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2025 SMM SOUTH AMERICAN LITHIUM RESOURCES FIELD TRIP

3rd Li-ion Battery Europe 2025

2025 SMM ASEAN Automotive Supply Chain Conference

AICE 2025 SMM (20th) Aluminum Industry Conference and Aluminum Industry Expo

NET ZERO MEA - Solar & Energy Storage

Indonesia Nickel & Cobalt & EV Industry Conference 2024

CLNB 2024 9TH CHINA NEW ENERGY EXPO

2024 GLOBAL BATTERY RECYCLING CONFERENCE

2024 SMM LME LONDON WEEK EVENT - THE FUTURE OF GLOBAL METALS MARKET

2024 NET ZERO PV Industry Conference

[SMM Analysis] On February 27, Xiaomi launched the SU7 Ultra, priced at 529,900 yuan. At 00:24 on February 28, Xiaomi Auto's official Weibo announced that over 10,000 units were pre-ordered within 2 hours of the launch.

[SMM Analysis] Calculation of the tariff rate for U.S. exports of energy storage cells to China after the implementation of the "reciprocal tariff."

【SMM Steel Mill Guidance Price】On April 3, the guidance prices for various series of domestic large stainless steel mills remained stable before the holiday.

Guidance Prices for Various Series of Domestic Large Stainless Steel Mills on April 3 [SMM Steel Mill Guidance Price]

On April 2, the list of successful candidates for the 2025-2026 concentrated procurement of PV modules by the South-to-North Water Diversion Middle Route New Energy (Beijing) Co., Ltd. was announced. The selected companies included Tongwei Co., Ltd., Jinko Solar Co., Ltd., LONGi Green Energy Technology Co., Ltd., JA Solar Technology Co., Ltd., DAS Solar Co., Ltd., Chint New Energy Technology Co., Ltd., TrinaSolar Co., Ltd., Risen Energy Co., Ltd., AIKO Solar Technology Co., Ltd., Anhui Huasheng New Energy Technology Co., Ltd., Anhui Guosheng New Energy Technology Co., Ltd., and Gokin Solar Co., Ltd.

Tongwei, Jinko, and 10 other companies were pre-selected for the 1GW module centralised procurement order of the South-to-North Water Diversion Project.

【SMM HRC Weekly Balance & Social Inventory Overview】Pre-holiday Restocking Demand Fell Short of Expectations, Social Inventory Reduction Narrowed
This week, the impact of maintenance continued to weaken, and HRC supply increased slightly. Futures fluctuated downward. Although it was the eve of the Qingming Festival, the weak market sentiment led to poor trading atmosphere. Meanwhile, steel mills actively shipped, and the decline in social inventory narrowed. Looking ahead, there are relatively fewer rolling lines under maintenance or planned for maintenance in the short term, and supply pressure is expected to rebound. Domestic end-use demand may maintain resilience in April, but export risks should be monitored, and resource reflux should be approached with caution. It is expected that the national social inventory will continue to decrease in the short term...

SMM HRC Weekly Balance & Social Inventory Review: Pre-Holiday Restocking Demand Falls Short of Expectations, Social Inventory Reduction Narrows

SMM HRC Weekly Balance: Production May Gradually Increase, Social Inventory Decline Narrowed This Week

【Petroleum Coke Prices Rise Again】  
Amid increased purchasing enthusiasm from downstream industries, petroleum coke prices have risen again.  
Low-sulphur petroleum coke in north-east China saw a general increase of 150 yuan/mt: Daqing Petrochemical at 4,450 yuan/mt, Fushun Petrochemical at 4,600 yuan/mt, Jilin Petrochemical at 4,100 yuan/mt, Jinzhou Petrochemical at 4,200 yuan/mt, Jinxi Petrochemical at 4,200 yuan/mt, and Liaohe Petrochemical at 4,200 yuan/mt.

Petroleum Coke Prices Surge Again Amid Strong Downstream Demand

【New Breakthrough in Sodium-Ion Batteries: Zero One Four Mass-Produces Large Cylindrical Batteries with Impressive Low-Temperature and High C-Rate Performance】At the Beijing venue of the China EV100 Forum (2025), Song Jie, Chairman and General Manager of Shandong Zero One Four Advanced Materials Co., Ltd., shared insights on the market positioning and advantages of sodium-ion batteries. He pointed out that compared to lead-acid and LFP batteries, sodium-ion batteries have significant advantages in energy density and cost. Specifically, the energy density and lifespan of sodium-ion batteries are two to three times that of lead-acid batteries. Although their energy density is not as high as that of LFP batteries, they are expected to be comparable to lead-acid batteries in terms of cost control.

New Breakthrough in Sodium-Ion Batteries: Zero One Four Mass-Produces High-Performance Cylindrical Batteries

【4.3 Lithium Battery News】
► Trump: The 25% tariff on automobiles will take effect on April 3.
► Shanghai Branch of the People's Bank of China: Increase the issuance of consumer credit, deepen financial services for bulk consumption such as automobiles, home decoration, and home appliances.
► CATL: The Xiaomi SU7 car involved in a recent accident did not use CATL batteries.
► China's first industry standard for the safety technology of lithium battery maritime transportation has been released.
► The European Commission proposed to relax carbon emission rules for automakers.
► Jinlongyu: Plans to invest 1.2 billion yuan in the construction of a solid-state battery materials project.

Lithium Battery News Roundup: Tariffs, Credit Increase, CATL Denial, Safety Standard, Emission Relaxation, Jinlongyu Investment

【Daimler Trucks to Open Its Charging Network to Third Parties】
The European Automobile Manufacturers' Association (ACEA) has stated that achieving the EU's carbon reduction targets by 2030 will require approximately 35,000 fast-charging points with an output of 800 kW or higher. However, Europe currently has fewer than 1,000 charging points for heavy-duty commercial vehicles, and existing charging capacity remains insufficient.
To address this gap, ​Daimler Trucks has introduced a ​semi-public charging network concept. By 2030, the company plans to deploy ​over 3,000 fast-charging points across Europe, making it the continent’s largest fast-charging network for commercial vehicles. The service is expected to launch in ​Q3 2025.
Under this new ​electric truck charging solution, customers of Daimler Trucks’ ​TruckCharge brand will be able to ​open their charging infrastructure to external users for a fee. As part of the semi-public network, charging station owners can make their facilities available to others when not in use, helping to create a more ​comprehensive charging network for electric trucks.

Daimler Trucks to Launch Semi-Public Charging Network for Electric Trucks by 2030

【Tesla's Berlin Gigafactory Produces 500,000th Model Y】
April 1 – Tesla announced on social media that its Berlin-Brandenburg Gigafactory in Germany has rolled out the 500,000th Model Y, marking a significant production milestone.

Tesla's Berlin Gigafactory Achieves 500,000th Model Y Production Milestone

【Hyundai Motor Plans to Achieve L2+ Autonomous Driving by 2027】
March 31 – Hyundai Motor Group announced at its annual developer conference, Pleos 25, that it aims to achieve L2+ level autonomous driving by the end of 2027. Hyundai's L2+ advanced driving assistance system will utilize cameras and radar to perceive the vehicle's surroundings and make more complex decisions based on AI ML (Machine Learning) architecture. The company plans to develop its vehicles into "learning machines" capable of autonomous learning and continuous improvement.

At the conference, Hyundai also unveiled its new mobility software brand, Pleos, an end-to-end platform encompassing high-performance chips and controllers, the in-house developed Vehicle OS (operating system), the infotainment system Pleos Connect, cloud infrastructure, fleet management, and mobility/logistics optimization solutions.

The Vehicle OS is designed specifically for Software-Defined Vehicles (SDVs), adopting a modular and standardized architecture. Its E&E (Electronics & Electrical) architecture integrates high-performance onboard computers with domain-specific controllers. The decoupling of software and hardware enables continuous over-the-air updates and functional expansions for vehicles.

Hyundai Motor Aims for L2+ Autonomous Driving by 2027, Unveils Pleos Mobility Software Brand

U.S. Tariffs and the Global Aluminium Market: Navigating Shifting Supply-Demand Dynamics and Rising Costs

Indonesian Nickel Market Review: Price Trend, Policy, and Market Dynamics

Global Lithium Battery Recycling Market Analysis

Harnessing Solar Growth in MEA: Market Dynamics, Investment Climate, and Global Partnerships 

SMM’s Review of the Lithium Industry for 2024 and Forecast for 2025

SMM Free Online Webinar: China's Aluminum Export Landscape-Impacts of the New Tax Rebate Policy

SMM & LiBE Free Webinar: Global Ternary Cathode Materials Market Analysis and Outlook

Global Stainless Steel Feedstock Analysis and Supply & Demand Forecast

Navigating the Nickel Market: MHP & Nickel Sulfate Short-term and Long-term Trends - Market Dynamics and Supply

LFP Cathode Market Analysis: Present and Future, China and the World

Category	Price Description	Price Range	Avg	Change	Date
Raw Materials	Battery-Grade Lithium Carbonate CNY/mt	73100-74700	73900	-200	Apr 03
Raw Materials	Battery-Grade Lithium Hydroxide (Coarse Particles) CNY/mt	68140-71060	69600	-50	Apr 03
Cathode material	LFP (Mid-End, For NEV) CNY/mt	32830-34320	33575	-50	Apr 03
Battery separator	Wet-process Base Film（9μm） CNY/㎡	0.68-0.82	0.75	0	Apr 03
Electrolyte	LiPF6 (Domestic) CNY/mt	57150-60850	59000	-100	Apr 03
Electrolyte	Electrolyte (For LFP Battery) CNY/mt	15000-23000	19000	0	Apr 03

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