Fubao battery-grade spot basis index -1,620 yuan/ton (unchanged). Battery-grade lithium carbonate 140,850 yuan/ton (-1,500). Industrial-grade lithium carbonate (composite) 138,350 yuan/ton (-1,500). Premium battery-grade lithium carbonate 141,850 yuan/ton (-1,500). Lithium hydroxide index 126,333.33 yuan/ton (-1,500). Metallic lithium index 1,032,500 yuan/ton (unchanged). Fubao brine-derived lithium sulfate discount factor 76.5% (+0.5 pts).

At the ASEAN Regional Forum and East Asia Summit foreign ministers' meetings in Manila, China’s delegation forcefully rejected Japanese criticisms on the Taiwan Strait, the South China Sea and so‑called 'China threat' claims. Beijing reiterated Taiwan is an internal Chinese matter and said it will not allow Taiwan independence forces to separate Taiwan by any means; it added that clearer international opposition to independence and firmer adherence to the one‑China principle would better guarantee cross‑Strait peace and stability. On the South China Sea, China said the route is among the world’s busiest and safest — carrying roughly 30% of global container traffic, 34% of LNG and 40% of crude oil annually, with millions of civilian flights overhead — and asserted no ship or aircraft has been obstructed. Beijing blamed a small number of countries for dispatching warships and aircraft to provoke incidents and said fewer external provocations would strengthen regional capacity to maintain peace and stability.

KYIV MAYOR KLITSCHKO: Explosion reported in Kyiv. Air defense forces are operating. Residents urged to remain in shelters.