The graphitisation market remains in a stalemate, with prices likely to rise slightly in the future [SMM Weekly Review of Lithium Battery and Graphite Market]

SMM July 17 News:

This week, the graphitisation market prices showed a stalemate. Supply and demand side, with the accelerated advancement of integrated layouts by anode material companies, orders for graphitisation tolling services declined, and the pressure of supply surplus intensified daily. Cost side, the profit margin of graphitisation tolling services has reached the cost line, leaving buyers and sellers deadlocked in price negotiations, resulting in a pronounced market standoff. Looking ahead, demand side, although growth is expected, the traditional off-season is likely to limit any significant rise. The core issue of overcapacity is unlikely to be effectively resolved in the short term, and graphitisation tolling service providers may face capacity exits due to sustained losses. Under these circumstances, graphitisation tolling service prices are expected to rise slightly.

SMM New Energy Research Team

Cong Wang 021-51666838

Rui Ma 021-51595780

Disheng Feng 021-51666714

Yanlin Lyu 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