저유황 석유 코크스 국내 완화, 그린 니들 코크스 강세 지속, 강력한 시장 전망 기대 지속 [SMM 리튬 배터리 음극재 원자재 시장 주간 리뷰]

Raw material side, lithium carbonate and nickel sulphate prices oscillated this week, while cobalt sulphate prices fell steadily.

[SMM 분석] 분리막 시장 가격 전반적 안정세

[SMM Analysis] On August 26, the US signed the executive order “Declaring a National Emergency to Secure the United States Bulk-Power System,” bringing BESS, grid-tie inverters, and related software, firmware, remote access, and operation and maintenance services under the national security review framework for the bulk-power system. However, this policy is not yet a blanket ban on Chinese energy storage equipment; its actual enforcement will depend on the designation of Covered Foreign Entities, risk assessments, and the implementation rules to be issued over the next 120 days. Given that the US domestic energy storage industry chain is still not enough to fully replace imports, the feasibility of a complete exclusion of Chinese supply chains in the short term is low. At this stage, the policy functions more as a market-entry deterrent, procurement constraint, and bargaining chip, and it is more likely to proceed by first restricting high-risk equipment, mandating localization revamps, and gradually replacing supply chains.