New energy industry
【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 Materials】Demand Cools After Mid-Year Surge, Price Decline Warning?
【Anode Materials】 Demand Cools After Mid-Year Surge, Price Decline Warning? In June, the prices of anode materials remained weakly stable.Cost Side:Low-Sulfur Petroleum Coke: Due to a sluggish market, prices have the potential for further decline.Coal-Based Needle Coke Raw Coke: The growth rate of prices has slowed compared to earlier periods, with a slight increase. Graphitiza... ...
【[Negative Electrode】Rising Demand as Downstream Battery Manufacturers Increase Production
【[Negative Electrode】Rising Demand as Downstream Battery Manufacturers Increase Production Data Source: Oilchem 1. Artificial Graphite Price Trends Data Source: OilchemCurrently, the mainstream prices for artificial graphite are stable, with high-end power products priced between 33,000 and 50,000 CNY/ton, high-end digital products between 48,000 and 68,000 CNY/ton, medium-end ... ...
【Graphitization】Prices Increase! Is the Graphitization Outsourcing Market Recovering?
【Graphitization】Prices Increase!Is the Graphitization Outsourcing Market Recovering?In recent years, as extreme cost reduction in the battery industry has extended to anode materials, many anode companies face the risk of prices falling below costs. The situation for the anode graphitization outsourcing industry has also become increasingly difficult, with many companies facing... ...
【Anode Materials】 2024 Anode Coke Market Development and Trends
【Anode Materials】 2024 Anode Coke Market Development and Trends 1. Forecast of Anode Coke Raw Material DemandAs the demand for artificial graphite anodes continues to rise, the need for coke raw materials will also grow. From 2023 to 2027, the annual growth rate of anode demand is expected to reach 23%, with the demand for needle coke increasing at an annual rate of 17%. Graphi... ...
【Electric Arc Furnace Steel】 Carbon Reduction and Production Control: Benefit or Burden?
【Electric Arc Furnace Steel】 Carbon Reduction and Production Control: Benefit or Burden? This week, the domestic construction steel market showed a trend of initial decline followed by a rise. In the first half of the week, market transactions were sluggish. However, after the State Council issued the "2024-2025 Energy Conservation and Carbon Reduction Action Plan," market sent... ...
【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... ...
【Needle Coke】 Needle Coke Market Overview for May 2024
【Needle Coke】 Needle Coke Market Overview for May 2024 Market SummaryAs of May 24, 2024, the Chinese needle coke market remains stable.The price range for domestically produced needle coke is as follows:Green Coke: 5,000-5,400 RMB/tonCalcined Coke: 6,500-8,200 RMB/tonFor imported petroleum-based needle coke, the mainstream transaction prices are:Green Coke: 450-1,150 USD/tonCal... ...
【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】Limited Downside Potential with Stable Prices
【Anode Materials】Limited Downside Potential with Stable Prices1. Key Points1）Jixi: One of the world's largest deposits of high-quality flake graphite, with over 40% large-flake crystalline graphite. Leveraging Jixi's rich mineral resources, the expandable graphite produced here has high expansion ratios and stable quality, making it highly sought after in flame retardan... ...
【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 Materials】Demand Cools After Mid-Year Surge, Price Decline Warning?
【Anode Materials】 Demand Cools After Mid-Year Surge, Price Decline Warning? In June, the prices of anode materials remained weakly stable.Cost Side:Low-Sulfur Petroleum Coke: Due to a sluggish market, prices have the potential for further decline.Coal-Based Needle Coke Raw Coke: The growth rate of prices has slowed compared to earlier periods, with a slight increase. Graphitiza... ...
【[Negative Electrode】Rising Demand as Downstream Battery Manufacturers Increase Production
【[Negative Electrode】Rising Demand as Downstream Battery Manufacturers Increase Production Data Source: Oilchem 1. Artificial Graphite Price Trends Data Source: OilchemCurrently, the mainstream prices for artificial graphite are stable, with high-end power products priced between 33,000 and 50,000 CNY/ton, high-end digital products between 48,000 and 68,000 CNY/ton, medium-end ... ...
【Graphitization】Prices Increase! Is the Graphitization Outsourcing Market Recovering?
【Graphitization】Prices Increase!Is the Graphitization Outsourcing Market Recovering?In recent years, as extreme cost reduction in the battery industry has extended to anode materials, many anode companies face the risk of prices falling below costs. The situation for the anode graphitization outsourcing industry has also become increasingly difficult, with many companies facing... ...
【Anode Materials】 2024 Anode Coke Market Development and Trends
【Anode Materials】 2024 Anode Coke Market Development and Trends 1. Forecast of Anode Coke Raw Material DemandAs the demand for artificial graphite anodes continues to rise, the need for coke raw materials will also grow. From 2023 to 2027, the annual growth rate of anode demand is expected to reach 23%, with the demand for needle coke increasing at an annual rate of 17%. Graphi... ...
【Electric Arc Furnace Steel】 Carbon Reduction and Production Control: Benefit or Burden?
【Electric Arc Furnace Steel】 Carbon Reduction and Production Control: Benefit or Burden? This week, the domestic construction steel market showed a trend of initial decline followed by a rise. In the first half of the week, market transactions were sluggish. However, after the State Council issued the "2024-2025 Energy Conservation and Carbon Reduction Action Plan," market sent... ...
【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... ...
【Needle Coke】 Needle Coke Market Overview for May 2024
【Needle Coke】 Needle Coke Market Overview for May 2024 Market SummaryAs of May 24, 2024, the Chinese needle coke market remains stable.The price range for domestically produced needle coke is as follows:Green Coke: 5,000-5,400 RMB/tonCalcined Coke: 6,500-8,200 RMB/tonFor imported petroleum-based needle coke, the mainstream transaction prices are:Green Coke: 450-1,150 USD/tonCal... ...
【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】Limited Downside Potential with Stable Prices
【Anode Materials】Limited Downside Potential with Stable Prices1. Key Points1）Jixi: One of the world's largest deposits of high-quality flake graphite, with over 40% large-flake crystalline graphite. Leveraging Jixi's rich mineral resources, the expandable graphite produced here has high expansion ratios and stable quality, making it highly sought after in flame retardan... ...
