[SMM Analysis] La demande chinoise en nickel moyen devrait reculer, les prix des précurseurs baissent

The second-life application market was largely stable this week, with no notable price fluctuations. Cost side, lithium carbonate rose early in the week and pulled back mid-week, cobalt sulphate held steady, and nickel sulphate pulled back slightly. Although raw material prices fluctuated, the transmission to the second-life segment takes time, so the impact on second-life costs was limited. Supply side, the impact of policies is gradually being digested, merchant shipments have begun to return to normal, market supply has been released, and quotes remained largely stable overall. Demand side performance was divergent, with ternary demand relatively mediocre and limited transactions, while LFP demand was moderate, with better transactions than ternary. Overall, the market currently lacks clear drivers for price changes, with supply and demand broadly balanced. Second-life prices are expected to remain largely stable in the short term, while attention should be paid to lithium carbonate price trends and downstream demand changes.

Côté matières premières, les prix du carbonate de lithium ont fortement augmenté puis reculé cette semaine, ceux du sulfate de nickel ont continué de baisser légèrement, et ceux du sulfate de cobalt ont vu leur baisse marquer une pause et se stabiliser à de bas niveaux.

[SMM Revue hebdomadaire du marché des matières premières pour anodes de batteries au lithium : le graphite artificiel stable pour l'instant en attendant des hausses de prix, le graphite naturel reste atone] Selon les informations du 3 septembre, cette semaine, les prix des anodes en graphite artificiel sont restés stables.