[중국의 수산화리튬 수입 및 수출, 2026년 7월]

The Democratic Republic of Congo is advancing plans to establish a major battery precursor manufacturing hub in Lualaba province, positioning itself within the lithium-ion battery materials supply chain as the country seeks to move beyond raw mineral exports. The government approved the Musompo Special Economic Zone as a priority project in February 2026, marking a step toward integrating DRC's mineral base into the cathode-active-material stage of the battery value chain. From Minerals to Lithium-Ion Battery Materials Musompo is designed to produce nickel-manganese-cobalt (NMC) precursor materials the cobalt- and nickel-bearing intermediate that is combined with a lithium source (typically lithium carbonate or lithium hydroxide) to produce NMC cathode-active material, one of the two dominant lithium-ion battery chemistries alongside LFP. The 900-hectare industrial zone reflects the DRC's broader strategy to capture value at the precursor stage rather than exporting cobalt in raw or intermediate form to Asian cathode producers. Scale and Investment Timeline The zone is expected to attract approximately $2 billion in private investment once fully developed, with initial construction requiring more than $200 million. Metric Figure Zone size 900 hectares Est. private investment ~$2 billio Est. construction cost $200 million+ Direct jobs (projected) ~25,000 Indirect jobs (projected) ~60,000 Priority project approval February 2026 Core output NMC battery precursor materials DRC's Role in the Lithium Battery Materials Chain Global lithium-ion battery demand continues to expand on the back of EV adoption and energy storage growth, sustaining strong demand for both NMC and LFP cathode inputs. While DRC itself is not a lithium producer, its cobalt supply position gives it direct relevance to the NMC segment of the lithium battery materials market, which competes with LFP (increasingly supplied by lithium chemical producers rather than cobalt) for cell manufacturing share. Historically, the precursor and cathode-active-material stages of this chain where cobalt, nickel and lithium chemicals are converted into battery-ready materials have been concentrated outside Africa, primarily in China. Musompo is intended to shift part of that midstream capacity onto the continent. Africa's Lithium and Battery Materials Chain Remains Underdeveloped Africa's raw lithium and cobalt resource base remains far ahead of its downstream battery materials capacity. Zimbabwe has advanced spodumene concentrate production and is moving toward early-stage beneficiation, while Zambia and the DRC are pursuing regional cooperation on battery mineral value addition. Musompo adds a precursor-stage node to this emerging landscape, though it does not itself close the loop with a domestic lithium chemical supply any NMC precursor output would still require lithium carbonate/hydroxide sourced externally, likely from Chinese refiners given current African lithium projects largely export spodumene concentrate rather than converting it locally. Conclusion Musompo represents a meaningful step in the DRC's push to capture more value from the lithium-ion battery supply chain, specifically on the NMC precursor side. Its success depends on execution: power availability and infrastructure buildout in Lualaba remain the primary constraints, and its impact on the broader African lithium battery materials picture will be limited unless paired with progress on domestic lithium conversion capacity elsewhere on the continent e.g., Zimbabwe, Mali. SMM View: Musompo strengthens the cobalt/nickel side of Africa's NMC precursor capacity but does not directly address the continent's lithium conversion gap spodumene concentrate from Zimbabwe, Mali and Namibia is still overwhelmingly exported for offshore conversion into lithium chemicals. The more consequential development for Africa's lithium battery materials value chain will be whether beneficiation projects on the lithium side (rather than the cobalt side) can achieve similar SEZ-backed investment momentum.

[장쉐, 오늘 Ampace 방문… 장쉐 전기 오토바이 내년 초 양산 가능] ZXMOTO 창업자 장쉐는 8월 20일 Ampace를 현장 방문하고 교류를 가졌다. 장쉐는 장쉐 전기 오토바이가 내년 초면 양산에 들어갈 수 있다고 밝혔다. 올해 5월, Ampace와 ZXMOTO는 이미 구체적인 협력 방안을 논의하기 시작했다. Ampace는 CATL과 ATL이 공동 설립한 리튬 배터리 기업이다.

[융제에너지, 인도에서 4GWh 에너지 저장 수주] 융제에너지와 인도 에너지 저장 통합업체 리니지파워가 2027년 LFP 배터리 셀 4GWh에 대한 프레임워크 협력 계약을 정식 체결했다. 리니지파워의 2027년 에너지 저장 프로젝트 사전 수요 계획에 따라, 융제에너지로부터 총 4GWh 규모의 314Ah 및 588Ah 배터리 셀을 구매할 예정이며, 주로 대규모 에너지 저장과 산업용 및 상업용 ESS 분야에 활용된다.