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2026 SMM Australia Metals & Mining Investment Seminar

2026 SMM London Metals Forum

2026 SMM AICE Asia Aluminum Conference

ASEAN Solar Storage Summit 2026

SMM CCAE 2026 15th COPPER INDSTRY ANNUAL CONFERENCE

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

Indonesia Critical Minerals Conference & Expo 2027

Shanghai Metals Expo 2026

Liontown Resources has completed open-pit mining at its Kathleen Valley lithium operation in Western Australia and has transitioned the project to a fully underground mining operation. The company is targeting a mining run rate of approximately 2.8 million tonnes per annum by the end of FY27 and expects to make a final investment decision on the next phase of the Kathleen Valley expansion next month. During FY26, Kathleen Valley produced 391,992 dry metric tonnes of spodumene concentrate and shipped 381,997 dry metric tonnes, with both production and shipments averaging 5.1% Li₂O. Liontown has also commenced selected early works and procurement of long-lead equipment for the expansion, including a 5.5 MW ball mill, supporting higher processing throughput and improved recovery.

Liontown Transitions Kathleen Valley to Underground Mining, Expansion FID Expected Next Month

Rio Tinto is reportedly progressing the sale of its Mt Cattlin lithium mine in Western Australia, with Develop Global, Delta Lithium and Core Lithium among the potential bidders, according to Australian media reports. Macquarie Capital is reportedly managing the sale process, with bids expected to be submitted shortly.
Mt Cattlin is an existing spodumene operation currently under care and maintenance. If a transaction is completed, the market will focus on whether the new owner intends to restart production, as well as the potential restart timeline, capital requirements and development plans for the remaining resource base.

Rio Tinto Reportedly Seeks to Sell Mt Cattlin Lithium Mine as Australian Miners Circle Asset

Today, the high prices of 210 and 183 distributed PV modules in China were reduced by 0.001 yuan/W; traders began to modestly lower their quotes to sell, while module producers' distribution prices also eased somewhat. Downstream purchase willingness remained low, but after the price reduction there was willingness to make price inquiries. In the short term, absent policy-side and cost-implementation requirements, module prices are likely to consolidate mainly at lows.

[Distributed Module Prices Edge Down Again]

Japan's Terra Charge will launch Tesla-compatible EV charging stations, with installation of Tesla-standard equipment set to begin in fiscal year 2028.

Terra Charge to Launch Tesla-Compatible EV Stations in Japan from 2028

Pangang Vanadium Procurement Tender for Sintering Coal (Gansu Sintering Coal), September-October 2026

[National Data Administration: Computing Power Network and the "Five Networks" Form Deep Coupling] An official from the National Data Administration said at the "Data and Computing Integration Drives the Future" exchange event that the computing power network, the water network, the new-type power grid, the next-generation communications network, urban underground pipeline networks, and the logistics network form an organic whole characterized by deep coupling, mutual empowerment, and coordinated support. It was noted that as the "brain," the computing power network helps the new-type power grid achieve intelligent dispatch and new energy accommodation; works with the next-generation communications network to promote data flow, model training, and application innovation; empowers the water network to achieve precise forecasting of river basin water conditions and dynamic allocation of water resources; supports urban underground pipeline networks in driving real-time monitoring, risk early warning, and emergency response coordination for lifeline systems such as gas, drainage, and heating; and integrates with the logistics network to reduce costs and improve efficiency across the entire supply chain. The latest data released at the event showed that as of the end of July, the country's total intelligent computing capacity reached 2.45 million PFLOPS (FP16), and the intelligent computing capacity already built in the eight national computing hubs and three computing-power-electricity coordinated development zones accounted for more than 85% of the national total.

National Data Administration Highlights Deep Integration of Computing Power Network with "Five Networks"

According to GEM's semi-annual report, in the first half of 2026, the company's production capacity for high-specific-energy ternary cathode materials was released, with shipments reaching 14,680 tons, an increase of 18% compared to the same period last year, and sales revenue growing by 42% year-on-year.

GEM Reports 18% Shipment Increase and 42% Revenue Growth in High-Specific-Energy Ternary Cathode Materials

According to GEM's semi-annual report, in the first half of the year, the company's shipment volume of ternary precursor materials exceeded 60,000 tons, with high-nickel and high-voltage products accounting for over 90% of the total shipments.

GEM Reports Over 60,000 Tons of Ternary Precursor Shipments in H1, High-Nickel and High-Voltage Dominant

According to GEM's semi-annual report, in the first half of 2026, the company's power lithium battery recycling and dismantling volume reached 30,995 tons, up 39% year-on-year. The power lithium battery recycling business remained consistently profitable, and the proportion of resource regeneration and utilization increased significantly.

GEM Reports 39% Year-on-Year Growth in Power Lithium Battery Recycling in H1 2026

The Future of Indonesia NPI and Asian Stainless Steel

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

Category	Price Description	Change	Date
Raw Materials	Battery-Grade Lithium Carbonate USD/tonne	+783.26	Aug 31
Raw Materials	Battery-Grade Lithium Hydroxide (Coarse Particles) USD/tonne	+637.44	Aug 31
Cathode material	China Lithium Ferrous Phosphate (Powder Compact Density 2.50g/cm³ min) USD/tonne	+21.32	Aug 28
Battery separator	China 9μm Wet-process Separator USD/m²	0	Aug 28
Electrolyte	China Lithium Hexafluorophosphate USD/tonne	-25.08	Aug 31
Electrolyte	China Electrolyte (for LFP Battery) USD/tonne	-5.85	Aug 31

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