According to Mysteel's survey, China's lithium iron phosphate (LFP) cathode production in July 2026 stood at 531,000 tonnes, up 3.59% month-on-month. Capacity ramp-ups continued through the month, though some producers saw temporary output reductions due to restrictions like production line upgrades.
China's LFP production is projected to rise to 558,600 tonnes in August 2026, a month-on-month increase of 5.2%. Capacity releases in Shandong, Sichuan, and other regions are expected to continue, though the actual pace of ramp-ups will require close monitoring. In addition, the top-tier producers are showing increased demand for tolling services to supplement in-house output.
Source: Mysteel
Written by Aggie Hu, huchenying@mysteel.com
