【Tianqi Lithium's Talison Phase III Lithium Mine Project Commences Commissioning, Total Spodumene Concentrate Capacity Rises to 2.14 Million Tonnes Per Year】

Today, SMM battery-grade lithium carbonate spot prices continued to drift lower compared with the previous trading day. The lithium carbonate 2701 contract opened higher at 134,500 yuan/mt today. After the open, prices consolidated higher, briefly shooting up to 135,000 yuan/mt in early trading, before encountering selling pressure from bears. Prices then moved sideways around the average price line. In the afternoon, bearish momentum strengthened, and prices gradually drifted lower, accelerating downward after breaking below the average price line to touch a low of 132,000 yuan/mt. In late trading, prices consolidated slightly at low levels, closing near 132,300 yuan/mt, ultimately ending down 1.21% at 132,300 yuan/mt, with open interest increasing by 3,985 lots. In the spot market, downstream buyers continued to buy the dip to stockpile. Some downstream spot order purchase intentions were relatively cautious, anchored around the 130,000 yuan/mt level. Upstream lithium chemical plants continued to hold spot order prices firm, with some maintaining spot order quotes at 160,000 yuan/mt.

EVE Energy has recently been granted an invention patent titled "A Halide Solid Electrolyte, Its Preparation Method, and a Preparation Method for All-Solid-State Batteries", authorized on September 4, 2026. The patent covers a halide solid electrolyte doped with elements such as Zr, Y, In, Sc, Er or Ga, along with the process for building all-solid-state batteries with it. Halide electrolytes are seen as a key route for all-solid-state batteries thanks to high ionic conductivity and good interface compatibility, and the patent further strengthens EVE's portfolio in solid-state battery technology.

[Gotion High-tech Secures 6GWh Energy Storage Order for Saudi Arabia's First Large-Scale Battery Energy Storage Projects] Saudi Arabia's first batch of large-scale battery energy storage projects has recently been officially launched and entered the substantive construction phase. Gotion High-tech successfully secured the core 6GWh energy storage order for these projects, providing complete energy storage solutions for Saudi Arabia's three main energy storage sites, marking the company's official breakthrough into the Middle East high-end energy storage market. It is reported that the solution is equipped with Gotion High-tech's Qianyuan Smart Storage ESS, featuring advantages such as high integration, large capacity, and long cycle life.