Supported by strong gains in raw material prices within the settlement cycle, the prebaked anode prices have increased consecutively, breaking above the Yuan 6,000/tonne threshold for the first time in 44 months. In October 2026, a major Shandong-based aluminum smelter raised its benchmark purchase

October lithium battery production is scheduled to reach 345GWh, up 3.90% MoM, but the growth rate fell 5.30 percentage points. Battery makers are prioritizing feedstock destocking, and anode material output is expected to edge down in Q4 2026. Graphitization capacity constraints and the expected ca

From 1 November 2026, China will roll out transaction-triggered e-invoicing across its refined-product retail sector, covering fuel stations, waterborne refuelling barges and rural outlets selling diesel only. The measure does not raise statutory tax rates, but it will strengthen transaction traceab

According to OilChem's survey, China's refined oil production is estimated at 32.31 million tonnes among sampled refineries. Although the total volume rises, the daily average falls 2.58% month on month (MoM) after adjusting for one extra calendar day. By product, gasoline, gasoil, and jet fuel outp

China has scope to increase refined-product exports in Q4 2026, with available quotas estimated to be around 40% higher than actual exports in Q4 2025. Although the third-batch allocation was roughly half the size of the corresponding allocation last year, more than 9 million tonnes of the second ba