Title: Lithium Battery China Monthly Report – July 2026 Commentary
In July 2026, prices of several lithium battery materials (lithium carbonate, LFP and LCO) edged down, while anode materials edged higher on cost support and electrolyte prices held steady with a marginal increase. Lithium carbonate manufacturers operated at high capacity, but bearish demand expectations weighed on prices.
Key market developments
- On 10 July, 2026, Guangzhou Tinci Materials Technology Co., Ltd. released its H1 2026 performance forecast.
- On 30 June, 2026, local time, Yunnan Energy New Material (Group) Co., Ltd.'s separator plant in Debrecen, Hungary, was ordered by environmental regulators to suspend production immediately due to pollution issues.
- In early July 2026, the first production line of Shandong Lithium Source Technology Co., Ltd.'s 110,000 t/a high-performance phosphate-based cathode material project, which was invested and constructed by Jiangsu Lopal New Material Tech Co., Ltd., officially entered trial production.
The USD to RMB exchange rate used in this issue is USD1=RMB6.8067 as of 1 July, 2026, sourced from the People's Bank of China.
All prices mentioned in this issue include VAT unless otherwise stated.
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