CATL Online Store Officially Launched, Plans to Launch Live-Stream Sales in Future

Sinomine Resources disclosed on August 25 that the transport of lithium concentrate from its Bikita mine in Zimbabwe has been fully restored, and the supply can now meet the raw material needs of its domestic smelting capacity.In February this year, the Zimbabwean government temporarily suspended lithium concentrate export approvals to combat smuggling and encourage local processing. After active communications, the company obtained an initial 200,000-ton export quota in April and a further 300,000-ton quota in July. Overcoming challenges such as tight overland transport capacity and port congestion in Africa, the company steadily improved logistics and eventually achieved full recovery.The Bikita mine is a core asset of Sinomine Resources in Africa. The consecutive quota grants and the transport restoration demonstrate the company's effective coordination with local authorities, as well as the adaptability of Chinese enterprises during a period of shifting resource policies in Africa.

When a chemical giant announces that battery materials will be its second core business, the initial reaction from outsiders is often: Is it just chasing a trend? But if you look closely at Wanhua Chemical (600309)'s moves over the past two years, you will find that this is not a simple business expansion, but a revaluation of industrial value based on the company's core chemical capabilities. Under the triple waves of the dual carbon strategy, the explosion of the new energy market, and technological iteration, Wanhua Chemical is trying to tell a unique story about how "chemicals + new energy" can create a chemical reaction.

On August 25th, Jindalee Lithium's subsidiary HiTech Minerals has successfully produced high-grade magnesium oxide from magnesium sulphate generated at its McDermitt lithium project in Oregon, marking a notable technical milestone ahead of Jindalee's planned merger with Constellation Acquisition Corporation, a SPAC backed by Antarctica Capital. Once the merger completes, McDermitt will sit under newly formed US Elemental, which plans to list on Nasdaq. The result builds on McDermitt's prior prefeasibility study, which had confirmed that magnesium can be co-extracted alongside lithium through sulphuric acid leaching but treated it purely as waste discarded as magnesium sulphate with no revenue credit attached. HiTech's new testwork changes that picture, showing the same stream can instead be converted into magnesium oxide, a feedstock used in primary magnesium metal production and in refractories. The company will now move to assess product specifications, scalability, and commercial viability, while Jindalee has separately commissioned independent market analysis to help shape its broader magnesium strategy. The timing is notable given that China supplies the large majority of the world's primary magnesium, a concentration that has fueled ongoing concern in the US over import exposure. Incoming US Elemental and Jindalee CEO Ian Rodger described the result as "strategically encouraging," pointing to its potential to help derisk the US magnesium supply chain. SMM View: The real significance here lies in project economics rather than the magnesium market itself. A stream that McDermitt previously discarded at cost now has a demonstrated pathway to becoming a saleable co-product and if it clears the specification, scale, and commercial hurdles HiTech has openly flagged as still outstanding, that pathway will meaningfully improve the project's overall economics.