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2027 SMM PGM Supply-Demand & Trading Summit

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 INDUSTRY ANNUAL CONFERENCE

Indonesia Critical Minerals Conference & Expo 2027

Shanghai Metals Expo 2026

SMM (11th) Annual Nickel Conference 2026 - Ni Cr Mn Stainless Steel Event

Indonesia Nickel & Cobalt & EV Industry Conference 2024

[SMM Analysis: Solid-State Battery Next Decade Series 9, Part 4: Will It Be Dragged Under the Wheels of PV-Style Industry-Wide Involution?] Solid-state batteries will not face PV-style industry-wide involution in the short term: unconsolidated technology routes, high capital barriers, and yields of only 50%-60% serve as firewalls. From 2027 to 2029, there will be phased risks, including pilot-line surplus and localized price wars on the equipment side; after 2030, if technology routes consolidate, leading capacity is released, and demand growth slows, industry-wide involution could emerge, with intensity likely lower than in PV but with slower market exit. Given the lessons learned from PV, the solid-state battery industry is fully capable of avoiding involution.

Solid-State Battery Next Decade Series, Part 4 of 9: Will It Be Crushed Under the Wheels of PV-Style Industry-Wide Involution? [SMM Analysis]

The Ministry of Industry and Information Technology (MIIT) and six other departments jointly issued the New-type Battery Industry Development 15th Five-Year Plan. The plan proposes to improve energy density, power density, and cycle life through process optimization, material upgrades, and structural innovation. It calls for developing high-safety consumer electronics lithium batteries, improving the safety, fast-charging performance, low-temperature adaptability, lightweight design, and energy density of power batteries for NEVs and electric vessels, and developing high-safety, large-capacity, grid-forming, ultra-long cycle life ESS batteries.

MIIT Unveils 15th Five-Year Plan: Boost Safety, Performance in Consumer, NEV, and ESS Batteries

The Ministry of Industry and Information Technology and seven other departments jointly issued the 15th Five-Year Plan for New-Type Battery Industry Development. It proposes optimizing the layout of the lithium battery industry in accordance with the principles of regional agglomeration and concentration of main entities. It guides various regions to leverage their comparative advantages and achieve differentiated and specialized coordinated development. It consolidates and enhances the role of the Beijing-Tianjin-Hebei region, the Yangtze River Delta, and the Guangdong-Hong Kong-Macao Greater Bay Area as driving forces for high-quality development, better leverages the role of coastal urban agglomerations such as Guangdong-Fujian-Zhejiang, and accelerates the cultivation of advanced manufacturing clusters for new-type batteries. Relying on the industrial foundations of the Yangtze River Economic Belt, the Yellow River Basin, and the Northeast region, it promotes the strengthening, supplementation, quality improvement, and upgrading of the new-type battery industry chain. Based on the resources of the central and western regions, it enhances the resilience of the new-type battery industry chain.

Optimize Lithium Battery Industry, Enhance Coastal Urban Agglomerations, and Advance Manufacturing Clusters

On September 28, Xuzhou Xinrui Lithium Battery's 400,000 mt iron phosphate project officially commenced construction in the Xuzhou Economic Development Zone. This is a major initiative by GCL Group in the field of power battery and energy storage key materials, and the project will further enhance the supporting supply capacity of lithium battery cathode materials upon completion.

Xuzhou Xinrui Lithium Battery's 400,000 mt iron phosphate project breaks ground

Gotion High-tech announced that its wholly-owned subsidiary Gotion Spain intends to sign the Phase I Dry Room General Contracting Contract and Phase II Engineering General Contracting Contract for the "Annual 29.1 GWh Lithium Battery Project" with PowerCo Spain, a subsidiary of Volkswagen Group, with a total contract value of 1.094 billion euros. This transaction constitutes a related-party transaction and still needs to be submitted to the shareholders' meeting for review.

Gotion High-tech: Subsidiary signs 1.094 billion euro engineering contracting contract

Recently, Lead Intelligent Equipment's new-generation mass-production dry coating equipment was successfully delivered to a global integrated lithium battery manufacturer. The equipment delivered this time is a deeply iterated model with an equipment architecture completed to meet the needs of industrial large-scale production, equipped with a multi-dimensional intelligent control system that enables online adjustment of inter-roll pressure, speed, temperature, and roll gap.

Lead Intelligent Equipment's new-generation mass-production dry coating equipment successfully shipped

Liqi Intelligent announced that the company previously disclosed its intention to sign an Investment Cooperation Agreement with Wuxi Wanshanhu Industrial Development Co., Ltd. to invest in the construction of the Liqi lithium battery equipment intelligent manufacturing production site and R&D center project; on September 21, 2026, the company officially signed the agreement, with a total project investment of 2 billion yuan, and the main content of the agreement is consistent with the previous disclosure.

Liqi Intelligent: Company officially signs 2 billion yuan investment cooperation agreement

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	-1018.59	Sep 28
Raw Materials	Battery-Grade Lithium Hydroxide (Coarse Particles) USD/tonne	-898.98	Sep 28
Cathode material	China Lithium Ferrous Phosphate (Powder Compact Density 2.50g/cm³ min) USD/tonne	-249.19	Sep 28
Battery separator	China 9μm Wet-process Separator USD/m²	0	Sep 28
Electrolyte	Lithium Hexafluorophosphate USD/tonne	-7.81	Sep 28
Electrolyte	China Electrolyte (for LFP Battery) USD/tonne	-1.85	Sep 28

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