In June, copper cathode production stood at 1.145 million mt, down 2.09% MoM;

SMM June 30 News: News 13: [15k-ton Waste Li-ion Battery Recycling and Reutilization Project Launched in Linyi, Shandong] Recently, the media released the first public announcement on EIA for the annual 15,000-ton waste LIB recycling and reutilization expansion project. The project involves a total investment of RMB 50 million, located in Yinhe New District, Linyi, Shandong. It consists of a safe storage facility for waste LIBs and one waste LIB recycling and reutilization production line. Upon completion, it will achieve an annual processing capacity of 15,000 tons of waste LIB materials, recycling 12,461.55 tons of waste 3C LIB powder, waste LFP battery powder, waste NCM battery powder, and waste cell powder per year. News 14: [100k-ton Waste Li-ion Battery Recycling and Comprehensive Utilization Project Launched in Changxing, Zhejiang] Recently, the local government released the public notice on the EIA for the LIB full-life-cycle comprehensive utilization base construction project. The project involves a total investment of RMB 82.06 million, located in Xiaopu Town, Changxing County, Huzhou, Zhejiang. It consists of waste LIB recycling & regeneration, cascade utilization, and recycling & dismantling & crushing & regeneration treatment production lines, as well as LIB Pack production, cell testing & sorting, module assembly, and Pack production lines. After reaching full capacity, it will achieve an annual processing capacity of 100,000 tons of waste LIBs and electrode sheets, and an annual output of 3 GWh high-energy Pack battery packs. News 15: [120k-ton Waste New Energy Power Battery Comprehensive Utilization Project Launched in Yangquan, Shanxi] Recently, the ecological environment authority released the public notice on the draft EIA document for the annual 120,000-ton waste new energy power battery comprehensive utilization project (Phase I). The project involves a total investment of RMB 570 million, with Phase I investment of RMB 30 million, located in the Weibo Park of Yangquan High-tech Industrial Development Zone. Phase I consists of an annual 20,000-ton waste new energy power battery dismantling & crushing production line and a 5,000-ton waste new energy battery cascade utilization production line. Upon completion, Phase I will achieve an annual processing capacity of 20,000 tons of waste new energy power batteries and 5,000 tons of cascade utilization. News 16: [15k-ton Waste Power Battery Regeneration Project Launched in Jiande, Zhejiang] Recently, the local government released the EIA public notice for the waste power battery regeneration project. The project involves a total investment of RMB 137 million, located in Hangzhou Jiande High-tech Industrial Park. It consists of newly built dry process workshop, wet process workshop, comprehensive warehouse, and solid waste warehouse, adopting advanced domestic process technologies and equipping with discharging systems, pyrolysis furnaces, leaching kettles, impurity removal kettles, etc. Upon completion, it will achieve an annual processing capacity of 15,000 tons of waste power batteries and 10,000 tons of LFP battery black mass. News 17: [10k-ton LFP Black Mass Production Line Construction Project Launched in Tongren, Guizhou] Recently, the local economic development zone released the pre-approval public notice on the EIA report for the annual 10,000-ton LFP black mass production line construction project at the industrial base. The project involves a total investment of RMB 42.69 million, located on the reserved land of the existing plant area in the economic development zone. It consists of one 10,000-ton LFP black mass oxidative lithium extraction production line, which uses LFP battery black mass through acid leaching, impurity removal and other processes to produce lithium sulfate solution. Upon completion, it will achieve an annual output capacity of 27,519 tons of lithium sulfate solution.

SMM June 30 News: News 7: [25k-ton Li-ion Battery Resource-Optimized Cascade Regeneration Project Launched in Huzhou, Zhejiang] Recently, the ecological environment authority released the approval announcement for the new energy LIB resource-optimized cascade regeneration 25,000-ton project. The project involves a total investment of RMB 350 million, located in Meixi Town Lingang Industrial Park, Anji County, Huzhou, Zhejiang. It consists of one cascade utilization line, one waste LIB discharging line, two waste LIB crushing & recycling lines, and two waste electrode sheet crushing & screening lines. Upon completion, it will achieve an annual capacity of 10,000 tons of cascade-utilized waste LIBs, 10,000 tons of crushed & recycled waste LIBs, and 5,000 tons of crushed & screened waste electrode sheets, totaling 25,000 tons per year. News 8: [New Energy Vehicle and Power Battery Recycling Industrialization Project Launched in Yongping, Yunnan] Recently, the local government released the public notice on the acceptance of EIA documents for the new energy vehicle and power battery recycling industrialization project in Dali Prefecture. The project involves a total investment of approx. RMB 125 million, located in Taoxin Area, Yongping Industrial Park, Yunnan. It consists of new energy vehicle charging/swapping and LNG refueling stations, new energy vehicle dismantling and power battery cascade utilization production lines, and new energy vehicle and battery recycling technology R&D center. Upon completion, it will achieve comprehensive production capacity for new energy vehicle dismantling and power battery cascade utilization. News 9: [40k-ton Li-ion Battery Circular Demonstration Production Base Project Launched in Wenzhou, Zhejiang] Recently, the local state-owned capital investment platform, together with the local state-owned assets platform and a national high-tech enterprise, signed a Series B+ equity investment agreement. The total investment of the project is RMB 500 million, located in Wenzhou Haixiang District. It consists of a 40k-ton-level LIB circular demonstration production base. Upon completion and operation, it will fill the gap in Wenzhou's new energy battery carbon cycle recycling industry, and complete the full green chain of battery "production—application—recycling—regeneration". News 10: [20k-ton Waste Li-ion Battery Processing Project Launched in Hanchuan, Hubei] Recently, the development and reform authority released the public notice on the filing of the annual 20,000-ton waste LIB processing project. According to the notice, the project is located in Hanchuan, Hubei. It consists of facilities for annual processing of 20,000 tons of waste LIBs. Upon completion, it will achieve an annual processing capacity of 20,000 tons of waste LIBs. News 11: [55k-ton Waste New Energy Battery Recycling and Comprehensive Utilization Project Launched in Taihe, Anhui] Recently, the local government released the public notice on the draft EIA report for the annual 55,000-ton waste new energy battery recycling and comprehensive utilization project. The project involves a total investment of RMB 1.176 billion, located in the Green New Energy Base of Taihe Economic Development Zone. It is constructed in two phases. Upon completion, it will achieve an annual processing capacity of 55,000 tons of waste new energy batteries. After Phase I, it will produce 1,058.59 tons of lithium carbonate and 6,431.06 tons of iron phosphate per year. After Phase II, it will produce 2,417.5 tons of cascade-utilized batteries, 19,997.40 tons of nickel sulfate, 6,665.80 tons of cobalt sulfate, and 4,223.12 tons of lithium carbonate per year. News 12: [20k-ton Waste New Energy Battery Comprehensive Utilization Project Launched in Taihe, Anhui] Recently, the company launched the first public announcement on EIA for the annual 20,000-ton waste new energy battery comprehensive utilization project. The project involves a total investment of RMB 210 million, located in the New Energy Industrial Park, Xiaokou Town, Taihe County, Fuyang, Anhui. It consists of annual processing of 20,000 tons of waste new energy batteries and supporting sewage treatment and recycling facilities. Upon completion, it will achieve an annual processing capacity of 20,000 tons of waste LIBs (10,000 tons of NCM, 10,000 tons of LFP) and 5,000 tons of cascade utilization per year, yielding 7,000 tons of battery-grade lithium carbonate and 1,000 tons of copper powder per year.

Following intensive project announcements in seven provinces and regions including Ningxia and Jiangxi, a new wave of lithium battery recycling projects has seen concentrated implementation in Hunan, Zhejiang, Yunnan, Hubei, Anhui, Shandong, and other areas. This batch of eight projects covers Huzhou, Wenzhou, and Changxing in Zhejiang, Taihe in Anhui (two sites), Lixian in Hunan, Yongping in Yunnan, Hanchuan in Hubei, and Linyi in Shandong. The planned annual processing capacity totals over 270,000 mt (excluding second-life applications and PV modules), with total investment exceeding 2.5 billion yuan. The categories cover end-of-life lithium battery packs, scrap electrodes, and second-life application production lines, further expanding the lithium battery recycling capacity footprint into the central-western and Yangtze River Delta hinterlands.

Appian Capital Advisory, which holds a 90% stake in Namibia’s Rosh Pinah zinc-lead mine, announced the successful commissioning of a new SAG (semi-autogenous grinding) mill, marking the completion of the final major processing component of the RP2.0 expansion project. The new SAG mill replaces the existing ball mill and is expected to double the mine’s processing throughput from approximately 700,000 tonnes of ore per year to 1.4 million tonnes annually following ramp-up. The upgraded facility will also improve the plant’s ability to process harder ore types as mining advances deeper underground. With the SAG mill now operational, the entire RP2.0 circuit—including the new zinc flotation circuit, paste fill plant, water treatment facility, and expanded thickening and filtration systems—has been fully integrated. Appian stated that overall project construction progress has exceeded 95%, and the expansion is expected to extend mine life, improve resource utilization, and support higher zinc concentrate output in the coming years.

According to a statement on June 30, Terminal Investment Limited (TiL), a subsidiary of Mediterranean Shipping Company (MSC), has reached a definitive agreement with Adani Ports and Special Economic Zone Limited (APSEZ) to invest nearly $1.4 billion to acquire a 49% stake in India’s mega port, Vizhinjam Port.