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Lithium Battery Industry Chain Giants Set Eyes on Southeast Asia to Navigate Competitive Landscape
Jul 11, 2025 16:58
In recent years, against the backdrop of profound changes in the global new energy industry landscape, Chinese lithium battery industry chain companies have faced dual challenges.
【SMM Analysis】High-Grade Lithium Discovery in Rwanda Sparks Mining Sector Optimism
Initial assays from the HCK joint venture project, announced on July 10, revealed a 6.9-meter lithium-rich intercept at 174.6 meters depth (drill hole MWOG0002), averaging 2.11% Li₂O with a high-grade 3.45-meter zone grading 3.20% Li₂O.
Jul 11, 2025 17:04
Will lithium carbonate prices see a turning point amid chronic downturn?
On June 24, lithium carbonate futures prices experienced a long-awaited rebound. Against the backdrop of falling below the cost line and continuous news of production cuts, will the lithium carbonate price see a turning point?
Jul 4, 2025 10:46
BYD's installed capacity of power batteries and ESS batteries soared in H1 2025
Polaris Energy Storage Network learned that on the evening of July 1, BYD released its production and sales report for June 2025. In terms of batteries, the total installed capacity of BYD's NEV power batteries and ESS batteries in June 2025 was approximately 27.019 GWh, up 67.81% YoY.
Jul 4, 2025 10:33
From Jan to May in 2025, Global Electric Vehicle Deliveries Recorded Approx. 7.520 Mil Units, a 32.4% YoY Growth
From Jan to May in 2025, the number of electric vehicles registered in countries around the world was approximately 7.520 million units, about 32.4% increase from the same period last year (5.682 mil units).
Jul 3, 2025 14:17
Overview of China Metal Production in June 2025 and Forecast for July
SMM's monthly production data for base metals is released at the end of each month, aiming to uncover the true fundamentals for industry chain professionals and investors, and providing a clearer grasp of the future direction of the metals market.
Jul 3, 2025 14:09
[7.3 Lithium Battery News] Central and local governments have intensively introduced policies to boost consumption, and consumer demand is expected to continue growing in H2
[Ganfeng Lithium: Completes 100% Equity Acquisition of Mali Lithium, Commences Phase I Production at Goulamina Spodumene Project in Mali with 506,000 mt Annual Lithium Concentrate Capacity]G
Jul 3, 2025 09:14
China's Ganfeng Says Current Lithium Prices May Not Be Sustainable, Costs of Multiple Projects Hard to Support
Polaris ESS Network learned that on June 26, Ganfeng Lithium stated at an investor conference that the current lithium price exhibits obvious bottoming characteristics, with the costs of multiple projects unable to support the current lithium price level.
Jun 27, 2025 09:54
Industry Experts from 55 Nations Gather at Indonesia Critical Minerals Conference & Expo 2025, Celebrating Its Successful Conclusion
On June 5, the Indonesia Critical Minerals Conference & Expo 2025, hosted by SMM Information & Technology Co., Ltd. (SMM), supported by the Indonesian Ministry of Foreign Affairs as a government supporter, and co-organized by the Indonesia Nickel Miners Association (APNI), Jakarta Futures Exchange, and Sxcoal, successfully concluded at the Pullman Jakarta Central Park Hotel in Indonesia.
Jun 26, 2025 11:47
Import and Export Data for Battery Materials in May Released: Lithium Carbonate Imports Decline Both YoY and MoM, but May Remain High in the Future? [SMM Special Topic]
Around June 20, the import and export data of cobalt and lithium battery industry chain-related products for May were released. The data showed that China's total spodumene imports in May reached approximately 605,000 mt, down 2.9% MoM, equivalent to about 53,000 mt LCE. Lithium carbonate imports declined both YoY and MoM but remained at a relatively high level above 20,000 mt... SMM compiled the import and export situation of battery materials as follows:
Jun 24, 2025 14:16
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