Cathode Graphitization capacity is limited and electricity affects continuous fermentation. According to ICC Xinferia Information statistics, in general, nearly 40% of the domestic cathode graphitization capacity is concentrated in Inner Mongolia.
The overall power limit in September will affect more than 30% of the graphitization capacity, and the impact is expected to exceed 50% in October. In addition, yunnan, Sichuan power rationing, as well as other areas of environmental protection, the impact of power rationing, graphitization capacity is tense. By September 2021, the domestic production capacity of graphitization of anode materials was 820,000 tons, only 120,000 tons more than at the beginning of the year. Under the influence of dual control of energy consumption, it is difficult to approve the project of graphitization of anode materials, which causes the delay in putting a large number of new production capacity into the market. Affected by market supply shortage, graphitization has increased by more than 77%
Post time: Oct-13-2021