In recent years, the significant fluctuations in lithium prices have subjected enterprises across the industry chain to a rollercoaster of experiences, encompassing both the highs and lows of the market.

On February 13, Fudan University announced that the team led by Huisheng Peng/Yue Gao from the Department of Macromolecular Science had made a significant breakthrough in the field of lithium batteries. The research team overturned traditional design concepts and innovatively combined artificial intelligence (AI) with organic electrochemistry to successfully design a lithium carrier molecule. After injecting this molecule into the battery, it can precisely replenish the lithium ions lost during the battery's cycling process, thereby achieving non-destructive restoration of battery capacity. This technology provides crucial support for the transformation of the battery industry.

According to media reports, the US Department of Commerce has made a preliminary ruling that there are subsidies for key battery components in China, believing that Chinese producers of active anode materials have received substantial government subsidies, paving the way for the subsequent imposition of countervailing duties.

Amidst the rapid development of the new energy industry, lithium iron phosphate (LFP) has emerged as a core material in the NEV and ESS sectors, leveraging its advantages of low cost and high safety. However, the industry is facing challenges such as a shortage of high-quality capacity, fierce competition, and declining profitability, making technological innovation urgent. In this context, titanium-doped iron phosphate technology stands out as a key breakthrough for enhancing material performance and driving industrial development.

Against the backdrop of the rapid rise of China's new energy industry, the globalization journey of Enjie shares has showcased a new posture of Chinese enterprises in the global technological competition. Through continuous technological innovation and market expansion, Enjie shares has not only consolidated its leading position in the global lithium battery separator sector, but also provided crucial support for the stability and efficiency of the global new energy industry chain.

[Brazil's Bandeira Lithium Ore Resources Increase by One-Third] According to a report on Mining.com, Lithium Ionic's Bandeira project in eastern Brazil has seen an approximately one-third increase in its ore resources compared to the results of last year's feasibility study. Currently, the project's measured and indicated ore resources stand at 27.27 million mt, with a lithium oxide (Li2O) grade of 1.34%, equivalent to 901,100 mt of lithium carbonate equivalent (LCE), significantly higher than the estimated 696,500 mt from last year. The inferred ore resources are projected to be 18.55 million mt, with a grade of 1.34%, equivalent to 615,400 mt of LCE.

At the first "Super Tech Day" in April 2025, CATL unveiled three major battery technologies—the second-generation Shenxing Super Charging Battery, the Xiaoyao Dual-Core Battery, and the Sodium New Battery—signaling its redefinition of future battery standards. Earlier in March, BYD released the 10C Flash Charging Blade Battery, representing the exploration of integrated control over the energy replenishment loop in vehicle platforms.

【Total Loss May Reach 10 Billion Yuan! How Will the "Lithium Mine Duo" Break Through in 2025?】In 2024, Tianqi Lithium achieved an operating revenue of 13.063 billion yuan, a YoY decline of 67.75%. The net loss attributable to shareholders of the publicly listed firm was 7.905 billion yuan, a YoY decline of 208.32%. Ganfeng Lithium is expected to report a net loss of 1.4 billion to 2.1 billion yuan, a YoY decline of 128.3% to 142.45%. (Battery Network)

The green revolution has come, and clean, renewable energy is the foundation of global energy policy. As the world transitions from fossil fuels to renewable energy technologies like solar, wind, and EVs, the lithium ion has become the driver of the revolution.

The increasing need for lithium due to the shift towards energy sources and the rise in electric vehicles has drawn attention to the geopolitical factors affecting the lithium supply chain industry.