비용과 수요 증가에 힘입어 음극 원료 코크스 가격은 하락보다 상승할 가능성이 높아 [SMM 리튬 배터리 음극 원료 시장 주간 리뷰]

This week, prices in China’s second-life battery cell market remained generally stable, while quotations for energy storage categories edged up slightly. On the cost side, raw material trends diverged: lithium carbonate moved sideways with weak market stability, cobalt sulphate continued to grind lower, and nickel sulphate edged up. Overall raw material price fluctuations narrowed somewhat this week. Supply-side sentiment shifted, with willingness to sell increasing compared with the previous period, leading to a rise in the volume of goods in circulation. On the demand side, energy storage remained the core force driving the market. At the goods circulation level, it is noteworthy that ternary dismantled products gradually began flowing into the powder-making market, with prices continuing to decline and approaching scrap prices. However, transaction prices for ternary dismantled products were still higher than scrap, and the price spread has not been fully eliminated. Price convergence will still require further market digestion.