Uncovering Key Factors in Ternary Precursor Cost Fluctuations

【Phosphorus Chemicals: Wengfu Raises Wet-Process 85% Phosphoric Acid Price by RMB 500 to RMB 12,100/ton】 On June 15, 2026, according to SMM, Wengfu increased its ex-factory price for wet-process 85% phosphoric acid by RMB 500 to RMB 12,100/ton. Driven by sharp fluctuations in sulfur prices, this hike is intended to ease tight supply pressures and curb downstream demand. A total of 800,000 tonnes of capacity at the Dazhou and Shanghang bases remain offline. Outlook: Significant geopolitical influences are expected to keep prices volatile in the short term. The rise in phosphoric acid prices further pushes up production costs for iron phosphate and lithium iron phosphate (LFP).

Selon des sources industrielles du 15 juin, Sebang Lithium Battery va créer une filiale locale dans l'Ohio, aux États-Unis, et assurer la production de modules de batteries ESS à l'échelle du réseau pour LG Energy Solution. La commande est évaluée à 1,8 billion de KRW, avec des recettes attendues à partir du quatrième trimestre de cette année.