节点：下游（终端消费/应用）位置：下游情绪：利好参考度：6/10
本周，中国磷酸铁锂（LFP）黑粉价格飙升至每吨碳酸锂含量2800 – 3000元，较上周上涨200元。这一涨幅与碳酸锂价格的强劲走势相呼应，广州期货交易所碳酸锂价格达到每吨85000 – 87900元。不断增长的储能和电动汽车行业推动了需求，促使回收商为LFP黑粉支付更高溢价。
与此同时，镍钴锰（NCM）黑粉价格在锂、镍和钴的可回收比例方面基本稳定在72 – 74%。市场消息人士指出，刚果民主共和国（DRC）的钴供应限制支撑了NCM黑粉定价。这些因素维持了稳定的交易活动，同时凸显了黑粉市场对全球锂钴Ļ..
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With the price of LFP black powder and battery scraps soaring, will the limited EOL battery supply be able to meet the growing demand? Also, considering the narrower profit margins for recyclers, can they really sustain the increased market activities? And will the companies investing in recycling i…