This week, artificial graphite anode material prices were broadly stable, while natural graphite continued its consolidation on a weak note [SMM Lithium Battery Anode Raw Material Market Weekly Review]

SMM, August 27:

This week, China’s artificial graphite anode material prices remained stable. Supply side, the market stayed tight, with the destocking process continuing to advance. Cost side, raw material coke prices fluctuated little during the week, but the previously accumulated upward price pressure had not been fully absorbed, still providing strong support for anode costs. Considering supply-demand and cost factors, enterprises demonstrated a clear intention to hold prices firm. However, as quotations had been slightly raised earlier in the month, the market was in a transitional digestion phase. Looking ahead, artificial graphite, supported by improving demand expectations and increasingly tight supply, has room for further upside.
For natural graphite, the trend remained weak, with no improvement in end-use demand. Prices lingered near the cost line at low levels for an extended period, and the stalemate between buyers and sellers continued.

SMM New Energy Research Team

Wang Cong 021-51666838

Ma Rui 021-51595780

Feng Disheng 021-51666714

Lyu Yanlin 021-20707875

Zhang Haohan 021-51666752

Wang Zihan 021-51666914

Wang Jie 021-51595902

Chen Bolin 021-51666836

Xu Yang 021-51666760

Xu Mengqi 021-20707868

Hu Xuejie 021-20707858

Yang Le 021-51595898

Wang Zhaoyu 021-51666827

Li Yisha 021-51666730

Huang Chencong 021-51595860

Lin Ziya 021-5166-6902