[Lithium Battery: Dynanonic Plans To Invest 2.4 Billion Yuan In 200,000 Tons/Year Phosphate Production Line]

Core Lithium announced on May 20 that the Finniss project has officially commenced production resumption, with the Grants pit initiating its first blast. Raw ore processing is expected to begin in Q3 2026, and the first shipment of spodumene concentrates plans to be dispatched in Q4 2026.

Since May, the NEV market has quietly undergone a shift in direction — more than 10 mainstream automakers, including BYD and Changan Qiyuan, have raised prices on select car models, with per-vehicle increases ranging from 2,000 yuan to 10,000 yuan. Against the backdrop of rising raw material costs and industry profits under pressure, the unsustainable low-price involution in the auto market has given way to a round of price increases characterized by "cost-driven necessity, notable structural differentiation, and more diversified pricing approaches." Industry insiders generally believe that the NEV market is transitioning from the extensive price competition of "volume discounts" to a new phase of value-based competition centered on technology, products, and services.

[Two Departments: Self-consumed Power Generation Ratio for Multi-user Green Electricity Direct Connection Projects Shall Be No Less Than 60%] The National Development and Reform Commission (NDRC) and the National Energy Administration issued a notice on matters related to the orderly promotion of multi-user green electricity direct connection development. The notice stated that provincial energy authorities should strengthen overall planning for such projects. Projects should reasonably plan new energy installed capacity in accordance with the principle of "determining supply based on demand," with the ratio of annual self-consumed power generation to total available power generation being no less than 60%, and the ratio to total electricity consumption being no less than 30%, rising to no less than 35% before 2030. The wind power and solar power generation capacity of projects is to be incorporated into the new energy power generation development and construction plans formulated by provincial energy authorities, with relevant planning management requirements implemented in accordance with the Notice on Matters Related to the Orderly Promotion of Green Electricity Direct Connection Development. Projects and their internal resources are exempt from electricity business permits, unless otherwise stipulated.