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AFRICA CRITICAL MINERALS FORUM 2026

NET ZERO MEA Solar & Energy Storage Summit

2026 SMM Automotive Supply Chain Conference

Indonesia Critical Minerals Conference & Expo 2026

Indonesia Nickel & Cobalt & EV Industry Conference 2024

CLNB 2024 9TH CHINA NEW ENERGY EXPO

SMM AFRICA CRITICAL MINERALS SEMINAR 2026

Shanghai Metals Expo 2025

AICE 2025 SMM (14th) Aluminum Industry Annual Conference

SMM Indonesia Seminar: Li-ion Battery & Energy Storage

On March 2, Youngy Group announced that it signed the "Youngy Group Guangzhou Development Zone New Energy Intelligent Manufacturing Base" project on February 24. The project plans a total investment of 12 billion yuan and will encompass three core segments: consumer batteries, power batteries, and energy storage products. The project will address the shortcomings in Guangzhou's battery industry sector and also provide strong support for the development of emerging industries in the region, such as the low-altitude economy and intelligent robotics.

Total Investment Of 12 Billion Yuan Lithium Battery Project Lands In Guangzhou

Recently, the commissioning ceremony for the first phase of Gansu Jinlin Lithium Battery New Materials Co., Ltd.'s annual 100,000-ton lithium-ion battery cathode material production line project was held in Lanzhou New Area. The project covers a total area of 363 mu with a total investment of 3.135 billion yuan. It will be constructed in two phases, each with a capacity of 100,000 tons. Construction of the first phase, the annual 100,000-ton lithium iron phosphate production line, began in April 2024 and has officially commenced production after over a year of construction.

Gansu's Annual 100,000-Ton Lithium-Ion Battery Cathode Material Project Officially Commences Production

The Iraqi Customs Authority slashed tariffs on solar systems—including PV panels, inverters, cables, and lithium batteries—from 33% to 5%. This move aligns with the Central Bank's recent IQD 6 billion ($4.6 million) loan initiative to boost clean energy uptake. Despite high solar irradiance, Iraq's cumulative capacity was just 42 MW at the end of 2024, a lag officials attribute to 'weak awareness'. However, progress is expected through upcoming utility-scale developments, including the 300 MW Karbala plant and TotalEnergies' planned 1 GW project.

[SMM PV News] Iraq Cuts Solar Customs Duties to 5% to Spur Adoption

[SMM Analysis] Chinese New Year Off-Season “Reset,”  Sodium-Ion Battery Industry Chain Recovery Poised to Begin

[Transaction Information on Molybdenum Concentrates] SMM News on March 4: A molybdenum concentrates enterprise in Jiangxi sold 40%–45% molybdenum concentrates, with copper averaging 1.985% and phosphorus averaging 0.068%. The transaction price was 4,450 yuan/mtu, with a bidding floor price of 4,410 yuan/mtu. Payment terms were 35% cash and 65% acceptance, and the volume was 320 mt.

A Jiangxi Enterprise Closed a Deal for 320 mt of 40%–45% Molybdenum Concentrate at 4,450 yuan

[SMM Daily Review: Spot Lithium Carbonate Prices Continued to Decline on March 4]

The SMM battery-grade lithium carbonate index price continued to fall from the previous working day. In terms of futures performance, the most-traded contract fluctuated within the range of 146,000–155,700 yuan/mt, while open interest in the most-traded contract decreased by about 600 lots from the previous trading day.

In terms of actual transactions, upstream lithium chemical plants’ willingness to sell spot orders remained weak, with strong sentiment to hold back supply and hold prices firm. Morning prices fell rapidly to below 150,000 yuan/mt, boosting purchase willingness among downstream material plants. At present, most enterprises adopted a laddered order-placement strategy to buy on dips. Overall, market inquiries and transactions were relatively active.

SMM Daily Review: Spot Lithium Carbonate Prices Continued to Decline on March 4

Gotion High-Tech informed investors that it has established three lithium mining operations in Yichun, Jiangxi, achieving full vertical integration from ore mining and refining to battery-grade lithium carbonate production. This strategic layout is designed to guarantee a stable long-term supply of raw materials and optimize procurement costs. On the sales front, the company negotiates product pricing directly with downstream customers to mitigate the impact of market fluctuations.

[SMM New Energy] Gotion High-Tech Secures Upstream Supply with Three Lithium Mines in Yichun

Shanshan Shares released an update on March 3 regarding its controlling shareholder's restructuring. The administrator submitted the draft restructuring plan for Shanshan Group and Ningbo Pengze Trading on February 28, following the fourth creditors' meeting held on March 2. The voting period is set to conclude on April 15, 2026. According to the signed investment agreement, if the plan is approved and executed, the actual controller of Shanshan Shares is expected to change to the Anhui Provincial State-owned Assets Supervision and Administration Commission (SASAC). This marks a potential state-led takeover for the leading lithium-ion battery material supplier after entering court-mandated restructuring in early 2025.

[SMM New Energy] Shanshan Shares Restructuring Plan Submitted: Control May Shift to Anhui SASAC

Chongqing Shunbo Aluminum Alloy (Shunbo Alloy) has announced that its Anhui Phase II project will prioritize aluminum plate and strip products for battery foil blanks, battery casings, 3C products, and green packaging. The company highlights that these sectors align with the rapid growth of new energy vehicles (NEVs) and new energy storage systems (ESS). The project includes a 630,000-ton/year low-carbon aluminum alloy flat ingot line and a 50,000-ton/year high-performance aluminum plate and strip line. Production and sales are projected to scale from 120,000 tons in 2026 to 400,000 tons by 2028.

[SMM New Energy] Shunbo Alloy Anhui Phase II Focuses on Battery Foil to Meet ESS and EV Demand

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

Review and Outlook: Nickel, Stainless Steel and Feedstock of Stainless Steel

2025 H1 Lithium Carbonate Market Review and H2 Outlook

SMM Free Webinar: Cobalt Ban Extension Spells: DRC’s Price Boost vs Global Supply Chain Resilience

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

2025 SMM ASEAN Automotive Supply Chain Conference

Category	Price Description	Price Range	Avg	Change	Date
Raw Materials	Battery-Grade Lithium Carbonate yuan/tonne	148000-160000	154000	-7000	Mar 04
Raw Materials	Battery-Grade Lithium Hydroxide (Coarse Particles) yuan/tonne	148000-155000	151500	-4100	Mar 04
Cathode material	China Lithium Ferrous Phosphate (EV Type, Powder Compact Density 2.50g/cm³ min) yuan/tonne	54230-54780	54505	-1700	Mar 04
Battery separator	China 9μm Wet-process Separator yuan/m²	0.77-0.87	0.82	0	Mar 04
Electrolyte	China Lithium Hexafluorophosphate yuan/tonne	117000-125000	121000	-500	Mar 04
Electrolyte	China Electrolyte (for LFP Battery) yuan/tonne	27500-32500	30000	-1000	Mar 04

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