Electrolyte prices increased this week (July 6-9, 2026). [SMM Lithium Battery Electrolyte Market Weekly Review]

Published: Jul 9, 2026 16:01

Save

[SMM Lithium Battery Electrolyte Market Weekly Review: Electrolyte Prices Temporarily Stable This Week (Jul. 6-9, 2026)] From July 6 to 9, 2026, electrolyte prices edged up. The subsequent market price trend of electrolyte still needs continuous tracking of raw material price fluctuations and their pass-through.

SMM July 9 –

This week, electrolyte market prices edged up slightly, with average prices for ternary power, LFP, and LMO electrolyte standing at 29,750 yuan/mt, 28,250 yuan/mt, and 22,150 yuan/mt, respectively. Cost side, spot lithium carbonate prices pulled back again this week, while LiPF6 prices further declined, dragged down by weakening cost support and sluggish downstream restocking and purchasing willingness. Solvent side, upstream raw material prices fluctuated relatively little recently, providing stable cost support, and solvent prices showed no notable fluctuations. The supply-demand pattern for the additive VC remained tight, with downstream demand continuing to expand, but the release of new effective supply remained slow-paced, and producers held firm intentions to raise prices. Electrolyte producers, to ensure normal order delivery, had to passively accept the price increases, driving VC and FEC prices to continue rising. Overall, the significant price increase in additives pushed up electrolyte production costs, leading to a subsequent rise in the electrolyte market price. Supply-demand side, July new orders for passenger NEVs maintained high prosperity, coupled with the continuously accelerating electrification penetration rate in commercial vehicles, these dual positives boosted steady expansion in power battery cell demand. The installation demand in the energy storage sector also maintained a steady growth trend, with the overall improving end-use demand prompting battery cell manufacturers to raise operating rates, driving up supporting demand for electrolyte and thus increasing production. Overall, the future market price trend of electrolyte still needs continuous tracking of fluctuations in its raw material prices 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.

For any inquiries or for more information, please contact: lemonzhao@smm.cn

For more information on how to access our research reports, please contact:service.en@smm.cn

Related News

4 hours ago

[SMM Analysis] V-Shaped Rebound Followed by High-Level Fluctuations, Tight Balance Persists

4 hours ago

[SMM Analysis] Monthly Summary of Lithium Carbonate Market – July 2026

4 hours ago

SMM Daily Review: 3 August – Spot Lithium Carbonate Continues to Fall

[SMM Daily Review: 3 August – Spot Lithium Carbonate Continues to Fall] Today, SMM’s spot price for battery-grade lithium carbonate continued to fall compared with the previous working day. The lithium carbonate 2609 contract opened lower today at 137,500 yuan per tonne; following the opening, it fluctuated lower and quickly dipped, touching a low of 135,600 yuan per tonne; Subsequently, long positions drove a volatile rebound, with the price fluctuating around the moving average line during the morning session; as the morning session drew to a close, long positions intensified, propelling the price to rapidly break through the 140,000 yuan mark and surge to 140,800 yuan per tonne. In the afternoon, the price retreated amid selling pressure from short positions and profit-taking, and consolidated within a narrow range of 138,800–139,000 yuan per tonne towards the close, eventually closing down 1.15% at 138,900 yuan per tonne, with open interest decreasing by 3,474 contracts. In the spot market, as it was the first working day of the month, downstream material manufacturers began dispatching goods under long-term contracts and for customer orders; spot buyers remained cautious, purchasing only on an as-needed basis when prices were relatively low. Upstream lithium salt producers continued to maintain their willingness to support prices for spot sales, with the focus at the start of the month on ensuring supply through long-term contracts and contract volume increases. Overall, the level of activity in market enquiries and actual transactions declined somewhat.

4 hours ago