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AFRICA CRITICAL MINERALS FORUM 2026

2026 Li-ION BATTERY AFRICA

SMM AFRICA CRITICAL MINERALS SEMINAR 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

Shanghai Metals Expo 2025

AICE 2025 SMM (14th) Aluminum Industry Annual Conference

On January 28th, the construction of the 500-kilovolt power transmission and transformation project in Fengtai, Beijing officially started. This project is the first newly-built 500-kilovolt power grid project in Beijing during the 15th Five-Year Plan period. It will significantly enhance the resilience and power receiving capacity of the southern Beijing power grid and provide reliable power support for Beijing to continuously optimize the investment structure and vigorously develop high-end, precise, and cutting-edge industries.
The 500-kilovolt power transmission and transformation project in Fengtai, Beijing is a key project of Beijing's power grid during the 15th Five-Year Plan period and one of the "3 100" key projects in Beijing this year. It is constructed and managed by the State 

Beijing Launches 500-kV Power Project in Fengtai, Boosting Grid Resilience and Industrial Growth

It is understood that the National Energy Administration has officially approved the power source allocation plan for the "Qaidam Desert Base (East Golmud) Base". The planned construction scale of the power source projects at this base is 17.44 million kilowatts, including 10 million kilowatts of photovoltaic power, 5 million kilowatts of wind power, 2.64 million kilowatts of coal-fired power, 0.1 million kilowatts of solar thermal power, and 1.5 million kilowatts (for 4 hours) of electrochemical energy storage. The total investment in the projects is about 86 billion yuan. The new energy will be transmitted to Guangxi through the "Qinghai-Guangxi DC" UHV power transmission project. Currently, significant progress has been made in the preliminary work of the "Qinghai-Guangxi DC" project, w

China Approves 17.44 GW Power Plan for Qaidam Desert Base, Including Solar, Wind, and Energy Storage Projects

On February 1st, the 500-kilovolt AC system of the Hezhou Converter Station, the receiving-end station of the ±800-kilovolt UHV DC power transmission project from northern Shaanxi to Anhui, was officially put into operation after a 24-hour trial run.

Shaanxi-Anhui UHV DC Project's 500-kV AC System at Hezhou Station Begins Operation After Trial Run

On February 2nd, the 750-kilovolt power transmission and transformation project of the third passageway from northern Shaanxi to central Shaanxi was fully connected. The project starts from the 750-kilovolt Shuofang Substation in Shenmu City in the north and ends at the 750-kilovolt Bailuyuan Substation in Lantian County in the south. It has newly built a 1,271-kilometer line, passing through 18 counties (districts) in 4 cities including Yulin, Yan'an, Weinan and Xi'an.

750-kV Power Line Connecting Northern to Central Shaanxi Fully Operational

According to the latest data from the Passenger Car Association, in December 2025, producers with new energy wholesale sales exceeding 10,000 units accounted for 93% of the total wholesale sales of passenger NEVs that month. Based on preliminary January data, these producers achieved sales of 830,000 units in January. As most producers have already locked in their major sales figures, by applying the structural proportion from the previous month to the current month's data, the estimated wholesale sales of passenger NEVs nationwide in January were 900,000 units. According to comprehensive preliminary monthly association data: the estimated wholesale sales of NEVs by national passenger car producers in January 2026 were 900,000 units, up 1% YoY.

In January, national passenger car producers' new energy wholesale estimates reached 900,000 units, up 1% YoY.

据中国汽车工业协会整理的海关总署数据显示，2025年12月，汽车整车进口3.0万辆，环比下降30.4%，同比下降56.1%；进口金额14.7亿美元，环比下降23.6%，同比下降52.5%。2025年，汽车整车进口47.6万辆，同比下降32.4%；进口金额236.4亿美元，同比下降39.7%。

CAAM: In 2025, 476,000 complete vehicles were imported, down 32.4% YoY.

According to CCTV News, on February 5, Canadian Prime Minister Mark Carney announced a new electric vehicle strategy, including the reinstatement of car purchase subsidies, and stated that Canada will cooperate with China to promote the local production and export of EVs in Canada.  
According to a statement released by the Prime Minister's Office of Canada, the country will make full use of existing and newly established trade agreements, including a recently reached EV cooperation agreement with China, to facilitate large-scale investment in this sector, diversify Canada’s automotive export markets, and position Canada as one of the global leaders in the electric vehicle industry.

Canada Announces New EV Strategy, to Collaborate with China

Asia Copper and Aluminum Scrap 2025 Market Review and 2026 Outlook

Lithium Is Moving Again — What It Really Means for BESS Costs and Procurement Strategy

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

Global Solar & Energy Storage Trends Amid Tariff Shifts

U.S. Tariffs and the Global Aluminium Market: Navigating Shifting Supply-Demand Dynamics and Rising Costs

Category	Price Description	Price Range	Avg	Change	Date
Raw Materials	Battery-Grade Lithium Carbonate yuan/tonne	127000-142000	134500	-9500	Feb 06
Raw Materials	Battery-Grade Lithium Hydroxide (Coarse Particles) yuan/tonne	125000-140000	132500	-7500	Feb 06
Cathode material	China Lithium Ferrous Phosphate (EV Type, Powder Compact Density 2.50g/cm³ min) yuan/tonne	49450-50090	49770	-2305	Feb 06
Battery separator	China 9μm Wet-process Separator yuan/m²	0.77-0.87	0.82	0	Feb 06
Electrolyte	China Lithium Hexafluorophosphate yuan/tonne	120000-132000	126000	-4500	Feb 06
Electrolyte	China Electrolyte (for LFP Battery) yuan/tonne	28500-33500	31000	-750	Feb 06

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