Jiangxi adds 40,000 tons of lithium battery electrolyte capacity
New lithium-battery electrolyte production capacity increases supply for battery materials.
Source →The trace
How it reaches your house.
Starting from TINCI Materials Technology Co., Ltd., we walked the supply graph hop by hop to the goods you buy and the companies you own. Each step is the engine’s reasoning, scored for confidence and cited where a source backs it.
First impact
TINCI Materials Technology Co., Ltd. →Prices riseThe added electrolyte capacity uses LiPF6 as a raw material, so downstream demand for TINCI's LiPF6 output should rise and put upward pressure on its price.
82% confidenceLiPF6 electrolyte salt →Stands to benefitTINCI Materials Technology Co., Ltd.
The added electrolyte capacity uses LiPF6 feedstock, so TINCI's 20% LiPF6 share should see incremental demand and sales benefit, with limited near-term substitution.
78% confidenceLiPF6 electrolyte salt →Stands to benefitMore electrolyte production should raise LiPF6 consumption, giving Stella Chemifa's 15% share a direct demand tailwind.
Hop 2
Stella Chemifa Corporation →Prices riseAdded lithium-battery electrolyte capacity should raise demand for LiPF6 through Stella Chemifa's supply chain, and the 15% share plus 18-month replacement lead time implies meaningful upward price pressure.
77% confidenceKanto Denka Kogyo →Prices riseMore lithium-battery electrolyte capacity should raise procurement demand for LiPF6, and Kanto Denka’s 14% share plus long replacement lead time makes the LiPF6 market meaningfully tighter and pricier.
66% confidenceStella Chemifa Corporation →Prices riseHop 3
Hydrogen Fluoride (HF) →Prices riseMore LiPF6 output pulls harder on HF upstream, and Orbia/Koura's 22% share makes this HF input cost exposure the largest in this set.
69% confidenceHydrogen Fluoride (HF) →Prices riseSolvaySOLB.BR
Solvay's 20% HF share means tighter HF availability from the LiPF6 chain should transmit as higher input costs.
68% confidenceHydrogen Fluoride (HF) →Prices riseHop 4
Orbia / Koura Global →Prices riseOrbia/Koura is a meaningful HF supplier, and the added LiPF6/electrolyte demand should push HF pricing up given the 22% share and 18-month replacement lag on this edge.
62% confidenceSolvay →Prices riseJiangxi's added electrolyte capacity should lift LiPF6 and HF demand upstream, tightening Solvay's HF input market and pushing up its costs.
62% confidenceHoneywell International (Fluorine Products) →Prices rise
Where it lands
What you buy, and what you own.
Goods you buy
No consumer goods on this path.
In the MyPRIA app, this is checked against your own holdings.