Chinese lithium projects in Argentina in danger as newly elected president reportedly claims Argentina would not do business with China or will join the BRICS alliance

Per MIIT data and customs statistics, China exported 3.69 billion lithium-ion batteries in Jan-Aug 2026, up 22.9% YoY. Value-added output of the electronics manufacturing industry grew 15.7% YoY, with revenue up 20.1% to RMB 12.8 trillion and total profit up 110% to RMB 847.5 billion. The strong battery exports reflect sustained overseas demand for power and energy storage batteries.

[SMM Analysis: Solid-State Battery Next Decade Series, 9 of 9: A Brand-New Track, Not a "Simple Sequel" to Liquid Lithium Batteries] The industrialisation of solid-state batteries is not a "capacity replication + minor technical adjustment" of liquid lithium batteries, but a systematic shift from resource logic, chemical logic, and material logic to patent logic. The most common mistake in understanding solid-state batteries through the framework of liquid lithium batteries is treating "planned capacity" as "effective supply," treating "technical routes" as "settled answers," and treating "first-mover advantage" as "ultimate victory.