Core Viewpoint - Samsung SDI has signed a contract worth over 2 trillion Korean won (approximately 13.6 billion USD or 96.2 billion RMB) for lithium iron phosphate (LFP) energy storage batteries with a U.S. customer, marking a significant shift towards LFP technology in the industry [1][2]. Group 1 - Samsung SDI's U.S. subsidiary will deliver LFP batteries starting in 2027 for three years [1]. - The customer is an unnamed U.S. energy infrastructure development and operation company [1]. - The LFP batteries will be integrated into the SBB 2.0 energy storage system, which is a 20-foot containerized solution that includes batteries and fire safety equipment [1]. Group 2 - The SBB 2.0 system represents Samsung SDI's first use of square LFP batteries, indicating a strategic shift from ternary batteries to LFP batteries among Korean battery manufacturers [1]. - Samsung SDI aims to leverage the cost competitiveness of LFP materials while enhancing energy density through differentiated materials and processing technologies [1]. - The square LFP batteries will be produced by modifying existing production lines at Samsung SDI's U.S. factory [1][2].

Core Viewpoint - The article discusses the impact of increasing kidnapping incidents in Nigeria on the country's mining activities, particularly lithium mining, and the potential implications for the lithium market [1][2]. Group 1: Current Situation in Nigeria - Since November 2025, Nigeria has seen a surge in kidnapping incidents, prompting a nationwide state of emergency and a crackdown on illegal mining [1]. - A meeting on December 1 involved governors and traditional leaders from 19 northern states, proposing a six-month suspension of mining activities, pending presidential approval [1]. - The northern state leaders plan to allocate 228 billion Naira to combat criminal activities in the region [1]. Group 2: Lithium Mining in Nigeria - Nigeria is a significant lithium exporter in Africa, with lithium resources primarily located in Nasarawa, Oke-Ogun, and Kebbi states, mainly consisting of pegmatite deposits [1]. - In the first ten months of 2025, China imported 850,000 tons of lithium ore from Nigeria, with a notable increase in the second half of the year, maintaining over 100,000 tons for four consecutive months [1]. Group 3: Market Implications - Despite Nigeria's large lithium export volume, the overall quality is relatively low, with an estimated output of 80,000 to 90,000 tons of lithium carbonate equivalent (LCE) in 2025, ranking behind Australia, Chile, Zimbabwe, and Argentina [2]. - The impact of the proposed six-month mining suspension is expected to primarily affect the shipment pace and increase costs rather than significantly reduce export volumes [2]. - Even in extreme scenarios where lithium production halts for six months, the price ceiling for lithium is anticipated to remain around 100,000 yuan per ton [3]. - The article suggests that the influence of Nigeria's crackdown on illegal mining may be limited, with the overall lithium price trends being more dependent on demand rather than supply disruptions [3].

关注公众号，点击公众号主页右上角" ··· "，设置星标 "⭐" ，关注 鑫椤锂电 资讯~ 本文来源：企业官微 12月7日，以"固态芯力量，超能创未来"为主题的琥崧科技集团"九霄 翎 云" 系列半固态电池投产仪 式在贵州省贵安新区成功举办。 据介绍， 此次投产的"九霄翎云"系列高比能半固态电池，涵盖270Wh/kg、300Wh/kg、320Wh/kg 及350Wh/kg四个能量密度梯度。 凭借其高能量密度、高功率特性（持续放电倍率达5C）及高安全 性，精准定位于对性能有极致要求的高端市场。首批重点应用领域包含：高端工业无人机、智能机器 人、高端电动摩托车等，满足市场对长续航、高功率、高安全的核心需求。目前已经签约十余家客户， 业务覆盖长三角、珠三角、京津冀、川渝等地区。 按照规划， 琥崧科技集团将于2026年规划建设面向储能、动力电池等更大规模市场的年产10GWh半 固态电池量产产线。 集团已在实验线上启动对全固态电池主流技术路线的研发与制备，并计划建成全 面采用先进干法电极工艺的全固态电池GWh级量产线。 如想了解更多关于全球固态电池行业信息，欢 迎订购《2025-2029年全球固态电池市场运行趋势及 竞争 ...

关注公众号，点击公众号主页右上角" ··· "，设置星标 "⭐" ，关注 鑫椤锂电 资讯~ 本文来源：储能前沿 日前，山西鹏博新材料有限公司委托山西正航华景环境工程有限公司开展的"山西鹏博新材料有限公司 年产10万吨高性能锂离子正极材料项目"环境影响评报批稿已完成，并根据规定将拟报批的环境影响报 告书和公众参与说明进行公示。 环评报告显示，新建项目厂址位于山西省阳泉市高新区泉东产业园科技大街北侧A3地块，占地面积为 197.7亩，一期建设年产5万吨高性能锂离子正极材料，二期建设年产5万吨高性能锂离子正极材料， 项目建成后年产磷酸铁锂10万吨/年。 如想了解更多关于磷酸铁锂行业信息，欢 迎订购《2025-2029年中国磷酸铁锂电池市场运行趋势及 竞争策略研究报告 》，订购电话：18964001371（微信同）。 鑫椤会议： 乐山鑫能新材料40万吨/年磷酸铁锂项目环评公示 近日，乐山鑫能新材料科技有限责任公司正式对外发布了《乐山鑫能新材料科技有限责任公司年产 40 万吨正极材料项目》的环境影响评价第一次公示。 项目名称：乐山鑫能新材料科技有限责任公司年产40万吨正极材料项目。 建设地点：乐山高新区， 总占地约30 ...

Core Viewpoint - The strategic partnership between Haichen Energy and CRRC Zhuzhou Electric Locomotive Research Institute aims to supply a minimum of 120GWh of energy storage products during the 14th Five-Year Plan period (2026-2030), enhancing the development of the energy storage industry and accelerating global energy transition [1][2]. Group 1: Strategic Cooperation - The collaboration is driven by the increasing demand for large-capacity energy storage systems, which are essential for building a new power system and improving renewable energy consumption [2]. - The partnership will extend beyond the supply of energy storage products to include smart storage, commercial storage, shared storage, and distributed storage, exploring innovative solutions and business models [2]. Group 2: Product Development - Haichen Energy's ∞Cell 587Ah has achieved early market entry, with mass production starting in August 2025, and has successfully delivered to CRRC Zhuzhou for large-scale projects, validating its reliability and delivery capabilities [3]. - The ∞Cell 1175Ah battery, set to be mass-produced by June 2025, will further enhance the collaboration, providing a differentiated product matrix that meets diverse energy storage needs [4]. Group 3: Industry Ecosystem - The partnership encompasses a full-chain solution from energy storage cells to system integration and end-user applications, aiming to promote large-capacity storage in various scenarios through technological innovation and large-scale application [5]. - This collaboration marks a significant step towards high-quality development in China's energy storage industry, contributing to the construction of a new power system and supporting global energy transition efforts [5].

关注公众号，点击公众号主页右上角" ··· "，设置星标 "⭐" ，关注 鑫椤锂电 资讯~ 本文来源：IT之家 韩国电池制造商LG新能源有限公司周一表示， 已与梅赛德斯-奔驰股份公司签署了一份价值2.06万亿 韩元（注：现汇率约合98.86亿元人民币）的电池供应协议。 LG新能源在一份监管文件中表示，此次供应将于2028年3月开始，持续至2035年6月。这一销量占该 公司2024年25.6万亿韩元年销售额的8%。该公司表示，这些电池将供应给北美和欧洲市场。 鑫椤会议： 会议主办：鑫椤资讯 会议时间：2026年3月19-20日 会议地点：江苏·常州 会议咨询： 13248122922(微信同） 鑫椤报告预售： 2025-2029年中国三元材料运行趋势及竞争策略研究报告 2025-2029年中国磷酸铁锂运行趋势及竞争策略研究报告 2025-2029年中国碳酸锂运行趋势及竞争策略研究报告 2025-2029年全球负极材料运行趋势及竞争策略研究报告 2025-2029年全球电解液运行趋势及竞争策略研究报告 2025-2029年全球储能市场运行趋势及竞争策略研究报告 2025-2029年全球固态电池运行趋势及竞争策略研 ...

关注公众号，点击公众号主页右上角" ··· "，设置星标 "⭐" ，关注 鑫椤锂电 资讯~ 本文来源：中汽新能官微 会议主办：鑫椤资讯 会议时间：2026年3月19-20日 会议地点：江苏·常州 会议咨询： 13248122922(微信同） 鑫椤报告预售： 作为欧洲电池制造领域的领军企业，比利时AVESTA公司已构建起"研发-制造-回收"全产业链闭环生 态，核心业务聚焦下一代固态电池的研发与规模化生产，技术实力与行业影响力广受认可。2025年8 月，该公司正式签约落户中国江苏省常州市金坛经济开发区，此举成为其布局亚洲市场的关键落子，为 此次跨国合作奠定了坚实基础。 此次2GWh储能项目的达成，既是AVESTA公司深耕新能源储能板块的重要战略布局，更彰显了其对中 汽新能在技术研发、产品可靠性及市场服务能力上的高度认可和信赖。 双方一致表示，将以此次签约为起点，构建长期稳定、互惠共赢的战略合作伙伴关系，携手开拓国际储 能市场新空间，为全球碳中和目标的实现贡献产业力量。 如想了解更多关于全球储能电池行业信息，欢 迎订购《2025-2029年全球储能市场运行趋势及竞争 策略研究报告 》，订购电话：1896400137 ...

Core Viewpoint - The company Xue Tian Salt Industry plans to acquire a 41% stake in its affiliate Meite New Materials, increasing its total ownership to 61%, thereby becoming the controlling shareholder [1][6]. Group 1: Acquisition Details - The acquisition aims to capitalize on opportunities in the sodium battery cathode materials sector, leveraging the company's long-standing technical and experiential advantages [4]. - Following the acquisition, the company expects to significantly enhance its main business revenue and profit scale, which will improve its competitiveness in the renewable energy industry [7]. Group 2: Company Background - Meite New Materials primarily produces lithium cobalt oxide, ternary cathode materials, and sodium battery cathode materials, which are mainly used in new energy battery products [6]. - In 2022, Xue Tian Salt Industry and its controlling shareholder, Hunan Salt Industry Group, acquired 20% and 41% stakes in Meite New Materials, respectively [6].

关注公众号，点击公众号主页右上角" ··· "，设置星标 "⭐" ，关注 鑫椤锂电 资讯~ | 鑫椤会议： | | --- | 会议主办：鑫椤资讯 会议时间：2026年3月19-20日 会议地点：江苏·常州 会议咨询： 13248122922(微信同） 日前， 中国燃气与亿纬锂能（300014.SZ）在亿纬锂能仲恺总部举行战略合作签约仪式。 此前，双方已开展深度项目合作，共同打造的巴斯夫杉杉长沙基地40MW/80MWh新型储能电站、江 阴海达橡塑20MW/45MWh储能电站等标杆项目成 功投运，不仅验证了技术集成与商业模式的可行 性，更夯实了彼此合作的信任基石。其中，巴斯夫杉杉长沙基地储能电站采用亿纬锂能电芯和中国燃气 EMS，成为湖南省用户侧储能的示范标杆。 根据协议，双方将以"优势互补、资源共享、互利共赢"为原则，聚焦三大核心领域深化合作。在技术 研发层面，中国燃气将发挥风光储分布式能源、生物质及绿色低碳平台的优势，与亿纬锂能在电池全体 系解决方案上的领先能力相结合，联合开发储能系统与生物质能源的耦合技术，推动低碳能源管理平台 商业化应用。 按照规划， 双方将在一年内实现1GWh电芯或储能直流侧产品的订单 ...

Core Viewpoint - The lithium battery industry is poised for a significant growth cycle starting in 2026, characterized by strong demand recovery, accelerated global expansion, and disruptive technological advancements, leading to a "spiral rise" in both volume and price [3]. Group 1: Market Outlook - Global lithium battery production is projected to reach 2250 GWh by 2025, with a growth rate of 30% in 2026, and the energy storage sector expected to grow at an impressive rate of 48.3% [5]. - The demand surge will create substantial pressure on the supply of battery cells and upstream materials, highlighting the need for a stable and efficient supply chain to capitalize on this growth opportunity [5]. Group 2: Conference Details - The 2026 Lithium Battery Key Materials and Applications Market Summit will be held on March 19-20, 2026, in Changzhou, Jiangsu, organized by Xinluo Information [4]. - The summit will focus on three core topics: in-depth discussions on cutting-edge technologies and market supply-demand dynamics, the release of the authoritative 2025 lithium battery brand rankings, and B2B procurement matchmaking [5][6][7]. Group 3: Key Topics and Participants - The main forum will cover topics such as lithium carbonate fundamentals and supply-demand outlook, advancements in solid-state battery key electrolyte materials, and high-performance in-situ polymerized electrolytes [9]. - Notable participants include Tianqi Lithium Corporation, Liyang Zhongke Solid Energy New Technology Co., and various leading battery manufacturers and material suppliers [9][10]. Group 4: Participation and Sponsorship - The participation fee for the conference is set at 2800 yuan per person, with a limited-time free attendance option available for the first 200 registrants [16]. - Sponsorship opportunities are available for companies interested in promoting their brand at the event [16].