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22nd SMM AICE 2027 Aluminum Industry Conference and Expo

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

[SMM Analysis] 2026 Mid-Year Performance Review: Lithium Hydroxide

[SMM Flash] On July 8, Inner Mongolia BTR New Materials Co., Ltd.’s “Annual Production of 300,000 mt Battery High-Performance Anode Material Integrated Project” officially obtained the project filing notice. The project will be located in Duolun County, Xilin Gol League, covering the full range of anode production for lithium batteries, solid-state batteries, and sodium-ion batteries, further improving the company’s northern anode material industrial layout.

Inner Mongolia BTR New Materials Gets Approval for 300,000 mt Anode Material Project

H1 Refined Cobalt Price Surged over 97% YoY; Demand Remains the Current Focus; What Can the Market Expect Going Forward? [Weekly Observation]

[SMM Analysis] In H1, the overflow of global utility-scale energy storage long-term contracts intertwined with the growing pains of production line upgrades. This not only completely shattered the cyclical pattern of "retreat after rapid rise" in the energy storage market, but also directly triggered a structural shortage and a strong price recovery for 314Ah battery cells. Furthermore, driven by the looming cancellation of tax rebates at year-end, an even more intense wave of "export rush" is gaining momentum, potentially pushing the full-year battle between volume and price to its peak.

[SMM Analysis] Riding the Winds In and Outside China, Breaking the Iron Law of Old Cycles: 2026 Energy Storage Battery Cell Semi-Annual Review and Outlook

Production-wise, China's cumulative production of lithium battery separators from January to June was approximately 17.416 billion m², of which wet-process separators accounted for 15.005 billion m², or 86.16%, and dry-process separators accounted for 2.411 billion m², or 13.84%.

[SMM Analysis] Separator Market 2026 Semi-Annual Review: Supply-Demand Pattern Tightens Marginally, Price Center Gradually Moves Up

[China's Highway Transport Capacity Continues to Expand, New Energy Truck Penetration Rate Exceeds 40%] The China Federation of Logistics and Purchasing released the "2026 China Highway Transport Capacity Development Report" today (July 10). According to the report, in 2025, the highway transport market continued to adjust and optimize, with the capacity structure rapidly upgrading towards scaling, specialization, and greening, while enterprises' risk resistance capacity and normalized operational resilience improved. Survey data showed that in the highway freight capacity structure at the time, internal combustion engine vehicles still dominated, accounting for approximately 50%, but new energy vehicles had already formed an irreversible substitution trend in specific scenarios. Among the surveyed enterprises, the penetration rate of new energy trucks was 44.4%. Among enterprises that had purchased new energy vehicles, 37.5% chose to "continue expanding the new energy vehicle fleet," and 37.5% chose to "maintain the current scale."

China's Highway Transport Capacity Continues to Expand, New Energy Truck Penetration Rate Exceeds 40%

LS-L&F Battery Solution (LLBS) announced that it will officially commence commercial production at its precursor plant in Saemangeum, South Korea, in the fourth quarter of 2026. The joint venture is 55%-owned by LS Corp. and 45%-owned by L&F, and has completed construction of a nickel-cobalt-manganese (NCM) precursor facility with an annual production capacity of 40,000 tonnes. Precursors are key intermediate materials used in cathode production, made from metal raw materials such as nickel, cobalt and manganese. They account for approximately 70% of cathode manufacturing costs and play a crucial role in determining battery performance and production costs. Meanwhile, LS MnM, another subsidiary of LS Corp., also plans to complete construction and commence operations at its battery materials plant in Onsan, South Korea, later this year. The facility will primarily produce metal sulfates, including nickel sulfate, which serves as a key raw material for ternary battery precursors.

LS-L&F Battery Solution to Begin Commercial Precursor Production in Fourth Quarter

Recently, Jiangsu Kaiyang Ship Co., Ltd. underwent industrial and commercial changes, with the original shareholder, Changzhou Longcheng Ship Repair Co., Ltd., withdrawing and CATL's wholly-owned subsidiary, CATL Electric Ship Technology Co., Ltd., becoming a new shareholder. At the same time, the principal personnel of Kaiyang Ship have also been changed. Times Electric Ship fully acquired the 3.5714% stake previously held by Changzhou Longcheng Ship Repair Co., Ltd., and also acquired a 3.8286% stake held by the largest shareholder, Jiangsu Haotai New Energy Technology Co., Ltd. This brings its total stake in Kaiyang Ship to 7.4%. While other companies are competing in the automotive battery market, CATL has already set its sights on the shipping sector. Earlier, CATL's wholly-owned subsidiary, Wending Investment, withdrew from the shareholder ranks of Wuhu Shipyard. This shows that CATL is continuously adjusting its strategic positioning in the maritime electrification track.

[Lithium Battery: Jiangsu Kaiyang Ship Adds CATL As New Shareholder]

On July 7, Guizhou Huayan New Materials Co., Ltd. initiated the environmental impact assessment for its "Waste New Energy Lithium Battery Recycling Comprehensive Utilization Project." The project is located in the Geyi Economic Development Zone, Taijiang County, Guizhou Province, with a total investment of 80 million yuan. It plans to process 30,000 tons of waste lithium batteries annually, including 12,000 tons of ternary lithium batteries and 18,000 tons of lithium iron phosphate batteries. The project's construction entity, Guizhou Huayan New Materials Co., Ltd., was established in February 2024 with a registered capital of 51 million yuan.

[Lithium Battery: 30,000-Ton Waste Lithium Battery Recycling Comprehensive Utilization Project Lands In Guizhou]

Enchem announced on July 10 that it will introduce an AI-based R&D system specialized in liquid electrolyte design through cooperation with AI company Aistar.
The company aims to advance the development of next-generation battery electrolytes for special environments, including ultra-low-temperature and high-output applications.

Enchem Advances Development of Ultra-Low-Temperature Battery Materials

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	-474.73	Jul 10
Raw Materials	Battery-Grade Lithium Hydroxide (Coarse Particles) USD/tonne	-441.3	Jul 10
Cathode material	China Lithium Ferrous Phosphate (EV Type, Powder Compact Density 2.50g/cm³ min) USD/tonne	-109.72	Jul 10
Battery separator	China 9μm Wet-process Separator USD/m²	0	Jul 10
Electrolyte	China Lithium Hexafluorophosphate USD/tonne	+23.89	Jul 10
Electrolyte	China Electrolyte (for LFP Battery) USD/tonne	+6.99	Jul 10

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