In February 2026, the price increase for cathode materials slowed compared to the previous month. The driving factors behind this month's price rise for cathode materials continued the trends observed in January. Anode material prices operated steadily. Production volumes narrowed somewhat, and downstream demand showed pronounced structural differentiation, with power batteries performing weakly while energy storage battery demand remained robust.
Major market dynamics
- On 25 February, 2026, Zimbabwe announced an immediate suspension of all raw ore and lithium concentrate exports, including shipments already in transit, as part of efforts to tighten mining oversight and enhance accountability.
- On 6 February, 2026, Sunwoda Electronic Co., Ltd. announced that its subsidiary, Sunwoda Power Technology Co., Ltd., had reached a settlement with Viridi E-Mobility Technology (Ningbo) Co., Ltd. during the first-instance proceedings.
- On 6 February, 2026, Ningbo Ronbay New Energy Technology Co., Ltd. received an Advance Notice of Administrative Penalty from the Ningbo Regulatory Bureau of the China Securities Regulatory Commission.
The USD/RMB exchange rate in this newsletter is USD1.00=RMB6.9695, sourced from the People's Bank of China on 2 Feb., 2025. All prices include the VAT, unless otherwise specified.
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