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The SMM battery-grade lithium carbonate index price was 75,057 yuan/ton, rising by 502 yuan/ton compared to the previous working day. The price of battery-grade lithium carbonate ranged from 74,700 to 76,400 yuan/ton, with an average price of 75,550 yuan/ton, increasing by 500 yuan/ton compared to the previous working day. The price of industrial-grade lithium carbonate ranged from 71,000 to 71,800 yuan/ton, with an average price of 71,400 yuan/ton, also rising by 500 yuan/ton compared to the previous working day.

The focus of the transaction price in the lithium carbonate spot market has been continuously shifting upward. The inventory stocking of downstream material factories before the National Day has gradually come to an end. However, some material factories still have a shortage of raw materials due to the reduction in the volume of customer-supplied materials, and the purchasing sentiment has not significantly subsided. Under the situation where the demand is still relatively optimistic, lithium salt factories have generally raised their quotations, so the focus of the transaction price in the lithium carbonate spot market has been continuously shifting upward. Under the current situation of reduced supply and increased demand, considering that the inventory level of lithium carbonate is still at a high level, it is expected that the spot price of lithium carbonate will show fluctuations within a certain range.

Lithium Ore:

This week, the price of lithium ore showed a slight upward trend year-on-year. Regarding spodumene, affected by the fluctuations in the price of lithium carbonate, the quotations of overseas spodumene concentrate have risen to a certain extent, and the sentiment of maintaining prices on the supply side is high. Under the situation that the price of lithium salts has increased recently, the sentiment of receiving goods on the demand side has improved to some extent. However, due to the high price of lithium ores and the bearish mentality of lithium salt factories towards the future price of lithium salts, although the transaction situation has improved, the overall performance is still average. The domestic lithium ore spot market is directly and rapidly affected by the price of lithium salts. Although the quotations on the supply side fluctuate obviously with the influence of the price of lithium salts, the final delivered transaction price of 5% and above concentrate falls within the range of 950 - 1000 yuan/tonnage, with little overall change. On the lepidolite side, recently, the willingness to ship goods on the supply side of lepidolite has increased due to the slight increase in the price of lithium salts and the cost of inventory. The quotations of 2.5% lepidolite concentrate are concentrated around 1,600 yuan/ton. On the demand side, smelting factories with external procurement needs have a continuous demand to receive goods and increase inventory, so the activities of inquiring about and quoting prices on the lepidolite side have been relatively active recently. And due to the influence of the price of lithium salts, the transaction price has shown an upward trend compared to the previous period. In addition, a large lepidolite supplier recently had a bidding activity. Judging from the changes in the setting of the reserve price, it is expected that the price of lepidolite will show a certain upward trend recently.

Lithium Carbonate:

This week, the focus of the transaction price in the lithium carbonate spot market has shifted significantly upward. Currently, it is in the inventory stocking cycle of downstream material factories before the National Day. The demands for inquiring about prices and purchasing are both relatively optimistic. Coupled with the fact that some downstream material factories have been affected by the reduction in the volume of customer-supplied materials to varying degrees, the overall purchasing demand sentiment of the downstream has been significantly improved. Driven by favorable market sentiment, lithium salt factories have generally raised their quotations, so the transaction price in the lithium carbonate spot market has increased significantly, with an increase of about 1,000 yuan/ton. Considering that the inventory stocking before the National Day is nearing the end, but there are still some material factories that have a partial shortage of raw materials due to the reduction in customer-supplied materials, it is expected that the purchasing sentiment will not decline significantly. Under the current situation of reduced supply and relatively optimistic demand, the price of lithium carbonate is expected to rise. However, considering that the inventory level of lithium carbonate is still at a high level, the expected increase in price is limited, and it will show fluctuations within a certain range.

Lithium Hydroxide:

This week, the price of lithium hydroxide showed a slow downward trend. In terms of production, most lithium salt producers produce according to long-term contract orders and plans, and the production volume is relatively stable. Another part of the enterprises has a slower production ramp-up or production rhythm than expected for the new production lines, so there is an expected reduction in the production volume in September as a whole. From the perspective of market transactions, on the demand side, ternary cathode material factories have a large proportion of customer-supplied materials and long-term orders, and there is not much demand for single-piece purchases. Even if there is a pre-holiday stocking behavior, the volume is small and the quotations and psychological price levels continue to decline. On the supply side, the state of maintaining prices has loosened recently, and the quotations have been lowered to complete transactions, so the overall transaction price has decreased year-on-year. Considering the sluggish demand on the downstream side and the poor performance at the terminal, there have been no stimulating factors that can raise the price of lithium hydroxide in the market recently, so it is expected that lithium hydroxide will continue to decline steadily in the future.

Electrolytic Cobalt:

This week, the price of electrolytic cobalt increased slightly. From the supply side, the current social inventory is relatively high, and the overall supply is sufficient. From the demand side, some purchases to meet rigid needs emerged at the end of the month, making the transactions slightly recover. From the market situation, affected by macro news during the week, the market had a strong sentiment of maintaining prices. Therefore, under the influence of purchases to meet rigid needs, the spot price increased. It is expected that in the future market, due to the overall situation of oversupply in the market, the upward space for the price is limited.

Intermediate Products:

This week, the price of cobalt intermediate products decreased slightly. From the supply side, the port spot inventory is sufficient, and the raw material supply is guaranteed. From the demand side, due to the high cost of cobalt-based materials, the downstream only maintains purchases to meet rigid needs. From the overall market situation, since the long-term contracts at the end of the year are about to be signed, the mining end maintains the sentiment of maintaining prices, but some traders or cobalt smelting factories have the phenomenon of selling at low prices for the purpose of recovering funds, so the overall spot price has decreased. It is expected that in the future market, due to the relatively low price of raw materials and the gradual reduction of low-price goods sources, the short-term spot price may remain stable.

Cobalt Salts (Cobalt Sulfate and Cobalt Chloride):

This week, the price of cobalt salts decreased slightly. From the supply side, the current market operating rate is relatively low, and it is still in the process of destocking, and the overall supply volume is relatively stable. From the demand side, downstream ternary precursor enterprises mostly have their own supply systems and mainly execute long-term order purchases, with fewer single-piece purchases. From the cost side, the price of raw material cobalt intermediate products has slightly decreased, and the cost has decreased. Considering the overall market situation, the spot inventory is still relatively large, the market purchasing willingness is insufficient, and the traditional "Golden September and Silver October" effect has not been reflected, and the demand is still weak. Therefore, under the situation of oversupply, the spot price has decreased slightly.

Cobalt Salts (Cobalt Tetroxide):

This week, the price of cobalt tetroxide decreased slightly. From the supply side, the current market operating rate is acceptable, and most enterprises have relatively stable demands and mostly maintain normal production, and the overall supply volume is relatively sufficient. From the demand side, downstream lithium cobaltate enterprises have a weak demand for pre-holiday stocking, with fewer new orders and mostly maintain the execution of long-term orders. Therefore, under the situation of weak demand, the spot price has decreased.

Ternary Precursors:

This week, on the raw material side of ternary precursors, the prices of nickel sulfate and manganese sulfate remained stable, while the price of cobalt sulfate decreased by 150 yuan/ton, and the price of ternary precursors decreased slightly. In terms of supply, the production volume of precursors in September increased month-on-month, and the concentration of leading enterprises remained relatively high. On the demand side, the performance of the downstream ternary material market was not as expected, with a decrease in production volume, and the enthusiasm for purchasing precursors was not high, mainly maintaining purchases to meet rigid needs. It is expected that in the future market, the precursors will still maintain a state of oversupply, and the price still has room to decline.

Ternary Materials:

This week, the prices of nickel sulfate and manganese sulfate remained stable, the price of cobalt sulfate decreased by 150 yuan/ton, the price of lithium carbonate increased by 850 yuan/ton, and the price of lithium hydroxide decreased by 600 yuan/ton. This week, affected by the slight rebound of the price of lithium carbonate, it has provided certain support to the cost of medium and low-nickel ternary materials, and there is a certain sentiment of maintaining prices in the market. However, since the price of lithium hydroxide has not rebounded, the price of high-nickel materials still maintains a downward trend. On the supply side, the production volume of ternary materials in September was slightly lower than that in August. The manufacturers mainly engaged in the overseas market all had a certain reduction, and the consumer-type ternary materials manufacturers maintained full production in the third quarter. On the demand side, in August 2024, the retail sales volume of domestic new energy passenger vehicles was 1,027,000 vehicles, increasing by 43.2% year-on-year and 17% month-on-month. The lithium battery loading volume in August 2024 was 47 GWh, increasing by 35% year-on-year. Specifically, the loading volume of ternary batteries was 12.1 GWh, increasing by 12% year-on-year, accounting for 26%, which was lower than the same period, and the growth of ternary batteries has slowed down. The demand in the small power and digital 3C markets has recently performed relatively well.

Lithium Iron Phosphate:

The lithium iron phosphate market in September basically met the previous expectations. The operating situations of the first- and second-echelon cathode material enterprises were both relatively good. The price of lithium carbonate fluctuated in September, and the customer-supplied lithium carbonate of major battery cell factories in the market also decreased. However, there has been no obvious shortage of supply recently. Currently, the lithium iron phosphate cathode enterprises are still relatively optimistic about the feedback for October. The production scheduling in October is roughly the same as that in September, and most enterprises continued to maintain production during the National Day holiday.

Lithium Phosphate:

This week, the price of lithium phosphate remained relatively stable, with an average price of 10,430 yuan/ton. The average price basically did not change, and it was overall relatively stable. The lower limit was around 10,080 yuan/ton, but some enterprises might have a price lower than 10,000 yuan/ton, and the upper limit was 10,780 yuan / 吨. The price of phosphoric acid was basically the same. The lithium phosphate market currently shows a stable performance, and the price is relatively stable. The main reason lies in the relatively stalemate state of the market supply and demand relationship and the price game among enterprises. This stable price state reflects that the forces of both supply and demand in the market are relatively balanced, and there is no situation where one side clearly dominates. The overall market demand expectation in September was relatively good. Some enterprises' orders in September would be delivered in October. Some lithium phosphate enterprises with large customer groups, good product quality and performance had a good operating situation. Some lithium phosphate enterprises intended to raise the price, and the specific situation needed to be further followed up when negotiating orders at the end of September or in October.

Lithium Cobaltate:

This week, the price of lithium cobaltate remained stable. Due to the instability of the price of raw material lithium carbonate, lithium cobaltate enterprises did not adjust the price for the time being. In September, the stocking situation of the downstream market of lithium cobaltate was relatively good. It was the peak season for digital consumption, new models were launched, and the purchasing demand of downstream battery cell factories was sufficient, driving the good development of the demand for lithium cobaltate. The leading lithium cobaltate enterprises had a full production schedule, which was expected to last until October.

Negative Electrode:

This week, the price of negative electrode materials operated weakly. In terms of cost, the price of low-sulfur petroleum coke remained mainly stable this week. Some enterprises with less inventory pressure only slightly raised the price. It is expected that after the end of the market peak season, the price of low-sulfur petroleum coke will decline again. The raw coke of oil-based needle coke currently has a relatively weak demand, and the sales volume during the peak season was not as expected. Enterprises mostly reduced production to match the market situation, and the price was weak. The outsourcing of graphitization currently has extremely limited demand, and the remaining orders in the market are mainly at low prices. Since the electricity bill is currently at the lowest point of the year, it is difficult to further reduce costs to obtain more orders. In terms of demand, with the arrival of the "Golden September and Silver October" peak season, the production volume of the downstream increased, driving the demand for negative electrodes, and the production volume of negative electrode materials also increased. However, due to the ongoing price war at the terminal, downstream enterprises continued to exert pressure on the main materials, and the problem of overcapacity continued to exist, further exerting pressure on the price of negative electrodes. Therefore, it is expected that the price of negative electrode materials will remain weak in the future, and there is still an expectation of a downward adjustment.

Electrolyte:

This week, the price of electrolyte was temporarily stable. On the supply side, due to the slight increase in the price of lithium hexafluorophosphate, electrolyte manufacturers mainly purchased lithium hexafluorophosphate according to demand, and only some enterprises carried out small-scale inventory storage. On the demand side, the demand of battery cell factories for electrolyte increased. On the cost side, the prices of lithium hexafluorophosphate and solvents increased, while the price of additives was temporarily stable. Currently, the overall price of electrolyte is mainly affected by the prices of lithium carbonate and lithium hexafluorophosphate, but the increase is less than expected, and the price is temporarily stable. It is expected that in the short term, due to the influence of the cost side, the price of electrolyte will have an upward expectation.

Separator:

This week, the price of lithium battery separator operated weakly. On the supply side, with the arrival of the "Golden September and Silver October" peak season, the demand of downstream battery cell enterprises increased, and most separator enterprises increased their production scheduling, and the production volume in September increased. From the demand side, the stocking for the peak season of the power and consumption ends increased, and the demand for lithium iron phosphate battery cells was vigorous. At the end of the storage, the iteration of high-capacity battery cells and the approaching of the grid connection node drove the production capacity upward, and the expected increment in the future was still relatively 可观. However, the ongoing price war at the terminal continued, enterprises still had a strong demand for cost reduction, and separator enterprises had many bidding activities to seize market share, so the price of the separator was under pressure both upstream and downstream. With the approaching of the new negotiation cycle for orders in the fourth quarter and at the end of the year, there might be a continued downward trend.

Waste Lithium Batteries:

This week, the price of waste products from lithium battery recycling increased steadily. Currently, the lithium battery recycling industry as a whole still maintains the previous sluggish state. From the perspective of market prices, the price trends of nickel, cobalt, and lithium, the key materials downstream this week, were relatively divergent. Although the prices of cobalt and nickel decreased to some extent, the price of lithium carbonate rushed upward again this week, which to some extent drove up the sentiment of maintaining prices among some powder-making factories and traders. Although the quotations of waste products from ternary and lithium iron phosphate batteries increased due to the rebound of the price of lithium salts, most wet-process manufacturers were resistant to this. Due to their pessimistic view of the price trends of nickel and cobalt and their expectation that the price of lithium salts will peak and then decline, the wet-process smelting manufacturers had a low willingness to receive goods, and only a small number of manufacturers made small purchases to meet rigid needs. The overall operating rates of the powder-making end and the smelting end in the market were still relatively low, and the market transactions remained light.

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