GM to challenge China’s LFP monopoly with upgraded battery factory | TechCrunch https://t.co/66aghYp1WS ...

About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...

Core Insights - Enovix Corporation has appointed Srikanth Kethu as Head of Enovix India, effective immediately, to lead operations in Hyderabad and support the ramp-up of the manufacturing facility in Malaysia while driving strategic growth in India [1][3] Company Overview - Enovix is a leader in advanced lithium-ion battery technology, focusing on proprietary cell architecture that enhances energy density and safety [5] - The company's silicon-anode batteries are designed for a variety of applications, including wearable electronics, mobile communications, industrial, and electric vehicles, addressing the global demand for high-performance energy storage [5] Leadership and Strategic Goals - Mr. Kethu brings over 23 years of global experience in engineering and operations, having previously worked with major automotive and industrial companies [2] - Under Mr. Kethu's leadership, the Hyderabad R&D center will enhance its contributions to core cell and pack design, advanced manufacturing, and reliability testing [3][4] - The company aims to leverage India's skilled talent pool to establish broader operational capabilities and strengthen its R&D hub in the region [4]

Investment Rating - The report does not provide an overall investment rating for the industry Core Viewpoints - The supply of domestic lithium carbonate is expected to be loose, with production and inventory at a high level, but the price may have an upward space due to government - led clearance and the impact of automobile consumption. It is recommended to set up a stop - loss line and hold long positions in appropriate quantities, paying attention to the support level around 58,000 - 62,000 and the pressure level around 66,000 - 70,000. [5] - The UK Transport Secretary plans to invest £6 million in building household and logistics warehouse chargers and has a £2.5 billion plan to support the transition of automakers to zero - emission vehicle manufacturing. [1] - A 720V high - voltage solid - state lithium salt battery has been mass - produced in China, while Panasonic delays production in the US, and Derui Battery is advancing new capacity acceptance work. [2] - The production plan of the OaoL factory in the US is to produce at least 100 tons of graphite - based lithium salt, but OneD Battery Sciences has closed its pilot manufacturing factory due to tariff policies. [2] - Domestic lithium salt factories increase long - term contract procurement or customer - supplied models, but downstream cathode material factories have a low willingness to take delivery yet still have rigid demand procurement. [5] Industry Information Supply - side Information - The daily cash production cost of spodumene and lepidolite - produced lithium carbonate is about 60,000 yuan/ton, with negative production profit, while the cash production cost of spodumene, lepidolite, and salt - lake - produced lithium carbonate in the fourth quarter is about 2,000 - 6,130 yuan/ton, with positive production profit. The import window is closed, and the monthly import volume of lithium carbonate may decrease. [1][3][5] - China's monthly production of lithium hydroxide by smelting and causticizing methods may decrease in July, and the inventory in factories and warehouses may increase. The daily cash production cost of lithium hydroxide is about 3,000 - 6,600 yuan/ton, with negative production profit. The production line of a group is planned to be completed in 2025, and the production volume of lithium hydroxide may be affected. [3][5] - The production cost of cobalt tetroxide in China is about 11,000 - 14,000 yuan/ton, with positive profit, which may lead to an increase in the production and export volume of cobalt tetroxide in China in July. The monthly processing fee of ternary materials in China has decreased, the daily average production cost of multi - brand typical ternary materials is about 10,000 yuan/ton, with negative production profit, and the inventory in factories has increased, which may lead to an increase in the production volume of ternary materials in China in July. [5] - The daily production cost of externally - sourced raw material - used ternary precursor is about 9,500 yuan/ton, with negative production profit, and the production volume of ternary precursor in China may increase in July. The export volume of ternary precursor in China may increase in July. [5] Demand - side Information - The monthly average production cost of different production processes of iron phosphate is about 10,600 - 12,900 yuan/ton, and the production volume of iron phosphate in China may increase in July. [4][5] - The monthly average production cost of different production processes of lithium iron phosphate is about 29,000 - 55,000 yuan/ton, and the inventory in factories has increased. [5] - The export volume of 3C - type ternary precursor in China may increase in July, and the monthly processing fee of ternary materials has decreased. [5] Market Price Information - On July 11, 2025, compared with the previous day, the closing price of lithium carbonate futures has changed as follows: the closing price of the near - month contract decreased by 1,460 yuan/ton, the closing price of the active contract increased by 100 yuan/ton, and the inventory decreased by 1,588 tons. [1] - The average price of lithium ore increased by 1 yuan/ton, the average price of lepidolite remained unchanged, the average price of phosphate - lithium aluminum remained unchanged, the average price of metallic lithium remained unchanged, the average price of lithium carbonate (99.5% battery - grade/ domestic) increased by 100 yuan/ton, the average price of lithium carbonate (99.2% industrial - grade/ domestic) increased by 100 yuan/ton, and the average price of lithium hydroxide (56.5% battery - grade/ domestic) remained unchanged. [1] Company Information - Jianheng Aorui Technology Co., Ltd. in Inner Mongolia has achieved mass production of 720V high - voltage solid - state lithium salt batteries, making China the third country in the world to achieve commercial mass production of solid - state lithium salt batteries. [2] - Panasonic Holdings will adjust the production plan of its new EV battery factory in the US, delaying the production plan. [2] - Derui Battery is advancing the acceptance work of new capacity, and the new capacity will be gradually released according to sales and orders. [2] - OaoL plans to produce at least 100 tons of graphite - based lithium salt in the US, but OneD Battery Sciences has closed its pilot manufacturing factory due to tariff policies. [2]

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今年上半年，蜂巢电池全球动力电池装机量同比增长110%，海外出货量占比为30%，已累计为mimi和 stellantis分别提供超过10万套电池包。(36氪) ...

Investment Rating - The report does not explicitly state an investment rating for the battery materials industry, but it indicates a positive sentiment towards the sector based on production increases and market conditions. Core Insights - The battery production pipeline is estimated to increase by 1% month-over-month (MoM) and 39% year-over-year (YoY) in July 2025, with electric vehicle (EV) battery production remaining flat MoM, while energy storage system (ESS) battery demand is expected to grow by 4% MoM [1] - Lithium carbonate is projected to rise by 4% MoM, contrasting with the largely flat trends observed in other battery materials [1] - Market sentiment has been buoyed by positive discussions regarding potential supply-side reforms in China, despite ongoing increases in production output [1] Summary by Sections Battery Production Trends - Battery production is estimated to be up by 1% MoM [3] - Cathode production is expected to remain flattish MoM [5] - Anode production is projected to increase by 1% MoM [7] - Separator production is also estimated to rise by 1% MoM [9] - Electrolyte production is expected to be flattish MoM [11] Market Sentiment and Demand - The market sentiment is influenced by positive discussions and hopes for supply-side reforms in China, which have led to increased interest in equities and futures related to battery materials [1] - The demand for ESS batteries is forecasted to continue its upward trend, with a 4% MoM increase expected [1]

Investment Rating - The report indicates a cautious outlook for the Chinese economy, suggesting a potential demand cliff in H2 2025, leading to a GDP growth forecast drop to 4.0% year-on-year from approximately 5.1% in H1 2025 [3][4]. Core Insights - The report highlights a recurring pattern in China's economic performance, where optimism in the first half of the year is often followed by disappointing outcomes in the second half, particularly in 2023 and 2024 [2]. - Austerity measures initiated in mid-May are expected to significantly impact consumption, particularly in the services sector, leading to a notable slowdown in retail sales growth to 3.1% year-on-year in H2 from an expected 5.1% in H1 [8][11]. - The property market continues to face severe challenges, with new home sales volume and value declining significantly, indicating a prolonged correction phase [32][35]. Summary by Sections Economic Outlook - The report anticipates a demand cliff in H2 2025 due to multiple factors, including austerity measures, a payback effect from durable goods sales, and ongoing issues in the property sector [3][4]. - GDP growth is projected to decrease to 4.0% year-on-year in H2 from around 5.1% in H1 2025 [3]. Austerity Measures - The new anti-extravagance campaign has led to a significant drop in demand for services, particularly in the catering and alcohol sectors, with retail sales growth expected to slow to 3.1% year-on-year in H2 [6][11]. - The average funding for the consumer trade-in program is projected to decrease, further impacting retail sales growth [7][13]. Property Market - The property market is entering its fifth year of correction, with new home sales and prices continuing to decline, particularly in large cities [32][33]. - Existing home prices in tier-1 cities fell by 0.9% in April-May 2025, indicating ongoing weakness in the housing market [34]. Export Sector - China's export growth is expected to slow sharply in H2 2025 due to payback effects from front-loading and high tariffs, with a full-year export growth forecast of 0.0% [44][45]. - High-frequency data indicates strong headwinds for exports, with manufacturing sector PMIs reflecting contraction [45][46]. Investment Trends - Investment growth in key sectors has decelerated, with significant declines noted in the solar and lithium-ion battery sectors, highlighting the need for regulatory intervention [26][27]. - The report emphasizes that the ongoing issues of overinvestment and capacity underutilization are likely to create short-term economic headwinds [24][25].

Century Lithium Corp. (TSX-V:LCE, OTCQX:CYDVF) is making progress toward becoming a key domestic supplier of battery-grade lithium carbonate, and a recent collaboration highlights the company's momentum. First Phosphate, a Canadian developer of LFP battery materials, successfully used Century Lithium’s lithium carbonate in the production of lithium iron phosphate (LFP) batteries—demonstrating real-world application of the Nevada-based company’s process. In this interview, CEO Bill Willoughby joins Proactive ...

Company Overview - Proactive is a financial news publisher that provides fast, accessible, informative, and actionable business and finance news content to a global investment audience [2] - The company has a team of experienced news journalists who produce independent content across various financial markets [2] Market Focus - Proactive specializes in medium and small-cap markets while also covering blue-chip companies, commodities, and broader investment stories [3] - The content includes insights into sectors such as biotech and pharma, mining and natural resources, battery metals, oil and gas, crypto, and emerging digital and EV technologies [3] Technology Adoption - Proactive is committed to adopting technology to enhance its content creation and workflow processes [4] - The company utilizes automation and software tools, including generative AI, while ensuring that all published content is edited and authored by humans [5]