10月2日，港股锂电池概念股盘初强势冲高，天齐锂业涨超10%，赣锋锂业涨逾7%，宁德时代一度触及600港元，现涨超3%再创历史新高。
消息面上，美东时间周二，美国能源部长克里斯·赖特表示，美国政府将持有加拿大矿业巨头美洲锂业（Lithium Americas）少量股份。受该消息刺激，美洲锂业股价在美股盘后交易中一度暴涨超40%。据悉，美洲锂业公司正在美国内华达州开展一个大型锂矿开发项目Thacker Pass，该锂矿是美国已知最大锂矿床之一，该项目的第一阶段预计将于2027年底投入运营。目前美国锂产量较低，而该项目将成为美国最主要的锂资源来源。值得一提的是，赣锋锂业曾为美洲锂业第一大股东。
东海期货近日指出，当前碳酸锂供需双增，周产量创新高，储能带动下旺季需求表现强劲，社会库存小幅去库，冶炼厂库存向下游转移，下游持续补库。基本面边际转好，下方空间有限，行情震荡偏强，关注反内卷政策驱动。瑞达期货也表示，海外矿商挺价意愿仍强，国内矿区供给走向预计将逐步明晰，锂矿或将延续坚挺报价。
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