China lithium carbonate most-active contract fell as much as 6.00% intraday and is trading at 138,940 yuan/ton.

Iran's military said it struck accommodation used by U.S. personnel at Bahrain's Sheikh Isa Airbase.

The White House on Monday signed an executive order requiring U.S. defense contractors to map key supply chains and identify components sourced from adversary countries. White House trade adviser Peter Navarro called it 'battlefield preparation' and said 'if a missile system depends on a foreign-controlled supplier, the war minister must know before firing.' Senior U.S. officials said the review will cover entire production chains from raw materials to final military deliveries, with particular focus on lower-tier suppliers; they did not provide a timetable for rulemaking.