China battery materials, in English
English readings of Chinese conversion identities, spot prints, broker notes and cycle reports that sit behind WeChat. Sources attached. Not a price index, and not an Australian installed-system quote.
Cycle note · Twenty-Four Tide
China lithium-battery materials: the third cycle
Eleven listed materials companies guided to CNY 21.4–24.2 billion of H1 2026 profit, about A$4.5–5.1 billion, up 295–348%. That is a carbonate-price bounce. It is not evidence that midstream recaptured pricing power from the cell makers.
Published · 16 min
Eleven materials names, H1 2026
4.5–5.1
bn AUD
Technical note · 15 August 2026
How many GWh from 10,000 tonnes of cathode?
The 1,600 t/GWh rule is a 2021 nickel-manganese-cobalt coefficient, not a physical constant. Lina’s 15 August handbook, a Chinese cathode-materials note, puts eight powders on one cell-level identity: 10,000 tonnes of NCM811 make about 7.1 GWh of cells; generation-3 LFP about 4.8; NFPP about 2.8.
Published · 16 min
LFP gen-3, after yield
4.8
GWh / 10,000 t
Spot bulletin · Mariana Lithium
China storage-grade LFP price, 12 August 2026
Mariana Lithium’s 12 August 2026 China spot print: storage-grade LFP at 57,000 CNY/t, about A$12,000/t, up 5.56% over seven days. The move is in refined lithium and LFP powder, not in spodumene.
Published · 5 min
Storage-grade LFP — average
57,000
CNY/t
Broker note · SDIC Securities
SDIC’s 2026 China lithium supply–demand note
SDIC Securities, a mainland broker, forecasts 2026 China lithium-carbonate supply at 1.72 Mt and demand at 1.77 Mt. The 46,782-tonne shortfall is about 2.6% of that demand — and the same note disagrees with itself on the storage line that feeds the balance.
Published · 8 min
2026E supply–demand balance
(46,782)
t
Each briefing is tied to a named Chinese source. RENOZ translates and interprets. It does not republish source scans, and it does not treat upstream quotations as Australian installed-system prices.