The graphitisation market is in a stalemate, and prices may rise slightly in the future

Published: Jul 21, 2025 13:22

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[7.14-7.18 Graphitisation Market Remains Stagnant with Potential Slight Price Increase Ahead]
The graphitisation market exhibited a stalemate in pricing. Supply and demand side, the accelerated integration layout of anode material enterprises led to a reduction in graphitisation tolling services orders, intensifying the daily pressure of supply surplus. Cost side, tolling service profits have reached the breakeven point, leaving buyers and sellers deadlocked in price negotiations, resulting in a pronounced market standoff.

Looking ahead, demand side shows growth expectations, yet the traditional off-season is expected to limit the upside potential. The core issue of overcapacity remains unresolved in the short term, and tolling service providers may face capacity exits due to sustained losses. Under these circumstances, graphitisation tolling service prices are likely to rise slightly in the near term.

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