Latest news on China New Energy markets

FLASH: Tinci Materials 200,000-tonne Electrolyte project commences operation

Recently, Tinci Materials has completed construction and begun operation of the Yuan 12 billion investment project for an annual production capacity of 200,000 tonnes of lithium battery electrolyte and 100,000 tonnes of lithium battery recycling. This development further strengthens the new energy b

A Glance of China Lithium-ion Battery Materials Market 20260127

The most-traded GFEX LC contract recorded a winning week ending Friday January 23, with the settlement price rising 15.8% from the previous Friday January 16. The increase was partly triggered by the resurfacing supply concerns. Elsewhere, Mysteel's tracking of the daily spot transactions indicated

FLASH: Hi-tech Spring and BYD sign a long-term cooperation agreement on electrolyte solvents

On January 26, Dongying Hi-tech Spring Chemical Industry Co., Ltd. announced that the company and BYD signed the Long-Term Cooperation Agreement and Hubei Project Pipeline Transmission Cooperation Agreement on January 23, 2026. The agreement is valid for three years. During its term, Hi-tech Spring

Lithium Daily: Lithium prices pull back on cooling sentiment, with fundamentals firm still

For lithium carbonate, the futures price pulled back after quick increase, with longs paying off and market players digesting the bulls. The spot transactions were active when the prices dropped. Nevertheless, the fundamentals were little changed, with LFP cathode plants maintaining high operating r

Cobalt Daily: Given the sluggish downstream demand, cobalt salt producers' quotations remain temporarily stable

On January 26, the price of electrolytic cobalt surged Yuan 13,500/t to Yuan 444,727-447,000/tonne from the previous trading day. Moreover, the prices of cobalt sulfate and cobalt chloride continued to remain stable at Yuan 95,500/t-98,500/t and 115,000-119,000/t respectively.In terms of the cobalt

Nickel Daily: SHFE nickel prices rise initially before pulling back, while spot trading for refined nickel is generally subdued

The nickel ore market held steady overall yesterday, with prices entering a consolidation phase at high levels after consecutive gains in previous days. Trading activity subdued as both buyers and sellers adopted a more cautious, wait-and-see stance. Mine-side offers remained firm, supported by the

Survey: Nickel, Chrome and Stainless Steel Prices 2026.01.26

Mysteel daily survey on nickel, chrome and stainless steel prices.

Survey: China daily cobalt powder cost 2026.01.26

Mysteel daily survey of China's cobalt powder cost. Unit: RMB yuan/t

Survey: China daily cobalt sulfate cost 2026.01.26

Mysteel daily survey of China's cobalt sulfate cost. Unit: RMB yuan/t

Survey: China daily Co3O4 cost 2026.01.26

Mysteel daily survey of China's Co3O4 cost. Unit: RMB yuan/t