Lithium Iron Phosphate Market Update: Slight Price Dip Amid Raw Material Fluctuations and Ongoing Competition

At Intersolar South America in Brazil (Aug 25-27), around 20 Chinese energy storage companies exhibited. Chuneng New Energy signed agreements with four partners, including MOUs with Argentina's Intermepro and Brazil's ION Energy and JSN Energia, plus a 1.5GWh cell framework deal with Windey Energy to supply cells for its first overseas storage plant in Bahia, Brazil. With a fragile grid, a 20.6% curtailment rate and the world's second-highest residential power prices, Brazil will launch Latin America's largest national storage tender (about 18GW in round one) in December 2026, drawing CATL, Trina, Hithium, CLOU, Gotion and Great Power to expand locally.

El 30 de agosto, Xibei Power firmó un proyecto de base de producción de baterías de iones de sodio de alto rendimiento en la Zona de Alta Tecnología de Zigong, Sichuan, con una inversión total de 250 millones de yuanes. Una vez finalizado, tendrá una capacidad anual de 0,5 GWh y se espera que genere 500 millones de yuanes en ventas anuales, con una expansión por fases planificada hacia una capacidad a largo plazo de 10 GWh.