Natural graphite
【Petroleum Coke】Prices Skyrocket: A "Life-or-Death" Crisis for Anode Material Industry?
【Petroleum Coke】Prices Skyrocket: A "Life-or-Death" Crisis for Anode Material Industry? Introduction: From "Industrial MSG" to "Black Gold Aristocrat" – The Phenomenal Rise of Petroleum CokeOn February 7, 2025, the factory price of some low-sulfur petroleum coke neared 6,000 CNY/ton, a staggering 150% increase from early 2023. Once seen as a byproduct of refining, this “industr... ...
【Anode Materials】2024 Market Review: Breaking the Ice and Preparing for Spring!
【Anode Materials】2024 Market Review: Breaking the Ice and Preparing for Spring! For the anode materials industry, the past year, 2024, was not an easy one. Issues such as overcapacity and declining product profits were not mere threats hanging over the industry like the Sword of Damocles, but real burdens pressing down. However, anode companies have not been like Sisyphus in va... ...
【Graphite】South Korea to Subsidize Graphite Anode Material Projects
【Graphite】South Korea to Subsidize Graphite Anode Material Projects The South Korean Ministry of Trade, Industry, and Energy announced on the 15th that, in light of the escalating U.S.-China trade war, it will provide loans and subsidies to companies like POSCO to ensure the security of the domestic supply chain and diversify the supply of graphite, a critical material for seco... ...
【Anode Materials】 Order Execution and Stable Operation
【Anode Materials】Order Execution and Stable Operation1. Market Focus This Week:1) Production: Anode material inventories are currently under no pressure. Manufacturers are producing according to orders, with slight adjustments to operational loads.2) Demand: The increase in sales of new energy vehicles and the rise in demand for power batteries provide some support for the anod... ...
【Graphite Materials】Chinese Domestic Market Prices
【Graphite Materials】Chinese Domestic Market PricesI. Domestic Market Prices for Graphite Materials(A) Natural Spherical GraphiteNatural Spherical Graphite (Particle Size: 15-20μm/Northeast) 12,500 RMB/tonNatural Spherical Graphite (Particle Size: 6-10μm/Northeast) 14,150 RMB/ton(B) Graphite AnodesNatural Graphite Anodes (310-320mAh/g) 20,000 RMB/ton, Artificial Graphite Anodes ... ...
【Graphite】China's Dominance Remains Unchallenged
【Graphite】China's Dominance Remains Unchallenged According to foreign media reports, automakers like Tesla and Mercedes-Benz are striving to diversify their graphite supply for electric vehicle (EV) batteries beyond China. With the rising popularity of EVs, the demand for graphite, along with other materials like lithium and nickel, is increasing. The main product graphitiz... ...
【NET】Trading Atmosphere Remains Satisfactory, Negative Electrode Materials Steadily Lead
【Negative Electrode Materials】Trading Atmosphere Remains Satisfactory, Negative Electrode Materials Steadily Lead 1. Focus Points:1）The first phase of Sichuan Zichen Technology's 100,000-ton negative electrode material project has entered the final stage of equipment installation and commissioning, ready for production, with the second phase of the project completing soon. ... ...
【Negative Electrode】Artificial graphite at 24,000-39,000 RMB/ton
【Negative Electrode Materials】Natural graphite at 33,000-37,000 RMB/ton, artificial graphite at 24,000-39,000 RMB/ton 1.Current Focus:1）Shanshan Co. has validated the sample of its consumer fast-charging negative electrode 6C product, further solidifying its global leading advantage; the discharge rate of power negative electrode materials has been increased from 3C to 4C and 5... ...
【Anode】Lithium Battery Materials: The Anode
【Anode】Lithium Battery Materials: The Anode The cost composition of a lithium battery is as follows: Cathode 45% + Anode 15% + Electrolyte 20% + Separator 10% + Others 10%.Key Conclusion: From a technological perspective, graphite is currently the mainstream material for power battery anodes. The market for anode materials is highly homogeneous with low technical barriers and t... ...
【Negative Electrode Materials】Weak Supply and Demand, No Significant Improvement
【Negative Electrode Materials】Weak Supply and Demand, No Significant Improvement 1. Current Focus:1) In 2023, the global shipment volume of negative electrode materials reached 1.818 million tons, a year-on-year increase of 16.8%, with China's share of global shipments further increasing to 94.1%. Among them, Bettery ranked first among global negative electrode material com... ...
【Petroleum Coke】Prices Skyrocket: A "Life-or-Death" Crisis for Anode Material Industry?
【Petroleum Coke】Prices Skyrocket: A "Life-or-Death" Crisis for Anode Material Industry? Introduction: From "Industrial MSG" to "Black Gold Aristocrat" – The Phenomenal Rise of Petroleum CokeOn February 7, 2025, the factory price of some low-sulfur petroleum coke neared 6,000 CNY/ton, a staggering 150% increase from early 2023. Once seen as a byproduct of refining, this “industr... ...
【Anode Materials】2024 Market Review: Breaking the Ice and Preparing for Spring!
【Anode Materials】2024 Market Review: Breaking the Ice and Preparing for Spring! For the anode materials industry, the past year, 2024, was not an easy one. Issues such as overcapacity and declining product profits were not mere threats hanging over the industry like the Sword of Damocles, but real burdens pressing down. However, anode companies have not been like Sisyphus in va... ...
【Graphite】South Korea to Subsidize Graphite Anode Material Projects
【Graphite】South Korea to Subsidize Graphite Anode Material Projects The South Korean Ministry of Trade, Industry, and Energy announced on the 15th that, in light of the escalating U.S.-China trade war, it will provide loans and subsidies to companies like POSCO to ensure the security of the domestic supply chain and diversify the supply of graphite, a critical material for seco... ...
【Anode Materials】 Order Execution and Stable Operation
【Anode Materials】Order Execution and Stable Operation1. Market Focus This Week:1) Production: Anode material inventories are currently under no pressure. Manufacturers are producing according to orders, with slight adjustments to operational loads.2) Demand: The increase in sales of new energy vehicles and the rise in demand for power batteries provide some support for the anod... ...
【Graphite Materials】Chinese Domestic Market Prices
【Graphite Materials】Chinese Domestic Market PricesI. Domestic Market Prices for Graphite Materials(A) Natural Spherical GraphiteNatural Spherical Graphite (Particle Size: 15-20μm/Northeast) 12,500 RMB/tonNatural Spherical Graphite (Particle Size: 6-10μm/Northeast) 14,150 RMB/ton(B) Graphite AnodesNatural Graphite Anodes (310-320mAh/g) 20,000 RMB/ton, Artificial Graphite Anodes ... ...
【Graphite】China's Dominance Remains Unchallenged
【Graphite】China's Dominance Remains Unchallenged According to foreign media reports, automakers like Tesla and Mercedes-Benz are striving to diversify their graphite supply for electric vehicle (EV) batteries beyond China. With the rising popularity of EVs, the demand for graphite, along with other materials like lithium and nickel, is increasing. The main product graphitiz... ...
【NET】Trading Atmosphere Remains Satisfactory, Negative Electrode Materials Steadily Lead
【Negative Electrode Materials】Trading Atmosphere Remains Satisfactory, Negative Electrode Materials Steadily Lead 1. Focus Points:1）The first phase of Sichuan Zichen Technology's 100,000-ton negative electrode material project has entered the final stage of equipment installation and commissioning, ready for production, with the second phase of the project completing soon. ... ...
【Negative Electrode】Artificial graphite at 24,000-39,000 RMB/ton
【Negative Electrode Materials】Natural graphite at 33,000-37,000 RMB/ton, artificial graphite at 24,000-39,000 RMB/ton 1.Current Focus:1）Shanshan Co. has validated the sample of its consumer fast-charging negative electrode 6C product, further solidifying its global leading advantage; the discharge rate of power negative electrode materials has been increased from 3C to 4C and 5... ...
【Anode】Lithium Battery Materials: The Anode
【Anode】Lithium Battery Materials: The Anode The cost composition of a lithium battery is as follows: Cathode 45% + Anode 15% + Electrolyte 20% + Separator 10% + Others 10%.Key Conclusion: From a technological perspective, graphite is currently the mainstream material for power battery anodes. The market for anode materials is highly homogeneous with low technical barriers and t... ...
【Negative Electrode Materials】Weak Supply and Demand, No Significant Improvement
【Negative Electrode Materials】Weak Supply and Demand, No Significant Improvement 1. Current Focus:1) In 2023, the global shipment volume of negative electrode materials reached 1.818 million tons, a year-on-year increase of 16.8%, with China's share of global shipments further increasing to 94.1%. Among them, Bettery ranked first among global negative electrode material com... ...
