[SMM Analysis] Nickel Raw Materials Prices Ran Strong, Ternary Cathode Precursor Prices Rose This Week

[SMM Hydrogen Energy Brief: Yuchai Marine Power Delivered China's First 6X52DF-A-1.0 Ammonia Dual-Fuel Low-Speed Engine] Recently, Yuchai Marine Power successfully delivered China's first 6X52DF-A-1.0 ammonia dual-fuel low-speed engine at its Zhuhai factory, marking an important milestone in the field of green and low-carbon marine power. The engine will be applied to the 25,000 m³ series LPG/liquid ammonia carriers, adopting high-pressure liquid ammonia direct injection technology. It delivers excellent power performance under both fuel modes and is equipped with an HPSCR system, meeting low-carbon requirements and the International Maritime Organization Tier III emission standards.

[SMM Hydrogen Energy News Brief: Ningdong Launches Tender for 10kt-Level Green Hydrogen-Coupled Coal Chemical Integrated Project Planning] On April 22, the tender for the preparation of the planning report for the green hydrogen-coupled coal chemical integrated project in Ningdong and surrounding areas was officially opened. The project covers the Ningdong Energy and Chemical Industry Base and surrounding areas including Lingwu, Wuzhong, and Ordos in Inner Mongolia, with plans to build a 10kt-level green hydrogen-coupled coal chemical system and a cross-regional pipeline hydrogen transportation network. The total new energy capacity of the project is approximately 1.5 GW, with supporting new energy-based hydrogen production capacity of approximately 40,000 mt/year. According to the announcement, the winning bidder is required to complete the full set of planning reports within 180 days after the contract is signed and the notice is received. The tender scope covers entire industry chain technical services including regional industrial base research, green hydrogen supply-demand and economic analysis, hydrogen storage and transportation system development, key project planning, feasibility of green electricity-based hydrogen production layout, and energy policy consulting for both Ningxia and Inner Mongolia. This project does not accept consortium bids.

According to industry sources on April 22, Hanwha Qcells has partnered with Microsoft and Prime Group Holdings to develop urban edge data centers and battery energy storage systems (BESS) in the United States. Edge data centers are designed to deliver low-latency AI inference and real-time data processing services close to end users, complementing centralized AI data centers. Under the partnership, the three companies plan to deploy edge data centers and BESS across properties owned by Prime, strategically leveraging urban and suburban real estate in the U.S. to build ultra-low-latency, highly connected networks.