China Electrolytic manganese dioxide Output In September And Forecast For October

SHANGHAI, Oct 10 (SMM) –

SMM data showed that Chinese electrolytic manganese dioxide (EMD) output was 14,700 mt (including 400 mt for LMO battery, 9,700 mt for alkaline manganese battery, and 4,500 mt for zinc-carbon battery) in September, down 7.85% MoM, but up 13.7% YoY. EMD output in the first nine months of 2023 stood at about 139,900 mt, down 38.14% YoY. The decrease in EMD production mainly occurred in EMD for LMO battery. The main reason is that production of LMO cathode materials shrank sharply amid tepid trading sentiment. In addition, high costs unfolded. Under such circumstance, demand for LMO appeared muted. In contrast, the output of EMD for alkaline manganese battery and zinc-carbon battery hiked, largely pinned on battery factories picking up more goods due to the holidays.

Entering October, despite primary battery market heading into a peak season, limited demand for EMD will probably be reported under the sway of macro sentiment. Meanwhile, some EMD producers resumed operation. EMD output in October is projected to be about 15,400 mt.