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2026 SMM Germany Solar & Energy Storage Forum

Africa Critical Minerals Conference 2026

2026 SMM ASEAN Automotive Supply Chain Conference

Indonesia Critical Minerals Conference & Expo 2026

Shanghai Metals Expo 2026

Indonesia Nickel & Cobalt & EV Industry Conference 2024

CLNB 2024 9TH CHINA NEW ENERGY EXPO

2026 SMM H1 London Seminar

AICE 2026 SMM (21st）Aluminum Industry Conference & Expo

AICE 2025 SMM (14th) Aluminum Industry Annual Conference

[Lead-acid Battery Enterprise Updates] It was reported that Camel Group stated on its investor platform that the company has released a new five-year strategic plan. Centered on the "battery ecosystem" strategy, the plan is expected to drive the coordinated development of four major business segments: lead-acid batteries, low-voltage lithium batteries, battery recycling, and the battery industry chain. Core strategic initiatives include: expanding the automotive low-voltage lead-acid battery business, strengthening the automotive low-voltage lithium battery business, optimizing the battery recycling business, and deepening and broadening the battery industry chain business.

Camel Group Unveils New 5-Year Strategic Plan Focused on Battery Ecosystem Expansion

Cobalt Product Prices Largely Stable, Cobalt Intermediate Products Firm Amid Shipping Disruptions — What Are Expectations for Future Cobalt Prices? [Weekly Review]

[SMM Survey] Weekly Review of the Hydrogen Energy Electrolysis Cell Industry, 0508-0515, 2026

[SMM Analysis] Macro Under Pressure and Supply Improvement Create Dual Suppression, Tug-of-War Between Upstream and Downstream Intensifies

[SMM Lead Market News] It was learned that since April, affected by environmental protection rectification and extended shipping cycles, lead smelters in Southeast Asia have experienced production cuts and shutdowns. Lead ingot supply has gradually tightened, spot premiums have risen, and high-grade lead ingots have even become difficult to source. Currently, the SMM Malaysia lead ingot 99.99-99.995% CIF premium was quoted at $150-170/mt, with a few suppliers once again making exploratory offers at a premium of $200/mt, though no transactions have been concluded at this price.

Southeast Asia Lead Supply Tightens, Premiums Rise Due to Environmental Measures and Shipping Delays

[SMM Hydrogen Energy News Brief: Trina Green Hydrogen and Baoshilai New Materials Reach Strategic Cooperation] On May 7, Jiangsu Trina Green Hydrogen Technology Co., Ltd. and Baoshilai New Materials Technology (Suzhou) Co., Ltd. officially signed a strategic cooperation agreement. Building on the collaborative development of complete electrolysis systems and core parts, the two parties aimed to seize the opportunities presented by the scaling up of the hydrogen energy industry and jointly expand into the green hydrogen market. Trina Green Hydrogen boasts industry-leading capabilities with its Tianqing series alkaline water electrolysis hydrogen production systems, while Baoshilai leverages its core functional coating technology and cell integration solutions to address four major industry pain points, including performance degradation and electrode plate corrosion in hydrogen production electrolyzers. This cooperation brings together complementary strengths, with the two parties set to conduct joint R&D on key technologies such as high-current-density electrodes and long-life anti-corrosion electrode plates, carry out performance evaluation of core parts using their respective professional testing and experimental platforms, and jointly develop product solutions, share market resources, and explore hydrogen energy project markets in and outside China.

Trina Green Hydrogen, Baoshilai Ink Strategic Pact for Green Hydrogen Market

According to Anson on May 14, both Anson’s board and POSCO Holdings’ board have approved the terms of a definitive agreement to build and operate a DLE demonstration plant.
The two companies will build the demonstration plant at the Green River Lithium Project site in the Paradox Basin in Utah, the United States. Through the demonstration plant, lithium will be extracted from brine produced from Anson’s Bosydaba #1 well.
The companies aim to sign the final agreement within the second quarter and begin operating the plant next year. They plan to carry out demonstration work through 2028 to secure DLE technology.

POSCO approves definitive agreement with Australia’s Anson for North American DLE project

According to Indonesian state news agency Antara and other local media on May 14, Chief Operating Officer of Hyundai Motor Indonesia (HMID), met with reporters the previous day at an event in Jakarta announcing the winners of the “FIFA World Cup 2026 Test Drive Campaign.”
He said, “Since establishing the Karawang battery cell plant, we have had a clear goal of maximizing the use of Indonesia’s nickel resources,” adding that “directly utilizing these resources in industry is a way to contribute to the national economy, and Hyundai Motor fully supports the government’s plan to expand incentives.”

Hyundai Motor publicly supports Indonesia’s policy to expand EV incentives for nickel use

According to Bloomberg on May 13 local time, Canadian mining company Nouveau Monde Graphite is expected to formally approve plans this week at its shareholders’ meeting to develop a graphite mine in Saint-Michel-des-Saints, Quebec, and build concentration and refining facilities. The project aims to start operations by the end of 2028.
At the shareholders’ meeting, a plan to raise a total of USD 645 million in external funding for the project was approved.

Canada begins development of North America’s largest graphite mine

[C&D Inc. and CATL Signed Strategic Cooperation Memorandum] Xiamen C&D Inc. and CATL signed a strategic cooperation memorandum. The two parties will leverage overseas investment as a bond to conduct in-depth cooperation across the upstream and downstream of the new energy industry.

C&D Inc. Signed Cooperation Memorandum with CATL

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	-405.27	May 15
Raw Materials	Battery-Grade Lithium Hydroxide (Coarse Particles) USD/tonne	-436.76	May 15
Cathode material	China Lithium Ferrous Phosphate (EV Type, Powder Compact Density 2.50g/cm³ min) USD/tonne	-100.67	May 15
Battery separator	China 9μm Wet-process Separator USD/m²	0	May 15
Electrolyte	China Lithium Hexafluorophosphate USD/tonne	+511.97	May 15
Electrolyte	China Electrolyte (for LFP Battery) USD/tonne	-2.13	May 15

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