology, the demand for traditional lead-acid batteries has been impacted, thereby affecting the lead price.
Under the continuous tracking and reporting by Monkey Network, these dynamics in the metal industry not only reflect the changes in the current economic environment but also provide rich information for industry practitioners, investors, and all those concerned about the metal market, helping them better grasp market trends and make reasonable decisions. In the future, the metal industry will continue to unfold new chapters under the intertwined influence of the global economic recovery process, the development of new energy industries, and technological innovation.