Breakthroughs in Green Production, Supply Chain Fluctuations, and Material Application Innovations [SMM Survey]

Published: Oct 29, 2025 14:33
[SMM Survey: Breakthroughs in Green Production, Supply Chain Fluctuations, and Material Application Innovations] This week, the magnesium industry showed multi-dimensional developments: Australia's Latrobe Magnesium achieved a breakthrough in green magnesium production, promoting supply chain diversification; an accident at an aluminum plant in Iceland led to a sharp decline in capacity, potentially exacerbating tight magnesium supply in Europe; new-type magnesium-lithium alloy processing technology achieved dual breakthroughs in strength and lightweighting, broadening application prospects in aerospace and EVs; Emdoor released the world's lightest magnesium alloy AI notebook, leading innovation in lightweight terminal devices. Overall, the magnesium industry is ushering in new development opportunities in green transformation, supply chain resilience, and high-end applications.

Australian Company Achieves Breakthrough in Green Magnesium Production, Expands International Supply Chain Cooperation

Australia's Latrobe Magnesium recently announced that its demonstration plant has successfully commenced production of magnesium oxide, marking a key milestone in its patented magnesium extraction process and paving the way for commercial-scale production. This production start validated the feasibility of its proprietary technology and began stockpiling for offtake partners. Meanwhile, the company actively expanded international supply chain cooperation: CEO David Paterson last month participated in a critical minerals CEO delegation organized by Australian Ambassador to the US Kevin Rudd, discussing supply chain security cooperation with US government, national defense, and investment agencies in Washington, and negotiating financing solutions with distributor Metal Exchange and investment institutions in New York. Additionally, the company hosted a procurement representative from Volkswagen Group for a field trip to the demonstration plant, showcasing its low-carbon production process and discussing application prospects within the global automotive supply chain. These developments highlight the company's strategic position as Australia's first green magnesium producer, promoting diversification and sustainable development of the critical mineral supply chain.

Iceland Aluminum Smelter Accident Impacts Global Magnesium Supply Chain

Century Aluminum Company's smelter in Grundartangi, Iceland, recently suspended one electrolytic cell production line due to an electrical equipment failure, causing the plant's annual capacity to drop sharply from 317,000 mt to 105,700 mt, a production cut of approximately two-thirds. This unexpected incident will significantly impact European magnesium ingot supply—since aluminum electrolytic cells are a key raw material source for producing magnesium metal, the aluminum plant's substantial production cuts will directly constrain the supply of raw material for magnesium ingots. Iceland, as an important aluminum and magnesium production site in Europe, is expected to exacerbate the current tight supply situation in the global magnesium market due to this capacity disruption, further affecting downstream industries such as automotive and aerospace that rely on magnesium alloys. This event again highlights the fragility of the critical metals industry chain, underscoring the urgent need to address production concentration and enhance supply chain resilience.

Breakthrough in New-Type Magnesium-Lithium Alloy Processing Technology Overcomes Lightweight Material Bottleneck

Materials scientist Edwin Eyram Klu's research has opened new pathways for the application of magnesium-lithium alloys in aerospace and EV sectors. Through a multi-pass equal channel angular pressing and rolling composite process, he successfully increased the yield strength of Mg-9Li alloy by 219%, improved tensile strength by 70%, and achieved ultra-fine grain refinement to 0.5-0.7 micrometers. This alloy maintains ultra-light characteristics (density only half that of traditional alloys) while exhibiting an excellent combination of 206 MPa strength and 21% elongation. The breakthrough lies in solving the long-standing issues of insufficient strength and susceptibility to corrosion in magnesium-lithium alloys by precisely controlling recrystallization and dislocation strengthening. Follow-up research on Mg-9Li-1Al in 2023 further validated that this process simultaneously enhances the material's specific strength and corrosion resistance. With continuous optimization of surface protection technology and heat treatment windows, this globally lightest structural metal is approaching the critical point for engineering applications. It is expected to replace aluminum alloys in the future for manufacturing thin-walled structures, drone frames, and power battery casings, providing key technological support for weight reduction and energy efficiency in transportation.

Emdoor Unveils World's Lightest AI Notebook, Magnesium Alloy Body Leads Mobile Computing Innovation

At the recently held 45th Global Resources Mobile Electronics Expo, Emdoor Digital launched the ultra-thin AI notebook EM-3X6-LD14 featuring a high-strength magnesium alloy body, achieving a breakthrough in portability and performance with a weight of 999 grams and a thickness of 16.25 millimeters. The device supports three major hardware platforms—Intel, AMD, and Qualcomm—and, combined with an integrated NPU, can stably release 45W performance while supporting localized AI applications. In terms of connectivity, dual Thunderbolt 4 ports, LPDDR5X memory, and a dual SSD expansion architecture, along with a 70Wh battery providing 12 hours of driving range, fully meet the demanding needs of mobile office and creative work. The simultaneously unveiled EM-959 AI mobile workstation is equipped with an NPU capable of up to 50 TOPS computing power, enabling smooth local operation of a 70 billion-parameter large language model, marking the official extension of high-performance AI computing from the cloud to terminal devices. The smart end-use product portfolio showcased at the exhibition demonstrates Emdoor's full ecosystem layout in the AI-driven hardware field, providing lightweight, high-performance hardware support for digital transformation.

Data Source Statement: Except for publicly available information, all other data are processed by SMM based on publicly available information, market communication, and relying on SMM‘s internal database model. They are for reference only and do not constitute decision-making recommendations.

For any inquiries or to learn more information, please contact: lemonzhao@smm.cn
For more information on how to access our research reports, please contact:service.en@smm.cn
Related News
Silicon Metal Market Review for January and Outlook for February
17 hours ago
Silicon Metal Market Review for January and Outlook for February
Read More
Silicon Metal Market Review for January and Outlook for February
Silicon Metal Market Review for January and Outlook for February
In January, the silicon metal market experienced a relatively loose supply-demand balance, with a theoretical inventory buildup of approximately 30,000 mt. In February, both supply and demand contracted simultaneously, and the market is expected to show a tight balance or minor destocking. The current high industry inventory still requires time to be digested, and the sustainability of destocking remains a key variable affecting price trends and market sentiment.
17 hours ago
A plant in northern China is calling for bids for indium ingots and bismuth ingots
21 hours ago
A plant in northern China is calling for bids for indium ingots and bismuth ingots
Read More
A plant in northern China is calling for bids for indium ingots and bismuth ingots
A plant in northern China is calling for bids for indium ingots and bismuth ingots
SMM, February 6 - According to SMM’s investigation of market information, a large smelter in northern China began public bidding for a certain quantity of indium ingots and bismuth ingots starting yesterday. Market sources indicate that the starting price for these indium ingots exceeds 4,000 yuan per kilogram, while the starting price for bismuth ingots is above 150,000 yuan per ton. The bidding results are expected to be announced before the Spring Festival. Market participants note that, given the clear trend of sluggish trading activity ahead of the Spring Festival, the timing of this bidding is not ideal. However, the relatively favorable starting prices have generated considerable market anticipation for the outcome of the bidding.
21 hours ago
[SMM Analysis] Futures Lack Momentum to Rise Further, Pre-Holiday Demand Stalls, and Stainless Steel Social Inventory Accumulation Intensifies
Feb 5, 2026 19:18
[SMM Analysis] Futures Lack Momentum to Rise Further, Pre-Holiday Demand Stalls, and Stainless Steel Social Inventory Accumulation Intensifies
Read More
[SMM Analysis] Futures Lack Momentum to Rise Further, Pre-Holiday Demand Stalls, and Stainless Steel Social Inventory Accumulation Intensifies
[SMM Analysis] Futures Lack Momentum to Rise Further, Pre-Holiday Demand Stalls, and Stainless Steel Social Inventory Accumulation Intensifies
Feb 5, 2026 19:18