Benchmark：中国以外正极材料供应增长不足以满足2040年前需求

Ex-China cathode supply growth insufficient to meet demand through 2040

本站公开 2026-11-13 21:34

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Benchmark Mineral Intelligence 指出，中国以外的正极材料供应增长不足以满足到2040年的需求。该机构同时列出锂、钴、镍、稀土及正极、负极等指数的最新变动，其中锂指数报265.31、跌8.43%，碳酸锂指数跌9.31%，氢氧化锂指数跌8.22%。

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Lithium Index265.31-8.43%

Lithium Carbonate Index200.2-9.31%

Lithium Hydroxide Index239.87-8.22%

Cobalt Index130.783.86%

Nickel Index103.41-3.48%

Natural Graphite Index78.450%

Anode Coke Index86.150%

Anode Index80.450.27%

Cathode Index73.32-5.04%

Lithium ion Batteries Index74.534.53%

Black Mass Index26.81-13.79%

Rare Earths Index168.16-2.28%

NCM Mid-Nickel Index152.7-6.02%

NCM High-Nickel Index144.45-3.49%

LFP Index229.174.96%

Lithium Index265.31-8.43%

Lithium Carbonate Index200.2-9.31%

Lithium Hydroxide Index239.87-8.22%

Cobalt Index130.783.86%

Nickel Index103.41-3.48%

Natural Graphite Index78.450%

Anode Coke Index86.150%

Anode Index80.450.27%

Cathode Index73.32-5.04%

Lithium ion Batteries Index74.534.53%

Black Mass Index26.81-13.79%

Rare Earths Index168.16-2.28%

NCM Mid-Nickel Index152.7-6.02%

NCM High-Nickel Index144.45-3.49%

LFP Index229.174.96%

Lithium Index265.31-8.43%

Lithium Carbonate Index200.2-9.31%

Lithium Hydroxide Index239.87-8.22%

Cobalt Index130.783.86%

Nickel Index103.41-3.48%

Natural Graphite Index78.450%

Anode Coke Index86.150%

Anode Index80.450.27%

Cathode Index73.32-5.04%

Lithium ion Batteries Index74.534.53%

Black Mass Index26.81-13.79%

Rare Earths Index168.16-2.28%

NCM Mid-Nickel Index152.7-6.02%

NCM High-Nickel Index144.45-3.49%

LFP Index229.174.96%

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Benchmark：中国以外正极材料供应增长不足以满足2040年前需求

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