In October 2026, China's lithium iron phosphate (LFP) production reached 607,800 tonnes, up 0.76% month on month (MoM). Most producers maintained stable operations. However, some were constrained by raw material supply or production line issues, causing output to fall short of expectations.
China's LFP production in November 2026 is forecast at 600,800 tonnes, down 1.15% MoM. Some producers made slight production cuts due to order structure adjustments, while others continued to increase output as new capacity ramped up. Overall industry production scheduling edged down. Order confirmation is relatively high in the first half of November, and attention should be paid to whether order adjustments emerge in late November.
Edited by Cassie Li, lixiangying@mysteel.com
