Electrolyte prices rose this week (Aug. 3-6, 2026) [SMM Lithium Battery Electrolyte Market Weekly Review]

Published: Aug 6, 2026 16:52

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[SMM Lithium Battery Electrolyte Market Weekly Review: Electrolyte prices rose this week (Aug. 3-6, 2026)] From August 3 to 6, 2026, electrolyte prices increased somewhat. The future trend of electrolyte market prices still requires continuous tracking of raw material price fluctuations and their pass-through.

SMM, August 6:

Electrolyte market prices rose this week. The average prices of electrolyte for ternary power batteries, LFP, and LMO were 31,750 yuan/mt, 31,200 yuan/mt, and 23,550 yuan/mt, respectively. Cost side, LiPF6 prices remained stable this week. On one hand, upstream lithium carbonate futures fluctuated within a narrow range, keeping costs relatively stable; on the other hand, the concentrated order-signing phase ended, and market trading activity cooled, leading to a short-term stabilization of LiPF6 prices. In the additive sector, VC pre-orders were largely fulfilled, and the pace of price increases slowed temporarily. However, overall downstream demand steadily recovered, and coupled with maintenance at some producers, the supply-demand tightness did not ease, so VC still has expectations for further price hikes. Driven by successive price increases of upstream raw materials and continuous cost pressure transmission, electrolyte market prices moved higher in tandem. Supply and demand side, power battery enterprises began advance stockpiling for the September-October peak season, and with sustained high demand growth from the energy storage sector, battery cell operating rates and production increased steadily. Electrolyte producers generally implemented a sales-based production strategy, and the industry operating rate rose accordingly. Overall, electrolyte prices are closely tied to upstream raw material trends. Future changes in electrolyte prices will still depend on raw material price fluctuations and the transmission of costs downstream.

SMM New Energy Research Team

Wang Cong 021-51666838

Ma Rui 021-51595780

Feng Disheng 021-51666714

Lv Yanlin 021-20707875

Xu Mengqi 021-20707868

Hu Xuejie 021-20707858

Chen Bolin 021-51666836

Wang Yizhou 021-51595909

Data Source Statement: Except for publicly available information, all other data are processed by SMM based on publicly available information, market communication, and relying on SMM's internal database model. They are for reference only and do not constitute decision-making recommendations.

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