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- [SMM Nickel Sulphate Daily Comment] June 23: Downstream price acceptance was weak, and nickel salt prices declined somewhat.
On June 23, the SMM average price of battery-grade nickel sulphate declined.
Jun 23, 2026 11:19 - [SMM Nickel Sulphate Daily Review] June 22: Market Trading Sentiment Mediocre, Nickel Salt Prices Declined Slightly
On June 22, the SMM battery-grade nickel sulphate average price edged down.
Jun 22, 2026 11:57 - 【SMM Analysis】Ternary Cathode Producers Cut June Production Plans to Cope with Soft Demand
As the mid-year period approaches, manufacturers are generally reluctant to build additional inventories and are instead consuming existing raw material stocks.
Jun 18, 2026 17:18 - [Lithium Battery: GEM Focuses On Expanding High-End Product Market For Ternary Precursor Business]
On June 18, GEM disclosed that its main business growth drivers include focusing on core businesses such as key metal recycling and extraction, power lithium battery recycling, and new energy material core manufacturing. In the ternary precursor business, the company focuses on expanding the high-end product market. Regarding ternary cathode materials, the company focuses on high-profit segments such as small power applications, planning shipments to exceed 35,000 tons in 2026 and 60,000 tons in 2028. At the same time, the company is actively positioning itself in next-generation battery material technologies. High-nickel, ultra-high-nickel ternary cathode materials, and lithium-rich manganese-based cathode materials are considered the mainstream research directions for future solid-state batteries. The company has teamed up with Ningbo Eastern University of Technology and the academician team of Sun Xueliang to promote the industrialization of related technologies.
Jun 18, 2026 15:45 - [SMM Analysis] Weak price performance of nickel and cobalt salts drags down precursor prices
This week, ternary cathode precursor prices weakened somewhat, nickel sulphate and cobalt sulphate prices edged lower, while manganese sulphate prices remained stable.
Jun 18, 2026 15:04 - [SMM Weekly Review] Nickel Sulphate Prices Dip Amid Sluggish Transactions
Mid-Month Market Transactions Sluggish, Nickel Salt Prices Slightly Declined This Week As of this Thursday, the SMM average price of battery-grade nickel sulphate declined. Demand side, with it being mid-month and approaching the mid-report period, the downstream sector primarily consumed inventory, stockpiling sentiment was weak, and acceptance of nickel salt prices was relatively low. Supply side, as MHP payables and auxiliary material prices remained high, some producers faced elevated immediate costs, and nickel salt quoted prices stayed high. Looking ahead, expectations of tight nickel sulphate raw material supply have not yet improved, and attention must be paid to the cost support strength of nickel prices and intermediate products for nickel salt prices. Inventory side, this week the upstream nickel salt smelter inventory index declined from 8.7 days to 8.5 days, the downstream precursor plant inventory index slid from 11.2 days to 10.9 days, and the integrated enterprise inventory index rose from 6.8 days to 7.0 days. In terms of buying and selling strength, this week the upstream nickel salt smelter Willingness to Sell Sentiment Factor remained at 1.8, the downstream precursor plant procurement sentiment factor remained at 2.5, and the integrated enterprise sentiment factor remained at 2.4. (Historical data can be queried in the database.) Nickel prices rebounded somewhat, and nickel salt costs recovered. From the cost side, MHP raw material market circulation was tight. Affected by the combined impact of intermediate product production cuts caused by sulphur shortages and downstream ternary just-in-time procurement, MHP payables fluctuated at highs this week. On the nickel price front, the US-Iran situation released signals of reconciliation, market expectations of interest rate hikes faded somewhat, and the previously oversold nickel prices rebounded somewhat this week. Overall, for the week, nickel prices rebounded, MHP payables remained stable, and the immediate cost of nickel salt production rose WoW.
Jun 18, 2026 14:00
Announcements
Dear Useres, With the deep reshaping of the new energy industry chain, the strategic position of sulphur, a traditional bulk raw material, is undergoing a fundamental transformation. Historically, price fluctuations in sulphur-sulphuric acid primarily affected traditional industries such as phosphate fertilisers and titanium dioxide. However, as lithium iron phosphate (LFP) has become the mainstream cathode material for power batteries, the production of its core precursor, iron phosphate, heavily relies on high-purity phosphoric acid, which in turn uses sulphuric acid as its raw material. This enables price fluctuations in the sulphur-sulphuric acid chain to be directly and rapidly transmitted to the cost of LFP. Similarly, in areas such as nickel-cobalt smelting and precursor preparation, sulphuric acid is a key auxiliary material, and its price directly impacts the cost of products like battery-grade nickel sulphate and cobalt sulphate. The emergence of new demands: Sulphur itself, as a key sulphur source for lithium sulphide and sulphide solid-state electrolytes (such as LPSC), is seeing its material purity and supply stability begin to attract attention from cutting-edge battery technology R&D. As an authoritative information institution long dedicated to the non-ferrous metals and new energy materials sectors, SMM, after a period of consolidation and market surveys, plans to introduce new sulphur price points starting December 12, aiming to provide the market with more precise pricing anchors and price references. The specific new price points are as follows: Sulphur: Solid, Sulphur (S) content ≥99.0%, Price Description: Ex-factory price (buyer's self pick-up price), including 13% VAT. SMM New Energy Research Team December 04, 2025 Sulphur Price
PriceDec 15, 2025 10:18Dear User, In order to enhance the accuracy and reference value of our data services, and based on comprehensive research and evaluation, SMM has decided to optimize and adjust the historical data related to ternary precursors. This adjustment involves the removal of certain redundant capacity data, with corresponding data points being updated accordingly. The specific scope of the adjustment is as follows: The aforementioned data updates will officially take effect on December 10, 2025 . Should you have any questions regarding this adjustment or require further clarification, please feel free to contact us at any time: Thomas Feng, Senior Research Manager, Nickel Industry Research Department (Phone: 021-51666714, Email: fengdisheng@smm.cn) Yizhou Wang, Ternary Precursor & Ternary Cathode Analyst, Nickel Industry Research Department (Phone: 021-51595909, Email: wangyizhou@smm.cn). Thank you for your continued attention and support for SMM. Nickel Industry Research Department Shanghai Metals Market December 1, 2025
DataDec 1, 2025 17:45Dear User, To further optimize the SMM ternary cathode precursor data service and better align it with market demands, we are adjusting the naming of certain monthly ternary precursor output data points. The specific changes are as follows: Additionally, to more precisely meet customer needs, we are now splitting the monthly output data for 7-series, 8-series, 9-series, and NCA ternary precursors, providing independent data for each series. The newly added and adjusted data points are as follows: Based on the above adjustments, the data points for the monthly output forecast values of ternary precursors have been simultaneously updated. The specific changes are as follows: Thank you for your continued attention and support for SMM's new energy and nickel data services. SMM Information & Technology Co., Ltd. New Energy and Nickel Research Team August 21, 2025
DataAug 21, 2025 20:08