![Abnormal Inventory Accumulation of Aluminum Ingots in South China in Mid-to-Late March [SMM Analysis]](https://imgqn.smm.cn/production/admin/votes/imagesqsDLb20240416161800.jpeg)
Entering the second half of March, regional divergence in China’s aluminum market became increasingly pronounced, with the divergence between inventory trends and spot price spreads in east China and south China intensifying. On the one hand, the nationwide post-holiday inventory buildup in aluminum gradually approached its end, inventory overhang pressure in east China continued to ease, circulation efficiency steadily improved, the inventory buildup momentum slowed down significantly, and.....
Mar 28, 2026 19:33On March 16, the Longwan District Bureau of Ecology and Environment released the environmental impact assessment public notice for the "Spent Power Battery Dismantling and Standardized Cascade Utilization Project" undertaken by a battery energy company in Wenzhou. The project primarily involves battery assembly processes. It will add an annual capacity for cascade utilization of 5,000 tons of spent lithium-ion batteries, which are primarily used for base station backup power and energy storage systems.
Mar 27, 2026 17:36On March 6th, the record-filing for a 60,000-ton-per-year lithium hexafluorophosphate project was announced by a company in Yichang, Hubei. The project covers an area of 244 mu and involves the construction of synthesis workshops, electrolyte workshops, purification workshops, cleaning workshops, and supporting auxiliary production facilities. It will establish one production unit for lithium hexafluorophosphate (solid salt) and one for electrolyte, along with acid-alkali tank farms and electrolyte storage tanks. Upon completion, the project will achieve an annual output of 60,000 tons of lithium hexafluorophosphate and 200,000 tons of electrolyte.
Mar 27, 2026 17:17Recently, Daqo Tailai Electric’s official account announced that the core No. 4 site of the 85 MW PV power station energy storage supporting project in Cuba, built by the company under Chinese government aid, was successfully connected to the grid and began power generation. The 85 MW PV+ESS project connected to the grid this time is planned as an overall layout of 15 distributed PV energy storage sites, covering multiple core power consumption areas in Cuba. It adopts a technical solution combining China’s currently mature and efficient PV modules with advanced ESS to achieve integrated operation of “PV power generation + energy storage peak shaving + off-grid backup.” Compared with traditional standalone PV power stations, the ESS supporting this project can effectively address the intermittency and fluctuations of PV power generation, improve the stability of power supply from the power grid, and ensure continuous regional power supply even under extreme weather or power grid failure conditions, thereby significantly improving energy utilization efficiency.
Mar 27, 2026 16:17Recently, the 2025 Electrochemical Energy Storage Black Start and Frequency Regulation Key Technology Research and Application Project of Huadian Group Wuchang Branch was officially and successfully accepted for grid connection. The project was jointly advanced by Huadian Group, Shanghai Electric Power Transmission & Distribution Group, and REPT Battero. As a key pilot project under the national 14th Five-Year Plan, the project took the lead in achieving engineering application, marking that REPT Battero's 324Ah battery cell has 1P C-rate performance and has passed testing under relevant national standards, enabling it to participate in future grid-side frequency regulation projects. The project accepted for grid connection this time is located in Wuhan, Hubei, with a total capacity of 9MW/9.554MWh, consisting of two 4.5MW/4.5MWh energy storage units. It is intended to build electrochemical energy storage black start capability for two sets of 9E-class combined-cycle generating units and, when the ESS is idle, to participate in secondary frequency regulation ancillary services for the power grid through the combined thermal power and energy storage frequency regulation mode.
Mar 27, 2026 16:17According to Nanjing Release, the world’s first 100-megawatt-class compressed air energy storage test platform is under construction at Nanjing Qilin Sci-Tech Innovation Park. At present, the main structure of the test platform has been completed, and it is expected to complete full process integration in H1 and carry out electrical integration and commissioning in H2.
Mar 27, 2026 15:41LFP Prices
PriceMar 16, 2026 15:18SMM has reviewed and refined its 2025 energy storage data, adjusting monthly shipment volumes and renaming data points for clarity.
DataFeb 11, 2026 09:58Dear Industry Peers, Imported manganese ore is a key raw material for manufacturing products such as silicomanganese alloy and ferromanganese alloy, with high-quality manganese ore being particularly favored by the market. Australian manganese ore is a mainstream and high-frequency oxide ore globally, serving as an important reference standard for global manganese ore pricing, and its price fluctuations directly impact the cost chain of global manganese-based alloys. Tianjin Port and Qinzhou Port are the main unloading ports for imported manganese ore in China. Equipped with complete storage facilities, these two ports feature high single-vessel unloading efficiency and large manganese ore reserve capacity. The formed complementary pattern of "Tianjin in the north and Qinzhou in the south" has enhanced China's bargaining power in global manganese ore trade. Prices at Tianjin Port (north) and Qinzhou Port (south) serve as benchmarks for global manganese ore pricing, which are referenced by both domestic and foreign ore merchants. To actively respond to market changes, meet the urgent demand of users for understanding the prices of Australian Mn42% manganese ore at Tianjin Port and Qinzhou Port, and improve the transparency of market information, SMM has decided: Commencing December 31, 2025, SMM will officially launch two new price: SMM Mn Ore, Australia Block 42%, In-whs-Tianjin Port, Yuan/ton-degree SMM Mn Ore, Australia Block 42%, In-whs-Qinzhou Port, Yuan/ton-degree Details of this price point are as follows: Description: SMM Mn Ore, Australia Block 42%, In-whs-Tianjin Port, Yuan/ton-degree Quality: Mn 42% Quantity: Min 100 tonnes Definition: EX-warehouse-Tianjin Port Brand Listing: South 32,etc Timing: Prompt Unit: Yuan/ton-degree Payment Terms: Cash on same day, other payment terms normalized Pulication: Daily, by 11am Beijing Time (i.e., before 4:00 AM London Summer Time before 3:00 AM London Winter Time) Description: SMM Mn Ore, Australia Block 42%, In-whs-Qinzhou Port, Yuan/ton-degree Quality: Mn 42% Quantity: Min 100 tonnes Definition: EX-warehouse-Qinzhou Port Brand Listing: South 32,etc Timing: Prompt Unit: Yuan/ton-degree Payment Terms: Cash on same day, other payment terms normalized Pulication: Daily, by 11am Beijing Time (i.e., before 4:00 AM London Summer Time before 3:00 AM London Winter Time) SMM Nickel Industry Research Department December 26, 2025
PriceDec 26, 2025 11:19

