On May 18, the engineering, procurement, and construction (EPC) tender for the Yanchang County grid-side energy storage station project was released. The project is located in Yanchang County, Yan'an City, Shaanxi Province, with a total investment of 580 million yuan and a planned construction period of 180 calendar days. This project is a grid-side grid-forming independent energy storage station with a total scale of 200MW/400MWh. The energy storage system adopts a hybrid technology route consisting of 190MW/380MWh lithium iron phosphate batteries + 10MW/20MWh all-vanadium redox flow batteries. A new 110kV booster station will be constructed simultaneously, which is planned to connect to the 110kV side of the 330kV Fushi substation via a single transmission line.

According to customs data released on May 20, 2026, China’s phosphate ore imports stood at 207,000 mt in April 2026, rising 13.5% month-on-month from 182,000 mt in March. April total import value hit US$19.741 million, a MoM increase of 35.7% versus US$14.552 million in March. The average import unit price was US$95.5 per mt, up 19.6% from US$79.9 per mt in March.

On May 17, Gotion High-Tech unveiled its fifth-generation lithium iron phosphate (LFP) all-scenario battery lineup at the company's 15th Global Technology Conference — comprising the G-Ke 2nd Generation Super Fast-Charging Passenger Vehicle Battery and the G-Qing Ultra-Long Lifespan Battery for Passenger Vehicles, Commercial Vehicles, and Energy Storage.

First, multi-material indexation has become normal practice in domestic cell pricing. However, passing these costs through to project owners is far from smooth. Second, the adjustment cycle in overseas markets is shortening. Yet even a lithium-carbonate-only linkage faces resistance at the owner level. Third, cost pressure is concentrating heavily at the integration stage.

Recycling Industry Events This Week (April 4.27-4.30)

Recycling Industry Events This Week (April 4.20-4.24)