Cobalt prices stabilised on hesitated consumers, lithium prices see further downside room

On June 30, CATL and J&T Express signed a strategic cooperation agreement. The two parties will promote the large-scale deployment of new energy heavy-duty trucks, light logistics vehicles, electric warehouse forklifts, and other logistics equipment, and jointly build green industrial parks to help the logistics industry reduce costs, improve efficiency, and achieve low-carbon transformation. CATL will provide a full suite of battery-swapping batteries, swap station equipment, and operation and maintenance services for over 5,000 heavy-duty trucks under J&T Express. The battery-swapping model can "fully recharge" a heavy-duty truck within 3 to 5 minutes, significantly reducing refueling time. In terms of ground integrated complexes, CATL will provide J&T Express with a full range of energy storage system products and services.

O mercado de veículos elétricos apresenta pedidos finais sólidos em julho, com os mercados automóveis doméstico e europeu em contínua melhoria, impulsionando a demanda por células de bateria a permanecer em níveis elevados.

Esta semana, os preços dos precursores de cátodo ternário enfraqueceram, enquanto os preços do sulfato de níquel e do sulfato de cobalto também caíram ligeiramente, e os preços do sulfato de manganês subiram ligeiramente.