On March 16, 2026, Xi'an Lanshen New Material Technology Co., Ltd. announced the formal termination of the "Sales Contract for a 3,000 Tons/Year Battery-Grade Lithium Carbonate Extraction Plant" signed with HANACOLLA S.A. from Argentina. The core reason for this contract termination was a change in the overall project planning. Given that the "Sales Contract" was still within its validity period and partially fulfilled, the two parties reached an agreement after friendly negotiations. According to the signed "Termination Agreement," the original sales contract will be terminated from the date of the agreement's signing.

Guibao Science (Guibao Tech) announced on the SZSE interactive platform that its 50,000-ton/year silicon-carbon anode and adhesive project for lithium batteries is progressing smoothly. To date, the company has commissioned 3,000 tons of silicon-carbon anode, 10,000 tons of silicone adhesive, and 5,000 tons of polyurethane sealant capacity. For 2026, the plan includes adding another 17,000 tons of capacity, consisting of 7,000 tons of silicon-carbon anode, 5,000 tons of polyurethane sealant, and 5,000 tons of silicone adhesive. Remaining capacity will be released in phases to strengthen the company’s position in the lithium battery supply chain.

On March 17, Rongbai Technology released the "Announcement Regarding the Adjustment of the Equity Structure of a Wholly-Owned Korean Subsidiary and Related Party Transactions," stating its intention to adjust the equity structure of its wholly-owned Korean subsidiary, Jaese Energy Co., Ltd., and to gradually sell the ternary cathode production capacity of Korea JS. This move aims to address challenges related to relevant uncertainties and enhance the company's core competitiveness for long-term participation in the North American lithium battery market, thereby avoiding significant idle overseas production capacity.

On the evening of March 16, Farasis Energy (Ganzhou) Co., Ltd. issued a voluntary disclosure announcement, stating that its wholly-owned subsidiary, Guangzhou Farasis Energy Technology Co., Ltd., recently received a "Designation Development Notice" from GAC Group. GAC Group has selected it as a partner for the development and supply of power batteries, with related products expected to officially commence supply in the first half of 2027. According to the announcement, the core product for this designated cooperation is a lithium iron phosphate power battery designed based on the SPS (Super Pouch Solution) large-format pouch power battery solution.

China Carbon Neutral Development Group Limited announced a voluntary strategic cooperation agreement signed in March 2026 between its wholly-owned subsidiary, Xunli Technology, and Hubei Liming Lithium. This partnership aims to jointly promote lithium battery recycling and utilization. Key cooperation areas include recycling network collaboration, small power battery PACK development, supply chain finance support, new energy scenario development ("photovoltaic - energy storage - charging - swapping"), and overseas market expansion. Hubei Liming Lithium, a high-tech enterprise, anticipates processing 20,000 tons of waste batteries by 2026 with a recovery rate exceeding 95% and an annual output value over 400 million yuan.

Solid-state batteries were a hot topic at the 2026 Two Sessions, where delegates noted that the industry is at a critical inflection point, moving from “samples” to “products.”

POSCO Future M, the battery materials unit of South Korea's POSCO Holdings, announced that it had signed a supply agreement for artificial graphite anode material used in lithium-ion batteries. The contract is worth KRW 1,014,945,300,000 (approximately $675 million). The counterparty is a global automaker, and the contract term runs from October 1, 2027 to September 30, 2032.

Dali Era Energy Co., Ltd. has officially broken ground on its Wide-Temperature High-Rate Advanced Special-Purpose Lithium Battery R&D and Production Base in the Dali Economic and Technological Development Zone, Yunnan. With a total investment exceeding 1 billion yuan, the project covers 80 acres and has an 8-month construction timeline. Once operational, it will reach an annual capacity of 2GWh, targeting an annual revenue of 1.5 billion yuan and creating over 300 jobs. This facility focuses on advanced solid-state and special-purpose battery technologies designed for extreme environmental performance.

Ouyang Minggao pointed out that large-scale mass production of all-solid-state batteries will still require 3–5 years, with test vehicles expected to appear by the end of 2026. Sulphide electrolyte has fallen from 20 million/mt to the million-level range. However, he stressed that the technical difficulty is extremely high and advised consumers that they “need not wait,” as LFP batteries remain the “ballast stone” at present.

Rio Tinto said it will slow the construction pace of the lithium processing plant for the Nemaska Lithium Project in Bécancour, Quebec, Canada, due to a sharp rise in project costs. Most contractors are expected to halt work in the coming weeks, with only a minimal number of workers remaining on site to maintain operations. The plant is currently more than 70% complete and is planned to produce battery-grade lithium hydroxide, with operations originally scheduled to begin in 2028. Full construction activity is expected to resume in 2027. Rio Tinto added that despite the slowdown, it still plans to invest more than $300 million in its Quebec lithium business in 2026 and does not expect significant changes to the overall project timeline.