Leveraging its comprehensive material portfolio and technological advantages, Ronbay Technology had become a key support for the solid-state battery industry chain. The company's high-nickel and ultra-high-nickel all-solid-state cathodes had achieved shipments at the 10-mt level, with products covering leading battery makers and OEMs in and outside China. Client-side evaluations showed they could meet the requirements of 400 Wh/kg battery cells.

The US tariff reset is increasingly reshaping the ex-China battery market as a supply-chain design issue, not just a cost issue. With EV growth slowing and volatility rising, ESS—driven by project-based infrastructure demand—can provide a utilization and cash-flow buffer. As a result, “localization × ESS” execution and product-mix flexibility (including LFP) are becoming more central to competitiveness.

Ahead of Q2, the tensions across China’s NEV supply chain had already become increasingly visible in February and March. On the one hand, battery output remained resilient, supported by OEM volume targets and the new-model cycle;

Downstream battery producers have successively entered the holiday period, with low purchase intentions; coupled with low lead prices, most secondary lead smelters are also gradually suspending production. Due to expectations that environmental protection-related controls in Anhui will be lifted next week, local operating enterprises indicated that production is expected to resume.

【SMM Vanadium Express】According to sources, Bushveld Minerals Ltd. is negotiating long-term offtake agreements for vanadium products with several battery manufacturers in Asia, aiming to lock in future sales volumes.

On May 26, lithium carbonate futures contract briefly fell to 59,920 yuan/mt; on May 27, it further dropped to 59,720 yuan/mt, though it closed at 60,920 yuan/mt, the 60,000 yuan/mt threshold had been breached twice.