China’s power-battery and storage cell demand diverge: cathode cuts meet storage shortages (Supply chain / China)

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China’s power-battery and storage cell demand diverge: cathode cuts meet storage shortages (Supply chain / China)

China EV industry coverage dated Nov 8 said lithium carbonate spot prices traced a V-shape and again topped about RMB 93,000/ton, while LFP cathode makers barel…

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Supply chaindesk view

Korea’s LFP cathode “alliance” firms up: domestic contracts estimated above 210,000 tons; L&F targets 120,000 tons by 2028 (Batteries)

MoneyToday reported on Nov 8 that Korean cathode makers have accelerated into lithium iron phosphate (LFP) since the third quarter. Industry sources estimate LF…

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