March 27 News:
Northern ports: South African high-grade ore was 36-37.9 yuan/mtu, up WoW from last Friday; South African semi-carbonate was 43.5-44 yuan/mtu, up WoW from last Friday; Gabon ore was 47.3-47.9 yuan/mtu, up WoW from last Friday; 46% Australian lumps were 48-48.5 yuan/mtu, up WoW from last Friday.
South China ports: South African high-grade ore was 34.5-35 yuan/mtu, flat WoW from last Friday; South African semi-carbonate was 38.8-39.5 yuan/mtu, up WoW from last Friday; Gabon ore was 44-44.5 yuan/mtu, up WoW from last Friday; 46% Australian lumps were 45.2-45.7 yuan/mtu, up WoW from last Friday.

[SMM Weekly Manganese Ore Review] Initial Overseas Market Offers Raised, Intensifying the Tug-of-War Between Strong Expectations and Weak Reality in the Manganese Ore Market

[SMM Survey] Weekly Review of the Hydrogen Energy Electrolyzer Industry, 20260323-0327

This Week's Ex-China Lithium Highlights (3.23-3.27) [SMM New Energy Ex-China Weekly Highlights]

Raw material side, spot lithium carbonate prices began to rise this week, while cobalt sulphate and nickel sulphate prices remained temporarily stable.

[SMM Analysis] This Week's Hydrometallurgy Recycling Market: Lithium Chemicals Prices Began to Rise, and Market Transactions Were Mediocre (2026.3.23-2026.3.26)

Spot Lithium Carbonate Fluctuated Upward on 3.23-3.26.

Weekly Review of the Lithium Carbonate Market: Spot Lithium Carbonate Fluctuated Upward on 3.23-3.26 [SMM Weekly Review]

Starting in 2027, L&F will supply LFP battery cathode materials to Samsung SDI for three consecutive years.

Samsung SDI Signed a 1.6 Trillion Won Battery Materials Contract with South Korean Cathode Materials Manufacturer L&F

On March 17, an environmental protection technology company in Yangquan proposed the construction of the "Annual 120,000-ton Spent New Energy Power Battery Comprehensive Utilization Project." Phase I of the project involves the dismantling and crushing of 20,000 tons of spent new energy power batteries and the cascade utilization of 5,000 tons of spent new energy batteries.

Yangquan Company Proposes 120,000-ton Spent Battery Recycling Project

On March 16, the Longwan District Bureau of Ecology and Environment released the environmental impact assessment public notice for the "Spent Power Battery Dismantling and Standardized Cascade Utilization Project" undertaken by a battery energy company in Wenzhou. The project primarily involves battery assembly processes. It will add an annual capacity for cascade utilization of 5,000 tons of spent lithium-ion batteries, which are primarily used for base station backup power and energy storage systems.

Wenzhou Battery Firm to Add 5,000 Tons Annual Capacity for Spent Lithium-Ion Battery Utilization

On March 20, in accordance with the relevant provisions of the environmental impact assessment approval process for construction projects, the Jiujiang Municipal Bureau of Ecology and Environment planned to accept the environmental impact assessment documents for the "Ruichang City Lithium New Energy Battery Material Regeneration Production Project" undertaken by a company in Jiangxi. The core content of the project is to construct a comprehensive project for the precise recycling and regeneration of spent lithium battery materials, with a planned annual processing capacity of 38,000 tons of spent lithium-ion batteries. This includes 2 precise dismantling and material regeneration lines for lithium iron phosphate, with an annual processing capacity of 20,000 tons;

Jiujiang to Approve EIA for 38,000-Ton Lithium Battery Recycling Project

Recently, a new energy company in Hubei released the first public notice for the environmental impact assessment of its "Annual 240,000-ton Iron Process Lithium Iron Phosphate and Supporting Public Auxiliary Facilities Project." Upon completion, the project will achieve an annual production scale of 240,000 tons of lithium iron phosphate.

Hubei New Energy Firm Unveils EIA for 240,000-ton Lithium Iron Phosphate Project

On March 24, the Lianyungang Municipal Bureau of Ecology and Environment released the acceptance announcement for the environmental impact assessment report of the "Annual 50,000-ton Spent Lithium Battery Resource Utilization Project" undertaken by a recycling technology company in Jiangsu. The project involves constructing 1 cascade utilization production line and 2 regeneration utilization production lines, establishing a resource utilization capacity of 50,000 tons/year for spent lithium batteries.

Lianyungang Approves EIA for 50,000-ton Spent Lithium Battery Recycling Project

Recently, the Bengbu Municipal Bureau of Ecology and Environment in Anhui Province released the acceptance announcement for the environmental impact assessment report of the "Lithium Iron Phosphate Battery Cathode Material Repair Project" undertaken by a new energy technology company in Anhui. Phase I involves the procurement of pretreatment equipment, separation and repair equipment, mixing equipment, environmental protection equipment, etc., and the construction of one new production line for repairing 10,000 tons of lithium iron phosphate battery cathode materials. Phase II involves the construction of one new production line for repairing 10,000 tons of lithium iron phosphate battery cathode materials.

Bengbu Approves EIA for 20,000 Ton Lithium Iron Phosphate Battery Material Repair Project

Recently, the Jiujiang Municipal Bureau of Ecology and Environment in Jiangxi Province released the acceptance announcement for the environmental impact assessment report of the "Ruichang City Lithium New Energy Battery Material Regeneration Production Project" undertaken by a company in Jiangxi. According to the public notice, a new materials company in Jiangxi has a project investment of 60 million yuan. The construction site is located in the Ruichang Economic Development Zone in Jiangxi. The project involves constructing 4 production lines, including 2 precise dismantling and material regeneration lines for lithium iron phosphate, with an annual processing capacity of 20,000 tons;

Jiujiang Approves $60M Lithium Battery Recycling Project in Ruichang Economic Zone

Recently, the People's Government of Longwan District, Wenzhou City, Zhejiang Province, released the environmental impact assessment public notice for the "Spent Power Battery Dismantling and Standardized Cascade Utilization Project" undertaken by a battery energy company in Wenzhou. According to the public notice, a battery energy company in Wenzhou will utilize its existing factory building to construct 2 cascade utilization dismantling production lines, primarily for battery dismantling and testing processes. It will also construct 1 CTP production line (module, pack assembly line) in Min'ke Base Yongxing Nanyuan, Wenzhou, primarily for battery assembly processes. This will add an annual capacity for cascade utilization of 5,000 tons of spent lithium-ion batteries.

Wenzhou Battery Company to Expand with New Dismantling and Assembly Lines for Spent Lithium-Ion Batteries

Recently, the official website of the Gaoxian County People's Government in Yibin City, Sichuan Province, released the first public notice for the environmental impact assessment of the "Gaoxian County 80,000-ton Spent Lithium Battery Dismantling and Comprehensive Utilization Project" undertaken by a new energy company in Sichuan. According to the public notice, the new energy company has a total investment of 300 million yuan. The construction site is located in the Yibin Circular Economy Industrial Park. The project involves building 10 battery dismantling and battery crushing production lines, achieving an annual production scale of dismantling and comprehensively utilizing 80,000 tons of spent lithium batteries.

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