lithium

Reliance halts cell-making plans after failed bid for China tech

Its struggles show that companies asked to make India carbon-zero by 2070 cannot progress without better bilateral ties with Beijing

Green passenger vehicle sales will fall at least 30% early next year, from the fourth quarter, as tax incentives for car purchases are being phased out, says Cui Dongshu, head of China's passenger car association.

Demand for China’s lithium batteries will slump in early 2026: car association head

A big drop in demand will hurt battery makers including Contemporary Amperex Technology Ltd and EVE Energy

Top EV players CATL did not break out energy storage shipments through the third quarter.
ANALYSIS

China’s power reforms, global data centre buildout usher in battery boom

China lithium-ion battery cells for energy storage tipped to jump 75% this year

The 23.4% voting rights in Shanshan will be entrusted to Yangzijiang Financial upon the restructuring's completion.

Yangzijiang Financial pumps 1.02 billion yuan in lithium battery producer Ningbo Shanshan’s restructuring

The investment by the group and two of its investors gives them effective voting rights of 23.4 per cent in the lithium battery producer 

The proposed stake is the latest example of the Trump administration intervening directly in the American economy as it has in taking stakes in Intel, MP Materials and other US tech and minerals firms to promote industries it sees as critical to national security.

Trump wants piece of company in charge of America’s biggest lithium mine

THE Trump administration is seeking an equity stake of as much as 10 per cent in Lithium Americas as it renegotiates terms of the company’s US$2.26 billion Energy Department loan for its Thacker Pass ...

The Jianxiawo mine in Yichun, a key Chinese lithium hub, has become a focal point for market sentiment.

CATL readies China lithium mine restart earlier than thought

Prices of lithium carbonate has seen heightened volatility over supply uncertainties

 In China, the so-called anti-involution campaign has fuelled speculation about a possible crackdown on a sector that’s clearly suffering from oversupply.

Lithium market erupts as CATL shuts one of world’s biggest mines

Lithium producers have struggled with a global supply glut exacerbated by demand headwinds for electric vehicles

CATL’s permit trouble and suspension come as Beijing cracks down on overcapacity across a host of industries and increases scrutiny of mining operations.

CATL suspends output at China lithium mine for three months

For an industry that has been plagued by a glut for more than two years, however, the pause in output from a significant link in the supply chain will be a boon

Cobalt has also soared this month – after an export moratorium introduced by the Democratic Republic of Congo, the world’s largest producer.

China to add cobalt, copper in boost to state metal reserves

Beijing’s move is primarily about its ability to meet demand in crunch times, though the stockpiles can also be used to balance supplies and stabilise prices

Exxon and other oil companies such as Occidental Petroleum and Equinor are increasingly investing in lithium projects, partly due to their belief that extracting the metal from brine involves similar processes as petroleum extraction.

ExxonMobil signs non-binding lithium supply deal with LG Chem

The move allows Exxon to incorporate LG Chem’s lithium quality specifications into its design plans