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LFP cathode prices fall for sixth straight month in September","china-lfp-cathode-prices-fall-for-sixth-straight-month-in-september","article/china-lfp-cathode-prices-fall-for-sixth-straight-month-in-september",{"_uid":557,"date":558,"tags":559,"editor":568,"content":578,"excerpt":707,"featured":51,"reporter":708,"_editable":712,"component":713,"seo_title":553,"categories":714,"visibility":725,"author_company":49,"featured_image":726,"seo_description":707,"author_full_name":49,"author_job_title":49,"formattedDate":730,"formattedArticleDate":731},"9b22db12-94b9-4bb7-a0c7-5c147bb1ad06","2024-09-27 00:00",[560,563,566],{"slug":561,"name":562},"cathode-prices","Cathode prices",{"slug":564,"name":565},"china","China",{"slug":567,"name":521},"lfp",[569],{"slug":570,"name":571,"content":572},"didi-bostock","Didi Bostock",{"job_title":573,"image":574,"bio":576,"linkedin":577},"Editor - Energy Transition & Economics",{"filename":575},"https://a.storyblok.com/f/287943243085208/512x512/2c5ca5c1a3/didi-bostock.jpeg","Didi is the Energy Transition & Economics Editor at Benchmark, covering a broad range of markets across the energy transition. His remit spans from downstream sectors such as BESS and EVs, through to midstream such as new technologies and battery production, to upstream critical minerals mining. He also leads on financial analysis across these supply chains, alongside in-depth policy analysis.\n","https://www.linkedin.com/in/didi-bostock-656342198/",{"type":579,"content":580},"doc",[581,588,603,608,621,630,635,640,647,660,673,678,683,694],{"type":582,"attrs":583,"content":584},"paragraph",{"textAlign":49},[585],{"text":586,"type":587},"Chinese lithium iron phosphate (LFP) cathode material prices fell for the sixth straight month in September amid an ongoing weakness in lithium carbonate prices, a supply glut and an intensive competition among cathode producers.","text",{"type":582,"attrs":589,"content":590},{"textAlign":49},[591,593,601],{"text":592,"type":587},"The average prices for the LFP cathode material prices declined 6.8% to RMB 34,000 ($4,795) per tonne in the assessment period ended September 19, according to the ",{"text":594,"type":587,"marks":595},"Benchmark Cathode Price Assessment",[596],{"type":597,"attrs":598},"link",{"href":599,"uuid":49,"anchor":49,"target":49,"linktype":600},"https://www.benchmarkminerals.com/cathode/data-reports/price-assessments/","url",{"text":602,"type":587},". LFP cathode prices have fallen 35.2% so far this year.",{"type":582,"attrs":604,"content":605},{"textAlign":49},[606],{"text":607,"type":587},"“Utilisation rates for producers across the period are high, over 90% in anticipation of high order volumes, but this increasingly creates an oversupply in which products are dumped in the market with extremely low prices,” said Evan Hartley, senior analyst, Benchmark.",{"type":582,"attrs":609,"content":610},{"textAlign":49},[611,613,619],{"text":612,"type":587},"Improving seasonal demand for LFP material in late August and early September kept capacity utilisation higher for Tier 1 and Tier 2 cathode producers. However, ",{"text":614,"type":587,"marks":615},"uncertainty over order volumes",[616],{"type":597,"attrs":617},{"href":618,"uuid":49,"anchor":49,"target":49,"linktype":600},"https://source.benchmarkminerals.com/article/how-lfp-cathode-competition-has-driven-prices-down",{"text":620,"type":587}," beyond the mid autumn festival failed to stir enough buying confidence, keeping prices weak. ",{"type":582,"attrs":622,"content":623},{"textAlign":49},[624],{"type":625,"attrs":626},"image",{"id":49,"alt":627,"src":628,"title":49,"source":49,"copyright":49,"meta_data":629},"","https://a.storyblok.com/f/287943243085208/3b5890f6fe/bm-lfp-cathode-price-sept-1324126c3892.png",{},{"type":582,"attrs":631,"content":632},{"textAlign":49},[633],{"text":634,"type":587},"According to Hartley, cell makers can take advantage of the reduced lithium prices to facilitate and exacerbate that price reduction even as cathode producers continue to sacrifice profits to maintain and gain market share.",{"type":582,"attrs":636,"content":637},{"textAlign":49},[638],{"text":639,"type":587},"LFP cell production in China jumped 11.4% month-on-month in August to 76.3 gigawatt-hours (GWh), according to data from China Association of Automobile Manufacturers. Uptick in demand from the energy storage market both domestic and overseas drove the increase.",{"type":641,"attrs":642,"content":644},"heading",{"level":643,"textAlign":49},4,[645],{"text":646,"type":587},"Feedstock prices play a key role",{"type":582,"attrs":648,"content":649},{"textAlign":49},[650,652,658],{"text":651,"type":587},"Despite the increased seasonal demand and healthy production schedules of ",{"text":653,"type":587,"marks":654},"LFP makers",[655],{"type":597,"attrs":656},{"href":657,"uuid":49,"anchor":49,"target":49,"linktype":600},"https://source.benchmarkminerals.com/article/canada-adds-phosphate-to-critical-minerals-list-as-lfp-demand-grows-outside-china",{"text":659,"type":587},", weakness in lithium prices continues to influence cathode prices. ",{"type":582,"attrs":661,"content":662},{"textAlign":49},[663,665,671],{"text":664,"type":587},"Prices for Chinese lithium carbonate, the key feedstock for LFP cathodes, have declined 23.3% so far this year to RMB 74,000 ($10,575) per tonne for the period ended September 25, according to the ",{"text":666,"type":587,"marks":667},"Benchmark Lithium Price Assessment",[668],{"type":597,"attrs":669},{"href":670,"uuid":49,"anchor":49,"target":49,"linktype":600},"https://www.benchmarkminerals.com/lithium/lithium-prices/chart/",{"text":672,"type":587},". ",{"type":582,"attrs":674,"content":675},{"textAlign":49},[676],{"text":677,"type":587},"However, in an early positive indicator for downstream demand, China’s electric vehicle sales increased 11.1% month-on-month in August. ",{"type":641,"attrs":679,"content":680},{"level":643,"textAlign":49},[681],{"text":682,"type":587},"Prices fall across all grades",{"type":582,"attrs":684,"content":685},{"textAlign":49},[686,688,692],{"text":687,"type":587},"Prices have fallen across all battery cathode materials, with lithium cobalt oxide (LCO) cathode materials leading the declines in the period under review. LCO prices fell 7.1% to RMB 150,500 ($21,221) per tonne during the assessment period under review, according to the ",{"text":594,"type":587,"marks":689},[690],{"type":597,"attrs":691},{"href":599,"uuid":49,"anchor":49,"target":49,"linktype":600},{"text":693,"type":587},".",{"type":582,"attrs":695,"content":696},{"textAlign":49},[697,699,705],{"text":698,"type":587},"The ",{"text":700,"type":587,"marks":701},"Benchmark Cathode Price Index",[702],{"type":597,"attrs":703},{"href":704,"uuid":49,"anchor":49,"target":49,"linktype":600},"https://www.benchmarkminerals.com/price-assessments/cathode/portal/?tab=chart",{"text":706,"type":587},", which tracks prices of cathode relative to demand, fell 4.8% month-on-month. ","Chinese lithium iron phosphate (LFP) cathode material prices fell for the sixth straight month in September amid an ongoing weakness in lithium carbonate prices, a supply glut and an intensive competition among cathode producers. The average prices for the LFP cathode material prices declined 6.8% to RMB 34,000 ($4,795) per tonne in the assessment period […]",[709],{"slug":570,"name":571,"content":710},{"job_title":573,"image":711,"bio":576,"linkedin":577},{"filename":575},"\u003C!--#storyblok#{\"name\": \"article\", \"space\": \"\", \"uid\": \"9b22db12-94b9-4bb7-a0c7-5c147bb1ad06\", \"id\": \"\"}-->","article",[715,718,720,723],{"slug":716,"name":717},"batteries","Batteries",{"slug":719,"name":299},"cathode",{"slug":721,"name":722},"critical-minerals","Critical Minerals",{"slug":724,"name":8},"lithium","private",{"id":49,"alt":627,"name":627,"focus":627,"title":627,"source":627,"filename":727,"copyright":627,"fieldtype":728,"meta_data":729,"is_external_url":51},"https://a.storyblok.com/f/287943243085208/e2fc7a6dc0/bm-collage-prices-6.png","asset",{"alt":627,"title":627,"source":627,"copyright":627},"Sep 27, 2024","27th September 2024",[],[],1792773896703]