Lithium salt prices weaken amid fluctuations; cell prices dip; ESS prices steady for now

October 28, 2026
Lithium ore and lithium salt Over the past week, prices for both spodumene concentrate and battery-grade lithium carbonate have continued to decline. Battery-grade lithium carbonate (spot) Price range
>3%
0~3%
0%
0~-3%
<-3%
Lithium ore (MT)
Item High Low Average price Change(%) Change($) Price forecast for next period
Spodumene concentrate (SC6) CIF (USD) 1400 1300 1350 -10.0 -150
  • Lithium ore prices refer to CIF prices for lithium spodumene concentrate (SC6, Li2O ≥6%).


Lithium salt (10,000/MT)
Item High Low Average price Change(%) Change($) Price forecast for next period
Battery-grade lithium carbonate (RMB) 9.9 9.5 9.7 -4.9 -0.5
  • Lithium salt prices represent the delivered, after-tax transaction price of battery-grade lithium carbonate from leading Chinese brands.


Energy-storage cell-China (including VAT.) (Wh)
Item High Low Average price Change(%) Change($) Price forecast for next period
Prismatic LFP cell- 100Ah (RMB) 0.445 0.380 0.413 -0.6 -0.003
Prismatic LFP cell- 280Ah (RMB) 0.385 0.325 0.355 -0.7 -0.003
Prismatic LFP cell- 314Ah (RMB) 0.385 0.325 0.355 -0.7 -0.003
  • In China, cell prices are based on after-tax transactions from nearly 20 leading manufacturers. The price of 100 Ah cells is mainly based on long-cycle specifications (6,000 cycles and above).


ESS-China (Wh)
Item High Low Average price Change(%) Change($) Price forecast for next period
DC side-liquid-cooled container (2h) (RMB) 0.53 0.45 0.49 -- --
AC side-liquid-cooled container (1h) (RMB) 0.87 0.81 0.84 -- --
AC side-liquid-cooled container (2h) (RMB) 0.63 0.52 0.58 -- --
AC side-liquid-cooled container (4h) (RMB) 0.55 0.50 0.53 -- --
  • In China, ESS prices are compiled from monthly bidding data and manufacturer deals.


Source:InfoLink Consulting

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