A landmark collaboration has emerged in Australia's mining sector—GreenTech Metals and Artemis Resources have officially announced the merger of their lithium exploration assets in Western Australia's Pilbara region, forming a new joint venture named Andover Lithium.

In March 2025, China's lithium hexafluorophosphate (LiPF₆) industry experienced a positive trend, with production rising by 13% month-on-month and 51% year-on-year

In March 2025, China's electrolyte industry witnessed a positive development trend.

[SMM Analysis] On the afternoon of April 2nd local time, according to the White House statement, the 10% "benchmark tariff" will take effect at 00:01 Eastern Time on April 5th. The higher "reciprocal tariff" targeting specific countries will come into force at 00:01 on April 9th. After the reciprocal tariff takes effect, considering all the tariff policies, the combined tariff rate for energy storage cells will reach: 3.4% basic tariff + 7.5% Section 301 tariff + 20% general tariff + 34% reciprocal tariff = 64.9%.

SMM Analysis: Downstream Demand Improved, Anode Raw Material Coke Prices Fluctuated Rangebound This Week. SMM, April 3: The average price of low-sulphur petroleum coke this week was 4,550 yuan/mt, up 0.5% WoW. Demand side, as market demand recovered, downstream anode and cathode...

SMM Analysis: Limited Profit Margin, Graphitisation Tolling Prices Remained Stable This Week. SMM, April 3: Graphitisation prices were relatively stable this week, with the average price of Acheson furnace graphitisation at 8,925 yuan/mt, and the average price of box-type furnace graphitisation at 7,775 yuan/mt.

【SMM Analysis: Costs Remained Stable and Fluctuated, Anode Material Prices Held Steady This Week】SMM, April 3: This week, the price of artificial graphite remained stable WoW. Cost side, influenced by the supply-demand relationship, the price of low-sulphur petroleum coke···