December 30th News Tibet Mineral Development Co., Ltd. stated on the interactive platform on December 30 that the designed production capacity of the Phase II Zabuye Lithium Carbonate Project is 12,000 tons/year for lithium carbonate, 156,000 tons/year for potassium chloride, and 200 tons/year for rubidium-cesium mixed salt. Currently, the project is in the ramp-up phase. **Chempricehub Analysis** **Lithium Carbonate** Bull-Bear Score: -2 The designed production capacity of 12,000 tons/year is in the ramp-up phase, and the expectation of increased supply reinforces downward pressure on spot prices. Combined with recent data from the lithium carbonate futures main contract (2605) (closing price on December 29, 2025: 118,820 yuan/ton; settlement price: 126,340 yuan/ton; change: -2,660 yuan/ton), the market has already shown a downward trend. Supply growth may exacerbate the oversupply situation, further depressing futures prices, which constitutes a significant bearish factor. **Potassium Chloride** Bull-Bear Score: -1 The designed production capacity of 156,000 tons/year is in the ramp-up phase, and the new supply exerts downward pressure on potassium chloride spot prices. As a raw material for fertilizers, increased supply may alleviate market tightness. However, since no futures data is involved, the overall impact is moderately bearish. **Rubidium-Cesium Mixed Salt** Bull-Bear Score: -0.5 The designed production capacity of 200 tons/year is in the ramp-up phase, and the slight increase in supply has a mild downward impact on rubidium-cesium mixed salt spot prices. Due to its small market size and non-mainstream commodity status, the impact is limited, making it a mildly bearish factor.