Li-ION BATTERY China 2025 Officially Announced and Scheduled

The SMM Lithium Battery Raw Materials Conference 2025 will be held in Xiamen on October 20-21, 2025, focusing on the critical challenges and opportunities in the supply chain of key battery raw materials such as nickel, cobalt, and lithium amid the global energy transition. The conference aims to analyze international policy shifts, supply-demand dynamics, and pricing mechanisms from multiple perspectives, fostering a more stable, transparent, and efficient industry chain. Key Topics Include: 1.Global Market Trends: Examining the impact of geopolitics, trade policies, and supply-demand imbalances on nickel, cobalt, and lithium pricing and supply chains. 2.SMM Pricing System: Interpreting the authoritative price formation mechanism and providing future trend forecasts. 3.Industry Chain Collaboration: Facilitating long-term contract negotiations and one-on-one business matchmaking to enhance upstream-downstream cooperation. 4.Technological Innovation: Exploring cutting-edge advancements in battery materials to support corporate strategic planning. Highlights: 1.Full Industry Chain Participation: Gathering global stakeholders, including resource extraction, refining, R&D, and end-use manufacturers. 2.Authoritative Market Insights: SMM will release in-depth analysis and price benchmarks for nickel, cobalt, and lithium. 3.Efficient Networking: Structured business matchmaking to promote long-term supply chain partnerships. 4.This conference will deliver forward-looking insights, empowering enterprises to navigate resource flows and market transformations while advancing the sustainable development of the global new energy industry chain.

Lithium, the lightest of all metals, has come to preeminence with remarkable speed as the driver of the present energy revolution. From powering our cell phones to energizing the growing wave of electric vehicles (EVs) and underpinning large-scale energy storage systems, its demand is increasingly inelastic and boundless. There lies behind this facilely simplistic tale of expanding demand, however, a complex and evolving universe of lithium exploration.

The lithium battery revolution and rapidly expanding energy storage sector have placed lithium on the global map, with it also being referred to as "white gold." Utilized as a critical component of high-performance batteries, the usage of lithium has increased exponentially, and it is now a top investment area. However, the journey has not been smooth.

【Nippon Shokubai: Maximum Investment of 37.5 Billion Yen for New Lithium-ion Battery Electrolyte Plant】 Nippon Shokubai recently released a press release announcing the construction of a new lithium-ion battery material factory in Fukuoka Prefecture, Japan. The new plant will produce electrolytes with a maximum investment of 37.5 billion yen. Furthermore, the plant has been included in the subsidy recipient list announced by Japan's Ministry of Economy, Trade and Industry on September 6th and is eligible for a subsidy of up to 12.5 billion yen. Upon completion, the annual production capacity of LiFSI at this new plant will reach 3,000 tons, equivalent to the demand for 210,000 electric vehicles. Japanese media pointed out that after the commissioning of this new plant, Nippon Shokubai's domestic production capacity of electrolytes will expand to ten times its current level.

China Baonan: SubsidiaryBTR Plans to Invest in the Construction of an Annual 60,000-ton Lithium-ion Battery Anode Material Integrated Project" China Baonan announced that its subsidiary, BTR New Materials Group Co., Ltd., intends to invest in the construction of an annual 60,000-ton lithium-ion battery anode material integrated project in Morocco through its wholly-owned subsidiary, BTR Mediterranean Anode New Materials Technology Co., Ltd. The estimated total investment for the project is not expected to exceed RMB 2.618 billion.

Salt River Project (SRP), a utility company in Arizona, has signed an agreement to obtain full scheduling rights for a new 250MW/1000MWh Battery Energy Storage System (BESS) project.

On June 18, lithium carbonate futures fell 3.63% to 92,800 yuan/ton (~12,782.37 USD/ton). The battery-grade index dropped to 97,064 yuan/ton (~13,369.70 USD/ton).

On June 17, lithium carbonate futures fell 1.44% to 95,800 yuan/ton (~13,213.79 USD/ton). The battery-grade index dropped to 97,486 yuan/ton (~13,446.34 USD/ton).

On June 13, lithium carbonate futures rose 1.14% to 97,800 yuan/ton (~13,489.66 USD/ton). The battery-grade index fell to 99,121 yuan/ton (~13,671.86 USD/ton).