2025 SMM South American Lithium Resources Field Trip – Second Stop: Undersecretariat of Mining Development, Argentina

2025 SMM South American Lithium Resources Field Trip – First Stop: NOA Lithium Brines

2025 SMM South American Lithium Resources Field Trip – Fourth Stop: Tibet Summit Resources' Actual Controller, Argentina Lithium & Potash Co., Ltd.

Tariff Suspension Stimulates Lithium Carbonate Futures to Rise Over 3%; Can the Anticipation of "Rushing Exports" Enable Lithium Carbonate to "Stand Up"? [SMM Analysis]

2025 SMM Field Trip to South American Lithium Resources – Third Stop: EKEKO S.A.

[Trial Production of Largest Specialty Gas Production Site in Western China to Begin Next Month]
The project located in Shenxianqiao Chemical Industrial Park, Luxian County, Luzhou City, is expected to complete equipment commissioning within this month, with trial production to commence early next month. Zhongting New Energy Company primarily produces medical gases such as high-purity oxygen, ammonia, and hydrogen, as well as specialty gases including food gases, energy storage system (ESS) gases, and electronic gases. The company's ongoing project is a crucial addition to the medical and food gas supply chain in Luzhou City. Construction commenced in January last year, with a total investment of 500 million yuan and a land area of 64 mu. Upon completion and operation, the project will become the largest production site for various specialty gases, including medical gases, food gases, ESS gases, and electronic gases, in the western region. It will play a positive role in establishing and improving the supporting facilities of industrial parks and constructing a circular industrial system in Luzhou and even at the junction of Sichuan, Chongqing, Yunnan, and Guizhou.

Trial Production of Western China's Largest Specialty Gas Facility to Start Next Month

[Huzhou, Zhejiang: Largest Integrated PV+ESS+Charging Bus Charging Station in Northern Zhejiang Connected to Grid and Put into Operation] Recently, the integrated PV+ESS+charging bus charging station at Changxing Bus Terminal in Huzhou City, Zhejiang Province, was officially connected to the grid and put into operation. This integrated PV+ESS+charging bus charging station is an intelligent bus charging station that integrates PV power generation, ESS, and charging, with a total power of 3,300 kW, capable of simultaneously meeting the charging needs of 64 buses. Meanwhile, the total installed capacity of the rooftop PV at the charging station is 420 kW, with an annual power generation of approximately 420,000 kWh. It will achieve an annual reduction of 341.9 mt of carbon dioxide emissions. Through the collaborative utilization of an intelligent energy management system and clean energy, it will facilitate the green and low-carbon transformation to achieve the "dual carbon" goals.

Largest Integrated PV+ESS+Charging Bus Station in Northern Zhejiang Operational

[New-Type Energy Storage Power Station with Longest Energy Storage Duration in Xinjiang Connected to Grid for Power Generation] On May 28, in Jimsar County, Changji Hui Autonomous Prefecture, Xinjiang, the 200,000 kW/1 million kWh all-vanadium redox flow new-type energy storage project at Jimsar was connected to the grid for power generation. Among them, the energy storage duration of the new-type energy storage power station reached 5 hours, making it the longest energy storage duration among all-vanadium redox flow new-type energy storage power stations in Xinjiang. It can store a maximum of 1 million kWh of electricity in a single charge, which can approximately meet the annual electricity demand of 390 three-member households.

Xinjiang's Longest Duration All-Vanadium Redox Flow Energy Storage Station Connected to Grid

[World's Highest-Altitude UHVDC Transmission Project Fully Connected] In Yajiang County, Ganzi Prefecture, with the successful installation of the final section of the conductor, the world's highest-altitude UHVDC transmission project—the ±800 kV UHVDC transmission project from the upper reaches of the Jinsha River to Hubei—has been fully connected. The Jinsha River-to-Hubei UHVDC project is one of the major arteries of China's "West-to-East Electricity Transmission" initiative. The sending end of the project aggregates hydropower and new energy from the upper reaches of the Jinsha River, with two new converter stations constructed: Bangguo in Ganzi, Sichuan, and Kamai in Changdu, Tibet. The receiving end connects to the central China UHVAC backbone grid through the newly constructed Daye converter station in Hubei. The line spans four provinces (autonomous regions, municipalities)—Tibet, Sichuan, Chongqing, and Hubei—with a total length of 1,901 kilometers.

World's Highest-Altitude UHVDC Transmission Project Fully Connected

[Betting on both new energy and robotics sectors, Fuda Co., Ltd. responds to new projects: Already has stable customer relationships]
Fuda Co., Ltd., a leading crankshaft manufacturer listed on the A-share market, announced in a statement that it has signed an "Investment Agreement" with the Management Committee of Pinghu Economic and Technological Development Zone, planning to invest in the construction of an ultra-precision gear project for electric drive systems of new energy vehicles (NEVs) and a robot transmission joint components project in the zone, with a planned land area of approximately 132 mu. A reporter called Fuda Co., Ltd. as an investor, and the staff member who answered the call stated that the new projects are being planned on the premise of already having stable customer relationships, but it is currently inconvenient to disclose the customer list. The staff member also revealed that the robotics business will focus on the directions of humanoid robots and healthcare robots.

Fuda Co., Ltd. Bets on New Energy and Robotics, Launches New Projects with Stable Customer Relationships

[National Energy Administration: Requires that the proportion of annual self-generated and self-consumed new energy power generation in a project accounts for no less than 60% of the total power generation]
A relevant official from the National Energy Administration answered reporters' questions regarding the "Notice on Matters Related to Orderly Promoting the Direct Connection Development of Green Electricity." The Notice requires that the proportion of annual self-generated and self-consumed new energy power generation in a project accounts for no less than 60% of the total power generation, and the proportion of new energy power generation in the total electricity consumption should increase from no less than 30% in 2025 to no less than 35% by 2030, guiding new energy projects to be consumed and utilized as locally as possible.

NEA Sets Minimum Threshold for Self-Generated, Self-Consumed New Energy Power

[Canmax: Solid-State Battery Project Progressing Smoothly, Some Customers Have Achieved Sales After Evaluation] Canmax stated on an interactive platform that the company has developed new cathode materials, including high-voltage lithium cobalt oxide (LCO), high-nickel ternary materials, lithium-rich manganese-based materials, and spinel nickel-manganese materials, centered around the core requirements of "high specific energy, high safety, high C-rate, long cycle life, and low cost" for battery cell material systems. These products are suitable for applications in solid-state lithium batteries and semi-solid-state lithium batteries. The lithium-rich manganese-based and other cathode materials developed by the company have completed R&D trials and been sent to multiple solid-state battery customers for evaluation, demonstrating high specific capacity and good stability within customer systems. Among them, some customers have achieved sales after evaluation.

Canmax's Solid-State Battery Project Advances, Customers Achieve Sales Post-Evaluation

[Samsung SDI and LGES to Set Up LFP Battery Production Lines in the US] Samsung SDI and General Motors have agreed to introduce a production line for LFP batteries for EVs at their joint venture plant in Indiana in 2027. Originally, the plant was only planned to produce ternary lithium batteries with a nickel content exceeding 80%, but now it will produce both types. LGES also intends to convert part of its Tennessee plant, a joint venture with GM, into an LFP battery production line by region. The plant was completed in 2024 and currently only has a production line for ternary lithium batteries.

Samsung SDI and LGES Plan LFP Battery Production Lines in US Joint Ventures

[CosMX Battery: Receives Designation Notice for Low-voltage Lithium Batteries from SAIC Volkswagen] CosMX Battery announced that it has recently received a designation notice from SAIC Volkswagen Automotive Co., Ltd., becoming a designated supplier of low-voltage lithium batteries for its vehicles. This marks a further enhancement in the market recognition of CosMX Battery's low-voltage lithium battery products for vehicles, demonstrating strong market competitiveness. CosMX Battery has previously secured designations from several leading automakers, both domestic and overseas, and has commenced mass production and supply. This designation notice will further strengthen the company's competitiveness and sustainable development capabilities in the low-voltage lithium battery business for vehicles, laying the foundation for increasing market share. With the mass production and launch of car models from partnering automakers, shipments are expected to grow rapidly.

CosMX Battery Designated as Low-Voltage Lithium Battery Supplier by SAIC Volkswagen

[Jingshan Light Industry Machinery: Rapid Growth in PV Equipment Business, Multiple Measures to Address Challenges] Recently, the board secretary of Jingshan Light Industry Machinery responded to investors, stating that the company's PV equipment business has maintained rapid growth in recent years, but faces challenges such as adjustments to subsidy policies, technological iterations, and changes in the international trade environment. To address these risks, the company plans to increase R&D investment and deploy new-generation battery technology equipment; advance its globalization strategy to reduce risks associated with a single market; optimize supply chain management to enhance the self-sufficiency rate of parts; and strengthen its risk resistance and profitability through diversifying its customer base, cost control, and service value-added transformation.

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