Latest Update in the SMM Phosphorus Market

In the first half of 2025 (H1), the phosphorus chemical industry experienced significant price fluctuations and capacity adjustments, primarily influenced by factors such as the global economic situation, raw material supply, and the growth in demand for new energy. On the demand side, the consumption of phosphorus resources in the new energy industry continued to increase. The usage of phosphoric acid and industrial-grade monoammonium phosphate (MAP) in the cathode material lithium iron phosphate (LFP) industry, as well as the application of yellow phosphorus in the main raw material LiPF6 for electrolytes, all saw substantial increases compared to the same period last year.

[SMM Analysis: Review and Outlook of Phosphorus Chemical Industry in H1 2025] In the first half of 2025, the phosphorus chemical industry experienced significant price fluctuations and capacity adjustments, mainly influenced by factors such as the global economic situation, raw material supply, and growth in new energy demand. On the demand side, the consumption of phosphorus resources in the new energy industry continued to increase. The usage of phosphoric acid and industrial-grade monoammonium phosphate (MAP) in the cathode material LFP industry, as well as the usage of yellow phosphorus in the production of LiPF6, the main raw material for electrolytes, both saw substantial increases compared to the same period last year.

At the Battery Materials Forum of the CLNB 2025 (10th) New Energy Industry Chain Expo hosted by SMM Information & Technology Co., Ltd. (SMM), Songhua Zhou, General Manager of Guizhou Phosphate Chemical New Energy Technology Co., Ltd., discussed the topic of "Phosphorus-Driven New Energy Technology Innovation for a Green Future—Phosphorus-Based Materials Empowering High-Quality Development of the New Energy Industry."