[Sodium Battery: Fujian Nate Energy Sodium Battery Project Receives Environmental Assessment Acceptance]

[SMM Analysis: Phosphate Ore Import and Export Half-Year Review, 2026 H1 China's Phosphate Ore Imports Surge to One Million Tons, Exports Triple] In H1 2026 (from January to June), China's phosphate ore imports reached 998,200 tons, up 29.66% YoY; exports stood at 133,900 tons, up 225.91% YoY; net imports were 864,300 tons.

[SMM Analysis: New Battery Consumption Tax Policy Takes Effect: Sodium-Ion Batteries Exempt, Lithium Batteries Taxed, Sodium-Ion Batteries Enter a "Tax Exemption Dividend Period"] SMM, July 21: The Ministry of Finance, the General Administration of Customs, and the State Taxation Administration recently jointly issued an announcement on the adjustment of the battery consumption tax policy. For the first time, lithium-ion batteries and similar products are included in the scope of consumption tax collection, while sodium-ion batteries, solid-state batteries, fuel cells, and others are listed in the exemption catalog. This "tax-and-exempt" design has garnered widespread attention across the sodium-ion battery industry chain...

[SMM Analysis: China's Phosphate Ore Imports Increased MoM in June; Egypt's Share Plunged as Substitute Supplies from Jordan, Morocco, etc. Surged] July 20, 2026, sourced from customs data. In June 2026, China's phosphate ore imports were 137,000 mt, edging up 4.5% MoM from 131,000 mt in May. Total import value was $12.567 million, up 2.8% MoM. The average import unit price was $91.5/mt, edging down 1.7% from $93.0/mt in May.