EVSIS Begins Construction of Electric Bus Charging Infrastructure in Indonesia

[SMM Analysis: Solid-State Battery September Analysis and Quarterly Review: Policy and Capital Heat Up While Material Spot Cools Down; Industrialisation Moves from "kg-Level" to "mt-Level"] In Q3 2026, the solid-state battery industry is at a critical stage of transition from "pilot verification" to "pre-mass production." National-level special plans have been implemented, and the standards system is being improved at an accelerated pace. On the material side, sulphide is experiencing "volume growth with price decline," entering a transitional period of "mt-level" volume ramp-up. On the technology side, solid-liquid (semi-solid-state) batteries are taking the lead in commercial vehicles, energy storage, eVTOL and other application scenarios, while pilot lines for all-solid-state batteries are being intensively constructed. Capital and industry are deeply aligned, equipment orders continue to be secured, and downstream application scenarios are blossoming across multiple fronts. At the same time, risks such as insufficient capacity utilization rate, order delays, and interface and manufacturing bottlenecks remain, requiring a rational view of the pace of industrialisation.

According to Reuters on September 29, the Democratic Republic of Congo’s Regulatory Authority for Subcontracting in the Private Sector (ARSP) said it will begin conducting annual subcontracting and local content compliance audits of major mining companies from 2027, with the aim of directing more mining contracts and procurement spending toward domestic companies. New local content regulations are set to take effect on January 1, 2027. Regulators are currently preparing detailed implementation rules for the mining sector and other industries, including penalties and mandatory remediation requirements. ARSP also said it is expanding its inspection team and reopening previously unresolved corporate compliance cases. Major mining companies operating in the DRC include Glencore, CMOC, Ivanhoe Mines, ERG and Zijin Mining. ARSP has already required corrective action over non-compliant subcontracting arrangements at Glencore’s KCC and Mutanda operations. As annual audits become a regular regulatory mechanism, major copper-cobalt projects such as KCC, Mutanda, Tenke and Kisanfu could face more sustained oversight of supplier structures, procurement practices and compliance costs.