【Live】Current Status and Challenges of the Global Lithium Battery Raw Material Supply Chain, LFP Market Forecast, Opportunities and Challenges in Mineral Investment

게시됨: Apr 17, 2025 08:38
On April 16, the 2025 (10th) New Energy Industry Expo, hosted by SMM Information & Technology Co., Ltd. (SMM), was grandly held at Halls F3-G3 of the Suzhou International Expo Center in Jiangsu, from April 16-18.

On April 16, the 2025 (10th) New Energy Industry Expo, hosted by SMM Information & Technology Co., Ltd. (SMM), was grandly held at Halls F3-G3 of the Suzhou International Expo Center in Jiangsu, from April 16-18. The conference officially opened on April 16, with multiple academicians, top-tier entrepreneurs, and industry professionals engaging in lively discussions on topics such as a decade review and outlook of the new energy industry, Europe's perspectives and challenges on sustainable, circular, and safe batteries, how to build a globally collaborative battery value chain, China's new energy mineral demand and outlook, mineral resource reserve management and risk prevention, distribution patterns, mineralization characteristics, and exploration directions of nickel ore resources in western China, interpretation of the new mineral resources law, and global cobalt market dynamics. \

On April 17, eight forums were held simultaneously, including the Battery Raw Material Forum, New Energy Battery Material Forum, Battery Auxiliary Material Forum, New Energy PV ESS Forum, International Mining Investment and Development Summit Forum, Lithium Battery Recycling Forum, Solid-State Battery Forward-Looking Technology Forum, and Hydrogen Energy Industry Development Forum.

This article is a live text broadcast of four forums: the Battery Raw Material Forum, New Energy Battery Material Forum, Battery Auxiliary Material Forum, and International Mining Investment and Development Summit Forum.

SMM will provide full coverage of the conference through text, images, and video live broadcasts. Please refresh to view! Click to view the live image broadcast. Click to view the special report of this summit.

April 17, Battery Raw Material Forum Speech Topic: Global Lithium Supply Chain and ESG—Opportunities and Challenges Guest Speaker: Martin Ma, China GM of the International Lithium Association

09:00-09:30 Speech Topic: Unlocking Green Energy: Responsible Mineral Strategy in Energy Transition Guest Speaker: Mr. Daniel Abdo, Director of International Relations and Business Development at Sigma Lithium

09:30-10:00 Speech Topic: Lithium Sampling and Analysis in International Trade—Ensuring Lithium Quality and Building Confidence from the Source Guest Speaker: Patrick Le Mare, Global Industry Leader—Technical Materials and Circular Economy at Alfred H Knight

10:00-10:30 Speech Topic: Anti-Stick Liners for Dump Trucks in Nickel Mining Operations Guest Speaker: Frisdio Fercanza, Geologist and Mine Research and Development Expert at PT Pamapersada Nusantara

10:30-10:50 Speech Topic: Smart Microgrids, Empowering a New Era of Green Mining Guest Speaker: Meng Limin, Chairman of Jiangsu Fanye Power Energy Equipment Co., Ltd.

10:50-11:10 Speech Topic: Risks and Prevention Suggestions for Investing in Sichuan Spodumene Mines Guest Speaker: Fan Xiaoqiang, Lawyer, Senior Partner, and Director of the Mining Compliance Construction Promotion Center at Beijing Yuren Law Firm

11:10-11:30 Roundtable Discussion: Current Status and Challenges of the Global Lithium Battery Raw Material Supply Chain

Moderator: Zhou Zhicheng, Senior Analyst of New Energy Industry Research at SMM

Guest Speakers: Dr. Mark Mistry, Senior Public Policy Manager at the Nickel Institute; Tsutomu Aoki, Head of the Battery Division at BASC Japan Battery Supply Chain Association; Elizaveta Iakubets, Battery Metal Trader at Open Mineral; Gao Han, Senior Analyst at S&P Global Mobility

11:30-12:20 Battery Material Forum Click to view the live video broadcast

Speech Topic: 2025 Trends and Supply-Demand Pattern Changes in China's LFP Cathode Material Industry

Guest Speaker: Chen Bolin, Cathode Material Analyst at SMM

09:00-09:20 Speech Topic: Technological Progress and Opportunities in LFP Materials Guest Speaker: Hu Guorong, Chief Scientist at Sichuan Development Longmeng Co., Ltd. and Professor at Central South University

09:20-09:40 Speech Topic: "Phosphorus" Driving New Quality Energy, Innovating a Green Future—Phosphorus-Based Materials Empowering High-Quality Development of the New Energy Industry Guest Speaker: Zhou Songhua, General Manager of Guizhou Phosphate Chemical New Energy Technology Co., Ltd.

09:40-10:00 Speech Topic: Evolution of LFP Battery Technology and Future Product Development Directions Guest Speaker: Li Shuli, Dean of the Research Institute at Guangzhou Great Power Energy & Technology Co., Ltd.

10:00-10:20 Speech Topic: Technological Progress and Opportunities in Lithium-Rich Ferrite Guest Speaker: Yan Dongwei, Dean of the Research Institute at Tianjin Guoneng MGL New Material Technology Co., Ltd.

10:20-10:40 Speech Topic: Pain Points and Solutions for Silicon-Based Anode Materials Guest Speaker: Lin Shaoxiong, Vice President of the Central Research Institute at Carbon One Group 10:40-11:00 Speech Topic: New Applications of Manganese-Based Materials in Small Power Guest Speaker: Wang Zhengwei, Senior Vice President and Chief Technology Officer at Phylion Battery Co., Ltd.

11:00-11:20 Speech Topic: Progress in Recycling Iron Phosphate from Waste LFP Guest Speaker: Zhang Jun, Chairman and General Manager of Shanghai Yonghan Material Technology Co., Ltd.

11:20-11:40 International Mining Investment and Development Summit Forum Opening Speech

09:00-09:10 Speech Topic: New Trends, Hot Topics, and Future Outlook in Global Critical Mineral Supply Stability Research Guest Speaker: Tang Jinrong, Deputy Party Secretary and Deputy Director of the Development Research Center of the China Geological Survey

09:10-09:40 Speech Topic: Opportunities and Challenges in New Energy Minerals in 2025 Guest Speaker: Zhang Sikai, Chief Analyst of the New Energy Industry at Minmetals Securities Co., Ltd.

09:40-10:10 Speech Topic: Impact of the New Mineral Resources Law on Mining Enterprises Guest Speaker: Lu Xiaowu, Leading Partner of the Mining Lawyer Team at Shuren Law Firm

10:10-10:40 Speech Topic: Promoting Services Through Investment—Integrating into the Full Chain of Mining Rights Transactions Guest Speaker: Zhang Xinwei, Co-founder and CEO of Beijing Dixin Interactive Technology Co., Ltd.

10:40-11:10 Speech Topic: Legal Risks and Prevention in Overseas Mining M&A Guest Speaker: Li Binghan, Compliance Officer of the Legal Compliance Department at Luoyang Luanchuan Molybdenum Group Co., Ltd.

11:10-11:40 Release of the "2025 Mining Investment and Development" White Paper Shuren Law Firm, Beijing Dixin Interactive Technology Co., Ltd.

11:40-12:00 Speech Topic: International Vision and Investment Strategy Analysis of Mining Enterprises Guest Speaker: Renowned Miner 13:30-13:50 Speech Topic: Analysis of Global Mining Market Investment and Financing Trends Guest Speaker: Renowned Miner

13:50-14:10 Speech Topic: Legal Risk Prevention in Indonesian Mining Investment Guest Speaker: Zhong Yongfu, Director of the Management Committee and Head of Foreign Business at Shuren Law Firm

14:10-14:30 Speech Topic: Tax and Business Considerations for Chinese Mining Enterprises Going Global Guest Speaker: Zhang Ru, Business and Tax Partner at Deloitte

14:30-14:50 Speech Topic: Sharing of New Energy Mineral Technology Processes and Investment Experience Guest Speaker: Zhang Yunlong, Chairman of Shandong Xinhai Mining Technology & Equipment Co., Ltd.

14:50-15:10 Speech Topic: Integrated Solutions for Off-Grid Mining New Energy Power Systems Based on Grid-Forming Technology Guest Speaker: Rui Yunze, Director of the ESS Industry at Nanjing Nari-Relays Electric Co., Ltd.

15:10-15:30 Roundtable Discussion: Opportunities and Challenges in 2025 Mineral Investment Luoyang Luanchuan Molybdenum Group Co., Ltd. Jiangxi Ganfeng Lithium Group Co., Ltd. Shandong Gold Group Co., Ltd. China Minmetals Corporation Development Research Center of the China Geological Survey 15:30-16:00 Speech Topic: Digital Energy Mining Microgrid Solutions Guest Speaker: Lei Ying, Vice President of Huawei Smart Mining Microgrid

16:00-16:30 Project Roadshow—Recommendation of High-Quality Domestic and Overseas Mining Projects Recommended by Mining Rights Holders 16:30-17:00 Battery Auxiliary Material Forum Speech Topic: Prospects of Composite Copper Foil Preparation Technology and Its Application Advantages in Lithium Batteries Guest Speaker: Dr. Zhang Bo, Qinghai Salt Lake Research Institute, Chinese Academy of Sciences

14:00-14:30 Speech Topic: Application of High-End Lithium Battery Copper Foil in the New Energy Industry Guest Speaker: Dr. Wang Shengxian, Shenzhen Longdian Huaxin Technology Co., Ltd.

14:30-15:00 Speech Topic: High-Performance Flame-Retardant and Thermally Conductive Silicone Potting Compounds Guest Speaker: Dr. Zhou Qing, Associate Professor at Zhejiang Sci-Tech University

15:00-15:30 Speech Topic: From Ground to Sky, Driving a Green Future Dedicated to Becoming a Global Leader in New Energy Encapsulation Materials Guest Speaker: Zhang Wenhua, General Manager of the Industrial Electronic Adhesives Sales Department at Guangzhou Jitai Chemical Co., Ltd. 15:30-16:00 Click to view the special report of the 2025 (10th) New Energy Industry Expo.

데이터 출처 설명: 공개 정보를 제외한 모든 데이터는 SMM이 공개 정보, 시장 커뮤니케이션 및 SMM 내부 데이터베이스 모델을 기반으로 가공한 것입니다. 본 자료는 참고용이며 의사결정 권고를 구성하지 않습니다.

문의 사항이 있거나 자세한 정보를 원하시면 아래로 연락해 주시기 바랍니다: lemonzhao@smm.cn
리서치 보고서 열람 방법에 대한 자세한 내용은 아래로 문의하시기 바랍니다:service.en@smm.cn
관련 뉴스
[SMM 에너지저장 배터리 셀 시장 주간 리뷰 9.3] 동박 공급 부족으로 9월 생산 일정 제약, 에너지저장 배터리 셀 가격 견조 유지
9시간 전
[SMM 에너지저장 배터리 셀 시장 주간 리뷰 9.3] 동박 공급 부족으로 9월 생산 일정 제약, 에너지저장 배터리 셀 가격 견조 유지
더 보기
[SMM 에너지저장 배터리 셀 시장 주간 리뷰 9.3] 동박 공급 부족으로 9월 생산 일정 제약, 에너지저장 배터리 셀 가격 견조 유지
[SMM 에너지저장 배터리 셀 시장 주간 리뷰 9.3] 동박 공급 부족으로 9월 생산 일정 제약, 에너지저장 배터리 셀 가격 견조 유지
[SMM 분석] 동박 공급 부족과 대용량 배터리 셀의 예상보다 느린 생산능력 확대로 인해, 9월 중국 및 글로벌 에너지저장 배터리 셀 생산 증가율은 전월 대비 각각 4.09%와 4.25%로 둔화될 전망이다. 그러나 이는 최종 수요 약화를 의미하지는 않는다. 에너지저장 배터리 셀의 수급 상황은 여전히 타이트하며, 314Ah 배터리 셀 가격은 안정세를 유지하고 있다. 향후 출하량은 꾸준히 증가할 것으로 예상되며, 가격은 안정적 내지 상승 추세를 이어갈 전망이다.
9시간 전
CATL 회장: 중국 상반기 신에너지차 판매 740만 대 돌파, 배터리 생산 정밀성 강조
9시간 전
CATL 회장: 중국 상반기 신에너지차 판매 740만 대 돌파, 배터리 생산 정밀성 강조
더 보기
CATL 회장: 중국 상반기 신에너지차 판매 740만 대 돌파, 배터리 생산 정밀성 강조
CATL 회장: 중국 상반기 신에너지차 판매 740만 대 돌파, 배터리 생산 정밀성 강조
CATL 쩡위췬 회장은 2026 세계 동력 배터리 컨퍼런스 영상 축사에서 올해 상반기 중국 신에너지차 판매가 740만 대를 넘어섰고, 신차 출시가 600종 이상으로 하루 평균 3대에 육박한다고 밝혔다. 모두가 속도, 사양, 가격으로 경쟁하며 개발 주기는 점점 짧아지고 있다. 그는 동력 배터리는 극도로 높은 정밀도가 요구되고 오차 허용 범위가 매우 낮다고 지적했다. 양산 과정에서는 모든 작은 문제가 여러 배로 확대되므로 설계 단계부터 모든 공정과 모든 파라미터를 엄격히 통제하고, 이상 징후를 사전에 식별하며, 품질 문제에 대해 무관용 원칙을 적용해야 한다고 강조했다.
9시간 전
Lithium Carbonate Market Weekly Review: 8.31-9.3 spot lithium carbonate prices rose first then fell, overall downward trend [SMM Weekly Review]
10시간 전
Lithium Carbonate Market Weekly Review: 8.31-9.3 spot lithium carbonate prices rose first then fell, overall downward trend [SMM Weekly Review]
더 보기
Lithium Carbonate Market Weekly Review: 8.31-9.3 spot lithium carbonate prices rose first then fell, overall downward trend [SMM Weekly Review]
Lithium Carbonate Market Weekly Review: 8.31-9.3 spot lithium carbonate prices rose first then fell, overall downward trend [SMM Weekly Review]
10시간 전
【Live】Current Status and Challenges of the Global Lithium Battery Raw Material Supply Chain, LFP Market Forecast, Opportunities and Challenges in Mineral Investment - Shanghai Metals Market (SMM)