Imboni ye-Lithium Ifinyelele Isigaba Esibalulekile: Ama-oda Okukhiya Ayanda Kakhulu & Ukwanda Okukhulu Kwesitoreji Emhlabeni Wonke

Kusukela ku-Q2 2026, imboni yamabhethri e-lithium yomhlaba wonke ingene esigabeni esisha somjikelezo. Izindaba ezidonsa amehlo kakhulu ukuthi i-CATL yenza izivumelwano ezimbili zesikhathi eside zokuthenga i-electrolyte ne-Capchem ne-Yongtai Technology kungakapheli izinsuku ezimbili, ivikele isamba samathani angu-770,000 e-electrolyte ka-2026-2028..

Lokhu akuyona into yokuthenga ejwayelekile. Ngokusekelwe kusilinganiso samathani angu-1,000 we-electrolyte nge-GWh, lesi sipho singasekele amandla ebhethri angu-770GWh—okudlula ukuthunyelwa okuphelele kwe-CATL kuyo yonke i-2025. Okuthakazelisayo, umphakeli wangaphambili owayengumphakeli wedwa, i-Tinci Materials, wayengakhohlu lwabo, okukhombisa ukuthi indawo yomphakeli iyashintsha..

Izizathu zalezi zokuthenga eziningi zibangelwa ukwanda kwesidingo ezindaweni eziningi:

: Emcimbini wakamuva we-SNEC 2026, ukusayina izinkontileka zokuphathwa kwamandla kudlule i-92.7GWh. Ganfeng Lithium reported that its storage cells are sold out, with utilization rates near 100%.

: Electrolyte prices have surged over 70% from the 2025 low to approximately $4,100/ton currently.

: Ukwanda kwenzuzo embonini kuyabuyela. KuQ1 2026, iTinci Materials ibone inzuzo eyengeziwe ngo-1,005.75% unyaka nonyaka, iqinisekisa umjikelezo wokukhuphuka..

Ngenkathi iChina ilawula ngaphezu kuka-80% wokukhiqizwa kwamabhethri omhlaba wonke, isidingo siqinile emhlabeni wonke. Idatha ye-IEA ibonisa ukuthi imakethe yamabhethri e-lithium yomhlaba wonke idlule u-$150 billion ngo-2025.. Kodwa-ke, izindawo zomphakeli eNyakatho Melika naseYurophu zibhekene nezinselelo zezindleko, izindleko zokukhiqiza ziphakeme cishe ngo-50% kunezo zaseShayina.. Lokhu kuqinisa isikhundla saseShayina njengesikhungo esiyinhloko sezindawo zomphakeli bebhethri.

For the coming market trends:

: The race to the bottom for low-end products is ending. Top-tier players with technical advantages will command higher premiums.

: CATL has confirmed mass production of sodium-ion batteries in 2026, bringing new investment opportunities.

Advice for buyers: If you are sourcing cells or storage systems for H2 2026, it is advisable to secure capacity with tier-1 manufacturers now. Cheap inventory is bottoming out, and prices are likely to rise further as the traditional peak season (Q3) approaches.