Battery Materials Market Intelligence
Market Snapshot: Week of September 11, 2025
Divergence emerges between falling downstream prices and rising upstream costs, squeezing producer margins.
Anode Market
→↑
Stable pricing but rising feedstock costs (GPC/CPC up 1.3%) squeeze producer margins. Key watch item for TEA.
Cathode Market
↓
LFP sees 1.7% WoW drop to $4,899/t. LMO prices also soften due to weak demand.
Electrolyte Chain
↑↓
Mixed picture: LiPF₆ flat while critical additive FEC saw 6.25% price increase, complicating formulation costs.
Anode Chain: Margin Compression Intensifies
Anode materials hold stable pricing, but rising feedstock costs are squeezing producer margins. GPC and CPC prices increased 1.3% WoW, creating a complex procurement environment.
Anode Material Prices (Avg. USD/t)
Synthetic Anode Cost Stack
Cathode & Lithium: Downward Pressure Persists
Weak downstream demand continues to push down prices for LFP and LMO. NCM 523 shows slight recovery at +0.2%, while lithium hydroxide remains stable.
Cathode Price WoW Change (Avg. USD/t)
LFP Market Trend (USD/t)
Electrolyte Chain: Component Divergence
The electrolyte market presents a mixed picture: LiPF₆ remains stable at $7,742/t while the critical additive FEC jumps 6.25% to $4,786/t, complicating formulation cost stacks.
LiPF₆ Price (Avg. USD/t)
$7,742
Stable at +$3 WoW despite cost variations
FEC Price (Avg. USD/t)
$4,786
Up 6.25% WoW (+$283) complicating costs
Electrolyte Chain Prices (Avg. USD/t, Log Scale)
Need Expert Guidance on Battery Materials?
Get strategic insights on synthetic graphite production, anode materials scale-up, and market dynamics from industry experts.
Schedule a ConsultationSubscribe to Weekly Market Updates
Get the latest battery materials pricing data and market analysis delivered to your inbox every week.
Thank you for subscribing!
You'll receive your first market update next week.