The market price of graphitisation remains stable [SMM Weekly Review of Lithium Battery Graphite Market]

SMM July 10 News:

This week, graphitisation prices remained stable. Supply-demand pattern, anode material producers accelerated integrated layout deployment, directly leading to a sharp reduction in graphitisation tolling services orders and intensifying market supply surplus pressure. Cost side, graphitisation tolling services profits hit the cost line, with buyers and sellers locked in price negotiation deadlock, resulting in a pronounced market stalemate. Looking ahead, demand side is expected to grow, but constrained by the traditional off-season, the increase is projected to be extremely limited, while the core issue of overcapacity is unlikely to be effectively resolved in the short term. Under these circumstances, subsequent graphitisation tolling services prices are unlikely to rise.

SMM New Energy Research Team

Cong Wang 021-51666838

Rui Ma 021-51595780

Disheng Feng 021-51666714

Yanlin Lü 021-20707875

Zhicheng Zhou 021-51666711

Haohan Zhang 021-51666752

Zihan Wang 021-51666914

Jie Wang 021-51595902

Yang Xu 021-51666760

Mengqi Xu 021-20707868