During the week ending November 16, anode material prices slightly decreased due to sluggish sales. A slight drop was witnessed in low-sulphur petroleum coke price and oil-based needle coke prices. As inventories cleared and new orders were secured, producers that previously paused or shifted production, resumed needle coke production. Despite this, the slow pace of downstream purchases and a generally pessimistic market outlook have led these manufacturers to adopt a cautious, demand-driven production approach, resulting in low operating rates. Graphitisation outsourcing prices have remained stable for now. However, with leading downstream companies starting their bidding processes and possible order reductions due to advancements in anode integration projects, a future price drop was possible. End-of-year demand is low, and the surplus in anode material capacity is unlikely to diminish in the short term. This, coupled with upcoming negotiations and potential downstream cost reductions, suggests price declines for anode materials.
![[ Batterie au lithium : la Chine a exporté 3,69 milliards de batteries lithium-ion de janvier à août, en hausse de 22,9 % en glissement annuel ]](https://imgqn.smm.cn/usercenter/BQoXd20251217171731.jpg)
![Série sur la prochaine décennie des batteries à l'état solide, partie 9 sur 9 : une toute nouvelle voie, pas une « simple suite » des batteries lithium liquides [Analyse SMM]](https://imgqn.smm.cn/usercenter/ezoBg20251217171730.jpg)
![[Observation hebdomadaire] La chaîne industrielle du cobalt en plein marasme la première semaine après les vacances ; les prix des sels de cobalt continuent de s'éroder ; certaines entreprises restent en production réduite ou à l'arrêt](https://imgqn.smm.cn/usercenter/GVVKq20251217171728.jpg)
