In June 2026, several lithium battery material prices fell to varying degrees. Lithium carbonate price declined, weakening cost support for downstream materials; cell manufacturers showed weak demand for upstream raw materials during the month; LiPF6 price retreated again, while anode material price remained stable overall, with high raw material prices providing support.
Key market developments
On 18 June, 2026, Sila Nanotechnologies, Inc. and Georgia Tech Research Corporation filed a complaint with the USITC under Section 337 of the Tariff Act of 1930, alleging that certain anode materials for use in battery cells and batteries exported to, imported into, or sold in the US violate Section 337.
In June 2026, Contemporary Amperex Technology Co., Limited reached new rounds of lithium battery electrolyte supply agreements with Shenzhen Capchem Technology Co., Ltd. and Zhejiang Yongtai Technology Co., Ltd.
From late May to June 2026, Wanhua Chemical Group Co., Ltd. successively announced environmental impact assessment reports for three construction projects: a 90,000 t/a EC unit expansion project for the carbonate ester unit, a 70,000 t/a lithium carbonate and supporting utilities project, and a cathode material R&D platform project.
The USD/RMB exchange rate in this newsletter is USD1.00=RMB6.8167 on 1 June, 2026, sourced from the People's Bank of China.
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In August, 2026, LiPF6 industry remained in a high prosperity state overall, with prices rising strongly.Lithium carbonate and lithium iron phosphate prices strengthened, while ternary materials and lithium cobalt oxide ran relatively weak.Anode materials saw slight price increases driven by raw material support and peak season stockpiling; electrolyte prices fluctuated slightly overall due to sufficient capacity constraints and poor cost pass-through.
Key Market Developments
On 1 August, 2026, the first national standard for high-voltage maintenance safety of new energy vehicles specifically for pure electric, plug-in hybrid, and hydrogen fuel cell vehicles was formally implemented. The national standard applies to maintenance operations of dedicated devices for battery electric vehicles, plug-in hybrid electric vehicles, and fuel cell electric vehicles using gaseous hydrogen.
On 1 August, 2026, CATL announced the signing of a strategic cooperation agreement with Pinglu Canal Group in Guangxi. CATL will provide marine power battery systems and jointly operate a "battery bank" leasing service with Pinglu Canal Group to reduce shipowners' vessel holding and operating costs. In addition, the company plans to build wind and solar power stations, energy storage grids, and microgrids along the canal.
On 6 August, 2026, Lopal Technology entered into a sales and procurement framework agreement with LG Energy Solution (LGES), under which Lopal Technology will supply Lopal products and provide related services to the LGES Group.
The USD/RMB exchange rate in this newsletter is USD1.00=RMB6.7898 on 3 August, 2026, sourced from the People's Bank of China.
All the prices mentioned in this newsletter will include the VAT, unless otherwise specified.
If you would like to cover any specific topics or investigate any covered subjects in more details, please contact us on +86-20-37616606, or econtact@cnchemicals.com
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