[SMM Analysis] Analysis of Electrolyte Price Changes from January 10 to January 16

Published: Jan 16, 2025 15:49
[SMM Analysis: Electrolyte Price Changes from January 10 to January 16] The price of electrolyte remained stable from January 10 to January 16.

This week, electrolyte prices remained stable. Supply side, as the year-end approaches, market demand pulled back, LiPF6 was produced based on demand, and electrolyte producers picked up goods based on orders, with fewer transactions and stable prices. Demand side, battery cell manufacturers' demand for electrolyte gradually pulled back, picking up goods based on orders. Cost side, prices of LiPF6, solvents, and additives remained temporarily stable. Currently, overall electrolyte prices are mainly influenced by LiPF6 prices. However, due to price suppression by battery cells on electrolyte prices, electrolyte prices remained stable. The price of ternary power battery electrolyte was 21,100-29,550 yuan/mt, and the price of LFP battery electrolyte was 16,800-25,550 yuan/mt. In the short term, fluctuations on the cost side are expected to cause electrolyte prices to oscillate within a certain range.

 

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SMM New Energy Research Team

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Zhicheng Zhou 021-51666711

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