[Phosphorus Chemical Industry: Tinci Materials Planned to Invest 2.1 Billion yuan to Build the Yichang New Energy Industrial Park, with 1 million mt of Iron Source and 300,000 mt of Iron Phosphate]

LG Energy Solution said on the 15th that it has completed development of an NCMA battery with more than 95% nickel content and is currently applying it to customer projects. Speaking at the SNE Research Global Battery Conference NGBS 2026 held in Seoul, a senior executive from the company’s advanced cell development group stated that this marks the first official confirmation of real-world deployment for a battery exceeding 95% nickel content. LG Energy Solution is already supplying ultra high-nickel batteries with over 94% nickel content to global automakers, and the new product represents a further step toward higher energy density.

Enchem announced on the 15th that it is developing water-based single-wall carbon nanotube (CNT) dispersion technology and has filed a related patent. The move is aimed at strengthening its position in the next-generation silicon anode materials market.

Key takeaways: Rapid growth: LFP cathode materials (+60%), iron phosphate (+67%), and LiPF6 (+38%) saw significant production expansion, reflecting strong demand from power batteries and energy storage. New-type materials such as LMFP and composite sodium iron phosphate grew by over 90%, entering the commercialisation phase.