Hyundai Engineering Memasuki Pasar Pabrik Mineral Kritis AS

[SMM Analysis] In H1, the overflow of global utility-scale energy storage long-term contracts intertwined with the growing pains of production line upgrades. This not only completely shattered the cyclical pattern of "retreat after rapid rise" in the energy storage market, but also directly triggered a structural shortage and a strong price recovery for 314Ah battery cells. Furthermore, driven by the looming cancellation of tax rebates at year-end, an even more intense wave of "export rush" is gaining momentum, potentially pushing the full-year battle between volume and price to its peak.

Produksi dari sisi Tiongkok, produksi kumulatif separator baterai litium dari Januari hingga Juni sekitar 17,416 miliar m², di mana separator proses basah mencapai 15,005 miliar m², atau 86,16%, dan separator proses kering mencapai 2,411 miliar m², atau 13,84%.

Dari perspektif keseimbangan pasokan-permintaan, pasar litium karbonat China menunjukkan keseimbangan ketat pada H1 2026, dengan penjual dan pembeli terus mencari titik ekuilibrium baru di tengah tawar-menawar.