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SMM CCAE 2026 15th COPPER INDSTRY ANNUAL CONFERENCE

2026 SMM GRMI RENEWABLE METAL INDUSTRY CHAIN SUMMIT（NINGBO）

ASCC 2026 SMM 8th Automotive Supply Chain Conference & Industry Collaboration Forum

2026 SMM (3rd) South China Non-Ferrous Metals Annual Conference

CLNB 2026 Asia Battery Material Cooperation Forum

Shanghai Metals Expo 2026

APAC (11th) Ni-Cr Stainless Steel Industry Conference 2026

Indonesia Nickel & Cobalt & EV Industry Conference 2024

CLNB 2024 9TH CHINA NEW ENERGY EXPO

2026 SMM H1 London Seminar

According to an industry letter seen by Reuters, exporters have been unable to submit export declarations through the customs platform since July 1 because ARECOMS, the Democratic Republic of Congo's strategic minerals regulator, has not formally notified customs to continue processing export quotas. As a result, major producers including CMOC Group, Glencore, Eurasian Resources Group (ERG) and Huayou Cobalt have been unable to complete export procedures. Meanwhile, ARECOMS requires companies to utilize their first-half export quotas by July 5, after which any unused volumes will be withdrawn and reallocated. Industry sources estimate that around 60%–75% of companies are unlikely to meet the deadline due to administrative delays. If the issue is not resolved promptly, up to 20,000 tonnes of cobalt exports, worth approximately US$1.1 billion at current prices, could be affected. CMOC alone could lose almost all of its second-quarter export quota. SMM will continue to monitor developments.

Congo cobalt exporters fear losing quotas due to administrative glitch, sources say

Jiangsu Huachen announced that it has signed an equipment sales contract with Ningxia Tianpuxin Technology Co., Ltd. for energy storage PCS and step-up integrated units, with a total contract value of Yuan 221 million. The company said successful execution of the contract is expected to have a positive impact on its operating results this year and in the future.

Jiangsu Huachen Signs Yuan 221 Million Energy Storage Equipment Contract

Tinci Materials announced that its subsidiary Nantong Tinci has terminated its planned 243,000-tpy lithium battery and fluorochemical materials project. The company said the decision was driven by an oversupply in the electrolyte industry, intensified market competition, and changes in the fluorochemical market, which weakened the project's expected returns. Tinci has begun evaluating new product plans for its Nantong facility.

Tinci Materials Terminates 243,000-tpy Lithium Battery Materials Project

Samsung SDI has confirmed that it signed a battery cell supply agreement worth approximately KRW 2 trillion with battery module manufacturer Simplo Technology. The company will supply battery cells for battery backup units (BBUs) used in AI data centers, reflecting growing demand driven by increased AI infrastructure investment.

Samsung SDI Secures KRW 2 Trillion Battery Cell Order for AI Data Centers

Tinci Materials announced that it will reallocate approximately RMB406 million of remaining proceeds from a previous fundraising project to support a 250,000 tpy lithium battery electrolyte expansion project. The new project involves a total investment of RMB598 million and is expected to be completed within 18 months, further expanding the company's electrolyte production capacity.

Tinci Materials to Invest in 250,000 tpy Electrolyte Expansion Project

On June 30, at the 2026 Annual Forum of the China Automotive Power Battery Industry Innovation Alliance, Ma Chunsheng, Director of the Automotive Development Division of the Equipment Industry Department I of the Ministry of Industry and Information Technology, delivered authoritative industry signals from the stage. The official stance clearly delineated the medium- and long-term technology breakthrough tracks, focusing on three core materials: lithium-rich manganese-based cathodes, silicon-based anodes, and solid-state electrolytes. The goal is to concentrate efforts on overcoming all-solid-state and high-specific-energy lithium batteries, using material innovation to solidify the competitive foundation of China's power battery industry.

[Lithium Battery: MIIT Eyes Key Battery Materials: Lithium-Rich Cathode, Silicon Anode, Solid Electrolyte]

Indonesia ESDM New HPM Formula & Nickel Market Updates

2025-2026 Global PV Market Review & Outlook: Navigating Geopolitics and Policy Shifts

SMM FREE WEBINAR: Sulfur Market: 2025 Review and 2026 Outlook

Impact of Iran Situation on Aluminum & Zinc Chains: A China-Based Market Outlook

SMM Africa Webinar: Strategic Sharing & Insights of Copper, Aluminium, New Energy, and Iron Ore Market

Lithium Is Moving Again — What It Really Means for BESS Costs and Procurement Strategy

Asia Copper and Aluminum Scrap 2025 Market Review and 2026 Outlook

SMM Aluminium Year-End Review: Indonesia 's Value Chain Acceleration - Tighter Quotas, Refinery Ramps & the Path to Aluminum Powerhouse Status

SMM Online Webinar: Nickel in Turmoil - Decoding Indonesia’s Policy Evolution & The Future of Global Supply

The 4th National Excellent PhD Student Forum on Magnesium Materials

Category	Price Description	Change	Date
Raw Materials	Battery-Grade Lithium Carbonate USD/tonne	+421.49	Jul 03
Raw Materials	Battery-Grade Lithium Hydroxide (Coarse Particles) USD/tonne	+383.41	Jul 03
Cathode material	China Lithium Ferrous Phosphate (EV Type, Powder Compact Density 2.50g/cm³ min) USD/tonne	+104.75	Jul 03
Battery separator	China 9μm Wet-process Separator USD/m²	0	Jul 03
Electrolyte	China Lithium Hexafluorophosphate USD/tonne	+10.85	Jul 03
Electrolyte	China Electrolyte (for LFP Battery) USD/tonne	+2.92	Jul 03

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