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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

H1 Auto Production and Sales Data Released, Exports Exceed Expectations: How Are Automakers' Annual Targets Progressing? [SMM Special]

Humanoid Robots Have Arrived—What New Opportunities Are There for Automotive Lightweight Materials? IRON Humanoid Robot Materials Expert Huang Jiaqi Confirms

[SMM Analysis: High Comprehensive Costs of Anode Materials in June Support Upward Shift in Price Center] SMM July 13 News: In June, the price center of China's artificial graphite anode material achieved a slight upward shift.

[SMM Analysis] In June, the high comprehensive cost of anode materials supported the upward shift of the price center.

Currently, mainstream spot quotes for PV-grade EVA resin are at 9,600-9,700 yuan/mt, with prices edging up. In July, several petrochemical companies carried out maintenance and production cuts on their EVA units, tightening the supply of PV-grade EVA raw material and providing a floor for spot prices. Traders actively raised their offers. However, on the demand side, downstream module growth fell short of expectations, and film factories maintained purchasing as needed, leaving the overall market in a state of weak supply and demand. This round of price increases is expected to be difficult to sustain. Going forward, it will be necessary to keep tracking the maintenance progress of various petrochemical units and plans to switch production to PV-grade EVA, in order to gauge the price direction of PV-grade EVA.

[SMM PV Flash] PV-grade EVA Prices Slightly Rise, Downstream Acceptance Remains Weak

[SMM Analysis] In H1 2026, the core conflict in the LFP cathode material market was not just a simple shift in the supply-demand relationship, but rather a profound tussle involving the top-down transmission of cost pressure and the reshaping of the benefit distribution pattern across the industry chain.

[SMM Mid-Year Market Analysis] 2026 H1 LFP Cathode Material Market Review

According to CAAM analysis, in June 2026, the passenger vehicle market continued to exhibit structural differentiation, with domestic demand remaining under pressure, exports growing rapidly, internal combustion engine vehicles declining notably due to factors such as high and fluctuating oil prices, and new energy vehicles maintaining steady growth while further increasing their market share. In June 2026, passenger vehicle production and sales reached 2.373 million and 2.402 million units, up 5.9% and 6.6% MoM, but down 2.8% and 5.3% YoY, respectively. From January to June 2026, passenger vehicle production and sales reached 12.721 million and 12.72 million units, down 5.9% and 6% YoY, respectively.

[CAAM: In June, passenger vehicle production and sales were 2.373 million units and 2.402 million units, respectively, down 2.8% and 5.3% YoY.]

On July 13, Ningbo Shanshan Co., Ltd. released a positive performance forecast for the first half of 2026. The company expects a net profit attributable to shareholders of the listed company of 750 million yuan to 900 million yuan in the first half of 2026, representing a year-on-year increase of 262% to 334%. Benefiting from the sustained high prosperity in downstream application fields such as new energy vehicles and energy storage, market demand for anode materials remains robust. Shanshan Shares capitalized on the industry's favorable window, maintaining full order books and achieving significant growth in product sales through refined production scheduling and optimized capacity deployment.

[Lithium Battery: Shanshan Shares Expects H1 2026 Net Profit Up 262% To 334% YoY]

Recently, Easpring Finland signed a green project financing arrangement totaling €514.4 million with an international syndicate in Finland, to support the construction of its cathode material production project in Kotka, southern Finland. This project is an important part of building an integrated battery industry ecosystem in Europe. The project's first phase has a planned annual production capacity of 60,000 tons of cathode materials and will adopt advanced manufacturing technologies while strictly adhering to high environmental standards. The project is expected to supply major global battery manufacturers including LGES, AESC, and SK On, meeting the region's growing demand for localized battery materials.

[Lithium Battery: Easpring Signs €514.4 Million Financing Arrangement With International Syndicate]

[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

[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

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	-98.59	Jul 13
Raw Materials	Battery-Grade Lithium Hydroxide (Coarse Particles) USD/tonne	-29.08	Jul 13
Cathode material	China Lithium Ferrous Phosphate (EV Type, Powder Compact Density 2.50g/cm³ min) USD/tonne	-18.87	Jul 13
Battery separator	China 9μm Wet-process Separator USD/m²	0	Jul 13
Electrolyte	China Lithium Hexafluorophosphate USD/tonne	+30.24	Jul 13
Electrolyte	China Electrolyte (for LFP Battery) USD/tonne	+7.83	Jul 13

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