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AFRICA CRITICAL MINERALS FORUM 2026

2026 SMM ASEAN Automotive Supply Chain Conference

Indonesia Critical Minerals Conference & Expo 2026

Shanghai Metals Expo 2026

Indonesia Nickel & Cobalt & EV Industry Conference 2024

CLNB 2024 9TH CHINA NEW ENERGY EXPO

2026 SMM H1 London Seminar

AICE 2026 SMM (21st）Aluminum Industry Conference & Expo

AICE 2025 SMM (14th) Aluminum Industry Annual Conference

SMM Indonesia Seminar: Li-ion Battery & Energy Storage

[SMM Lithium Battery Anode Raw Material Market Weekly Review: Artificial Graphite Prices Rise, Natural Graphite Remains Stable and Stagnant] May 7: This week, artificial graphite anode material prices showed an upward trend. Supply-demand side, effective capacity at leading anode enterprises remained tight.

Artificial Graphite Prices Rise, Natural Graphite Remains Stagnant [SMM Lithium Battery Anode Raw Material Market Weekly Review]

[SMM Lithium Battery Anode Raw Material Market Weekly Review: Graphitisation Tolling Service Prices Remained Stable and Stagnant, Tug-of-War Between Sellers and Buyers Became Prominent] May 7: This week, graphitisation tolling service processing prices in China did not show significant fluctuations, and the tug-of-war between sellers and buyers became prominent.

Graphitisation Tolling Service Quotes Remained Stagnant with Tug-of-War Between Sellers and Buyers Intensifying [SMM Lithium Battery Anode Raw Material Market Weekly Review]

[SMM Lithium Battery Anode Raw Material Market Weekly Review: Needle Coke Prices Held Steady, Petroleum Coke Rose Slightly] May 7: This week, after the holiday ended in China, needle coke prices held steady while petroleum coke saw a slight increase. Cost side, Brent crude oil prices showed a pullback trend after the holiday.

Needle Coke Prices Remained Stable, Petroleum Coke Prices Rose Slightly [SMM Lithium Battery Anode Raw Material Market Weekly Review]

【SMM Analysis】Ternary Cathode May Production Exceeds Expectations with Notable Increase

According to an NBD AI news flash, JA Solar Technology stated at its earnings briefing on May 6 that the company's gross margin turned positive in Q1 2026, indicating a trend of profitability recovery. Q2 is expected to remain under pressure, but in H2, as policies take effect and volume and pricing stabilize, there is an opportunity to achieve a turnaround from losses in a single quarter. The rapid development of energy storage will facilitate PV absorption and enhance economic viability. Starting from 2027, the global PV market is expected to return to a positive growth trajectory, with PV+ESS synergy becoming a core driving force.

[SMM PV] JA Solar Technology: Global PV Market Expected to Return to Positive Growth Track Starting in 2027

Korea Zinc announced on May 6 that its consolidated operating profit for the first quarter was preliminarily estimated at KRW 746.1 billion, up 175.2% from a year earlier.
Revenue for the quarter rose 58.4% year on year to KRW 6.072 trillion, while net profit increased 117.9% to KRW 354.0 billion.

Korea Zinc posts Q1 operating profit of KRW 746.1 billion, stays profitable for 105th consecutive quarter

COSMO Chemical disclosed its preliminary earnings for the first quarter of 2026 on May 6. On a consolidated basis, the company posted revenue of KRW 60.6 billion and operating profit of KRW 5.5 billion. Revenue increased 33% year on year. In particular, both operating profit and pre-tax profit turned positive compared with the previous quarter.

COSMO Chemical’s Q1 sales rise 33%

According to Vianode on May 7, the company has signed a letter of intent (LOI) with JR Energy Solution for the supply of synthetic graphite. The two sides are expected to negotiate details such as volume and pricing before signing a supply contract.
JR Energy Solution will initially receive synthetic graphite produced at Vianode’s “Via ONE” plant in Norway. The company will later expand the partnership by receiving output from “Via TWO,” which is planned to be built in St. Thomas, Ontario, Canada.

JR Energy Solution secures synthetic graphite supplier, signs LOI with Norway’s Vianode

Recently, Tianli Lithium Energy issued an announcement regarding uncovered losses reaching one-third of the total paid-in share capital. As of December 31, 2025, Tianli Lithium Energy's undistributed profit was -830 million yuan, with paid-in share capital of 119 million yuan, and the amount of uncovered losses exceeded one-third of the total paid-in share capital. Tianli Lithium Energy stated that the main reasons for the loss in 2025 were due to fluctuations in lithium carbonate prices and the volatile adjustment in the lithium iron phosphate industry, which led to insufficient operating rates for some of the company's production facilities, low capacity utilization, and high allocation of fixed costs per unit of product.

[Lithium Battery: Uncovered Losses Exceed One-Third Of Share Capital, NCM Company Initiates Rescue Measures]

On April 30, Beijing Xiaomi Jingxu Technology Co., Ltd. officially completed its industrial and commercial registration and was established. The company is under the Xiaomi Group system, wholly owned by Xiaomi Intelligent Technology Co., Ltd., and indirectly wholly controlled by Xiaomi Communications Co., Ltd. Its core business covers battery manufacturing, production of battery parts and accessories, and battery sales. It also includes key new energy sectors such as electric motor manufacturing, electric motor production, motor and its control system research and development, and generator and generator set manufacturing.

[Lithium Battery: Xiaomi Establishes Battery Company In Beijing]

[SMM Hydrogen Energy News Brief: Tianchen Company Completed Bohua Liquid Ammonia Storage Tank Air Lifting Operation Ahead of Schedule] Recently, the Tianjin Bohua Wharf Storage Area Project, under the general contracting of China Chemistry Tianchen Company, successfully completed the critical period of construction for the cryogenic liquid ammonia storage tank air lifting, finishing 19 days ahead of the plan. This operation was carried out safely, efficiently, and to high standards, laying a solid foundation for the subsequent civil engineering completion, equipment installation, and commissioning of the project. It fully demonstrated Tianchen Company's technical strength and contract fulfillment capability in the fields of large-scale petrochemical storage and cryogenic storage tank engineering.

Tianchen Company Achieves Early Completion of Bohua Liquid Ammonia Storage Tank Air Lifting

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	+436.97	May 07
Raw Materials	Battery-Grade Lithium Hydroxide (Coarse Particles) USD/tonne	+433.64	May 07
Cathode material	China Lithium Ferrous Phosphate (EV Type, Powder Compact Density 2.50g/cm³ min) USD/tonne	+110.28	May 07
Battery separator	China 9μm Wet-process Separator USD/m²	0	May 07
Electrolyte	China Lithium Hexafluorophosphate USD/tonne	+155	May 07
Electrolyte	China Electrolyte (for LFP Battery) USD/tonne	+6.96	May 07

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