Consulting

GET FOR FREE

Latest Reports

SMM DatebasePro

SMM meetings and events in 2024

Shanghai Metals Market

To meet your business needs

SMM Free Webinar(1)

WebKit

APAC (10th) Stainless Steel Industry Conference 2025

2025 SMM Europe Lithium & New Energy Field Trip

2025 NET ZERO EUROPE - Solar & Energy Storage Summit

3rd Li-ion Battery Europe 2025

Indonesia Nickel & Cobalt & EV Industry Conference 2024

CLNB 2024 9TH CHINA NEW ENERGY EXPO

2025 SMM ASIA METALS SEMINAR

2025 SMM SOUTH AMERICAN LITHIUM RESOURCES FIELD TRIP

2025 SMM ASEAN Automotive Supply Chain Conference

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

【SMM Analysis】Sodium-ion Battery Industry Accelerates Forward in June, with Layout and Breakthroughs Interweaving to Create a New Industry Landscape

[SMM Silicon-Based PV Morning Meeting Summary: Increased Price Volatility for Solar Cells, Relatively Weak Overall Transaction Volume for Wafers] The market price for N-type 18X wafers is 0.85-0.9 yuan/piece, and the price for N-type 210RN wafers is 1.18-1.2 yuan/piece. The transaction price for Topcon 183N solar cells (with 25% efficiency or higher) is 0.225-0.23 yuan/W; for Topcon 210RN, it is 0.245-0.25 yuan/W; and for Topcon 210N solar cells, it is around 0.24-0.25 yuan/W. HJT 30% silver-coated copper (with 25% efficiency or higher) has recently stabilized at 0.35-0.36 yuan/W.

Price fluctuations of solar cells intensify, while overall wafer transactions remain relatively weak [SMM Silicon-based PV Morning Meeting Summary]

[7.4 Lithium Battery News] Ministry of Commerce to Strengthen Guidance on Used Car Export Work | Institutions Say Net Profit of Chinese Auto Suppliers Declined

SMM Cobalt Morning Meeting Summary: This week, the low-end price of refined cobalt rose slightly, while the high-end price remained stable. On the supply side, smelters of refined cobalt maintained long-term contract supplies, with fewer spot order quotations. Traders had limited low-priced goods in hand, leading to an increase in low-end quotations. For the high-end price, some traders reported an increase in the ex-factory price of a certain high-end brand, and traders followed suit by refusing to budge on prices. However, due to weak purchase willingness from downstream buyers, the market transaction price gradually fell below the producer's ex-factory price.

[SMM Cobalt Morning Meeting Summary] Tug-of-war between sellers and buyers in refined cobalt supply and demand, prices oscillate with highs and lows in the short term

[SMM Cobalt and Lithium Morning Meeting Summary: This week, the overall market trend for iron phosphate was stable. Although we have entered the second half of the year (H2), the market remained calm. Some enterprises that adjusted prices in June have temporarily suspended the downward trend of their quotations in July. The reason is that new entrants often adopt a low-price strategy to seize the market. Even if established enterprises reduce prices, the discounts they offer are difficult to match those of the newcomers. Continuing with low prices may lead to expanded losses. Enterprises that previously had sluggish shipments, although still actively vying for orders, are also adhering to their price bottom lines and instead focusing on enhancing product competitiveness to stabilize market share.

[SMM Cobalt and Lithium Morning Meeting Summary] The trend of LCO is stable, with new enterprises impacting the market with low prices while old enterprises maintain quality and stability

[In June 2025, Chile's lithium carbonate exports amounted to 14,600 mt, including 10,000 mt exported to China.] In June 2025, Chile's lithium carbonate exports reached 14,600 mt, up 3.4% MoM and down 30% YoY. Among them, 10,000 mt were exported to China, up 6% MoM and down 41% YoY. The volume exported to South Korea was 3,016 mt, up 13% MoM and up 161% YoY.

Chile's lithium carbonate export data in June

[7.4 Lithium Battery News]
► AlixPartners: Net profit margins of Chinese automotive suppliers continue to decline
► Ministry of Commerce: Will strengthen guidance on used car exports to promote healthy and orderly development of used car exports
► Zangge Mining: Subsidiary Mamicuo Mining obtains construction project permit
► Sinoma Science & Technology: Completed the development of semi-solid lithium battery separator formulations and on-machine testing
► CORUN: Customers in industries such as civilian power banks have placed orders one after another
► Huaya Intelligence: Engaged in the R&D and production of dry electrode calendering equipment systems for solid-state batteries. Currently, it is producing a 200MWh all-solid-state battery production line for customers

[7.4 Lithium Battery News]

[Phase II of China's Largest PV+ESS+charging Project in the Offshore Oil and Gas Equipment Manufacturing Sector Put into Operation] It was learned from Offshore Oil Engineering Co., Ltd. that Phase II of China's largest integrated distributed PV, electricity ESS, and charging piles project in the offshore oil and gas equipment manufacturing sector has been fully put into operation at the COOEC Zhuhai Deepwater Equipment Manufacturing Base. This marks a significant breakthrough in the green development of China's offshore oil and gas equipment manufacturing industry, and is of great significance for promoting cleaner energy production, electrification of energy consumption, and greening of the energy structure in the Guangdong-Hong Kong-Macao Greater Bay Area.

Phase II of the largest PV+ESS+charging project of CNOOC Equipment has been put into operation

It is understood that currently, Dalong Development Zone, led by leading enterprises such as Huicheng New Materials, has formed a closed-loop chain: raw manganese ore — industrial manganese sulphate — cathode materials for lithium batteries — battery recycling. This initiative has successfully addressed the long-standing environmental protection challenges that have plagued the industry, making Dalong Development Zone a core area in the national landscape of new-type functional material industries.

Dalong Development Zone builds a closed-loop industry chain for manganese materials

Recently, Argentina will have four new lithium mine projects come into production in the coming weeks to months. After these four lithium mine projects commence operation, Argentina's lithium production capacity will surge significantly, with an annual capacity increase of 79%, reaching 202,000 metric tons equivalent.
Argentina is a major country in terms of global lithium ore resources reserves, with proven lithium ore resources reserves of nearly 19 million mt, accounting for 21% of the world's total reserves. After these four lithium mine projects commence operation, Argentina will further solidify its position as a major global lithium producer.

Argentina will launch four new lithium mine projects, with a significant 79% increase in annual capacity

On July 2, Ganfeng Lithium announced that its wholly-owned subsidiary, Ganfeng International, had acquired the remaining 40% stake in Mali Lithium B.V., a subsidiary of Leo Lithium Limited, for US$342.7 million in its own funds.
As a result, Ganfeng Lithium now holds 100% of the equity in Mali Lithium. The first phase of the Goulamina spodumene project in Mali, owned by Mali Lithium, with an annual capacity of 506,000 mt of lithium concentrates, has officially commenced production, with capacity gradually being released. The smooth opening of the lithium ore export transportation line from Mali to China marks that the company's layout of lithium ore resources in Africa has entered a substantive output stage.

Ganfeng Lithium Completes Acquisition of Remaining 40% Stake in Mali Lithium

SMM ONLINE WEBINAR: Navigating the Commodities Landscape in the Energy Transition: Short & Medium-Term Investment Insights

Global Solar & Energy Storage Trends Amid Tariff Shifts

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

Category	Price Description	Price Range	Avg	Change	Date
Raw Materials	Battery-Grade Lithium Carbonate CNY/mt	61300-63300	62300	+200	Jul 04
Raw Materials	Battery-Grade Lithium Hydroxide (Coarse Particles) CNY/mt	56940-58300	57620	-50	Jul 03
Cathode material	LFP (Mid-End, For NEV) CNY/mt	30065-31255	30660	+110	Jul 03
Battery separator	Wet-process Base Film（9μm） CNY/㎡	0.68-0.8	0.74	0	Jul 03
Electrolyte	LiPF6 (Domestic) CNY/mt	49600-53500	51550	0	Jul 03
Electrolyte	Electrolyte (For LFP Battery) CNY/mt	14900-21000	17950	0	Jul 03

Production and sales data

Conferences