Battery Materials Market Intelligence
Market Snapshot: Week of September 4, 2025
Market stability masks underlying pressure as supply exceeds demand across the value chain.
Anode Market
→
Prices remain flat as oversupply continues. Competition intensifies with producers accepting orders at cost.
Cathode Market
↓
LFP drops further as lithium prices continue their decline. NCM materials show stability amid weak demand.
Electrolyte Chain
↓↑
Mixed signals continue: LiPF₆ stable while LiF drops sharply on lithium correction. VC edges higher.
Anode Chain: Oversupply Persists
The anode sector shows no relief from oversupply pressures. Mid-range products hover at production costs as competition intensifies for limited orders.
Anode Material Prices (Avg. USD/t)
Indicative Anode Cost Stack
Cathode & Lithium: Continued Weakness
Lithium carbonate and hydroxide prices continue their decline. LFP drops another $200/tonne while NCM materials hold steady despite weak demand.
Cathode Price WoW Change (Avg. USD/t)
LFP Market Trend (USD/t)
Electrolyte Chain: Divergent Paths
The electrolyte value chain shows continued divergence. LiPF₆ holds steady at $7,739/t while LiF drops sharply to $18,151/t on lithium weakness.
LiF Price (Avg. USD/t)
$18,151
Down -$1,169 WoW on continued LCE decline
LiPF₆ Price (Avg. USD/t)
$7,739
Stable at +$11 despite cost pressures
Electrolyte Chain Prices (Avg. USD/t, Log Scale)
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