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.
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
请购买后查看
加入购物车
