A Glance of China Lithium-ion Battery Materials Market 20251216

Source: Mysteel Dec 16, 2025 09:13

After a mild pullback at the beginning of the week, the most-traded GFEX LC contract was back on the upward trajectory in the remaining of the reporting session (December 6-12). With market players busy negotiating long-term orders for 2026, those have not secured enough supply were still with demand for spots. However, the high lithium prices have slowed the spots transactions. Nevertheless, demand remained relatively strong in December, and cathode factories maintained low inventory levels, indicating a need for restocking. It is expected that lithium carbonate prices will still have the momentum to increase.

A Glance of China Lithium-ion Battery Materials Market 20251216