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Rising costs and robust demand to drive China anode material price hike in Sep

Source: Mysteel Sep 03, 2026 15:01
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Petcoke Demand Price Supply
Needle coke, petcoke and graphitization fees have all risen, intensifying cost pressures. A price increase is widely expected in the anode material industry.
September lithium battery output is set to rise 9% month-on-month, with energy storage accounting for 39%. Tier-one producers will stay at full capacity through mid-October, supporting anode material demand. On costs, needle coke, low-sulfur petcoke, and graphitization fees all rose in August. Feedstock costs and graphitization fees account for

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