[In July 2025, Chile's lithium carbonate exports reached 29,300 mt, including 13,600 mt exported to China.]

Ganfeng Lithium announced on July 14 that it expects its net profit attributable to shareholders of the publicly listed firm for the first half of 2026 to be between 3.65 billion yuan and 4.6 billion yuan, representing a YoY turnaround to profitability. During the reporting period, benefiting from the rapid development of the global new energy industry and rising demand for lithium chemicals from downstream clients, the selling prices of the company's lithium chemical products rose significantly YoY. Meanwhile, with the gradual release of capacity from lithium resource projects, the company's cost structure was effectively optimized. Coupled with sustained growth in energy storage market demand, the lithium battery segment's production and sales volumes increased noticeably, together driving a YoY increase in the company's operating performance.

[SMM Analysis: Demand Boost Drives Anode Production Higher in June, Enterprises Prioritize Destocking Amid Cost Pressure] SMM, July 15 – According to SMM data, China's anode material production showed growth in June 2026, up 3.9% MoM and 66.4% YoY.

[SMM Analysis: In-Depth Analysis of Anode Prelithiation Technology Panorama and Industrialisation Progress] Anode prelithiation is a key technology that pre-supplements active lithium into silicon-based anodes to compensate for the irreversible capacity loss during the initial charge-discharge cycle, aiming to overcome the industrialisation bottleneck of low initial coulombic efficiency and poor cycling stability of silicon-based anodes.