In June 2026, Chile’s lithium carbonate exports stood at 21,600 mt and lithium sulfate exports at 14,900 mt.

CATL will acquire China Power's 24.8726% stake in Qiyuan Xindongli for about RMB 2.556 billion, lifting its holding to 30.3159% and becoming the largest shareholder, while SPIC's China Power exits fully. Qiyuan Xindongli, founded in 2020, pioneered the world's first battery-swapping heavy truck and the truck battery-asset-separation model. It operates over 800 heavy-truck swapping stations nationwide with a market share above 70% and a 30,000-km corridor network, posting 2025 revenue of RMB 9.525 billion and net profit of RMB 356 million. The deal strengthens CATL's swapping footprint, which already spans about 2,000 Choco-Swap stations in roughly 180 cities and over 300 Qiji heavy-truck stations.

[Solid-State Battery: Tinci Materials’ 100-MT-Class Lithium Sulphide and Solid-State Electrolyte Pilot Line Construction Completed] On August 23, 2026, Tinci Materials announced that a 100-mt-class lithium sulphide and solid-state electrolyte pilot production line had been completed and would enter trial production in Q3, with lithium sulphide being the core precursor raw material for sulphide solid-state electrolytes.