Xinjiang Non-ferrous Spodumene Concentrate Auction Is Coming Again

[SMM Analysis: Sodium Fluoride: From Traditional Fluoride Salt to a "Positioning" Raw Material for Sodium-Ion Batteries, Value Revaluation Is Underway] SMM, September 10: Sodium fluoride (NaF) has long been regarded as a niche chemical product for "cavity prevention in toothpaste," with a market size of only 50,000–80,000 mt. However, as the industrialisation of sodium-ion batteries accelerates, NaF, as the core synthetic raw material for NaPF6, is undergoing a round of value revaluation...

Ukrainian First Deputy Prime Minister and Energy Minister Denys Shmyhal told a visiting German green-tech delegation on September 9 that pre-war generation capacity of more than 50 GW had fallen to under 10 GW following last winter's attacks, and that the country's strategic goal is to return above 50 GW with a fundamentally different energy mix: around 30% renewables, hydrogen-ready gas-fired plants, and nuclear, with no significant rebuilding of coal. Distributed solar and storage are positioned as core elements of national security architecture, with German firms such as BSW-Solar members already engaging on hospital, water utility, school, and business resilience projects.

Japanese utility ENEOS Power announced on September 8 the development of a 50 MW/109 MWh grid-scale battery storage project on idle land at the ENEOS Shimizu Oil Terminal in Shizuoka City. Daiwa Energy, a subsidiary of Daiwa House Industry, will handle EPC under its first third-party contract to build a grid-scale BESS asset. Groundbreaking is expected in January 2027 with commercial operation in FY2028. The project was selected under METI's FY2025 grid-scale battery storage subsidy program, receiving approximately ¥2.55 billion. It is ENEOS Power's first storage project in the 60 Hz western Japan area, following assets in Hokkaido (50 MW/88 MWh), Kanagawa (5 MW/10 MWh), and Chiba (100 MW/202 MWh).