Data
Market indicators, modelled product costs and supply-chain metrics — updated daily.
Data through 2026-10-13
Reference rate: 1 USD = 6.7003 CNY
Cathode CAM Prices USD/kg · modelled
Market Snapshot
Cathode Raw Materials
Battery-grade Nickel Sulphate
27,368.17 CNY/t
▼ -1.6% 7D2026-10-12
Battery-grade Manganese Sulphate
7,244.85 CNY/t
▼ -0.0% 7D2026-10-12
China Cobalt Sulfate
58,500 CNY/t
▼ -3.3% 7D2026-10-12
China Phosphoric Acid (H3PO4≥85%)
7,900 CNY/t
▼ -3.1% 7D2026-10-12
China Ferrous Phosphate
16,200 CNY/t
▲ +1.3% 7D2026-10-12
Lithium Salts
Anode Materials
China Artificial Graphite (Mid-end EV Battery)
28,150 CNY/t
▲ +0.0% 7D2026-10-12
China Artificial Graphite (Mid-end ESS Battery)
18,310.45 CNY/t
▲ +0.2% 7D2026-10-12
China Natural Graphite (Mid-end)
27,000 CNY/t
▲ +0.0% 7D2026-10-12
China Hard Carbon Anode (Power Type)
39,000 CNY/t
▲ +0.0% 7D2026-10-12
China Hard Carbon Anode (for Industrial and Commercial ESS)
34,900 CNY/t
▲ +0.0% 7D2026-10-12
Sodium-ion Materials
modelled_cathode
Modelled Anode Prices
Artificial Graphite Anode — EV
6.65 USD/kg
▲ +0.2% 7D2026-10-13
Artificial Graphite Anode — ESS
4.66 USD/kg
▲ +0.3% 7D2026-10-13
Natural Graphite Anode
5.72 USD/kg
▲ +0.2% 7D2026-10-13
Hard Carbon Anode — Power
9.1 USD/kg
▲ +0.2% 7D2026-10-13
Hard Carbon Anode — ESS
8.16 USD/kg
▲ +0.2% 7D2026-10-13
Foreign Exchange
North America Battery Capacity
Capacity tracking data coming soon.
ESS Project Tracker
Coming soon.
Methodology
- Raw material prices are public quotes from SMM (Shanghai Metals Market), collected daily and shown in CNY/t as quoted.
- Modelled product prices (CAM, anodes) are my own cost estimates: BOM consumption coefficients applied to public raw-material quotes plus industry-average processing fees. They are not market quotes. Formula versions are noted per series.
- USD conversions use the daily reference rate captured with each run (exchangerate-api, BOC mid-price fallback).
- Status flags: fallback = quote missing that day, last valid value carried forward; stale = no fresh quote for several days; unavailable = no public source.
- Corrections: published data is version-controlled in git; errors are corrected and re-published with a visible trail.
Data is provided for informational purposes only, without warranty of accuracy or completeness. Nothing here is investment advice.