SMM Analysis: Rise in Effective Production Capacity Leads to Slight Decline in Graphitization Prices; May Average at 9420 Yuan per Ton

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.

Le 30 août, Xibei Power a signé un projet de base de production de batteries sodium-ion haute performance dans la zone high-tech de Zigong, au Sichuan, pour un investissement total de 250 millions de yuans. Une fois achevée, elle disposera d'une capacité annuelle de 0,5 GWh et devrait générer 500 millions de yuans de ventes annuelles, avec une expansion progressive prévue vers une capacité à long terme de 10 GWh.