Chinese cathode margins squeezed as cell makers pressure prices

Closeup of Electric car lithium battery pack and wiring connections internal between cells

Chinese cathode margins are narrowing after months of pressure from cell makers on the prices of their products. Nickel cobalt aluminium (NCA) and nickel cobalt manganese (NCM) 811 cathode materials fell 39% and 41% between January and August 2023 while lithium iron phosphate (LFP) fell 52% on the Chinese markets, as assessed by Benchmark. Shenzhen […]

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