Battery
【Anode Materials】Prices Rise, Profit Margins Partially Restored
With the rapid growth of electric vehicles and energy storage systems, the demand for high-performance lithium batteries is increasing, driving the need for high-quality petroleum coke and artificial graphite. The quality and specifications of calcined petroleum coke directly affect the performance of artificial graphite, making high-quality petroleum coke crucial for lithium b... ...
【Graphite】Syrah Resources... Calls for Investigation into China's Graphite Pricing Strategy
【Graphite】Syrah Resources Joins U.S. Lobbying Group, Calls for Investigation into China's Graphite Pricing Strategy Syrah Resources (ASX: SYR) has joined a North American miners' lobbying group to petition the U.S. Department of Commerce and International Trade Commission regarding China's alleged "price dumping" of graphite products. The American Active Anode Mat... ...
【Graphite Anode】Two Australian Companies File Complaints Against Chinese Battery-Grade Graphite
【Graphite Anode】Two Australian Companies File Complaints Against Chinese Battery-Grade GraphiteTwo Australian publicly listed companies are pushing U.S. trade regulators to investigate claims that cheap battery-grade graphite from China is flooding the U.S. market, threatening their ambitions to operate profitable graphite refining plants in the United States. Novonix and Syrah... ...
【Lithium Battery】Is the Reduction in Export Tax Rebate Good or Bad for the Lithium Battery Industry?
【Lithium Battery】Is the Reduction in Export Tax Rebate Good or Bad for the Lithium Battery Industry? According to an announcement by the Ministry of Finance and the State Taxation Administration, starting in November 2024, the export tax rebate for lithium batteries will be reduced from 13% to 9%. This policy adjustment aims to guide domestic price correction by lowering the e... ...
【Anode】Latest Anode Industry Chain Market Overview (10.11)
【Anode】Latest Anode Industry Chain Market Overview (10.11) Leading anode enterprises saw an increase in downstream orders before the National Day holiday, with most anode companies producing according to sales orders. Production volumes at leading companies have increased overall. In September, some major players received orders for C-grade energy storage batteries from downst... ...
【Petroleum Coke】 Market Price Divergence, How to Break the Deadlock?
【Petroleum Coke】 Market Price Divergence, How to Break the Deadlock? In September, petroleum coke sales diverged, with Chinese domestic low-sulfur petroleum coke prices showing a slight uptick, while the high-sulfur market faced abundant supply and declining prices. The main reasons are as follows:Increased Proportion of High-Sulfur (Above 4%) Petroleum Coke due to Poor Refinin... ...
【Anode Materials】 Is a Recovery Imminent? Inventory Down, Demand Warming Up in October-November...
【Anode Materials】 Is a Recovery Imminent? Inventory Down, Demand Warming Up in October-November... In the third quarter, the anode materials market experienced a downward trend in both production and sales, with the industry as a whole focusing on inventory reduction. As inventory levels gradually decrease, expectations for the anode market in October to November are starting t... ...
【Anode Material】Shanghai Shanshan Continues to Lead in Artificial Anode Material in H1 2024
【Anode Material】Shanghai Shanshan Continues to Lead in Artificial Anode Material in H1 2024of 2024, Chinese domestic new energy vehicle (NEV) market continued to perform well, with production and sales reaching 4.929 million and 4.944 million units, respectively, representing year-on-year increases of 30.1% and 32%. The market share reached 35.2%. The energy storage market also... ...
【Tariffs】 Electric Vehicles, Lithium Batteries, and Graphite Anodes to Face Section 301 Tariffs!
【Tariffs】 Electric Vehicles, Lithium Batteries, and Graphite Anodes to Face Section 301 Tariffs Starting June 15!The United States Trade Representative (USTR) recently announced an extension of certain exclusion clauses under Section 301's investigation into "China’s Acts, Policies, and Practices Related to Technology Transfer, Intellectual Property, and Innovation." The ex... ...
【Graphite Exports】China's Graphite Exports Slow in April Amid Ample Overseas Inventory
【Graphite Exports】China's Graphite Exports Slow in April Amid Ample Overseas Inventory In April 2024, China's artificial graphite import volume was 1,114 tons, a slight month-on-month increase of 1% but a year-on-year decrease of 16%. Regarding import prices, the average import price of artificial graphite in April 2024 was 72,078 yuan/ton, down 8% month-on-month and 3... ...
【Anode Materials】Prices Rise, Profit Margins Partially Restored
With the rapid growth of electric vehicles and energy storage systems, the demand for high-performance lithium batteries is increasing, driving the need for high-quality petroleum coke and artificial graphite. The quality and specifications of calcined petroleum coke directly affect the performance of artificial graphite, making high-quality petroleum coke crucial for lithium b... ...
【Graphite】Syrah Resources... Calls for Investigation into China's Graphite Pricing Strategy
【Graphite】Syrah Resources Joins U.S. Lobbying Group, Calls for Investigation into China's Graphite Pricing Strategy Syrah Resources (ASX: SYR) has joined a North American miners' lobbying group to petition the U.S. Department of Commerce and International Trade Commission regarding China's alleged "price dumping" of graphite products. The American Active Anode Mat... ...
【Graphite Anode】Two Australian Companies File Complaints Against Chinese Battery-Grade Graphite
【Graphite Anode】Two Australian Companies File Complaints Against Chinese Battery-Grade GraphiteTwo Australian publicly listed companies are pushing U.S. trade regulators to investigate claims that cheap battery-grade graphite from China is flooding the U.S. market, threatening their ambitions to operate profitable graphite refining plants in the United States. Novonix and Syrah... ...
【Lithium Battery】Is the Reduction in Export Tax Rebate Good or Bad for the Lithium Battery Industry?
【Lithium Battery】Is the Reduction in Export Tax Rebate Good or Bad for the Lithium Battery Industry? According to an announcement by the Ministry of Finance and the State Taxation Administration, starting in November 2024, the export tax rebate for lithium batteries will be reduced from 13% to 9%. This policy adjustment aims to guide domestic price correction by lowering the e... ...
【Anode】Latest Anode Industry Chain Market Overview (10.11)
【Anode】Latest Anode Industry Chain Market Overview (10.11) Leading anode enterprises saw an increase in downstream orders before the National Day holiday, with most anode companies producing according to sales orders. Production volumes at leading companies have increased overall. In September, some major players received orders for C-grade energy storage batteries from downst... ...
【Petroleum Coke】 Market Price Divergence, How to Break the Deadlock?
【Petroleum Coke】 Market Price Divergence, How to Break the Deadlock? In September, petroleum coke sales diverged, with Chinese domestic low-sulfur petroleum coke prices showing a slight uptick, while the high-sulfur market faced abundant supply and declining prices. The main reasons are as follows:Increased Proportion of High-Sulfur (Above 4%) Petroleum Coke due to Poor Refinin... ...
【Anode Materials】 Is a Recovery Imminent? Inventory Down, Demand Warming Up in October-November...
【Anode Materials】 Is a Recovery Imminent? Inventory Down, Demand Warming Up in October-November... In the third quarter, the anode materials market experienced a downward trend in both production and sales, with the industry as a whole focusing on inventory reduction. As inventory levels gradually decrease, expectations for the anode market in October to November are starting t... ...
【Anode Material】Shanghai Shanshan Continues to Lead in Artificial Anode Material in H1 2024
【Anode Material】Shanghai Shanshan Continues to Lead in Artificial Anode Material in H1 2024of 2024, Chinese domestic new energy vehicle (NEV) market continued to perform well, with production and sales reaching 4.929 million and 4.944 million units, respectively, representing year-on-year increases of 30.1% and 32%. The market share reached 35.2%. The energy storage market also... ...
【Tariffs】 Electric Vehicles, Lithium Batteries, and Graphite Anodes to Face Section 301 Tariffs!
【Tariffs】 Electric Vehicles, Lithium Batteries, and Graphite Anodes to Face Section 301 Tariffs Starting June 15!The United States Trade Representative (USTR) recently announced an extension of certain exclusion clauses under Section 301's investigation into "China’s Acts, Policies, and Practices Related to Technology Transfer, Intellectual Property, and Innovation." The ex... ...
【Graphite Exports】China's Graphite Exports Slow in April Amid Ample Overseas Inventory
【Graphite Exports】China's Graphite Exports Slow in April Amid Ample Overseas Inventory In April 2024, China's artificial graphite import volume was 1,114 tons, a slight month-on-month increase of 1% but a year-on-year decrease of 16%. Regarding import prices, the average import price of artificial graphite in April 2024 was 72,078 yuan/ton, down 8% month-on-month and 3... ...
