TORONTO, Sept. 03, 2025 (GLOBE NEWSWIRE) -- Silver Sponsor Participation in 24th International Conference on Humanoid Robots in Seoul, South Korea Global Flagship Conference for Humanoid Technologies in AI & MechatronicsSponsored & Supported by NVIDIA, Samsung, Google DeepMind & Qualcomm To Showcase Proprietary, High-Performance Battery Products Designed for Humanoid & Industrial Robotics To Introduce Battery Technology for Co-Development & Commercial Integration with Robotics Researchers & Manufacturers ...

Global Markets Strategy 31 August 2025 This material is neither intended to be distributed to Mainland China investors nor to provide securities investment consultancy services within the territory of Mainland China. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. China/Hong Kong Equity Strategy Dashboard Wendy Liu AC (852) 2800 1087 wendy.m.liu@jpmorgan.com J.P. Morgan Securities (Asia Pacific) Limited/J.P. Morgan Broking (Hong Kon ...

DAYTON, Ohio, Sept. 2, 2025 /PRNewswire/ -- Solidion Technology, Inc. (NASDAQ: STI), in partnership with Oak Ridge National Laboratory (ORNL), is proud to announce that their joint innovation, Electrochemical Graphitization in Molten Salts (E-GRIMS), has received a prestigious 2025 R&D 100 Award.The E-GRIMS technology introduces a game-changing approach to the graphitization process, enabling energy-efficient, scalable, and environmentally sustainable production of graphite anode materials. This breakthroug ...

Chinese battery-materials producer GEM posts record first-half profit, aided by surging nickel output from plants in Indonesia https://t.co/7lNug7mKNB ...

PERTH, Australia, Aug. 25, 2025 (GLOBE NEWSWIRE) -- Talga Group Ltd (OTCQX: TLGRF /ASX: TLG), a new energy materials and technology innovator focused on Li-ion battery graphite anode, today announced that Mark Thompson, Managing Director, will present live at the Clean Energy Metals Virtual Investor Conference hosted by VirtualInvestorConferences.com, on August 28th, 2025. DATE: August 28th TIME: 10:00 AM ETLINK: REGISTER HEREAvailable for 1x1 meetings: upon request This will be a live, interactive online e ...

Core Insights - Electra Battery Materials Corporation has appointed David Stetson to its Board of Directors, bringing extensive leadership experience in the natural resources sector [1][5] - Stetson previously served as CEO of Alpha Metallurgical Resources, where he increased the company's market capitalization from $50 million to over $4 billion and eliminated $800 million in debt [2] - The appointment is part of Electra's strategy to strengthen its financial foundation and enhance its role in North America's critical minerals supply chain [5][6] Company Update - Electra has closed a bridge financing of $2 million through the issuance of unsecured 90-day promissory notes to support operations during its restructuring [6] - The addition of Stetson to the Board is seen as a reinforcement of Electra's commitment to disciplined execution as it advances its transformation and growth strategy [6] - Electra is focused on developing North America's only cobalt sulfate refinery and aims to reduce reliance on foreign supply chains through onshoring critical minerals refining [7][8]

Core Viewpoint - Electra Battery Materials Corporation is undertaking a significant financial restructuring involving a debt-to-equity conversion to reduce its convertible debt by 60% and is launching a US$30 million equity financing to strengthen its capital structure and fund the commissioning of North America's first cobalt sulfate refinery [1][4][7]. Financial Restructuring - The company will convert approximately US$40 million of its outstanding convertible notes into equity at a price of US$0.60 per share, reducing total debt under the notes to approximately US$27 million [6][8]. - The remaining 40% of the notes will be exchanged for a new term loan, maturing three years after the transaction's completion, with an interest rate of 8.99% if paid in cash or 11.125% if paid in kind [9]. - Lenders are providing US$2 million in short-term bridge debt to support operations during the restructuring process, with a 12% annual interest rate [10]. Equity Financing - The equity financing will consist of US$30 million at a price of US$0.75 per unit, with each unit comprising one common share and one warrant exercisable for one common share at US$1.25 for three years [12][13]. - Current shareholders will have the right to purchase units on the same terms as new investors, proportionate to their existing ownership [6]. Strategic Importance - The cobalt sulfate refinery is crucial for North America's efforts to establish critical mineral supply chains, reduce reliance on China, and enhance national security [7][19]. - The project has garnered support from various government levels and lenders, highlighting its strategic significance [7]. Governance Changes - Following the completion of the transaction, the company plans to increase its board size from five to seven members, allowing lenders to appoint up to three board members based on their ownership stake [6][11].

The battery materials startup raised significant Series D funding to expand its manufacturing capability. At the same time, it bought out partner SK's stake in a joint venture. https://t.co/CLPSrFKNkO ...

"The second quarter demonstrated Electra's continued financial discipline and focus on enhancing flexibility as we work to align our capital structure with the Company's long-term strategic goals of advancing the critical infrastructure that will help reshape the North American battery materials landscape," said Electra CFO, Marty Rendall. The Company's cash position at the end of the quarter was C$3 million. Subsequent to June 30, 2025, Electra received a temporary waiver from the holders of the Company's ...

Summary of Conference Call on China Battery Materials Industry Overview - The focus is on the **China LFP (Lithium Iron Phosphate) cathode industry** which has been experiencing a decline in utilization ratios and profitability due to aggressive capacity expansion and market conditions [1][2][4]. Key Points Utilization and Profitability - The **utilization ratio** for China LFP cathodes was reported at **57% in June 2025**, indicating a significant decrease since mid-2022. Most producers are currently facing losses [2][4]. - The potential **anti-involution initiative** by the government, following CATL's mine suspension, is expected to positively impact profitability in the LFP cathode sector [1][2][4]. Price Dynamics - The **impact of lithium prices** on profitability is nuanced. Although higher lithium prices increase production costs, the **average selling price (ASP)** of LFP cathodes is determined by a cost-plus pricing mechanism, which limits the negative impact on gross profit margins [3]. - LFP cathode producers are expected to have nearly **one month of lithium exposure** in inventory, which could lead to benefits from inventory valuation if lithium prices rise [3]. Investment Recommendations - A **90-day positive catalyst watch** has been initiated for **Hunan Yuneng** and **Shenzhen Dynanonic** due to the anticipated benefits from the anti-involution measures and potential increases in lithium prices [1][4][13][14]. - **Hunan Yuneng** is rated as a **Buy**, being the only profitable LFP cathode producer among major competitors, with expectations of benefiting from increased processing fees and economies of scale [16]. - **Shenzhen Dynanonic** is rated as a **Sell**, with limited expected improvements in profitability due to surplus supply in the LFP cathode industry [21]. Company Profiles Hunan Yuneng - Established in **June 2016** and listed on the Shenzhen Stock Exchange GEM in **2023**. The company specializes in LFP cathode materials for the EV and ESS battery industries [15]. - Current market cap is **Rmb 25.883 billion**, with a target price of **Rmb 65.8** per share, implying a **27.0x 2025E P/E** [7][16][17]. Shenzhen Dynanonic - Founded in **January 2007** and listed on the Shenzhen Stock Exchange GEM in **2019**. The company produces LFP and LFMP cathode materials, recognized for its advanced synthesis technology [19]. - Current market cap is **Rmb 10.367 billion**, with a target price of **Rmb 25.5** per share, reflecting a **12.5x 2026E EV/EBITDA** valuation [7][22]. Risks - For **Hunan Yuneng**, key risks include lower-than-expected shipments, worse-than-expected gross profit margins, and higher expenses [18]. - For **Shenzhen Dynanonic**, risks include lower-than-expected shipments and expenses, but the competitive landscape is expected to improve in **2025** [23]. Conclusion - The China LFP cathode industry is at a critical juncture, with potential government initiatives aimed at improving profitability. Investment strategies are diverging for Hunan Yuneng and Shenzhen Dynanonic, reflecting differing outlooks on market conditions and company performance.