LCO Prices Slightly Down, February Production Declines, Co3O4 Prices Plunge

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.

8월 30일, 시베이파워는 쓰촨성 쯔궁 하이테크존에서 고성능 나트륨이온전지 생산기지 프로젝트를 체결했다. 총 투자액은 2억 5천만 위안이며, 완공 후 연간 생산능력 0.5GWh, 연간 매출 5억 위안이 예상된다. 장기적으로 10GWh 규모까지 단계적 확장을 계획하고 있다.