[Sinomine Menangguhkan Sementara Produksi Garam Litium karena Ketidakcocokan Logistik]

At the Rio de Janeiro Energy Summit on June 25, panelists stated that without direct government support, Brazil will not advance its critical minerals sector, given the country's lack of infrastructure, technology, and long‑term investment. Analysts noted that minerals have become a strategic asset essential for ensuring technological leadership and energy security, and should no longer be viewed merely as extractive commodities. They added that a sound legal and regulatory framework is key to providing predictability and certainty for long‑term investment in the industry. Marcos Mesquita, Strategic Vice President of LPG distributor Copa Energia, said the mining sector should focus on diversifying extraction operations into multiple minerals and their by‑products to increase revenue. Mesquita added that Brazil should not emulate China, as it can leverage its abundant water resources and dominant renewable energy generation to build a more sustainable industry platform.

Pada 28 Juni, Guangzhou Rongjie Energy Technology Co., Ltd. ("Rongjie Energy") resmi menandatangani perjanjian kerja sama 3 GWh dengan integrator penyimpanan energi asal India, Lineage Power Systems Pvt Ltd ("Lineage Power"). Berdasarkan perjanjian ini, Rongjie Energy akan memasok total 3 GWh sel litium besi fosfat (LFP) 314Ah beserta aksesorinya kepada Lineage Power untuk proyek penyimpanan energi skala utilitas dan komersial & industri (C&I), mencakup pasar India dan internasional. Perjanjian ini juga meliputi harga, spesifikasi mutu, ketentuan garansi, dan jadwal pengiriman, serta memuat ketentuan penjaminan mutu bersama, kolaborasi teknis integrasi sistem, dan transparansi rantai pasok, yang memberikan keamanan rantai pasok jangka panjang bagi proyek penyimpanan energi Lineage Power. Basis manufaktur Rongjie Energy di Kawasan Teluk Besar Guangdong-Hong Kong-Makau memberikan keunggulan logistik signifikan, memungkinkan pengiriman efisien ke India dan pasar luar negeri lainnya.

Recently, the relevant authority released the first public announcement on EIA for the new energy waste power lithium battery recycling and dismantling project in Dingxi, Gansu. The project involves a total investment of RMB 8.8 million, located in the Circular Economy Industrial Park, Anding District, Dingxi City, Gansu Province. It consists of one waste LIB recycling and dismantling production line, equipped with single-shaft shredder, nitrogen generator, carbonization furnace, cooling furnace, linear screening machine and other key equipment. Upon completion, it will achieve an annual dismantling capacity of 10,000 tons of waste LIBs, yielding 800 tons of copper, 600 tons of aluminum, 100 tons of iron, and 7,100 tons of black mass per year.