ExxonMobil Signs Non-Binding Deal to Supply 100,000 Tons of Lithium from Arkansas Project to SK On

In March 2026, China’s phosphate ore imports reached 182,000 mt, up 88.2% MoM and 144.4% YoY, with an average price of $79.9/mt, down 7.2% MoM.Affected by Strait of Hormuz disruptions, Jordan halted supplies for the first time since September 2023. Imports mainly came from Egypt (170,000 mt) and Pakistan (12,000 mt), through Guangxi, Hubei and Fujian.

On April 18, Meilian New Materials disclosed that regarding the technical transformation project for Prussian blue sodium battery cathode materials, the company has completed the construction of thousand-ton production capacity and continues to optimize material properties. This supports downstream efforts to achieve industrialization as soon as possible, developing high-performance products suitable for application scenarios such as energy storage and electric transportation, which have significant market potential. The company has identified sodium-ion battery cathode materials, battery wet-process separators, and EX electronic materials as key development directions, striving to establish new profit growth points.

On the morning of April 18, the signing ceremony for Gotion Holding's 20,000-ton-per-year solid-state battery key material project was held in Anqing City, Anhui Province. The project has officially settled in Daguan District, marking the world's first industrial-scale project for solid-state battery key materials. It will build a 20,000-ton material base integrating research, development, and production. The production line is expected to be completed and operational next year.