This Week, Electrolyte Prices Remained Stable with Dual Support from Costs and Demand [SMM Lithium Battery Electrolyte Market Weekly Review]

Published: Sep 4, 2025 15:33

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[SMM Lithium Battery Electrolyte Market Weekly Review: Electrolyte Prices Remained Stable This Week (2025.9.1-9.4)] From September 1 to September 4, 2025, electrolyte prices remained stable. Considering the market supply and demand situation and cost side factors, electrolyte prices are expected to remain stable in the short term.

SMM September 4 News:

This week, electrolyte prices remained stable. The average prices of ternary, LFP, and LMO electrolytes were 22,250 yuan/mt, 18,250 yuan/mt, and 14,850 yuan/mt, respectively. Cost side, prices of key raw materials such as solvents, additives, and LiPF6 stabilized recently, keeping electrolyte costs steady. Demand side, dual positive factors supported the market. On one hand, with the approaching September-October peak season for traditional auto sales and strong performance in heavy-duty truck power battery orders recently, downstream power battery cell enterprises increased production to meet installation demand. On the other hand, downstream demand in the ESS sector remained robust, with both NEV and ESS sectors jointly boosting electrolyte market demand. Supply side, electrolyte enterprises adopted a "produce based on sales" strategy, and production rose due to downstream demand boost. However, constrained by overall industry overcapacity, market competition pressure remained high, leaving them relatively passive in price adjustments. Considering the current supply-demand balance and cost-side conditions, electrolyte prices are expected to remain stable in the short term.

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

Mengqi Xu 021-20707868

Xuejie Hu 021-20707858

Data Source Statement: Except for publicly available information, all other data are processed by SMM based on publicly available information, market communication, and relying on SMM‘s internal database model. They are for reference only and do not constitute decision-making recommendations.

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