On the eve of the National Day holiday, downstream purchasing demand showed an optimistic trend, and the price center of the spot lithium carbonate market continued to rise. On the first day after the holiday, driven by positive macro policy sentiment, lithium carbonate prices continued to increase.

The pricing of gasoline is vital, for maintaining stability in a country as it affects aspects such as macroeconomic indicators and household budgets on an individual level, too. When gas prices increase consumers tend to spend money on fuel each month which can result in cutting back on expenses for products and services they buy. This change in consumer spending patterns has a domino effect, on the economy by impacting its growth and overall stability.

The cost of lithium batteries has become a factor, in industries nowadays, especially with the growing popularity of electric vehicles (EVs) and sustainable energy options like solar power and wind energy solutions. Prices not only reflect the demand for these batteries but also mirror the overall market conditions related to lithium-ion technology. To grasp the pricing of lithium batteries properly one must carefully analyze market trends and past price changes that have influenced the development of the sector.

Battery separators play a role in ensuring the efficiency and safety of batteries— in lithium-ion technology—by acting as a barrier that prevents short circuits between the anode and cathode while facilitating the flow of ions through them. The cost of battery separators is a factor in determining the cost structure of batteries and has a significant impact on production choices and supply chain strategies for battery-powered devices, such as electric vehicles (EVs). Having an understanding of battery separator pricing enables stakeholders to make informed decisions and gain a competitive edge in the dynamic battery market landscape.

[SMM Analysis: September LiPF6 Price Changes] The price of LiPF6 increased 1.7% MoM in September.

This week (2024.09.23-2024.09.27), the spot lithium carbonate market saw a significant upward shift in transaction price center. The SMM battery-grade lithium carbonate index price rose from 73,351 yuan/mt to 75,057 yuan/mt, an increase of 1,706 yuan/mt. This week coincided with the pre-National Day inventory period for downstream material plants, with overall inquiry and purchasing demand being relatively optimistic. After the holiday, with stable demand and potentially reduced supply, considering that lithium carbonate inventory levels remain high, it is expected that spot lithium carbonate prices will continue to fluctuate within a range.

【SMM Analysis】On September 26, 2024, at noon, a significant traffic accident took place in Los Angeles, California, USA. A semi-trailer truck loaded with lithium batteries overturned and ignited on Highway 47, east of the Vincent Thomas Bridge. The fire, exacerbated by the challenging nature of extinguishing lithium battery fires, resulted in substantial negative consequences.

[SMM Science Popularization] With the continuous growth of energy demand, solid electrolytes are gradually becoming a hot topic in battery technology. They play a crucial role in solid-state batteries. This article will provide a detailed introduction to the definition, working principle, advantages, and disadvantages of solid electrolytes.

[SMM Science Popularization] A solid-state battery is a type of battery that uses a solid electrolyte instead of a traditional liquid electrolyte.

【SMM Analysis：Bulk transactions were limited, and the prices of cobalt intermediate products slightly declined during the week.】This week, cobalt intermediate product prices slightly decreased. Supply side, port spot cargoes were sufficient, ensuring raw material supply.