In October 2025, cathode material prices increased significantly, primarily driven by rising raw material costs and downstream demand. Under the influence of these factors, production enthusiasm for cathode materials improved, with some manufacturers even experiencing short-term capacity shortages.
Major market dynamics
- In October 2025, a group of lithium battery raw material producers agreed on an "anti-involution" initiative; given prevailing market realities, the pledge is expected to have only a limited effect on raw material prices.
- On 14 October, 2025, Jiangxi Shilei Fluorine Material Co., Ltd.'s environmental impact report for the 9,000 t/a lithium hexafluorophosphate (LiPF6) technological renovation project was publicised.
- On 14 October, 2025, Zangge Mining Co., Ltd. announced that its wholly-owned subsidiary resumes lithium resources development and utilisation activities.
- On 29 September, 2025, Jiujiang Tinci New Power Materials Technology Co., Ltd. (Jiujiang New Power)'s environmental impact report for the 3,000 t/a anhydrous hydrogen fluoride (AHF) project was publicised.
The USD/RMB exchange rate in this newsletter is USD1.00=RMB7.1102 on 9 Oct., 2025, sourced from the People's Bank of China.
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