Shanghai Chengtou et CATL forment un partenariat stratégique pour le recyclage des batteries, l'énergie intelligente et le transport vert

According to Red Metal Resources on September 3, the Farellon project, part of the company’s Carrizal copper-gold-cobalt property near Vallenar, Chile, has completed its first delivery of copper sulphide ore, marking the project’s transition from the development stage to actual ore sales and small-scale production. Project lessee and operator Minera KMT transported the first batch of ore to the Vallenar processing facility operated by Chile’s state-owned mining company ENAMI on August 20 and 21. The milestone came only about three months after the parties signed a mining agreement in May, around four months ahead of the original seven-month development schedule. Farellon is an important part of the Carrizal copper-gold-cobalt property. The first ore delivery is expected to generate royalty revenue for Red Metal and lay the groundwork for further expansion of mining and processing activities. The company has not yet disclosed the specific cobalt grade, cobalt output or recovery rate for the delivered ore. However, the project’s move into actual production and sales represents a new development in Chile’s cobalt resource pipeline outside Africa.

This week, the industry chain continued to consolidate on a weak note, with clear divergence between supply and demand. On the upstream side, raw material suppliers remained firm in holding prices, while downstream buyers continued to push for lower prices, widening the psychological price spread between buyers and sellers and making spot transactions difficult to advance. Some salt products came under pressure due to lower raw material costs, low-price selling by traders, and weak demand, with a few varieties already pulling back slightly. The price center of powder materials continued to shift lower, with weakening cost support, and the market remained in a bottoming phase. Midstream materials showed divergent performance: some precursors were dragged down by weaker nickel salts, with order coefficients under pressure and domestic production schedules subdued, though overseas high-nickel orders remained relatively stable. Cathode materials were affected by raw material price fluctuations and downward revisions in end-use orders, prompting battery cell manufacturers to restock cautiously, with domestic production schedules in September expected to decline. On the consumption side, the September-October peak season effect has yet to materialize clearly, with end-use demand recovery in mobile phones and other terminals remaining limited, and the industry chain overall dominated by just-in-time procurement and destocking. In the short term, the market lacks clear upward drivers, and prices are likely to continue consolidating on a subdued note. Going forward, the focus will be on the strength of September restocking, improvements in end-use orders, and changes in upstream pricing strategies.

L'Autorité centrale de l'électricité indienne a publié des projets d'amendements à ses normes techniques exigeant que les projets solaires au sol et éoliens terrestres mis en service après le 1er juillet 2027 installent un stockage d'énergie colocalisé égal à au moins 10 % de la capacité installée, avec une durée minimale de deux heures, portée à quatre heures pour les projets mis en service de juillet 2029 à juin 2031. Le projet impose également qu'au moins 15 % des onduleurs des centrales renouvelables disposent d'un contrôle de formation de réseau, tandis que tous les systèmes de conversion de puissance du stockage par batterie doivent être de type formant réseau, les commentaires des parties prenantes étant ouverts jusqu'au 4 octobre. Plus de 8 133 GWh d'énergie solaire ont été écrêtés au premier trimestre de l'exercice, le réseau ne pouvant absorber l'excédent diurne, et les nouvelles règles visent à répondre aux préoccupations croissantes en matière d'écrêtement et de stabilité du réseau.