Atlas Lithium Advances Neves Lithium Project, Locks In 71% of Direct CAPEX

Century Lithium announced on September 9 that it has submitted a Mine Plan of Operations to the U.S. Bureau of Land Management for its Angel Island lithium project in Nevada, together with a Nevada Reclamation Permit application, advancing the project into formal permitting. The next stage is expected to include federal environmental review, including the BLM-led Environmental Impact Statement process. Century Lithium targets completion of the principal environmental review and permitting around Q1 2028, followed by construction. The feasibility study outlines an approximately 40-year mine life and average production of around 26,500 mt/year of battery-grade lithium carbonate. The project remains in permitting and has not entered commercial production.

Indian battery materials and recycling company LOHUM announced on September 9 that it has completed its first lithium shipment from its mining assets in Matabeleland South Province, Zimbabwe, marking the start of physical shipments from its overseas upstream lithium operations. LOHUM holds interests in 10 spodumene-bearing mining blocks covering approximately 1,100 hectares, with options to acquire interests in up to 90 additional surrounding blocks. The company also plans to establish local processing capacity in Zimbabwe. The volume, grade and final destination of the first shipment have not yet been disclosed.

[JAC: August 2026 Sales at 26,986 Units, Down 16.83% YoY] JAC announced that August 2026 production was 26,058 units, down 5.59% YoY, and sales were 26,986 units, down 16.83% YoY. Cumulative production in 2026 was 241,400 units, down 2.58% YoY, and cumulative sales were 228,000 units, down 8.17% YoY. Among these, passenger NEV production was 2,224 units and sales were 2,951 units.