{"_note":"Battery and lithium tracker (build-battery.py -> site/battery-prices.html). Prepend monthly lithium points (newest first) from SMM/Mysteel via CnEVPost or Mining Weekly; update pack prices when BNEF publishes (December).",
"asof":"2026-10-27",
"lithium":{"unit":"yuan per tonne, battery-grade lithium carbonate, China spot","points":[["2026-10-26",98300,"CarbonCredits live tracker (series unverified)","https://carboncredits.com/lithium-prices-today/"],["2026-10-15",104400,"SMM spot via The Elec; −14.7% in a week","https://www.thelec.net/news/articleView.html?idxno=14670"],["2026-10-14",107000,"Mysteel evening assessment","https://www.mysteel.net/h/lithium/"],["2026-10-12",108890,"Guangzhou futures main contract close, −11.8% on the day","https://www.miningweekly.com/article/chinese-lithium-prices-tumble-to-nearly-10-month-low-on-demand-concerns-2026-10-12"],["2026-05-15",200000,"Mid-May 2026 high (reports cite 'over 200,000')","https://autonews.gasgoo.com/articles/news/after-lithium-carbonate-prices-were-halved-2110264669565841409"]],
 "usd":{"rate":6.6675,"note":"Converted at the ECB USD/CNY rate used by the EV Desk currency toggle."},
 "outlook":[["CITIC Securities","Q4 2026 range 100,000–150,000 yuan/t"],["Goldman Sachs","about 100,000 yuan/t in 2027, 84,000 in 2028"]]},
"pack":{"year":2025,"published":"December 2025","src":["BloombergNEF 2025 Battery Price Survey","https://about.bnef.com/insights/clean-transport/lithium-ion-battery-pack-prices-fall-to-108-per-kilowatt-hour-despite-rising-metal-prices-bloombergnef/"],
 "rows":[["Global average, all segments",108,-8],["Battery-electric vehicle packs",99,null],["China average",84,-13],["LFP packs (all segments, secondary summary)",81,null],["Stationary storage",70,null],["Lowest observed LFP (storage)",50,null]],
 "history":[[2013,780],[2014,640],[2015,500],[2016,360],[2017,250],[2018,190],[2019,160],[2020,140],[2021,132],[2022,161],[2023,139],[2024,115],[2025,108]],
 "note":"BNEF's volume-weighted average in real 2025 dollars. 2022 was the only year prices rose (lithium spike); 2025 fell despite higher metal prices because of LFP share and Chinese overcapacity."},
"carMath":{"kwh":60,"note":"What the pack costs in a 60 kWh car at each price, and what a 10,000-yuan move in lithium carbonate does (roughly 0.6–0.7 kg LCE per kWh of NMC, less for LFP)."}}