Brunp Recycling And Yichang Government Sign Cooperation Agreement

It is worth noting that the overall overseas ternary cathode demand outlook for 2026 remains subdued. The U.S. market has been sluggish since the fourth quarter of last year, prompting many overseas manufacturers to place their hopes on the European market.

In January–February 2026, China imported a total of approximately 1.39 million physical tons of spodumene ore, of which lithium concentrate amounted to 1.07 million tons, equivalent to 134,000 tons of LCE. January: 832,000 physical tons, up nearly 6% month-on-month and up 41% year-on-year, equivalent to approximately 84,000 tons of lithium carbonate equivalent (LCE). February: 558,000 physical tons, down 33% month-on-month and down about 2% year-on-year, equivalent to approximately 50,000 tons of LCE.

In 2026, the correction in lithium carbonate prices drove up lithium battery production costs. Coupled with uncertainties in lithium resources supply, cost pressure across the new energy industry became increasingly prominent. Leveraging the advantages of abundant sodium resources, balanced distribution, and controllable costs, sodium-ion batteries have leapt from being a “backup option” for lithium batteries to a key direction for industry breakthrough...