SMM Analysis On China September Electrolytic Manganese Dioxide Production And October Forecast

Published: Oct 14, 2024 15:29

Source: SMM

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In September 2024, China's EMD production increased both MoM and YoY.

In September 2024, China's EMD production increased both MoM and YoY. The main reason was a slight increase in downstream demand for primary batteries, which boosted the production of carbon-zinc and alkaline manganese type EMD. In the secondary battery market, although there was a recovery in demand for LMO, the procurement of EMD remained low and unstable, leading to low production enthusiasm for LMO type EMD. Therefore, its production did not significantly increase. It is expected that in October, the primary battery market will continue the trend of September, while the demand in the secondary battery market may further improve, slightly boosting the production of LMO type EMD. In summary, EMD production in October is expected to increase slightly MoM.

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