According to preliminary surveys using Mysteel's revised sample methodology, China's production of ternary precursors reached 98,800 tonnes in January 2026, reflecting a month-on-month increase of 13.05% and a year-on-year surge of 68.37%.
In January, most producers opted for concentrated production to build inventories for February. Additionally, production at some export-oriented enterprises saw significant expansion due to the removal of export tax rebates, contributing to the substantial overall growth in ternary precursor output.
For February 2026, China's ternary precursor production is estimated at 88,000 tonnes, representing a month-on-month decrease of 10.89% but a year-on-year increase of 41.48%. The notable decline in production is attributed to the impact of the Spring Festival holiday and the traditional off-season.
Edited by Cassie Li, lixiangying@mysteel.com
