【Anode Market】Weak Supply and Demand During the Holiday — What to Expect Post-Holiday?

The rapid growth of the EV and energy storage industries is boosting demand for high-performance lithium batteries, driving the market for quality petroleum coke and synthetic graphite. The quality and particle size of calcined petroleum coke directly affect synthetic graphite performance, especially in anode production.

【Anode Market】Weak Supply and Demand During the Holiday — What to Expect Post-Holiday?

This week, China's artificial graphite anode material prices remained stable.
During the Spring Festival holiday, the market exhibited a pattern of weak supply and weak demand. However, cost support remained firm, sustaining stable pricing for artificial graphite anode materials.

Looking ahead, on the supply and demand side, the market is gradually recovering, with both upstream and downstream operating rates accelerating and transaction volumes steadily increasing. On the cost side, there are expectations of upward movements in raw material coke prices, while processing fees are unlikely to decline, keeping cost support relatively strong.

With improving supply-demand fundamentals and firm cost-side support, artificial graphite anode material prices are expected to edge up slightly in the coming period.

This week, China's natural graphite anode material prices remained generally stable, with no significant fluctuations.
During the Spring Festival, on the supply and demand side, most natural graphite anode producers slowed production, overall shipments declined, and market transactions were sluggish. Meanwhile, raw material prices remained elevated on the cost side, limiting the downside room for natural graphite anode prices.

Looking ahead, natural graphite anode prices are expected to remain stable overall. Downside potential is firmly constrained by costs, while upside momentum is restricted by substitution effects, making it difficult to form a strong upward trend. Overall, the market is expected to maintain a "stable with narrow-range fluctuations" pattern.

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