[SMM Analysis] December Ternary Cathode Import and Export Volumes Released: Imports Up 106% MoM, Exports Up 7.4% MoM

Italian electrochemistry and sustainable technology company Industrie De Nora S.p.A., through its subsidiary De Nora Permelec Ltd., has signed a binding Memorandum of Understanding with U.S. clean-energy materials company Tuleva Inc. to supply a high-capacity electrolysis system for Tuleva’s planned lithium hydroxide monohydrate refining project in the United States. Under the agreement, De Nora will deliver two ion-exchange membrane bipolar electrolysis systems (CECHLO 2C 843L), supporting an annual production capacity of approximately 11,000 tonnes of battery-grade lithium hydroxide monohydrate. The system contract is valued at over €10 million, and delivery is expected to be completed within 15 months after the final agreement is executed.

On February 5, the AC system of the Baota Mountain Converter Station, the sending - end station of the ±800 kV North Shaanxi - Anhui UHV DC power transmission project, was successfully energized for the first time. This marks that the AC system of the converter station has entered the startup commissioning stage, and the entire AC system of the project is expected to be put into operation before the Spring Festival. It is reported that the rated voltage of the North Shaanxi - Anhui UHV project is ±800 kV, with a rated capacity of 8 million kilowatts, and a dynamic investment of 20.5 billion yuan. The project starts from the Baota Mountain Converter Station in Yan'an City, Shaanxi Province, and ends at the Hezhou Converter Station in Hefei City, Anhui Province. It passes through three provi

On February 12, the second - phase project of the ±200 kV DC power transmission project from Yangzhou to Zhenjiang in Jiangsu, which is the world's first multi - source commutated DC power transmission project and China's first AC - DC hybrid cross - river project, was completed and put into operation. The project's transmission line is about 228 kilometers long, with a transmission capacity of 1.2 million kilowatts. It passes through three cities (Huai'an, Yangzhou, and Zhenjiang) and seven counties. Among them, a 47 - kilometer new - built DC transmission line is erected on the same tower as the 500 kV AC line, and two new converter stations are built. Without adding a new cross - Yangtze - River power transmission channel, the original cross - river power transmission capacity has been