When “mining” no longer takes place in remote valleys but along the recycling lines of urban factories, we may be witnessing a profound shift in the paradigm of resource utilization.

In July 2025, China's phosphate ore imports fell from 179,000 mt in June to 120,000 mt, down 33.1% MoM; the import value decreased from $17.686 million to $11.6 million, down 34.4% MoM. Jordan replaced Egypt as the top supplier. Exports increased from 5,000 mt to 11,000 mt, up 118.7% MoM, with Fujian becoming the sole exporting province.

Salt lake lithium extraction, with its low cost and very short extraction cycle, has attracted many producers to lay out their plans.

As a leading company in China's solid-state battery sector, WELION New Energy boasts significant technological advantages. Its products, characterized by high energy density, high safety, and long cycle life, meet the demand for high-performance batteries in NEVs, ESS, and power equipment for the low-altitude economy. Technology Route: The innovative lead is taken by an oxide and polymer composite system.

On August 15th: Northern ports: Australian lump ore at 40.7-41.2 yuan/mtu, unchanged from last Friday on a WoW basis; South African semi-carbonate ore at 34.9-35.4 yuan/mtu, unchanged from last Friday on a WoW basis; Gabonese ore at 39.8-40.6 yuan/mtu, unchanged from last Friday on a WoW basis; South African high-iron ore at 29.5-30 yuan/mtu, unchanged from last Friday on a WoW basis; South African medium-iron ore at 35.2-35.7 yuan/mtu, unchanged from last Friday on a WoW basis. Southern ports: Australian lump ore at 40.2-40.9 yuan/mtu, unchanged from last Friday on a WoW basis; South African semi-carbonate ore at 36.5-37 yuan/mtu, up 2.80% from last Friday on a WoW basis; Gabonese ore at 40.3-40.8 yuan/mtu, unchanged from last Friday on a WoW basis; South African high-iron ore at 30.6-31.1 yuan/mtu, unchanged from last Friday on a WoW basis; South African medium-iron ore at 36.6-37.3 yuan/mtu, up 0.27% from last Friday on a WoW basis. Recently, manganese ore prices have remained firm, with notable increases in certain ore types.

On August 12, the futures price of lithium carbonate experienced a significant volatility. After opening significantly higher in the morning session and maintaining a strong upward trend, it surged again in the afternoon due to news-driven factors, with the most-traded contract seeing gains approaching 8%.