China copper foil supply deal locks in Baijiada CALB copper foil volumes through 2028

Copper Foil

China copper foil supply deal activity is accelerating as battery makers lock in inputs. Shenzhen Baijiada New Energy agreed to supply 373,000 tonnes of copper foil to CALB from 2026 to 2028. Meanwhile, the company also committed to deliver 45,000 tonnes in 2025. China copper foil supply deal structures like this are reshaping procurement strategies across the battery chain.

Baijiada will deliver 58,000 tonnes in 2026, 130,000 tonnes in 2027, and 185,000 tonnes in 2028. The contract signals confidence in long-cycle EV and storage demand. Therefore, Baijiada CALB copper foil volumes now function like an anchor order. That anchor can influence capacity planning, financing, and raw copper sourcing.

Battery output growth pushes battery copper foil demand higher

Battery copper foil demand continues to rise as China expands power and energy storage output. China’s battery industry reported 1,292.5GWh of production in January to October. Installed volume reached 578GWh over the same period. Meanwhile, CALB posted 40.65GWh of installed capacity, or 7% nationally. As a result, battery copper foil demand remains one of the fastest scaling material pull factors.

China also increased new energy vehicle production to 13.015mn units in the first ten months. Sales reached 12.943mn units over the same timeframe. Therefore, the China lithium battery supply chain is preparing for additional downstream growth. CAAM expects domestic sales to approach 16mn units in 2025.

Capacity expansion intensifies competition in China’s copper foil sector

China’s copper foil industry is expanding quickly and raising execution pressure. Industry estimates place refined copper foil capacity at 2.24mn t/yr in 2024. That marks a 34% increase versus the prior year. Meanwhile, Baijiada operates 140,000t of annual capacity today. Its parent group plans to expand total capacity to 300,000t/yr by 2030.

EV copper foil consumption strengthens the demand floor for multi-year contracts. Industry estimates suggest each battery electric vehicle can use up to 38kg of copper foil. Therefore, China copper foil supply deal commitments can de-risk utilization. However, rapid capacity additions can still compress margins. Producers must optimize quality, yield, and delivery reliability.

The Metalnomist Commentary

Long-dated offtake contracts now act as capacity “tickets” in China’s battery materials race. However, the sector must balance scale with pricing discipline as capacity surges. Therefore, operational efficiency and customer stickiness will decide the next winners.