In December 2025, cathode material price increases decelerated as the market entered a consolidation phase. While producer operating rates hit annual highs, bullish sentiment moderated due to slowing destocking and market rumors of rising lithium ore supply.
Major market dynamics
- On 10 December, 2025, Guangzhou Tinci Materials Technology Co., Ltd. announced plans to adjust the construction schedule for the phase I of its 41,000 t/a lithium-ion battery material project.
- In December 2025, Tonze New Energy Co., Ltd. and Shandong Kaisheng New Materials Co., Ltd. temporarily suspended their respective lithium battery electrolyte projects—a lithium hexafluorophosphate project and a lithium bis(fluorosulfonyl)imide project.
- On 3 December, 2025, Jiangsu Lopal Technology Co., Ltd. announced that its indirect subsidiary, LBM New Energy (AP) Pte. Ltd., has entered into a long-term supply agreement with Sunwoda Automotive Energy Technology (Thailand) Co., Ltd.
- On 28 November, 2025, the Ministry of Industry and Information Technology (MIIT) held a symposium with manufacturers in the power and energy storage battery sector to curb irrational competition in the industry.
The USD/RMB exchange rate in this newsletter is USD1.00=RMB7.0759 (sourced from the People's Bank of China on 1 Dec., 2025). All the prices mentioned in this newsletter will include the VAT, unless otherwise specified.
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