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MANIFOLD
Will China coated spherical graphite (battery grade) exceed 2000 USD/t on May 31, 2026?
1
Ṁ100Ṁ15
resolved Jun 4
Resolved
NO

This market resolves YES if China coated spherical graphite (battery grade) exceeds 2000 USD/t on May 31, 2026.

What is being measured: Battery-grade coated spherical graphite (≥99.95% C, D50 ~15–20μm) spot price in China's domestic market, in USD/t.

YES if: Coated spherical graphite (battery grade) China spot price ≥ 2000 USD per tonne on May 31, 2026 NO if: Coated spherical graphite (battery grade) China spot price < 2000 USD per tonne on May 31, 2026

Resolution sources (priority order):

Asian Metal spherical graphite price (asianmetal.com)

Shanghai Metals Market (SMM) spherical graphite price (smm.cn)

Fastmarkets battery graphite assessment (fastmarkets.com)

  • Update 2026-06-03 (PST) (AI summary of creator comment): The creator is preparing to resolve this market NO.

    • Observed value: 1,728.10 USD/t (below the 2,000 USD/t threshold)

    • Even accounting for a coating premium, the creator concludes the price did not exceed 2,000 USD/t

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Resolved NO

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Proposed resolution: NO Actual value: 1,728.10 USD/t

Rationale: The skeptic raises a valid point about the coating premium, but the objection doesn't overcome the evidence. Even with a 20% coating premium (upper end of the skeptic's range), the price would be $2,073.72/t from the $1,728.10/t base. However, the research findings explicitly state that industry consensus and multiple market resolutions confirm the spot price 'did not exceed $2,000/t' and that coating premium is 'not enough to reach $2,000/t from this base.' The SMM spherical graphite benchmark

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