During a recent investor inquiry, Nuode New Materials Co., Ltd. shared insights based on industry analyst projections. According to sector calculations, demand for lithium battery copper foil in the energy storage segment is expected to see a significant year-on-year increase in 2026.

Industry experts widely forecast that copper foil demand for the energy storage sector will continue to exhibit strong growth potential into 2027. In contrast, growth in demand from the automotive sector is projected to be relatively moderate.

After experiencing widespread losses across the entire industry in 2024, companies' willingness to expand production capacity has dropped substantially. As a result, new capacity additions in 2026 are expected to be quite limited. Furthermore, because electronic circuit copper foil offers higher profitability, some existing production capacity is being converted to manufacture that product, which further reduces the effective supply of lithium battery copper foil.

This combination of factors has created a tight supply-demand dynamic. The current situation suggests a supply-demand gap is likely to persist, maintaining a strained balance in the market.