This week, electrolyte prices remained stable (2026.6.29-7.2) [SMM Lithium Battery Electrolyte Market Weekly Review]

Published: Jul 2, 2026 16:10

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[SMM Lithium Battery Electrolyte Market Weekly Review: Electrolyte prices remained stable this week (2026.6.29-7.2)] From June 29 to July 2, 2026, electrolyte prices remained stable. The future market price trend of electrolyte will still need to be continuously tracked for raw material price fluctuations and their transmission.

SMM, July 2:

Electrolyte market prices stabilized this week. Average prices for power ternary, LFP, and LMO electrolytes stood at 29,350 yuan/mt, 27,600 yuan/mt, and 21,900 yuan/mt, respectively. Cost side, spot lithium carbonate prices experienced a notable rise this week, but the overall supply-demand pattern for the LiPF6 industry tended toward balance. Downstream electrolyte producers harbored strong wait-and-see sentiment and weak willingness to stockpile and purchase, dragging LiPF6 transaction prices to extend their slight downward trend. The additive segment showed strong resilience. Supported by an overall tight supply-demand pattern, additive producers generally maintained high and firm offers. Some electrolyte plants passively accepted moderate price hikes, pushing the transaction price center for mainstream additives such as VC and FEC higher. With raw material fluctuations offsetting each other, electrolyte prices remained stable overall this week. Supply-demand side, new orders for passenger NEVs sustained high performance in July. Coupled with the continuously accelerating penetration rate of commercial vehicle electrification, this significantly boosted demand for power battery cells. The energy storage sector also maintained a steady growth trend. End-use demand continued to improve, driving the operating rate of domestic battery cell production steadily higher. The supporting production requirement for electrolyte rose accordingly, and overall industry production is expected to rise. Overall, the subsequent market price trend for electrolyte still requires continuous tracking of raw material price fluctuations and their transmission.

SMM New Energy Research Team

Wang Cong 021-51666838

Ma Rui 021-51595780

Feng Disheng 021-51666714

Lyu Yanlin 021-20707875

Xu Mengqi 021-20707868

Hu Xuejie 021-20707858

Chen Bolin 021-51666836

Wang Yizhou 021-51595909

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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