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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 Lithium Battery Anode Raw Material Market Weekly Review: Weakening Cost Support, Demand Resilience Persists, Anode Raw Material Coke Prices in Short-Term Stalemate] September 24: This week, low-sulphur petroleum coke prices remained stable, while oil-based needle coke continued its firm trend.

Weakening cost support, demand resilience persists; anode raw material coke prices in short-term stalemate [SMM Lithium Battery Anode Raw Material Market Weekly Review]

[SMM Lithium Battery Anode Raw Material Market Weekly Review: Supply-Demand Tight Balance Persists, Upward Momentum Brewing Amid Price Stalemate] September 24: This week, graphitisation tolling services maintained stable prices.

Supply-demand tight balance persists, with upward momentum brewing amid stagnant prices [SMM Lithium Battery Anode Raw Material Market Weekly Review]

[SMM Lithium Battery Anode Raw Material Market Weekly Review: Solid Cost Support, Battery Makers Continue to Push for Lower Prices, Artificial Graphite Prices Hold Steady Awaiting Increases] September 24 news: This week, artificial graphite anode prices remained stable.

Cost support remains solid, battery makers continue to push for lower prices, and artificial graphite prices hold steady awaiting increases [SMM Lithium Battery Anode Raw Material Market Weekly Review]

[SMM Analysis] Separator Market Prices Remain Stable Overall

[SMM Separator Weekly Review] Base film and coated separator prices remained stable overall this week

Raw material side, lithium carbonate prices continued to consolidate at lows around 130,000 yuan/mt this week, pulling back slightly today. Nickel sulphate prices consolidated on a weak note, approaching the 30,000 yuan/mt mark, while cobalt sulphate prices edged down slightly again.

[SMM Analysis] This Week in the Hydrometallurgical Recycling Market: Pure Cobalt and Ternary Black Mass Payables Fell Steadily, While LFP Prices Also Began to Decline, 2026.9.21-2026.9.24

Data shows that in August, auto production and sales rose more than 4% MoM, NEV production and sales increased about 18% YoY, and the penetration rate hit a new high of 60.6%. Exports exceeded 1 million units for three consecutive months, with YoY growth above 65%, and the share of NEV exports rose to 52%. The market share of domestic-brand passenger vehicles reached 77.76%, up more than 8 percentage points YoY.

Smart Connected Vehicle Plans Roll Out; Going Global and Rising Penetration Rate Drive the Auto Sector

Data shows that in H1 2026, NARI's revenue reached 27.767 billion yuan, up 14.54% YoY, with net profit attributable to the parent company at 3.073 billion yuan, up 4.08%. Newly signed contracts totaled 45.633 billion yuan, surging 28.79%. Overseas revenue reached 5.894 billion yuan, soaring 196.61%, and the company secured a 500MW-class energy storage EPC project in Oman.

NARI Grid Orders Surge; Overseas Energy Storage Opens a Second Growth Curve

As of end-August, the national cumulative installed power generation capacity reached 4.103 billion kW, up 11.1% YoY. Of this, solar power installed capacity was 1.299 billion kW, up 16.3% YoY, and wind power installed capacity was 693 million kW, up 19.6% YoY.

National cumulative installed power generation capacity reached 4.103 billion kW as of end-August

Kuehne+Nagel recently announced the signing of a strategic cooperation memorandum of understanding with Contemporary Amperex Technology Co., Limited. The two parties will deepen cooperation in areas such as battery logistics, freight electrification, and carbon emission reduction, jointly promoting the green transformation of the logistics industry. Their strategic cooperation includes promoting the electrification transformation of CATL's land transport operations in Europe, as well as a heavy-duty truck battery swapping pilot project supported by Qiji battery swapping and planned to launch in China this year. In addition, the two parties will deepen cooperation in areas such as battery recycling and after-sales services, logistics park energy storage, and charging infrastructure solutions.

Kuehne+Nagel and CATL Deepen Strategic Cooperation

【Xiaomi 18 Fold Launch Sales Up ~300% YoY, First-Week Activations Remain Elevated】Xiaomi Group disclosed that the new Xiaomi 18 Fold foldable smartphone significantly outperformed its predecessor at launch, with first-sale volumes up approximately 300% compared to the previous large-fold model. First-day sales reached approximately 36,000 units, with daily sales holding above 8,000 units over the following six days and first-week activations totaling approximately 80,000 units. The device starts at approximately CNY 12,000 and debuts with Xiaomi's in-house Xuanjie O3 chip.

Xiaomi 18 Fold Launch Sales Up ~300% YoY, First-Week Activations Hit ~80,000 Units

Huaneng Lancang River Guxue (Markam) Hydropower Co., Ltd. was registered on Sep 21 in Markam County, Tibet, jointly invested by China Huaneng Group and CATL. Huaneng's upstream hydropower arm holds 89% (RMB 4.984 billion subscribed) and CATL 11% (RMB 616 million). Its business scope covers hydropower, solar and wind power services, energy storage services, and EV charging infrastructure operations.

Category	Price Description	Change	Date
Raw Materials	Battery-Grade Lithium Carbonate USD/tonne	-343.83	Sep 24
Raw Materials	Battery-Grade Lithium Hydroxide (Coarse Particles) USD/tonne	-407.31	Sep 24
Cathode material	China Lithium Ferrous Phosphate (Powder Compact Density 2.50g/cm³ min) USD/tonne	-88.88	Sep 24
Battery separator	China 9μm Wet-process Separator USD/m²	0	Sep 24
Electrolyte	Lithium Hexafluorophosphate USD/tonne	-35.36	Sep 24
Electrolyte	China Electrolyte (for LFP Battery) USD/tonne	+57.51	Sep 24

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