The local prices are expected to be released soon, stay tuned!
Got it
+86 021 5155-0306
Language:
SMM
Sign In
Base Metals
Aluminum
Copper
Lead
Nickel
Tin
Zinc
New Energy
Solar
Lithium
Cobalt
Lithium Battery Cathode Material
Anode Materials
Separator
Electrolyte
Lithium-ion Battery
Sodium-ion Battery
Used Lithium-ion Battery
Hydrogen Energy
Energy Storage
Minor Metals
Silicon
Magnesium
Titanium
Bismuth/Selenium/Tellurium
Tungsten
Antimony
Chromium
Manganese
Indium/Germanium/Gallium
Niobium/Tantalum
Other Minor Metals
Precious Metals
Rare Earth
Gold
Silver
Palladium
Platinum/Ruthenium
Rhodium
Iridium
Scrap Metals
Copper Scrap
Aluminum Scrap
Tin Scrap
Ferrous Metals
Iron Ore Index
Iron Ore Price
Coke
Coal
Pig Iron
Steel Billet
Finished Steel
International Steel
Others
Futures
SMM Index
MMi
[SMM Analysis] Review of Ternary Cathode Material Prices This Week
Feb 13, 2025, at 4:59 pm
This week, the ternary cathode material market exhibited a divergent trend. Among them, the costs and prices of 5-series and 6-series ternary cathode materials were affected by the decline in lithium carbonate prices, leading to varying degrees of decrease. As one of the key raw materials for ternary cathode materials, the price fluctuations of lithium carbonate had a significant impact on the costs of related products. Meanwhile, the costs of 8-series ternary cathode materials remained stable, primarily because the prices of lithium hydroxide and sulphuric acid showed no significant changes this week, thereby keeping the cost structure of 8-series ternary cathode materials relatively stable.
This week, the ternary cathode material market exhibited a divergent trend. Among them, the costs and prices of 5-series and 6-series ternary cathode materials were affected by the decline in lithium carbonate prices, leading to varying degrees of decrease. As one of the key raw materials for ternary cathode materials, fluctuations in lithium carbonate prices had a significant impact on the costs of related products. Meanwhile, the costs of 8-series ternary cathode materials remained stable, primarily due to the prices of lithium hydroxide and sulphuric salts showing no significant changes this week, thereby maintaining a relatively stable cost structure for 8-series ternary cathode materials.
In terms of production supply, the overall production schedule of the ternary cathode material industry in February was still influenced by the off-season at the beginning of the year for both the terminal power and consumer sectors, with order volumes relatively mediocre compared to previous months. Some producers, mainly supplying ternary cathode materials to overseas clients, experienced relatively smaller declines in orders, primarily due to the resilience of overseas market demand for ternary cathode materials, especially in certain high-end application fields. However, unlike the domestic trend of demand recovery and growth after March, the demand growth momentum overseas in H1 was relatively weaker compared to domestic markets. From an industry-wide perspective, market concentration further increased, with mid-to-lower-tier enterprises experiencing more significant order reductions, intensifying market competition and driving resources and orders to concentrate among top-tier enterprises.
